Doh 4328 Msp Application PDF Details

The New York State Department of Health's Office of Health Insurance Programs has released an essential document titled the Medicare Savings Program (MSP) Application, identified as form DOH-4328. This form is designed to simplify the process for applicants seeking assistance with their Medicare expenses. Applicants are instructed to provide detailed information, starting with personal identification details such as name, contact information, date of birth, and citizenship status, which gauge eligibility. Equally important is the section on Medicare information, which requires details of the applicant's Medicare Part A and B status, necessary for assessing the level of assistance required. The form also delves into financial aspects, asking for a comprehensive list of all income sources to accurately determine financial eligibility for the savings program. Additionally, there’s a requirement to report on health insurance premiums other than Medicare, which could affect the overall evaluation. Applicants are urged to sign and date the application to authenticate the information provided, with stipulations for including necessary verification documents such as proof of income, Medicare cards, and residency. The inclusion of terms, rights, and responsibilities outlines the applicant's understanding of the potential for investigation and the requirement to report any subsequent changes to their information, emphasizing the importance of honesty and the legal repercussions of falsification. Lastly, the form affords applicants the right to withdraw their application, underscoring the voluntary nature of the program and the applicant's autonomy in the decision-making process.

QuestionAnswer
Form NameDoh 4328 Msp Application
Form Length2 pages
Fillable?No
Fillable fields0
Avg. time to fill out30 sec
Other namesny medicare savings, doh 4328 pdf, medicare savings application form, ny medicare savings application

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NEW YORK STATE DEPARTMENT OF HEALTH Office of Health Insurance Programs

Medicare Savings Program Application

APPLICANT

 

 

Please print clearly and do not write in the dark shaded area.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

First Name, Middle Initial, Last Name

 

 

Home Phone

 

 

 

 

 

 

 

 

Home Address Street

 

Apt. No.

City

State

Zip Code

County

 

 

 

 

 

 

 

 

Is this a shelter?

Yes

No

 

 

 

 

 

 

 

 

 

 

 

Mailing Address Street/P.O. Box (If Different from Above)

Apt. No.

City

State

Zip Code

County

 

 

 

 

 

 

 

 

NAMES

List your name first. Include aliases and maiden name. If necessary, attach an extra sheet to list all children.

 

Date of Birth

 

 

Race/Ethnic Group

First Name, Middle Initial, Last Name

(MM/DD/YY)

Sex

Social Security Number

(See Codes Below)

Self

Spouse

Child*

Child*

*If under 18 years of age.

Race/Ethnic Affiliation Codes: B: Black, Not of Hispanic Origin W: White, Not of Hispanic Origin H: Hispanic A: Asian or Pacific Islander I: American Indian or Alaskan Native U: Unknown O: Other

CITIZENSHIP INFORMATION

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Are you a U.S. citizen?

Yes

No

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

If No, do you have satisfactory immigration status?

 

 

 

Yes

No Include alien number, date of status, and date entered country, if applicable.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Alien Number

 

 

 

 

 

 

 

 

 

 

Date of Status (DOS)

 

 

 

 

 

Date Entered Country (DEC)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Is your spouse a U.S. citizen?

Yes

No

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

If No, does your spouse have satisfactory immigration status?

Yes

No Include alien number, date of status, and date entered country, if applicable.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Alien Number

 

 

 

 

 

 

 

 

 

 

Date of Status (DOS)

 

 

 

 

 

Date Entered Country (DEC)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

MEDICARE INFORMATION

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Applicant’s Medicare Number (From Red and Blue Medicare Card)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Do you have Medicare Part A?

 

Yes

 

 

No

Effective Date

 

 

Do you have Medicare Part B?

 

Yes

 

 

No

Effective Date

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Spouse’s Medicare Number (From Red and Blue Medicare Card)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Does your spouse have Medicare Part A?

 

Yes

 

 

 

No Effective Date

 

Does your spouse have Medicare Part B?

