Dss Ea 240 Form PDF Details

Navigating the complexities of applying for Long Term Care or Related Medical Assistance can be a daunting process, fraught with detailed forms and meticulous documentation required to ensure accurate and thorough evaluation of eligibility and needs. The DSS-EA-240 form, updated in May 2012, emerges as a critical player in this landscape, guiding applicants through the intricate pathways of securing assistance. Encompassing not just personal and medical history, but also delving into financial and living arrangements, this form demands unwavering attention to detail from applicants. With sections dedicated to spouses, dependents, and even the intricacies of legal representation and power of attorney, the scope of DSS-EA-240 is broad, underlining the importance of every check-box and narrative entry. Moreover, the necessity for attaching verifiable documents underscores the gravity with which this application is treated by the Department of Social Service, making it clear that beyond the daunting paperwork lies a rigorous process of verification and assessment, aimed at aligning assistance with those genuinely in need. As such, the form not only acts as a gateway to possible benefits but also as a preliminary filter, designed to ensure that the support provided by the Department of Social Service genuinely reaches those whose circumstances merit it.

QuestionAnswer
Form NameDss Ea 240 Form
Form Length22 pages
Fillable?No
Fillable fields0
Avg. time to fill out5 min 30 sec
Other namesdss ea form, form dss ea 284, south dakota form dss ea 240, dss ea

Form Preview Example

DSS-EA-240 05/12Recipient # ______________________________ Section _____2______

Application for Long Term Care or Related Medical Assistance

Instructions to the Person Applying for Assistance

For Office Use Only

Please read all questions carefully before filling out this form and

Case Number Assigned

any attached supplements. This information will be used in

 

 

 

 

determining your eligibility and need for assistance. All questions

 

 

 

 

on the form must be completed. If you need help completing or

 

 

 

 

 

ID# Assigned

understanding this form, contact the Department of Social Service

 

 

 

 

 

in the county where you live. The form and attachments, when

 

 

 

 

completed and signed by the applicant or authorized representative

 

 

 

 

and witnessed as indicated, should be returned to your local Social

 

 

 

 

Date received in local

Service Office. All information must be verified. Please attach

 

office:

copies of all verifications.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

This application is for: Long Term Care

 

 

 

Assisted Living

 

 

 

Adult Foster Care

 

 

Other

 

 

 

 

 

 

 

 

 

 

 

 

Facility Name: ____________________________________________________________

1. Personal Information(Please Print)

A.Your Name: ______________________________________________________________

(First)(Middle)(Last)

B. Current Address:_______________________________________________________________

(Nursing Home, Hospital, etc.) (Street) (City) (Zip) (County) Home

Address: ______________________________________________________________

 

 

(Street)

(City)

 

(Zip)

 

 

(County)

Home Telephone Number ( _____ )

_____–_____________________

 

 

 

 

 

 

 

 

 

C. Race (can check more than one)

D. Ethnicity

E.

Sex

 

 

 

(

)

White

 

Also check here

 

Male

(

)

 

(

)

American Indian

if Hispanic

 

Female

(

)

 

(

)

Black

 

( )

 

 

 

F. Current Marital Status

(

)

Hawaiian

 

 

 

 

(

) Married

 

(

) Divorced

(

)

Asian

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

(

) Single

 

(

) Widowed

G.Birth Date

 

H. Social Security Number

 

 

 

_____

_____

______

________-______-_________

 

 

Month Day

Year

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Page 1

I. Date of your most recent admission to a hospital. (Only if within the past 6 months) Month _____ Day _____ Year _______

J. Date of most recent admission to a medical facility or nursing home.

Month _____ Day _____ Year _______

K. How many months have you or someone else paid private rate for your continuous care in any facility? _______ months

L. Are you a United States citizen? Yes ( ) No ( )

If no, please provide proof of immigration status.

M. Are you a resident of South Dakota? Yes ( ) No ( )

Have you applied for or received assistance from South Dakota in the past? Yes ( ) No ( ) If yes, in what county? _______________________________________________________.

N.Medicare Claim Number

O. Civil Service Annuity #

P. Railroad Retirement #

 

 

 

Q.Veterans Benefit Number

R. Do you have Medicare

 

Part A? Yes ( )

No ( )

 

Part B? Yes ( )

No ( )

 

Part D? Yes ( )

No ( )

Part D Plan: _________________________________

* Completion of social security numbers (SSN) is optional for persons not requesting assistance.

