Blank Maryland Dhr PDF Form

Blank Maryland Dhr PDF Form

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.

Document Sample

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

DHR/FIA 9709 (REVISED 7-1-11)

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

 

 

 

 

 

 

 

_

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

DHR/FIA 9709 (REVISED 7-1-11)

 

 

 

 

 

 

 

 

 

 

 

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?

YES

NO

If yes, please list the state:

 

 

 

Are you a U.S. Citizen?

YES NO

If you answered NO, please complete SECTION C – IMMIGRATION STATUS, below.

What is your primary language?

Do you need an interpreter?

YES

NO

If you are not registered to vote,

would you like to receive a voter registration form?

YES

NO

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?

 

 

 

 

 

 

 

 

 

 

/

_/_

 

 

 

 

YES

NO

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

When did you enter the U.S.?

 

What is your INS Number?

 

If you are a refugee, please list your Refugee Resettlement

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Agency:

 

 

 

 

 

 

/

_/

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

DHR/FIA 9709 (REVISED 7-1-11)

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?

YES

NO

Do you (applicant/recipient) intend to return home within 6 months?

YES

NO

SECTION E – PREVIOUS ADDRESSES: Please tell us where you have lived for the past

 

five years.

Street

 

Did you or your spouse own

 

 

this home?

City

 

State

_ ZIP

 

 

 

 

 

YES

NO

Street

 

 

 

 

 

 

Did you or your spouse own

 

 

 

 

 

 

 

 

this home?

 

City

 

 

State

_ ZIP

YES

NO

 

 

 

 

 

 

 

 

 

Street

 

 

 

 

 

 

Did you or your spouse own

 

 

 

 

 

 

 

 

this home?

 

City

 

 

State

_ ZIP

YES

NO

 

 

 

 

 

 

 

 

 

Street

 

 

 

 

 

 

Did you or your spouse own

 

 

 

 

 

 

 

 

this home?

 

City

 

 

State

_ ZIP

YES

NO

 

 

 

 

 

 

 

 

 

 

SECTION F – AUTHORIZED REPRESENTATIVE: Do you authorize someone to represent you in this application? If so, please tell us about your authorized representative.

First Name

Middle Name

Last Name

Suffix

_

(Jr., Sr., III, etc.)

Address

 

 

 

_

City

 

 

State

_ZIP

 

 

 

 

 

 

 

 

DHR/FIA 9709 (REVISED 7-1-11)

 

 

 

Page 3 of 17

SECTION F – AUTHORIZED REPRESENTATIVE (continued)

Home Telephone #

Cellular 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?

YES NO

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.

Last Name

First Name

Middle Name

Suffix

Maiden Name or Other Name

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

(Jr., Sr., etc.)

 

 

 

Spouse’s Social Security Number

 

 

 

 

 

 

 

 

 

 

_

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Street

 

 

 

 

 

 

 

 

 

 

 

 

 

Do you or your spouse own

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

this home?

City

 

 

 

 

State

 

 

_ ZIP

_

YES NO

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Telephone #

SECTION H – DISABILITY: Please tell us about your disability, if you have one.

Are you disabled?

If yes, when did the disability begin?

/

YES

/

NO

What is your disability?

_

_

 

 

 

 

Premium Amount

Do you receive Medicare Part A?

YES

NO

$

 

 

 

 

Do you receive Medicare Part B?

YES

NO

$

 

 

 

 

 

SEND PROOF

Please send

 

 

 

 

 

 

verification of the premium

Do you receive Medicare Part C?

YES

NO

$

 

 

amounts you pay

Do you receive Medicare Part D?

YES

NO

$

 

 

 

 

If yes, please provide your Medicare Claim Number:

 

 

 

 

 

DHR/FIA 9709 (REVISED 7-1-11)

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

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Street

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

_

 

 

City

 

 

 

 

State

 

ZIP

_

Telephone

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Insurance Company

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Insurance Company Name

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

_

 

Street

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

_

 

 

City

 

 

 

State

 

ZIP

_

Telephone

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Union

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Union Local

 

 

 

 

 

 

Union Name

 

 

 

 

 

 

 

_

Number

 

 

 

 

 

 

 

Street

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

_

 

 

City

 

 

 

State

 

ZIP

_

Telephone

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

DHR/FIA 9709 (REVISED 7-1-11)

Page 5 of 17

File Specifics

Fact Name Details
Governing Law The Maryland Department of Human Services operates under the Maryland Code, Health-General Article, Title 15.
Purpose This form is used to apply for Long-Term Care and Waiver Medical Assistance in Maryland.
Document Requirements Applicants must submit proof of income, assets, and other financial documents to complete the application.
Submission Instructions Applicants should send copies of documents, not originals, to avoid loss of important paperwork.
Application Urgency It is crucial to apply as soon as possible, even if all required documents are not available at the time of submission.
Asset Disclosure If any assets were transferred in the past five years, details such as type, reason, and value must be provided.
Income Verification Applicants must disclose all sources of income, including pensions, Social Security, and other benefits.
Tax Returns Federal tax returns for the current year and the previous four years are required for both the applicant and spouse.
Authorized Representative Applicants may designate someone to represent them in the application process, requiring their details on the form.
Non-Citizen Requirements Non-citizens must provide proof of immigration status, including a photocopy of their INS card.

How to Use Maryland Dhr

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.