 

Yes

 

 

No Effective Date

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Would you like us to consider providing retroactive reimbursement of your Medicare premium?

Yes

No

 

 

 

 

 

 

 

 

 

Do you or your spouse pay any health insurance premiums other than Medicare?

Yes

No

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Who?

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Monthly Amount

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

$

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Do you or your spouse pay child/spousal support?

 

 

Yes

No

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Who?

Monthly Amount

$

Do you or your spouse receive payments from or are named beneficiary of a trust?

Yes

No

Who?

Value

$

INCOME

List below all available income such as: salary, wages, pension, social security, severance pay, rental or business income, etc. If necessary, attach an extra sheet to list all sources of income.

Name of Applicant, Spouse, or Child Under 18

Who Provides the Money? (Name/Source of Income)

What Amount?

How Often?

(Weekly, Every Two Weeks, Monthly, Other)

Do you want to receive notices in:

English Only

Spanish and English

CONSENT

I understand that by signing this application/certification form I agree to any investigation made by the Department of Social Services to verify or confirm the information I have given or any other investigation made by them in connection with my request for Medicaid. If additional information is requested, I will provide it.

SIGNATURES

Applicant/Representative Signature

 

Date

 

 

 

 

 

Spouse Signature

 

Date

 

 

 

 

 

 

 

 

 

 

 

Representative Address

 

 

 

 

 

 

 

 

 

City

 

 

State

Zip Code

 

 

 

 

 

Phone Number

Relationship

 

 

 

 

 

 

 

 

 

 

 

DOH-4328 (8/17) Page 1 of 2

INSTRUCTIONS

COMPLETE THE APPLICATION

Be sure to answer all the questions. If you are married and living with your spouse, you must complete both the “Self” and “Spouse” questions on the application (even if the spouse is not applying for the MSP).

SIGN AND DATE THE APPLICATION

If both spouses are applying, both must sign the MSP application.

INCLUDE THE FOLLOWING VERIFICATION DOCUMENTS

Please review this list and submit the documents that you will need to provide in order for the Medicaid Program to determine if you are eligible for MSP. If you are requesting retroactive reimbursement of your Medicare premiums, you must send proof of income for the previous three-months. If there is an applying spouse, the spouse must also provide documentation.

A photocopy of the front and back of your Medicare card.

Proof of income: Paycheck stubs, letter from employer, income tax return, award letter for any unearned income benefit such as social security, unemployment, or veteran’s benefit, or letter from renter, boarder or tenant.

Health insurance premiums that you pay other than Medicare: Letter from employer, premium statement, or pay stub.

Proof of date of birth: State driver’s license, U.S. birth certificate, permanent resident card (“green card”), or NYS Benefit Identification Card.

Proof of residence: Lease/letter/rent receipt with your home address from your landlord, driver’s license (if issued in the past 6 months), utility bill (gas, electric, phone, cable, fuel or water), government ID card with address, property tax records or mortgage statement, or postmarked envelope or postcard (cannot use if sent to a P.O. Box).

If you are not a U.S. citizen, you must provide documents indicating your current immigration status.

Mail the application and required documentation to your local Department of Social Services (LDSS) or Human Resource Administration (HRA). To find the address in your county: http://www.health.ny.gov/health_care/medicaid/ldss.htm

TERMS, RIGHTS AND RESPONSIBILITIES

By completing and signing this form, I am applying for the Medicare Savings Program. PAYMENT OF YOUR MEDICARE PREMIUM IS A MEDICAID BENEFIT.

PENALTIES

I understand that my application may be investigated, and I agree to cooperate in such an investigation. Federal and State laws provide for penalties of fine, imprisonment or both if you do not tell the truth when you apply for Medicaid benefits or at any time when you are questioned about your eligibility, or cause someone else not to tell the truth regarding your application or your continuing eligibility.