2.Spouse (If ever married, please answer the questions)

A.Full Name of Spouse

_________________________________________________

Address of Spouse

_________________________________________________

________________________________________________

B. Birth Date

_____ _____ ______

Month Day Year

C. If deceased, date of death

_____ _____ ______

Month Day Year

D.If divorced, date of divorce

_____ _____ ______

Month Day Year

E. Social Security Number

F. Medicare Claim Number G.Civil Service Annuity No.

H.Railroad Retirement Number I. Are you or was your

J. Veterans Benefit Number

spouse a Veteran?

 

Yes ( ) No ( )

 

Page 2

3.Dependents

A. If you have dependent children living in your home, complete the questions below.

Child’s Name

Date of Birth

Social Security Number

 

 

 

 

 

 

 

 

 

B. Dependent’s Gross Income:

Source ________________

Source ________________

 

 

Amount _______________

Amount _______________

 

Frequency _____________

Frequency______________

4. Living Arrangements

A. Do you or your spouse have shelter costs? (See examples below) Yes ( ) No ( ) If yes, specify type and amount of expenses below. All shelter costs must be verified.

Type of Expense

 

Amount of Payment

Other

Mortgage

 

 

$

 

Balance due:

Taxes

 

 

$

 

How often paid?

Insurance

 

 

$

 

How often paid?

Rent

 

 

$

 

How often paid?

Utilities [

]

Heating

$

_______________

 

[

]

Electricity

$

_______________

 

[

] Air Conditioning

$

_______________

 

 

 

 

 

 

 

B. Does anyone pay food or shelter costs for you or give you money to pay these costs? Yes ( ) No ( )

Type of Expense

Amount of Payment

Who Pays

 

$

 

 

$

 

5.Medical A. Name and address of your primary physician.

________________________________________________________________________

________________________________________________________________________

________________________________________________________________________

Page 3

B. Do you have any unpaid medical bills from

the past three months?

 

(

) Hospital

(

) Dr Visit

(

) Pharmacy

(

) Other

Names & addresses of facility:

C. Are you requesting assistance for any of the last three months? Yes ( ) No ( )

If yes, for what months?

D.If requesting because of alleged disability, name disability and amount of time disability is expected to last.

6. Legal Guardian/Power of Attorney

Do you have a legal (court-appointed) guardian? Yes ( ) No ( )

Do you have a Power of Attorney? Yes ( ) No ( )

Name and address of this person ________________________________________________

___________________________________________________________________________

___________________________________________________________________________

Telephone number_______________________________________

Date of guardianship or Power of Attorney (Month & Year) __________________________

Please provide a copy of document unless previously provided.

7.Is Another Person Completing This Form?

If you are completing this form for another person give:

Your Full Name (Print) _______________________________________________________

Address ___________________________________________________________________

________________________________________________________________________

Telephone ( _______ )________________________________________________________

Your Title or Relationship to Applicant ( ) Family____________________________

( ) Social Worker ( ) Case Worker ( ) Other ____________________________

Name & address of applicant’s relative or friend who may be contacted for information:

________________________________________________________________________

Page 4

8.Name of Facility Social Worker

If you live in a facility, please provide the name of the Facility Social Worker:

________________________________________________________________

9.Resources/Assets Complete questions below for yourself and your spouse.

(Include all your resources/assets, and those owned by your spouse or owned jointly with anyone.)

(NOTE: YOU ARE REQUIRED TO VERIFY ALL OF THE FOLLOWING INFORMATION)

A.Cash on hand, savings at home, or money held by friends/relatives

Yes ( ) No ( )

Description:

Owner(s):

 

Value:

 

 

 

$

B. Do you have money in a nursing home account? Yes ( ) No (

)

 

 

 

 

 

Current Balance:

 

 

 

C. Do you or your spouse have checking accounts, money market accounts, employee payroll debit card(s), or Direct Express (Federal Benefits) card(s)? Yes ( ) No ( )

Bank Name & Address:

Owner(s):

Current Balance:

$

$

$

$

Account Number: 1.

2.

3.

4.

NOTE: You are required to attach copies of your most recent bank statements.

D.Do you or your spouse have savings accounts? Yes ( ) No ( )

Bank Name & Address:

Owner(s):

Balance:

$

$

$

$

Account #: 1.

2.

3.

4.

