The Maryland DHR form is an application used to apply for Long-Term Care and Waiver Medical Assistance. This form is essential for individuals seeking financial support for long-term care services. To ensure a smooth application process, gather the necessary documents and fill out the form accurately.
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The Maryland DHR form is an essential document for individuals seeking Long-Term Care or Waiver Medical Assistance. This application, administered by the Maryland Department of Human Resources and the Maryland Department of Health and Mental Hygiene, requires comprehensive information to determine eligibility. Applicants must provide proof of various financial assets, including bank statements, tax returns, and income details from multiple sources. The form also emphasizes the importance of submitting copies of documents rather than originals. If you or your spouse have transferred any assets in the past five years, you must disclose the type, reason, and value of those assets. Furthermore, the application includes sections for personal information, residency status, and authorized representation. Timeliness is crucial; applicants are encouraged to submit the form as soon as possible, even if all documentation is not readily available. Additional time will be granted to furnish any outstanding documents. Understanding the requirements of the Maryland DHR form can streamline the application process and help ensure that you receive the necessary assistance in a timely manner.
MARYLAND DEPARTMENT of HUMAN RESOURCES
MARYLAND DEPARTMENT of HEALTH and MENTAL HYGIENE
LONG-TERM CARE/WAIVER MEDICAL ASSISTANCE APPLICATION
Check List of Items Needed for Your Long-Term Care / Waiver Application
(Please keep this page for your records)
SEND PROOF If you do not already receive Long-Term Care Medical Assistance, we need the items listed below to process your application. Please send as many items as you can with this application. Please send copies, do not send originals. In some cases, we may need to request additional documents not listed below. If so, we will give you time to supply the additional documents.
DO NOT WAIT TO APPLY
If you do not have copies of all the documents listed, send in all the copies you do have when you apply. It is important to apply as soon as possible. We will give you more time to send additional documents needed.
If you or your spouse sold, traded, gifted, or disposed of any property, motor vehicles, stocks, bonds, cash or other assets in the past 5 years you will have to provide the following:
□ Type of asset
□ Reason for transfer
□ Value of asset
□ Who received the asset
□ Amount received for the asset
If you want to find out if your spouse can keep some of your monthly income, please provide:
□ Spouse’s gross monthly income
□ Property tax bill
□ Condo fees
□ Rent
□ Mortgage
□ Electric bill
□ Lot Rent
The following items are needed from you and your spouse to determine if you are eligible for Long-Term Care Medical Assistance:
□Federal Tax Returns for the current year and the preceding four years (please include all forms and schedules). A Record of Account can be obtained from the IRS free of charge by calling 1-800-908-9946 if your Federal tax returns cannot be located.
□Bank and Financial statements on all accounts owned and co-owned:
□Current Month (month of application)
□Previous Month (month prior to application)
□The last five years of the anniversary month of the application
□Current statement of retirement accounts
□Current statement of IRA or Keogh Accounts
□Current statements of:
□Stocks
□Bonds
□Money Market Funds
□Mutual Funds, Treasury, or Other Notes
□Certificates
□Current gross monthly income from all sources including:
□VA Pensions
□Railroad Retirement
□Pensions
□Annuities
□Face and cash value of Life Insurance policies (current annual statement)
□Current statement for burial accounts
□Burial Plot Deeds
□Life Estate Deeds
□Promissory Notes
□Mortgage Notes and Mortgage Deeds
□Trusts (including appendices, schedules, annual accountings, and amendments for the past five years)
□Private Health Insurance Cards including Medicare (copy of both sides)
□Health Insurance premium amounts
□Power of Attorney or Legal Guardianship Documents (if any)
Please continue by completely answering every question on the attached application. If you need more space to complete the application, please attach additional sheets.
DHR/FIA 9709 (REVISED 7-1-11)
Blank Page
MARYLAND DEPARTMENT OF HUMAN RESOURCES MARYLAND
DEPARTMENT OF HEALTH AND MENTAL HYGIENE LONG-TERM
CARE/WAIVER MEDICAL ASSISTANCE APPLICATION
Date Signed Application
Received in Local Department
MUST BE DATE STAMPED
FOR WORKER
USE ONLY
This part is for our
staff. Please continue
to Section A.
LDSS Office
Programs Applied For or
Assistance Unit IDs
Receiving
Client ID
Worker’s Name
Application Date
Program Medical Coverage Group
AU ID
SECTION A – BENEFIT SELECTION: Please tell us about which benefits you want and which benefits you already have.
I am applying for:
Long-Term Care Waiver
Do you need Medical Assistance for medical bills incurred in the past 3 months?
If yes, you will need to provide copies of the bills to your case manager.
YES NO
Tell us if you are currently receiving other assistance.
Icurrently receive:
Medical Assistance ID #
If you already receive Medical Assistance, please provide your ID number.
Cash Assistance
Food Stamps
Other, list:
If you receive any other benefits, please list all the benefits here.
SECTION B – APPLICANT INFORMATION: Please tell us about yourself.
Last Name
First Name
Middle Name
Suffix
Maiden Name or Other Name
(Jr., Sr., etc.)
