Documentation Required to Accompany MaineCare Applications

List of Asset and Income Documentation Required to Accompany MaineCare Applications

As a condition of eligibility for nursing home or assisted living MaineCare benefits, all assets and income of the applicant and spouse must be verified at the time of application.  The following is a list of the most common items that need verification or documentation.  Since there are several programs available, some of the items may not apply to your situation or additional information may be requested.

The "lookback period" (the financial reporting period) is now 60 months (five years), but except for trusts, it does not extend back beyond February 8, 2006.  For trusts it extends back the full 60 months.  Where the Assets list below says "back to February 2006", for trusts required reporting goes back 60 months.

General Information:

  • Social Security Card (or other proof of Social Security Number if card is lost)
  • Birth Certificate
  • Medicare Card
  • Naturalization Certificate or Green Card, if not a citizen


  • Savings account statements or copies of passbook pages back to February 2006
  • Checking account statements, including copies of checks, back to February 2006
  • Bonds (U.S. Savings Bonds, Treasury Bonds, etc.)
  • Stocks, i.e. statements back to February 2006
  • Certificates of Deposits going back to February 2006
  • IRA’s, 401K, Keoghs, pensions, etc., back to February 2006
  • Annuities going back to February 2006
  • Life insurance policies and current cash surrender values of all policies
  • Prepaid Burial Contracts or Mortuary Trusts
  • Health insurance card(s) and latest premium statement(s)
  • Guardian/Conservator documents or Durable Power of Attorney
  • Deeds of ownership of any interests in land and buildings, and most recent municipal property tax bills
  • Documentation of any assets transferred to others on or after February 8, 2006

Income - Records of Current Income From:

Veterans Benefits        Civil Service                        Workers Compensation           Rental Income

Social Security             Employee Pensions          Railroad Retirement                  Wages

Alimony                         Annuity Income                  Unemployment                         Any Other Income

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The Maine Center for Elder Law, LLC, assists clients with Medicaid (MaineCare) Planning, Planning for VA Aid and Attendance Eligibility, Special Needs Planning, Estate Planning, and Probate, Estate & Trust Administration matters in York County, Cumberland County and nearby Maine counties.

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