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Medicaid Eligibility & Application Process


Medicaid Eligibility & Application Process

Once your financial plan is in place, our Medicaid team of lawyers, paralegals and assistants is dedicated to assisting you with processing your Medicaid application at any local county Department of Social Service (DSS) agency in New York. From gathering the necessary financial documentation to meeting with the DSS case examiner, we work with our clients and their accountants, financial advisors, attorneys, children, trusted advisors or agents to coordinate and guide them through the entire application process from beginning to end, including:
  • Gathering monthly financial documents for every financial institution the elder client had contact with over the past five years
  • Gathering all financial documents (i.e., check registers, deposit slips, receipts, statements, etc.) over the past five years
  • Identifying and explaining all withdrawals of $500 or more and every deposit that occurred over the past five years
  • Summarizing every meaningful deposit and withdrawal from every account for the DSS case examiner and appearing at the DSS interview
  • Reproducing every document needed to complete the application
  • Acting as a liaison between the DSS and family during the lengthy application process
  • Preparing the Medicaid application and reviewing the accuracy of the final Medicaid determination
  • Assisting with the annual Medicaid recertification
  • Meeting clients and their families at their homes, assisted-living facilities or nursing homes to compile the documentation necessary for the Medicaid application
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