CHANGES

I agree to immediately report any changes to the information on this application.

SOCIAL SECURITY NUMBER (SSN)

If you are applying for the Medicare Savings Program, you must report your SSN, unless you are a pregnant woman. The laws requiring this are: 18NYCRR Sections 351.2, 360-1.2, and 360-3.2(j)(3); 42USC 1320b-7. SSNs are used in many ways, both within the local social services districts and also between local social services districts and federal, state, and local agencies, both in New York and in other jurisdictions. Some uses of SSNs are: to check identity, to identify and verify earned and unearned income, to see if absent parents can get health insurance for applicants, to see if applicants can get child support and to see if applicants can get money or other help.

CERTIFICATION OF CITIZENSHIP & IMMIGRATION STATUS

I certify, under the penalty of perjury, by signing my name on this application, that I, and/or any person for whom I am signing is a U.S. citizen or national of the United States or has satisfactory immigration status. I understand that information about me will be submitted to the United States Citizenship and Immigration Services (USCIS) for verification of my immigration status, if applicable. I further understand that the use or disclosure of information about me is restricted to persons and organizations directly connected with the verification of immigration status and the administration and enforcement of the provisions of the Medicaid program.

NON-DISCRIMINATION NOTICE

This application will be considered without regard to race, color, sex, disability, religious creed, national origin, or political belief.

CERTIFICATION

In signing this application, I swear and affirm that the information I have given or will give to the Department of Social Services as a basis for Medicaid is correct. I also assign to the Department of Social Services any rights I have to pursue support from persons having legal responsibility for my support and to pursue other third-party resources. I understand that Medicaid paid on my behalf may be recovered from persons who had legal responsibility for my support at the time medical services were obtained.

If after reading and completing this form, you decide that you DO NOT want to apply for the Medicare Savings Program, please sign your name below:

I consent to withdraw my application:

Applicant Signature

Date

Signature of Person Who Obtained Eligibility Information

 

 

Date

Employed By

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Date Eligibility Determined By Worker

 

 

 

 

 

Date Eligibility Approved By

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Central/Office

Application Date

 

Unit ID

 

Worker ID

Case Type

Case No.

 

 

Reuse Ind.

 

 

 

 

 

 

 

 

 

 

 

 

Case Name

 

 

District

 

 

 

Registry No.

 

Ver.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Effective Date

 

MA Disp.

Denial

Withdrawal

Reason Code

 

Proxy

No

 

 

 

 

Yes

 

 

 

 

 

 

 

 

 

 

 

 

DOH-4328 (8/17) Page 2 of 2

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The PDF document you desire to create will cover the following sections:

completing pdf medicare savings program stage 1

Fill out the Alien Number, Date of Status DOS, Date Entered Country DEC, MEDICARE INFORMATION, Applicants Medicare Number From, Do you have Medicare Part A, Yes, Effective Date, Do you have Medicare Part B, Yes, Effective Date, Spouses Medicare Number From Red, Does your spouse have Medicare, Yes, and Effective Date space with all the data asked by the software.

part 2 to completing pdf medicare savings program

The software will require you to provide specific vital particulars to instantly fill in the section Name of Applicant Spouse or Child, Who Provides the Money NameSource, What Amount, How Often Weekly Every Two Weeks, Do you want to receive notices in, English Only, Spanish and English, CONSENT I understand that by, SIGNATURES ApplicantRepresentative, Spouse Signature, Representative Address, City, Phone Number, DOH Page of, and Date.

stage 3 to finishing pdf medicare savings program

It is important to spell out the rights and responsibilities of both parties in section I consent to withdraw my, Applicant Signature, Date, Signature of Person Who Obtained, Date, Employed By, Date Eligibility Determined By, Date Eligibility Approved By, CentralOffice, Application Date, Unit ID, Worker ID, Case Type, Case No, and Reuse Ind.

step 4 to completing pdf medicare savings program

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