E. Do you or your spouse have health savings accounts established through a bank, credit union, insurance company or employer ? Yes ( ) No ( )

Describe:

Owner(s):

Total Value:

$

$

Name & Address of Institution

Page 5

F. Do you or your spouse have certificates of deposit?

Yes

(

)

No (

)

 

 

 

 

When is interest paid?

Monthly

Quarterly

Semi-Annually

Annually

 

 

 

 

 

 

 

 

 

 

 

 

 

Bank Name & Address:

 

 

 

Owner(s):

 

 

 

Current Value:

 

Certificate #:

 

 

 

 

 

 

 

$

 

 

 

 

 

1.

 

 

 

 

 

 

 

 

 

 

$

 

 

 

 

 

2.

 

 

 

 

 

 

 

 

 

 

$

 

 

 

 

 

3.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

G.Do you or your spouse own U.S. Savings Bonds?

Yes (

)

No (

)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Description:

 

 

 

Owner(s):

 

 

 

Total Value:

 

 

Series#

Purch.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Date:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

___

______

 

 

 

 

 

 

 

 

 

 

 

 

 

 

___

______

 

 

 

 

 

 

 

 

 

 

 

 

 

 

___

______

 

 

 

 

 

 

 

 

 

 

 

 

 

 

___

______

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

H.Do you or your spouse have funds such as Keogh, 401K’s or IRA’s? Yes (

) No (

)

Describe:

Owner(s):

 

 

Total Value:

 

 

Name & Address of

Institution

 

 

 

$

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

$

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

$

 

 

 

 

 

 

 

 

 

 

 

 

 

I. Do you or your spouse have funds in an annuity or any similar plan or legal

 

 

 

instrument? Yes ( )

No ( )

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

(Please read annuity disclosure information and information concerning when the

 

State shall be named beneficiary of an annuity provided on page 14.)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Describe:

 

 

 

Owner(s):

 

 

 

Total Value:

 

 

Purchase Date:

 

 

 

 

 

 

 

$

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

J. Have you or your spouse ever been named in any trust? Yes (

) No (

 

)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Describe:

 

 

 

Owner(s):

 

 

 

Total Value:

 

 

Trustee Name:

 

 

 

 

 

 

 

$

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

K.Do you or your spouse have municipal/corporate/government bonds? Yes (

) No (

)

 

 

 

 

 

 

 

 

 

Describe:

Owner(s):

 

 

Total Value:

 

 

Name & Address of

Institution

 

 

 

$

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

L. Do you or your spouse have stocks or mutual funds?

Yes

(

) No

(

)

 

 

 

Describe:

Owner(s):

 

 

Total Value:

 

 

Name & Address of Institution

 

 

 

$

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Page 6

 

 

 

 

 

 

 

 

 

 

 

 

 

M. Do you or your spouse have a safety deposit box?

Yes (

)

No (

)

Location:

 

Owner(s):

 

List Contents:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

N.Do you or your spouse own a home?

Yes (

)

No (

)

 

 

 

 

 

Location:

 

Owner(s):

 

Who lives in the home? _____________________

 

 

 

 

 

Amount owed on home? $_______________

 

 

 

 

 

 

 

 

 

 

O.Do you or your spouse own real property (land, city lots, etc.)?

Yes (

 

) No ( )

Is this property rented?

Owner(s):

 

Value:

 

 

 

County Located:

Yes (

) No ( )

 

 

 

$

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

P. Do you or your spouse own any buildings or property rights (including mineral or

timber rights)? Yes

(

) No ( )

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Where?

(County & State)

 

Owner(s):

 

 

 

Value:

 

 

 

Description:

 

 

 

 

 

 

 

 

 

 

$

 

 

 

 

 

 

 

 

 

 

 

 

Q.Do you or your spouse retain a life estate in any property?

Yes ( )

No ( )

Owner(s) of property

County

 

Property

 

 

 

Legal Description:

 

 

 

Location:

 

Value:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

$

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

R. Do you or your spouse have real property held in trust by the U.S. Government (ie:

lease land)? Yes (

) No ( )

 

 

 

 

 

 

 

 

 

 

 

 

Tribe of Enrollment:

 

 

 

Enrollment

 

 

Yearly Lease

 

IIM Account No.:

 

 

 

 

 

Number:

 

 

 

Income:

 

 

 

County:

 

 

 

 

 

 

 

 

 

$

 

 

 

 

 

S. Do you or your spouse own business equipment, machinery, livestock, antiques, or

collections other than household furnishings?

