Getting Started

Call us to discuss your needs. To evaluate a Medicaid application, we will need AT LEAST the following:

Categorical Eligibility:
We must prove your status regarding certain matters. Please provide us with at least one document in each of the following categories. More is better so if you have additional documents, please provide them.


¨ Passport

¨ Birth certificate

¨ Naturalization papers

¨ Alien registration

¨ Adoption decree



¨ Passport

¨ Birth certificate

¨ Driver’s license

¨ Baptism certificate

That you are you:

¨ State issues photo ID

¨ School ID

¨ Military ID

Marital status:

¨ Marriage license

¨ Separation Order

¨ Divorce Order

¨ Spouse death

Medical Eligibility: After you are admitted to a nursing home, or if you need home health care, then proof of your medical condition will be necessary. We will need you to sign a release so we can get that information.

Financial Eligibility:
Please provide all of the following that apply to you or your spouse:

Resources (Assets with

¨ Checking accounts (3 months of
statements & checks)

¨ Savings accounts (3 months of

¨ Money markets (3 months of

¨ CDs

¨ Stocks or Bonds

¨ Annuities

¨ Retirement accounts
(e.g., 401(k) or IRA)

¨ Deeds to land and

¨ Titles &
registration to vehicles or mobile homes

¨ Debts people owe you

¨ Trusts of any kind
that involve you

¨ Life insurance (all policies)

¨ Burial assets (e.g.,
contracts, accounts, plots)

¨ Anything else you
believe has value. The Medicaid rule is that if it’s not exempt, then it
counts toward eligibility so err on the side of caution and tell us.

Monthly Income:

¨ Recent check from

¨ Social Security
letter (you get one each year)

¨ Railroad Retirement

¨ Disability Income

¨ Proof of pension or
retirement income

¨ Rent payments

¨ Support, alimony

¨ VA Award letter

¨ SSI award letter

¨ Debt payments (money
people owe you)


Other things we need:

¨ Current Last Will
& Testament

¨ Power of
Attorney/Guardianship papers

¨ Social Security Card

¨ Medicare card (front
and back)

¨ Other health
insurance card & premium amount


As we work for you, other information may be helpful. Please provide:

¨ ID cards for both

¨ Utility bills

¨ Property tax bills

¨ Mortgage statement or
rent bill

¨ Any other insurance

¨ Evidence of any
medical debt

Contact Us

Medicaid Mechanics

P.O. Box 2023
Dalton, Georgia 30722