Seniors Needing Help With a Medicaid Application Can Count on Us

As part of our Certified Medicaid Planning Services, we can act as your Authorized Representative and complete the Medicaid application on your behalf.

Medicaid Application Assistance From a Team of Certified Medicaid Planners

Our clinical care team knows seniors often struggle to find the long-term care services they need as they age. We also know it can be challenging to navigate the financial hurdles to accessing care. Medicaid can be a valuable resource and our team is here to provide help filling out Medicaid applications.

The Medicaid Application Process

Although every state has its own guidelines for Medicaid eligibility, applying for Medicaid is generally very similar across the country.

Determine Your Medicaid Eligibility

Each state sets specific eligibility requirements to participate in Medicaid programs. It is the applicant’s responsibility to determine if they meet:

  • Income limits
  • Asset limits
  • Functional need requirements
If you do not meet eligibility requirements, your application will be denied.


Gather All Supporting Documents

You’ll be asked to provide complete and accurate documentation to support your Medicaid application. This documentation will be used to verify your eligibility. It’s crucial to have all documentation ready before completing your application to avoid any delays in processing. Your application will be denied if the necessary documentation is inaccurate or incomplete.




Apply

Most states offer a variety of methods to submit your completed application. Methods may include: 

  • Online
  • Over the phone
  • Mail
  • Email
  • Fax
  • In-person
While your application is processing, you may need to provide information about your household.

Common Challenges Seniors Face When They Don’t Seek Assistance With Their Medicaid Application

Denial Based on Procedural Errors

An incomplete application or missing documentation will result in a denial. Other procedural errors may include failing to respond to Medicaid’s follow-up requests in a timely manner or applying for assistance too early.

Denial Based on Income Discrepancies

Depending on where you reside, “income” may not be as straightforward as it sounds. Each state has its own eligibility guidelines that dictate what qualifies as income. A lack of knowledge on Medicaid income requirements in your state can lead to a denial.

Denial Based on Asset Discrepancies

Countable and non-countable assets may be different based on where you are applying. For example, in some states an IRA in payout status does not count as an asset. In others, an IRA must be cashed out and is considered an asset.

We Understand the Medicaid Application Process Can Be Difficult

  • The rules surrounding eligibility for the various Medicaid programs can be confusing.
  • The application is long and can feel extremely overwhelming.
  • The process can be time-consuming, which isn’t ideal for a senior in a care crisis or family members who may be trying to help.
  • Receiving a denial is frustrating and can delay the care you need.
  • We can help.
medicaid application help

Medicaid Application Assistance With Legacy Navigation

To overcome the challenges outlined above, our team works to develop a Medicaid plan that is unique to your situation. We will:

  • Ensure you are Medicaid-eligible before completing the application process.
  • If you exceed Medicaid’s eligibility limits but your cost of care exceeds your income, we help you implement Medicaid planning strategies to become Medicaid-eligible while preserving your assets and income.
  • Complete the Medicaid application on your behalf and accelerate the approval process. 

Find Out If You Qualify for Medicaid:

Get Medicaid Application Help With Legacy Navigation—Certified Medicaid Planners

Contact Us

If you or your loved one requires care that exceeds your income or if you’re confused about the Medicaid application process, give us a call at 208-204-6004 or fill out our contact form.

Consultation

We’ll have an initial consultation to gather information about your situation and determine if we can help. We’ll ask general questions about your financial situation and your care needs.

Planning

We’ll formulate a Medicaid plan based on your unique situation and help you implement the plan. The plan may involve financial strategies to preserve your assets and income.

Application

Once you are Medicaid-eligible, we can act as your Authorized representative. We will complete the application on your behalf, ensuring that it is complete and accurate.

Medicaid Application Assistance FAQs

Anyone can help a senior with a Medicaid application, including family members, Medicaid planners, discharge planners, and Elder Law Attorneys. We are a clinical care team of Certified Medicaid Planners with extensive experience completing Medicaid applications on behalf of seniors. We are a private pay service but charge a fraction of the cost of an Elder Law Attorney.

Contact us! Even if your income or assets place you above the Medicaid eligibility threshold, there may be steps we can take to help you qualify for Medicaid—especially if the cost of your care exceeds your income. But it’s important to plan ahead and ensure you are Medicaid-eligible before you apply. That’s where we come in. 

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We are an independent certified Medicaid planning agency and not connected with Medicaid. We specifically focus on the 65 and older and disabled populations, and related A&D Medicaid waivers. We are unable to answer questions outside of these programs. For questions regarding other Medicaid programs, SNAP, health plans, etc. please call your local state Medicaid agency.