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He is private pay until he uses up all his funds. I am estimating about 6 years. What will Medicaid require to see when the time comes to transition to Medicaid?

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cmeshell, when my Dad needed to have caregivers and eventually move into senior living and it was all self-pay, any time I wrote a check from Dad's checking account I would make a copy of the invoice and the check together.... then placed into a 3-ring binder.  I was also concerned how many years could Dad continue to live but then would need Medicaid.  We never needed to use it.

Medicaid normally looks back 5 years at the bank statements/stock statements to see where Dad money was spent. If there would be any questions, I could also hand over the 3-ring binder so that checks can be verified.

Any time I had transferred funds from a money market over to checking to feed the checking account, I would make a note on the bank statement where that money went.

I also made sure I didn't co-mingle any of my money into Dad's accounts, as that would raise a lot of red flags.

With Medicaid every State has their own rules, but the norm seem to be a 5 year look back, I have also heard some States could ask for 7 years. Good grief, I only keep one year of my own bank statements, so hopefully I won't be hit by a bus and then use up my self-pay. If you do an on-line account, you can possibly get your Dad's bank statements going back a few years. I would gather those now, just in case the look back time frame changes down the road.
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