Required Documents for Medicaid Application Process

A Checklist of the Documents Required by Medicaid

The most difficult part of the Medicaid application process is identifying and collecting the documents required by the Department of Children and Families (Medicaid Office).

Here is the Medicaid required document checklist to identify and organize each item required. 

Vehicle & Mortgage Documents

  • Vehicle Title or Registration (if applicable)
  • Mortgage Statement
  • Property Tax Bill (all properties and most recent)

Cemetery / Funeral

  • Cemetery lots (deed)
  • Prepaid Burial or Funeral Contract, Burial Account or Cremation Agreement


  • Bank Statements for the past 3 months on all accounts (all pages)
  • Annuities (copies of the contract and most recent statement)
  • IRA’s (copy of the contract and most recent statement)
  • Brokerage Accounts (statements for past 3 months)
  • Pension Statements (past 3 months)
  • Civil Service, VA, and Disability Statements

Legal Documents

  • Durable Power of Attorney
  • Social Security Letter (current year)

Personal Documents

  • Driver’s License or other Identification
  • Social Security Card
  • Medicare Card
  • Supplemental Health Insurance Card (front and back) and proof of premium
  • Life Insurance Policies (copy of the contract and most recent statement)
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