Social Security Number:
Additional Social Security Number:
If you have a Social Security Number, enter it here.
If you have an additional Social Security Number, enter it here.
_
Date of Birth: (Month,Day,Year)
Gender:
Male
Female
Page 1 of 17
SECTION B – APPLICANT INFORMATION (continued)
Ethnicity
Optional
Race
1 – American Indian/Alaskan Native
1 – Hispanic or Latino
Optional –
2 – Asian
Please choose
3 – Black/African American
all race codes
2 – Not Hispanic or Latino
4 – Native Hawaiian/Pacific Islander
that apply to you.
5 – White
You do not have to give information about your race or ethnicity. If you do, it will help show how we obey the Federal Civil Rights Law. We will not use this information to decide if you are eligible. If you do not give us your race, it will not affect your application. The case manager will enter a race code for statistical purposes only. Title VI of the Civil Rights Act of 1964 allows us to ask for this information.
Are you a resident of Maryland?
YES
NO
Marital Status
Single
Married
Divorced
Separated
Widowed
Are you receiving Medical Assistance (Medicaid) benefits from another state?
If yes, please list the state:
Are you a U.S. Citizen?
If you answered NO, please complete SECTION C – IMMIGRATION STATUS, below.
What is your primary language?
Do you need an interpreter?
If you are not registered to vote,
would you like to receive a voter registration form?
Already registered to vote
SECTION C – IMMIGRATION STATUS (FOR NON-CITIZENS ONLY)
SEND PROOF Please send a photocopy of the front and back of your INS card.
What is your current INS
On what date did you receive
Are you a Sponsored
What is your Country of
Status?
your INS Status?
Immigrant?
Origin?
/
_/_
When did you enter the U.S.?
What is your INS Number?
If you are a refugee, please list your Refugee Resettlement
Agency:
_/
Page 2 of 17
SECTION D – CURRENT ADDRESS of HOME or INSTITUTION/LONG-TERM CARE
FACILITY: Please tell us about your Long-Term Care Facility, if you live in one.
If you live in a facility, what is the name of the facility?
On what date did you enter the facility?
_/ _/
What is your home address or the address of your facility?
Street
City
_ State
_ ZIP
Telephone #
Cellular Telephone #
Is this your mailing address? YES NO If you checked NO, please provide your mailing address information in Section V.
Do you (applicant/recipient) intend to return home?
Do you (applicant/recipient) intend to return home within 6 months?
SECTION E – PREVIOUS ADDRESSES: Please tell us where you have lived for the past
five years.
Did you or your spouse own
this home?
State
SECTION F – AUTHORIZED REPRESENTATIVE: Do you authorize someone to represent you in this application? If so, please tell us about your authorized representative.
(Jr., Sr., III, etc.)
Address
_ZIP
Page 3 of 17
SECTION F – AUTHORIZED REPRESENTATIVE (continued)
Home Telephone #
Work Telephone #
What is the authorized representative’s relationship to you?
If answer is spouse, please complete the next question:
Do you or your spouse own this home?
If Authorized Representative is your spouse, please provide spouse’s Social Security Number:
SECTION G – SPOUSAL INFORMATION: Please tell us about your spouse. Leave this section blank if your spouse is listed as your Authorized Representative in Section F.
Spouse’s Social Security Number
Do you or your spouse own
SECTION H – DISABILITY: Please tell us about your disability, if you have one.
Are you disabled?
If yes, when did the disability begin?
What is your disability?
Premium Amount
Do you receive Medicare Part A?
$
Do you receive Medicare Part B?
SEND PROOF
Please send
verification of the premium
Do you receive Medicare Part C?
amounts you pay
Do you receive Medicare Part D?
If yes, please provide your Medicare Claim Number:
Page 4 of 17
SECTION I – VETERAN INFORMATION: If you are a veteran, a disabled widow(er), or a disabled child of a deceased veteran, fill in this section:
SEND PROOF Please send a photocopy of the front and back of your military service card.
Veteran’s Name
Relationship to Veteran
Veteran’s Status
Military Service Number
SECTION J – MEDICAL INSURANCE: If the applicant/recipient is insured, fill in this section: If you have more than one policy, place additional information in Section V.
SEND PROOF Please send a photocopy of the front and back of your insurance card(s) and verification of the premium amounts you pay.
Policy Number
Group Number
Policy Holder Name
Relationship to Policy Holder
Policy Effective Dates
From:
To:
Policy Holder Address
ZIP
Telephone
Insurance Company
Insurance Company Name
Union
Union Local
Union Name
Number
Page 5 of 17
Filling out the Maryland DHR form is an important step in applying for Long-Term Care or Waiver Medical Assistance. This application requires specific information and documentation to ensure that your request is processed efficiently. Make sure to gather all necessary documents and answer each question thoroughly.
The Maryland DHR form is primarily utilized for applying for Long-Term Care Medical Assistance. This assistance is crucial for individuals who need support in paying for long-term care services, whether in a facility or at home. The form helps determine eligibility based on various factors, including income, assets, and the specific care needs of the applicant.
