Medicaid Planning
Medicaid Application Documents Checklist (2026)
Every document you need for nursing home Medicaid — income, assets, 60-month look-back, and clinical records.
7 min readUpdated 2026-06-20
Incomplete applications are the top reason for Medicaid delays. Gather documents before applying — especially 60 months of financial records for the look-back period.
Document checklist
- Social Security award letter and pension statements
- Bank and investment statements (60 months)
- Property deeds, vehicle titles, life insurance policies
- Medicare card and supplemental insurance policies
- Physician or hospital records supporting level-of-care need
- Marriage certificate and power of attorney if applicable
State application guides
- Texas
- Florida
- California
- New York
- Pennsylvania
- Ohio
- Illinois
- Georgia
- Arizona
- North Carolina
- Michigan
- New Jersey
- Washington
- Massachusetts
- Virginia
- Colorado
- Minnesota
- Wisconsin
- Missouri
- Tennessee
- South Carolina
- Indiana
- Maryland
- Alabama
- Alaska
- Arkansas
- Connecticut
- Delaware
- Hawaii
- Idaho
- Iowa
- Kansas
- Kentucky
- Louisiana
- Maine
- Mississippi
- Montana
- Nebraska
- New Hampshire
- North Dakota
- New Mexico
- Nevada
- Oklahoma
- Oregon
- Rhode Island
- South Dakota
- Utah
- Vermont
- West Virginia
- Wyoming
- District of Columbia
Need help finding care near you?
Our free matching service connects families with assisted living and memory care options in their area — email first, no spam calls.
Get Free Matches