  1. Gather Required Documents: Collect all items listed in the checklist provided with the application. This includes proof of income, bank statements, tax returns, and any other relevant financial documents.
  2. Complete the Application: Begin filling out the application form. Start with Section A, where you indicate the benefits you are applying for and any assistance you currently receive.
  3. Fill Out Applicant Information: In Section B, provide your personal details such as your name, Social Security number, date of birth, and ethnicity. Be sure to answer all questions accurately.
  4. Provide Immigration Status: If you are not a U.S. citizen, complete Section C regarding your immigration status. Include necessary documentation as requested.
  5. Enter Current Address: In Section D, provide your current address or the address of your long-term care facility, if applicable. Include your phone numbers and indicate whether this is your mailing address.
  6. List Previous Addresses: In Section E, detail your addresses for the past five years. Indicate whether you or your spouse owned each home listed.
  7. Designate an Authorized Representative: If someone will represent you during this process, fill out Section F with their information.
  8. Review and Sign: Before submitting, review the entire application for accuracy. Sign and date the form where indicated.
  9. Submit Your Application: Send your completed application along with copies of all required documents to the appropriate local department. Ensure that it is sent in a timely manner to avoid delays.

Your Questions, Answered

What is the Maryland DHR form used for?

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.

What documents do I need to submit with the Maryland DHR form?

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:

  • Federal Tax Returns for the last five years
  • Bank and financial statements for all accounts
  • Proof of income from all sources, including pensions and social security
  • Details of any assets sold or transferred in the past five years
  • Current statements for retirement accounts and other investments
  • Health insurance information, including Medicare
  • Power of Attorney or guardianship documents, if applicable

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.

How do I know if I am eligible for Long-Term Care Medical Assistance?

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:

  1. Your gross monthly income and that of your spouse, if applicable.
  2. The value of your assets, including property, bank accounts, and investments.
  3. Any medical bills incurred in the past three months, if applicable.
  4. Documentation of any asset transfers made within the last five years.

It’s important to provide accurate and complete information on the application to ensure a fair evaluation.

What should I do if I need help filling out the Maryland DHR form?

If you find yourself needing assistance with the application process, there are several resources available. You can:

  • Contact your local Department of Human Resources office for guidance.
  • Ask a family member or friend to help you complete the form.
  • Seek assistance from a legal aid organization that specializes in health care and benefits.

Don’t hesitate to ask for help; ensuring your application is completed correctly is crucial for receiving the assistance you need.

Common mistakes

  1. 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.

  2. 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.

  3. 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.

  4. 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.

  5. 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.

  6. 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.

Documents used along the form

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.

  • Federal Tax Returns: Applicants must provide their tax returns for the current year and the preceding four years. This includes all forms and schedules to verify income and financial status.
  • Bank and Financial Statements: Current and past statements from all bank accounts, retirement accounts, and other financial instruments are needed to assess the applicant's financial situation.
  • Proof of Income: Documentation showing current gross monthly income from all sources, including pensions, annuities, and any other income streams, is required.
  • Power of Attorney or Guardianship Documents: If applicable, these documents designate who can make decisions on behalf of the applicant, particularly concerning medical and financial matters.
  • Private Health Insurance Information: Copies of health insurance cards, including Medicare, along with premium amounts, help establish coverage and costs.
  • Property Transfer Records: If the applicant or spouse has transferred any assets in the past five years, details about the type, reason, and value of these assets must be provided.
  • Burial Accounts and Deeds: Statements for burial accounts and deeds related to burial plots or life estate deeds are necessary for determining total assets.
  • Voter Registration Information: If applicable, information regarding voter registration may be included, particularly if the applicant wishes to register while applying for assistance.

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.

Similar forms

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.

Dos and Don'ts

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:

  • Do send copies of all required documents with your application.
  • Do apply as soon as possible, even if you do not have all documents ready.
  • Do provide detailed information about any assets transferred in the past five years.
  • Do include your spouse's financial information if applicable.
  • Do answer every question on the application completely.
  • Don't send original documents; always send copies.
  • Don't wait until you have every document before applying.
  • Don't leave any sections of the application blank.
  • Don't forget to include your contact information and any authorized representatives.

Misconceptions

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.

  • Misconception 1: You must have all documents ready before applying.
  • 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.

  • Misconception 2: Only original documents are accepted.
  • 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.

  • Misconception 3: You cannot apply if you have recently transferred assets.
  • 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.

  • Misconception 4: The application process is only for individuals currently in long-term care facilities.
  • 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.

Key takeaways

When filling out the Maryland DHR form for Long-Term Care/Waiver Medical Assistance, consider the following key takeaways:

  • Gather Required Documentation: Before submitting your application, collect all necessary documents. This includes financial statements, tax returns, and proof of income. Sending copies is essential; do not send originals.
  • Apply Promptly: Do not delay your application due to missing documents. Submit your application with whatever materials you have. Additional documents can be provided later, but timely application is crucial.
  • Disclose Asset Transfers: If you or your spouse have transferred any assets in the past five years, you must provide details about these transactions. This includes the type of asset, reason for the transfer, and the value at the time.
  • Provide Complete Information: Ensure that every question on the application is answered thoroughly. If you need more space, attach additional sheets to avoid leaving any sections blank.
  • Consider Authorized Representation: If you prefer, you can designate someone to represent you during the application process. Include their information on the form to facilitate communication.