Your Benefits are Waiting!
Here is what we will need for a successful screening and to complete your application:
Don't be intimidated by this list of documents.
Contact us at "Get Help Here" and we will explain the process to you first.
Proof of Residency - Includes, but not limited to:
- Evidence of home ownership
- Lease or other evidence of rental
- Driver's license or vehicle registration
- Voter registration card
- Utility bills
- Receipt or cancelled check from rent or mortgage payment
- Employment record
- Signed statement from the landlord
- Collateral contact (unless homeless)
Proof of Identity - Includes, but not limited to:
- Driver's license
- State-issued non-driver's license ID
- Social Security card
- Voter registration card
- Employee identification card
- ID issued by the Public Housing Authority
- Previously issued benefits card
Proof of Citizenship - Includes, but not limited to:
- INS Form I-94 with codes and date stamps
- Employment Authorization Card (INS Form I-688B)
- Employment Authorization Document (INS Form I-766)
- Refugee Travel Document (INS Form I-571)
- Alien Registration Receipt Card (INS Form I-551)
- Unexpired Temporary I-551 stamp in foreign passport or on INS Form I-94
- Tribal Document or membership card (for Native Americans)
- DD Form 214 or current Military ID card (for Veteran status)
Proof of Income - Includes, but not limited to:
- Letter from employer stating (a) salary or pay; or (b) wages and hours worked
- Employment Income - pay stubs showing gross amounts (before taxes and deductions)
- for at least 30 days
- Self-employment - business receipts, accounting or other business records
- Workers Compensation - copy of the benefit check or stub
- Unemployment Compensation - UCB check stubs (30 days if applicable) or award letter
- Insurance (Health and Life) - policy documents, insurance cards
- SSDI or SSI Payments - award letter
- Retirement Income
- Social Security (OASDI) payment - award letter
- Child Support or Alimony Income - court documents
- CFSA Stipend or Federal Foster Care Payment - award letter or check stub
- Other Income such as Rental or Room and Board Income (written statement from roomer or boarder, accounting records, lease or contract, or rent receipt book) or
- Property Related Income
Proof of Assets - Includes, but not limited to:
- Checking, Savings (or Credit Union Draft/Share) Accounts - monthly statement
- Savings Certificates, Certificates of Deposit (CDs), or Bonds - certificate or bond
- Stocks or Bonds - certificates
- Cash on hand
- Personal Property - the values for items like campers/trailers, non-motorized boats, utility trailers not used for business
- Pension plans or retirement accounts - the value minus any withdrawal penalties
- Life insurance - the cash surrender value, not the amount that would be received because of the death of the insured person
- Vehicle (second or more) - Blue book or NADA book wholesale (trade-in) value or loan statement/payment book
- Other Assets
To see if you qualify for assistance, contact us in 1 of 3 ways:
- Submit the form under "Get Help Here" on this website
- Send an email to at bec@thewholeperson.org
- Call us at 816-561-0304
Download a PDF of the Benefits Checklist Paperwork
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This PDF checklist provides a list of documents that people with Medicare may use/need when completing a BenefitsCheckUp® screening and applying for benefits.