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She needs to go to assisted living and i was told she needs medicaid, since her money is gone. also, how many years back in bank records?

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mlface - the department on human services & your case worker will send you a complete list of what you'll need. brandywine1949 gave you some examples - here are a few more - copies of SS card (not just number), copy of Medicare card, birth certificate, marriage and/or death certificates, copy of SS award letter and VA assistance award, if applicable, and if there's a prepaid burial arrangement. Very important as well will be a completed (by the doctor) PA-4 form which is a Dr. Certificate for Long Term Care). Again, you will receive a full list of the docs you need but if you can pull some of this together ahead of time, you'll save a lot of time. Good luck!!
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Bank statements, savings acct statements, investments statements, sale of house documents, her social sec number, tax statements both property taxes and IRS taxes. Things like that.
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Sorry missed a word. Could you give some examples?
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When you say keep good records could give some examples like how detailed?
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Call your County, get an appointment, the case worker can tell you what you need to do. Also they can tell you what is available in your particular state. In my state there is not much choice for Asst Living, and you pretty much have to enter the facility as private pay for 2 -3 years. Some places we like have a 2 year wait list, and that is for private pay. I don't want to to sound discouraging but there are in most places, not enough rooms for the demand that exists. A really good alternative is bed and board homes also called 6-packs. Essentially like a group home but the residents are seniors who cannot live alone at their own homes. If there were any available beds there I would move my mom in a jiffy.
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This is such a timely question. I literally just had my face-to-face appointment as my mother's POA at the Burlington County (NJ) Board of Social Services last Thurs. afternoon. As everyone says, the look back period is typically 5 years but my mother has been living in assisted housing for 10+ years at this point so we were asked to bring 3 full years of bank statements at this point - more may be required later, though. I had a wonderful Human Services Specialist and she has made the process much easier, as Carol says. Good records are A MUST but once you have the checklist organized (call and they will prescreen over the phone and then send you the checklist to pull these docs together) it was a relatively painless process to bring this in and then fill out the Medicaid app on the spot. The MLTSS program in NJ (Medicaid managed Long Term Services and Support) requires that the facility you are considering be an Assisted Living Medicaid Waiver Program participant. If your mom will be going in fully Medicaid there may be a waiting list for a shared room with another resident of 9 months or so, depending on occupancy and size of the facility. If, however, you are able to "private pay" the portion over the Medicaid reimbursement for the room (say, for an efficiency apartment that would be your mother's alone) the wait could be less...again, depending on availability and your completing the Medicaid process successfully. The marketing director of the AL should be able to give you very good and comprehensive info in this regard. Good luck, Kathgra....we are all navigating these waters together!
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Kathgra- your profile says mom is in IL. If so, I'd ask the admissions office at the IL for suggestions as I'm sure other residents have made the move from IL to AL or even IL to NH.

Before you get too far into this really try to make sure that your state does Medicaid waivers to pay for AL. And the if the waiver is easily usable - like if lots of AL take waivers for immediate residency or if there is a waiting list or if you are expected to private pay for a period if time before. Medicaid is first & foremost about paying for LTC skilled nursing care in NH. medicaid funding can be diverted to other programs like AL waivers or PACE - depends on the state if done. Most AL is private pay. If mom has no funds & there are no AL Medicaid beds, you may need to get mom medically qualified for needing skilled nursing care in a NH.
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Yes, generally adult social services is where you go and as Chincoteague said, they will likely want 5 years of financial records as well as all medical ID, insurance cards, etc. The better records you keep the easier it is. States do vary somewhat on what they ask for but 5 years look back comes from federal law. It's not fun but it's doable. Most people find it kind of an ordeal but if you get a pleasant social worker it's easier. No matter who you get for intake, it's doable and your mom deserves this care.
Good luck,
Carol
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I had to call the county Office of the Aging for assistance with the Medicaid application. The county where your Mom currently lives. Also, the look back is 5 years and having been thru this twice with my Mom and my Mom in law, make sure you keep good records of anything you spend for your Mom. They usually do not look at checks written under $500. Good luck.
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Usually you have to go the county where your LO resides.

We had to provide 5 years of bank records in general, although the intake case worker will give specifics for your case. Five years is the standard look back.
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The assisted living center could possibly steer you as where to go for an application for medicaid. Years back, I don't know but they will tell you.
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