Yes

(

)

 

No

(

)

 

 

 

Please List

 

 

 

 

 

 

 

 

 

 

 

 

 

Value:

___________________________________________________________

 

 

$

___________________________________________________________

 

 

$

___________________________________________________________

 

 

$

___________________________________________________________

 

 

$

___________________________________________________________

 

 

$

___________________________________________________________

 

 

$

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Page 7

T. Have you or your spouse sold property on a contract for deed? Yes ( ) No ( )

Balance Due on Contract:

$___________________

Owner(s) of property:

Description of Property:

U.Do you or your spouse have ownership in licensed or unlicensed cars, trucks, motorcycles, boats, recreational vehicles (camper, snowmobile), or any other vehicle?

Yes ( ) No ( ) If yes, complete below.

Owner’s First and Last Name:

 

Co-owner’s First and Last Name:

Amount Owed:

 

 

 

 

 

 

 

 

 

Year, Type, Make and Model of

 

Primary Use of Vehicle:

 

Value:

Vehicle:

 

 

 

 

 

 

 

 

 

 

 

 

 

$

 

Owner’s First and Last Name:

 

Co-owner’s First and Last Name:

Amount Owed:

 

 

 

 

 

 

 

 

 

Year, Type, Make and Model of

 

Primary Use of Vehicle:

 

Value:

Vehicle:

 

 

 

 

 

 

 

 

 

 

 

 

 

$

 

V.Do you or your spouse have life insurance policies? Yes ( )

No (

)

 

If yes, list all policies:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Policy No.

Name of Company

 

Address

Policy Owner

Face Value

Cash Value

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

W. Do you or your spouse have any financial arrangements such as contracts, insurance,

or accounts designated for burial? Yes (

) No (

) If yes, list below.

 

 

 

 

 

 

 

 

 

 

 

 

Applicant

 

 

 

 

Spouse

Where?______________________________

 

Where?______________________________

____________________________________

 

____________________________________

Face Value ___________________________

 

Face Value___________________________

Does the interest stay in this account?

 

Does the interest stay in this account?

Yes ( )

No

(

) If no, is the interest paid

 

Yes (

) No

(

) If no, is the interest paid

to you?

Yes

(

) No ( )

 

to you?

Yes

(

) No ( )

 

 

 

 

 

 

 

 

 

Page 8

10.Property/Assets In Trust Or Transferred

A. In the last 60 months (5 years) have you, your spouse, or anyone on behalf of you or your spouse, transferred, given away, gifted, loaned, or deeded sole or joint

ownership in anything of value, such as money, land, buildings, etc.?

 

 

Yes ( ) No ( )

If yes, complete below.

 

 

 

 

 

 

 

 

 

 

 

 

 

1.

Item transferred, given away, gifted, loaned, or deeded:

 

 

 

 

 

 

Date of transactions(s):

Month

 

_ Year

 

____________

 

 

 

Cash Value at time of transfer: $

 

 

 

 

 

 

 

What did you receive in return:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

2.

Item transferred, given away, gifted, loaned, or deeded:

 

 

 

 

 

 

Date of transactions(s):

Month

 

_ Year

 

____________

 

 

 

Cash Value at time of transfer: $

 

 

 

 

 

 

 

What did you receive in return:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

3.

Item transferred, given away, gifted, loaned, or deeded:

 

 

 

 

 

 

Date of transactions(s):

Month

 

_ Year

 

____________

 

Cash Value at time of transfer: $

What did you receive in return:

B.In the last 60 months have you, your spouse, or anyone established a joint ownership

in any real property owned by either you or your spouse? Yes ( ) No ( ) If yes, complete below.

1. Date of Joint Ownership:

 

 

 

Type of property:

 

 

 

 

 

 

 

 

 

Name of Joint Owner:

 

 

 

Address of Joint Owner:

 

 

2. Date of Joint Ownership:

 

 

 

Type of property:

 

 

 

 

 

 

 

 

 

Name of Joint Owner:

 

 

 

Address of Joint Owner:

 

 

C.In the last 60 months has a joint owner taken possession of their share in any of your

or your spouse’s asset such as money, savings accounts, checking accounts,

certificates of deposits, bonds, stocks, or anything else of value? Yes

 

( ) No ( )

If yes, complete below.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

1.Date joint owner took possession of their share:

Month

 

Day

 

 

 

Year

 

 

 

 

List the type of asset:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Name of joint owner:

 

Address of joint owner:

 

 

 

 

 

 

 

 

2.Date joint owner took possession of their share:

Month

 

Day

 

Year

List the type of asset:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Name of joint owner:

 

Address of joint owner:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Page 9

D.In the last 60 months were any of your or your spouse’s funds or property placed in

trust for you, your spouse, or anyone else?

