Projected Medicaid Eligibility Status
Eligible
Explanation
It is very likely the person for whom you’ve completed this form will meet the eligibility requirements for Medicaid long term care in your chosen state. However, this is merely a projection. It is not a determination of eligibility, nor a guarantee. For an official determination, one must complete an application with their state Medicaid office.
Next Steps / Application Assistance Options
The Medicaid application process is confusing, time-consuming and requires significant documentation. It can be especially challenging when applying on someone else’s behalf or when applying outside one’s primary state of residence. Fortunately, there are assistance options (described below) to help families with the application process. It is recommended you contact your Area Agency on Aging first. Should you not be satisfied with the service you receive, then consider contacting the Certified Medicaid Planner listed below to schedule a free, initial consultation.
| Options | Pros | Cons | Provides Services in Your Area |
| Local Area Agency on Aging | -Free assistance -Knowledge staff |
-Often under-staffed -Majority of work falls on applicant’s shoulders -Cannot advise if one doesn’t qualify |
|
| Certified Medicaid Planner | -Dedicated planner -Completes paperwork & manages all communication -Can advise how to meet eligibility criteria, if applicant is denied. |
-Fee based service; fees typically range from $3,000 – $8,000 | 
Eldercare Resource Planning, LLC
Certified Medicaid Planners for Long Term Care Benefits [email protected] Phone: (415) 854-8653 |