How to File a Medicaid Application in New Jersey

Fredrick P. Niemann, Esq. of Hanlon Niemann,  a New Jersey Medicaid Application Attorney

The process of properly completing a Medicaid application and providing all necessary information and documentation to your county Medicaid agency is extremely labor intensive. The process is deceptive, in that it often may appear to be much simpler than it actually is.

Filing the Application
Federal and New Jersey state laws regulate the Medicaid application process. The federal law on Medicaid applications is found in the Code of Federal Regulations, 42 C.F.R. §435.900. The state regulations concerning Medicaid applications are found in the New Jersey Administrative Code, Title 10, and Section 71. Internal agency memoranda, called Medicaid Communications, from the state Medicaid agency to the county boards of social services must also be consulted.

Extensive documentary evidence and information is required by the Medicaid agency to successfully file and complete an application. Because the evidence required is so extensive, Hanlon Niemann must  often meet with the client at their house if necessary to assist with the completion of the required information.

The application must be in writing on a form prescribed by the Medicaid agency. The application must be filed in the Department of Social Services of the county in which the applicant resides. The applicant’s attorney, agent or family member may file the Medicaid application on the applicant’s behalf. However, the applicant (or his or her agent) should avoid filing a Medicaid application during the look-back period if gifts were made within 5 years which would result in a penalty, or a period of ineligibility for Medicaid. Further, the applicant should avoid any possibility of committing a criminal offense through incorrect timing of the filing of the Medicaid application.

In the usual Medicaid application case, the following information and documents are required, and must be provided to the agency along with the application:

Verifications Required for Medicaid Applications
Personal Information
1). Birth Date/Citizenship Information
Birth certificate, baptismal record, passport, voter’s registration card, naturalization papers, or alien registration card.

2). Marriage Certificate/Divorce Papers/Death Record
Copy of marriage certificate
Copy of divorce papers, if divorced
Copy of death record, if spouse is deceased.

3).   Social Security Card

4). Health Insurance Card
A copy of the Medicare Card, front and back, is needed in addition to any supplemental coverage such as AARP, prescription cards, Blue Cross, major medical, etc. A copy of medical coverage premium invoice is also required.

Finances
5). Bank Statements
Submit the following for all bank accounts (checking, savings, CDs, IRAs, etc.) that were open at any time during the past 60 months (even accounts now closed) and that were in the names of either spouse or held jointly with someone else:

Bank statements for each month for the past 60 months
Passbooks covering the past 60 months
Canceled checks for $500.00 or more for the past 60 months
Provide an explanation for all transactions of $500.00 or more
Continue to provide statements received between the application date and the date your case is granted by the state.

Contact me personally today to discuss your New Jersey Medicaid application.  I am easy to talk to, very approachable and can offer you practical, legal ways to handle your concerns.  You can reach me toll free at (855) 376-5291 or e-mail me at fniemann@hnlawfirm.com.