Yes ( ) No ( )

If yes, complete below.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

1.Date Established:

 

Value:

 

 

 

 

 

 

Name of Trustee:

 

 

 

 

 

 

 

 

Address of Trustee

 

 

 

 

 

 

 

 

2.Date Established:

 

Value:

 

 

 

 

 

 

Name of Trustee:

 

 

 

 

 

 

 

 

Address of Trustee

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

E.In the last 60 months has any payment from a trust (either income or principal)

become unavailable to you or your spouse? Yes

(

)

No (

)

 

 

 

 

 

 

If yes, complete the following:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Date payment stopped or ceased to be available: Month

 

Day

 

 

Year

 

 

 

 

 

Name of Trustee:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Address of Trustee:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

F. Is any of your income paid directly into a trust?

Yes

(

) No (

)

 

 

 

 

 

 

If yes, complete below:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Date trust was established. Month

 

Day

 

 

Year

 

 

 

 

 

 

 

 

 

 

 

Name of Trustee:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Address of Trustee:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

11.Health Insurance/Long Term Care Insurance

A.Do you or your spouse have any health insurance coverage? Yes ( ) No ( )

If yes, complete below for each person insured.

Insurance Company Name & Add.

Policy Number

Type of Coverage

Premium Amount

 

 

 

 

 

 

____________________________

 

Inpatient

Paid:

 

 

 

__________

Hospital

$ _____________

 

 

 

Outpatient

Monthly

 

 

 

Name of Insured

Group Number

Dental

Quarterly

Cancer

Semi-Annually

 

 

 

____________________________

 

___________

Medicare

Annually

 

 

 

Policy Holder Name

Policy Began

Supplement

Employer Name

____________________________

___/___/___

Other (i.e.

(if group insurance)

 

 

 

prescriptions,

 

 

 

 

_____________

 

 

 

 

Workman’s Comp.)

 

 

 

 

 

 

Page 10

Insurance Company Name & Add.

Policy Number

Type of Coverage

Premium Amount

 

 

 

 

____________________________

 

Inpatient

Paid:

____________________________

__________

Hospital

$ _____________

Outpatient

Monthly

 

 

 

Name of Insured

Group Number

Dental

Quarterly

Cancer

Semi-Annually

 

 

____________________________

___________

Medicare

Annually

Policy Holder Name

Policy Began

Supplement

Employer Name

____________________________

___/___/___

Other (i.e.

(if group insurance)

prescriptions,

 

 

_____________

 

 

Workman’s Comp.)

 

 

 

 

B. Do you or your spouse have any Long Term Care Insurance? Yes (

) No ( )

If yes, complete below for each person insured.

Insurance Company Name & Add.

Policy #

Person Insured

Premium Amount

____________________________

__________

 

Paid:

____________________________

__________

 

$______________

____________________________

Partnership

 

Monthly

 

Quarterly

 

Plan?

 

____________________________

 

Semi-Annually

 

Yes ( ) No ( )

 

Annually

Insurance Company Name & Add.

Policy #

Person Insured

Premium Amount

 

 

 

 

____________________________

__________

 

Paid:

____________________________

__________

 

$______________

____________________________

Partnership

 

Monthly

 

Quarterly

 

Plan?

 

____________________________

 

Semi-Annually

 

Yes ( ) No ( )

 

Annually

 

 

 

 

12.Income (List all income and benefits that you or your spouse receive from any source.)

***Please provide proof of all income received.***

A.Social Security Check

Yes ( ) No ( )

B. SSI (Supplemental Security Income)

Yes ( ) No ( )

C. Veterans Benefits

Yes ( ) No ( )

D.Veterans Compensation

Yes ( ) No ( )

Direct

Deposit

List amount of income. If not received monthly, indicate how often.

You

Your Spouse

 

 

Page 11

E. Railroad Retirement

Yes ( ) No ( )

F. Civil Service Annuity

Yes ( ) No ( )

G.Other Pension

Yes ( ) No ( )

If yes, list name, address, & acct #

 

H.Annuities

Yes ( ) No ( )

I. Trusts

Yes ( ) No ( )

J. Insurance Payments

Yes ( ) No ( )

K.IRA/KEOGH Payments

Yes ( ) No ( )

L. Interest Income

Yes ( ) No ( )

(on bonds, bank acct’s, CD’s etc.)

 

M. Lease Income

Yes ( ) No ( )

N.Rental Income

Yes ( ) No ( )

O.BIA General Assistance

Yes ( ) No ( )

Q. Tribal Income

Yes ( ) No ( )

R. Payments on Contract for Deed

Yes ( ) No ( )

S. Contributions from Relatives or

Yes ( ) No ( )

Others

 

 

 

***Please provide proof of all income received.***

R. Gross Earnings from Employment

Yes ( ) No ( )

S. Child Support Payments

Yes ( ) No ( )

T. Alimony Payments

Yes ( ) No ( )

U.Income from Mineral or Timber

Yes ( ) No ( )

Rights

 

V.Income from Life Estate

Yes ( ) No ( )

W. Any Other Income

Yes ( ) No ( )

Direct

Deposit

List amount of income. If not received monthly, indicate how often.

You

Your Spouse

 

 

Page 12

13.Would you like to Register to Vote?

Any citizen in the State of South Dakota who meets the voter registration requirements and applies for public assistance must be provided the opportunity to register to vote.

A.If you are not registered to vote where you live now, would you like to apply to vote? Yes ( ) No ( ) If you checked yes, the Department of Social Services will send you a voter registration form. Return the completed registration card to the County Auditor in your county of residence or to your local Department of Social Services office, Department of Human Services office, WIC office or military recruitment office. The deadline for registration is 15 days before any election.

If you did not check either box, you will be considered to have decided not to register to vote at this time.

Please note that the information and office to which application was made will remain confidential and be used for voter registration purposes. Applying to register or refusing to register to vote will not affect the amount of assistance or services that you may receive from the Department of Social Services. If you would like help filling out the voter registration form, we will help you. The decision whether to seek or accept help is yours. You may fill out the application in private.

If you believe that someone has interfered with your right to register to vote, your right to privacy in deciding whether to register or in applying to register to vote, or your right to choose your own political party or other political preference, you may file a complaint with the:

South Dakota Secretary of State, 500 E Capitol, Pierre SD 57501, (605) 773-3537

Page 13

ASSIGNMENT OF MEDICAL SUPPORT, INSURANCE PROCEEDS

An application for and acceptance of medical assistance paid from the Department of Social Services shall operate as an assignment and subrogation of any rights to medical support, insurance proceeds, or both that the applicant or recipient may have. Any rights or amounts so assigned or subrogated shall be applied against the cost of the applicant’s or recipient’s care.

DISCLOSURE OF ANNUITIES AND STATE TO BE NAMED AS REMAINDER BENEFICIARY

Public Law No. 109-171 Deficit Reduction Act of 2005 Section 6012 requires individuals applying for long- term care medical assistance and an individual whose eligibility is being reviewed for purposes of determining whether the individual continues to be eligible for long-term care assistance to disclose the description of any interest the individual or the individual’s spouse has in an annuity or similar financial instrument. Failure to disclose this information results in ineligibility for assistance. In addition, a recipient of long term care assistance must name the department as a preferred remainder beneficiary of any interest the individual or individual’s spouse has in an annuity or similar financial instrument purchased and owned after February 7, 2006. Note: The annuity will also be considered a resource.

ESTATE RECOVERY AND MEDICAL ASSISTANCE LIENS

Under Federal and State law, the Department of Social Services is authorized to make recovery from the estates of deceased medical assistance recipients who were permanently institutionalized or who were at least 55 years of age and for whom the Department made a payment for nursing facility services, intermediate care facility services for the mentally retarded, other medical institutional services, home and community based services, hospital services, and prescription drug services. The Department of Social Services is authorized to recover the debt of a medical assistance recipient from the estate of a surviving spouse. If a surviving spouse wishes to limit the amount of the surviving spouse’s estate that will be liable for recovery for the amount of medical assistance paid on behalf of the recipient, the surviving spouse must file a petition within six months of the death of the medical assistance recipient. The petition will determine the amount of the surviving spouse’s estate from which recovery may be claimed for Medicaid expended on behalf of the recipient. The petition must be filed on the Department’s form.

Under Federal and State law, the Department of Social Services may impose a medical assistance lien against real property owned by a recipient who has received a benefit from the Department of Social Services for the services of a nursing facility, an intermediate care facility for the mentally retarded, or other medical institution. The Department of Social Services will issue a separate notice when the Department decides to impose a lien. The notice will describe the amount of the lien and the real property to which the lien is to attach.

Under State law, the Department of Social Services is authorized to recover any funds of the resident kept or maintained by the nursing home or other facility if the resident was receiving medical assistance from the Department at the time of death.

Page 14

PRIVACY ACT STATEMENT

Federal and State Law and Regulations limit the use and disclosure of confidential information concerning applicants and recipients of economic and medical assistance programs to purposes directly related to the administration of those programs. When you apply for assistance from the Department of Social Services, you

will be asked to provide your Social Security Number on the application form. Title 42 of the Code of Federal Regulations Part 435.910(a), requires the furnishing of Social Security Numbers as a condition of eligibility for Medicaid. The Department uses your number in its computer processing for eligibility determination, welfare fraud investigations and audits. Social Security Numbers are also used to verify income information through agencies such as Internal Revenue Service, Department of Labor, and Social Security Administration, etc., to prevent a person or family from receiving duplicate benefits under any program, to make mass changes in benefits easier to implement and to determine the accuracy and reliability of information given to the department by applicants for and recipients of assistance.

VERIFICATIONS

Information you give to answer the questions on this form, and information obtained by the department to verify your answers will be used to determine your eligibility and level of benefits. Your benefits may change from month to month, or be stopped, based on this information.

Federal and state officials will verify information given on this form to determine if it is correct. A department representative may contact you or may contact other people in order to verify your eligibility for assistance. Information given will also be verified by computer cross-matching with other agencies and private sectors. When state and federal personnel verify the information on this application, if what is reported is found to be incorrect your Medical case may be denied or terminated and you may be subject to criminal prosecution for knowingly providing false information.

Page 15

AUTHORIZATION TO FURNISH AND RELEASE INFORMATION

I hereby authorize any person, agency or institution to supply information requested by the Department of Social Services concerning me or my family, and to allow inspection and reproduction of records in his or their possession pertaining to me or my family by any duly authorized representative of the Department. I further authorize the Department to release such information to providers or cooperating State or Federal Agencies.

This authorization is given only in connection with its use by the Department in the administration of its programs and for no other purpose. It shall continue in effect until such time as I state in writing that it is no longer valid.

I herewith release any person, agency or institution from any and all liability to me or my family for supplying such information.

CIVIL RIGHTS GUARANTEE

The provisions of the Civil Rights Act of 1964, as amended, also apply to your case and department representatives shall not, on the grounds of race, color, creed, religion, sex, disability, ancestry, or national origin, exclude you from participation in, deny the benefits of, or otherwise subject you to discrimination under any program or activity administered by the department. Any person who feels that his civil rights have been violated may request a fair hearing. You may also file a complaint of discrimination by writing DSS Division of Legal Services, 700 Governors Drive, Pierre, SD 57501-2291 or by calling (605) 773-3305.

ACKNOWLEDGEMENT

I understand that any false statements which I may make and any failure on my part to report any change in circumstance which would affect my eligibility for payment from programs administered by the South Dakota Department of Social Services constitutes a crime and that I could be prosecuted under South Dakota criminal laws.

I agree to provide information upon request from the Department of Social Services concerning any asset or estate which may be subject to recovery, estate recovery, or medical assistance liens by the State of South Dakota.

SIGNATURES

Applicant should sign the application unless incapacitated or represented by a Legal (Court Appointed) Guardian. A representative, who can make health related decisions, may sign the application on behalf of the incapacitated or deceased applicant. The applicant’s mark should be witnessed by a person familiar with the applicant.

___________________________________________

_________________________________________

Signature of Applicant or Recipient

Date

Signature of Spouse

Date

___________________________________________

_________________________________________

Witness to Applicant’s mark

Date

Signature of

Date

 

 

Legal Guardian or Power of Attorney

 

___________________________________________

_________________________________________

Name of

Date

Signature of

Date

Individual Assisting Applicant

 

Individual Assisting Applicant

 

Page 16

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