Apply
- Home
- Apply
Medicaid Application Support
We guide you through every step of gathering the necessary information for your Medicaid application. The five-year lookback requirement not only encompasses your current accounts but also includes any accounts closed in the past five years. Naviating this process can be overwhelming
but we are here to support you every step of the way. Our thorough review of your financial information ensures that any unusual transactions are properly explained and accurately documented.
Before preparing the Medicaid application, we determine which assets are included in the Medicaid asset spenddown and which are exempt. We look for opportunities to convert countable assets to exempt assets to preserve your life savings. We also review the allocation of income to make sure your spouse is protected to the extent possible.
The Medicaid application is prepared in a format that is clear for the reviewer. During our pre-filing preparation and analysis, all transactions that could be perceived as a penalty-causing divestment are properly documented. After filing the application, its progress is monitored and periodic updates are provided. When a Medicaid processor requires additional information from the applicant, there is a limited time frame to provide the requested information. Failure to meet this deadline can result in a denial, making continuous monitoring essential.