When applying, it’s essential to gather and submit several documents to ensure your application is processed smoothly. Here’s a checklist of items you may need:
Remember, it’s best to send copies of documents, not originals. If you don’t have all the documents ready, submit what you can and provide the rest later.
Eligibility for Long-Term Care Medical Assistance is determined by several factors, including your income, assets, and medical needs. To assess your eligibility, the Maryland DHR will review:
It’s important to provide accurate and complete information on the application to ensure a fair evaluation.
If you find yourself needing assistance with the application process, there are several resources available. You can:
Don’t hesitate to ask for help; ensuring your application is completed correctly is crucial for receiving the assistance you need.
Not Providing Required Documents: Many applicants forget to include all necessary documents. It is crucial to send copies of items like tax returns, bank statements, and proof of income. Missing documents can delay the application process.
Waiting to Apply: Some people delay submitting their application until they have all documents. This can be a mistake. It is better to apply as soon as possible, even if some documents are missing. Additional time will be given to provide any outstanding items.
Incorrect or Incomplete Information: Filling out the application with incorrect or incomplete information can lead to complications. Ensure that every question is answered fully and accurately. Double-check details like names, Social Security numbers, and income amounts.
Not Reporting Asset Transfers: If any property or assets were sold, gifted, or transferred in the past five years, this information must be disclosed. Failing to provide details about these transactions can affect eligibility.
Ignoring Spousal Information: Applicants often overlook the need to provide information about their spouse’s income and assets. This information is essential for determining eligibility for assistance.
Not Following Up: After submitting the application, some individuals do not follow up. It is important to check on the application status and respond promptly to any requests for additional information from the case manager.
The Maryland Department of Human Resources (DHR) form is a crucial document for individuals applying for Long-Term Care or Waiver Medical Assistance. Along with this form, several other documents and forms may be required to ensure a complete application. Below is a list of these additional documents, each described briefly.
Providing these documents along with the Maryland DHR form can facilitate a smoother application process for Long-Term Care or Waiver Medical Assistance. It is essential to ensure all required information is submitted to avoid delays in processing the application.
The Maryland DHR form shares similarities with the Social Security Administration (SSA) Disability Benefits Application. Both documents require comprehensive personal information and financial details to assess eligibility for benefits. The SSA application specifically requests medical records, work history, and income documentation to determine an applicant's disability status. Similarly, the Maryland DHR form necessitates extensive financial disclosures, such as tax returns and bank statements, to evaluate eligibility for long-term care assistance. Both forms emphasize the importance of providing accurate and complete information to facilitate the application process.
Another document comparable to the Maryland DHR form is the Supplemental Nutrition Assistance Program (SNAP) Application. Like the DHR form, the SNAP application collects information about household income, expenses, and assets to establish eligibility for food assistance. Both applications require applicants to report their financial circumstances thoroughly, including income sources and any changes in assets. The SNAP application also emphasizes timely submission, advising applicants to provide available documentation as soon as possible, mirroring the urgency expressed in the Maryland DHR form.
The Medicaid Application form is also similar to the Maryland DHR form. Both documents aim to determine eligibility for medical assistance programs. The Medicaid Application requires information about income, assets, and any prior medical expenses, paralleling the DHR form's request for detailed financial documentation. Furthermore, both applications necessitate the disclosure of any transfers of assets, ensuring that applicants comply with eligibility requirements. The consistency in required documentation reflects the shared goal of these forms to assess an individual’s financial need for assistance.
Lastly, the Long-Term Care Insurance Application bears resemblance to the Maryland DHR form. Both documents focus on gathering detailed personal and financial information to evaluate the need for long-term care services. The Long-Term Care Insurance Application typically asks for health history and the applicant’s current medical condition, while the Maryland DHR form emphasizes financial data. However, both documents require applicants to provide evidence of their financial situation, ensuring that they meet the necessary criteria for receiving benefits. This shared emphasis on financial documentation highlights the critical role of economic factors in determining eligibility for long-term care support.
When filling out the Maryland DHR form, it is important to follow certain guidelines to ensure a smooth application process. Here is a list of things you should and shouldn't do:
Misconceptions about the Maryland Department of Human Resources (DHR) form can lead to confusion and delays in the application process for Long-Term Care Medical Assistance. Below are four common misconceptions along with explanations to clarify them.
Many individuals believe they need to gather every required document before submitting their application. However, the DHR encourages applicants to apply as soon as possible, even if they do not have all documents available. Additional time will be provided to submit any missing paperwork.
Some applicants think that only original documents can be submitted with the application. In fact, the DHR specifically requests copies of documents, not originals, to ensure that applicants retain their important paperwork.
There is a belief that transferring assets within the past five years disqualifies an applicant from receiving assistance. While applicants must disclose such transfers, it does not automatically prevent eligibility. The DHR will review the reasons and details of the asset transfer during the application process.
Many assume that only those residing in long-term care facilities can apply for assistance. This is incorrect. Individuals living at home who require long-term care services can also apply for the waiver and receive support through the program.
When filling out the Maryland DHR form for Long-Term Care/Waiver Medical Assistance, consider the following key takeaways: