W 1 Ltc Form PDF Details

Applying for long-term care or home care assistance through the State of Connecticut Department of Social Services requires precise documentation and adherence to specific guidelines as outlined in the W-1 LTC form. Updated in July 2013, this extensive form serves as a critical tool for individuals seeking support for long-term medical care or home care services. The application process entails a thorough review of financial documents and prerequisites, including a detailed exploration of five years’ worth of bank and financial statements, to ensure the applicant's financial eligibility under federal and state regulations. The W-1 LTC form not only guides applicants through the process of documenting monthly gross income, property details, and insurance policies but also outlines the necessary steps for those with varying marital statuses and living arrangements, addressing the complexities of applied income and spousal allowances. It is of utmost importance that applicants provide accurate and comprehensive information, including but not limited to their social security number, marital status, residence, and immigration status if applicable, alongside the financial documentation required to assess eligibility for assistance. Compliance with the asset limit for Medicaid, ensuring the correct payment to nursing facilities during the application process, and the role of authorized representatives or legal guardians where necessary, are highlighted as key points of action for applicants. The detailed list of items needed, alongside the specific instructions provided, underscores the Department of Social Services' rigorous process in evaluating applications to determine eligibility for long-term care or home care assistance.

QuestionAnswer
Form NameW 1 Ltc Form
Form Length21 pages
Fillable?No
Fillable fields0
Avg. time to fill out5 min 15 sec
Other namesstate connecticut needed form, ct dss w1ltc, ltc connecticut services, form w1 ltc

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NAME

 

 

 

SS#

 

 

State of Connecticut

 

 

 

Department of Social Services

 

 

W-1 LTC (New 07-2013)

Long-term Care/Waiver Application

Page 1 of 21

 

Client ID:

Items Needed for Your Long-Term Medical Care / Home Care Application

KEEP PAGES 1 and 2 FOR YOUR RECORDS

If you do not already get Long-Term Care Medical Assistance or Home Care Assistance from the Department of Social Services, we need the items listed below to process your application. Send copies, do not send originals. In some cases, we may request more documents than those listed below. If we do, we will give you time to send us them. If you do not have, or if you need help getting the needed documents, contact DSS for help.

DO NOT WAIT TO APPLY

If you do not have copies of all the documents listed, send us what you have when you apply. It is important that you apply as soon as possible. We will give you more time to send the other documents we need.

Each month you will need to pay a portion of your income to the nursing home; this is called applied income. A married applicant may be able to give a part of their income to their spouse in the community. The following is needed to make this determination:

Spouse’s monthly gross income

Property tax bill

Condo fees

Rent/Lease

Mortgage payment

Electric bill

Lot rental amount

Homeowner’s insurance

The following documents are needed from you and your spouse to determine if you are eligible for Long-Term Care Medical Assistance or Home Care Assistance from DSS:

Federal law requires DSS to review 5 years of bank and financial statements on all accounts owned and co- owned by you and your spouse. DSS does this by reviewing 2 full years of statements from the date of application including the current month and statements for December of the remaining 3 years showing the year to date interest. If you cannot provide the statements for the 3 remaining years you can provide your federal tax returns. You must also explain any deposits or withdrawals of $5,000.00 or more.

Stocks

Bonds

Money Market Funds

Certificates of Deposit

Mutual Funds, Treasury and other notes

Retirement Accounts

IRA and Keogh Accounts

Annuities (a copy of the original annuity contract in addition to the statements)

Trusts

Current gross monthly income from all sources including:

Social Security

Railroad Retirement

VA Pensions

Private pensions

Annuities (a copy of the original annuity contract in addition to the statements)

State of Connecticut

Department of Social Services

W-1 LTC (New 07-2013) Long-term Care/Waiver Application

Page 2 of 21

Client ID:

Face and cash value of Life Insurance Policies (current annual statement)

Burial Contracts (Irrevocable and Revocable)

Burial Plot Deeds

Life Use documents

Privately held Promissory Notes

Reverse Mortgage Documents - monthly/quarterly statements are required for the 60 month look back

Real Estate Purchase/Warranty Deeds

Quit Claim Documents

Trusts and Annuities (including appendices, schedules, annual accountings, and amendments for the past 5 years)

Private Health Insurance Cards including Medicare (copy of both sides)

Health Insurance Premium Amounts

A copy of your spouse’s death certificate, Will and Probate Inventory Document if your spouse died in the past 5 years.

A copy of your divorce decree if you were divorced in the past 5 years.

Power of Attorney or Conservator Documents (if any)

The asset limit for Long-Term Care and Home Care Medicaid is $1600.00. You will not qualify for assistance

in any month in which your assets exceed $1600.00.

If you are in a nursing facility you should be paying the nursing facility during the application process. Contact the business office of your facility to find out what is due to the facility during this time frame.

Continue by completely answering every question on the attached application.

Attach additional sheets if you need more space to complete the application. Please be sure to include your

name, DSS client ID number or your social security number on each additional sheet.

NAME

SS#

State of Connecticut

Department of Social Services

 

W-1 LTC (New 07-2013)

Long-term Care/Waiver Application

Page 3 of 21

 

Client ID:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

FOR WORKER

 

 

Worker’s Name: __________________________

Application Date: __________

 

 

 

USE ONLY

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Office: _______________

 

 

 

 

 

 

 

 

This part is for

 

 

 

 

 

 

 

 

 

 

 

 

 

our staff.

 

 

Programs Applied for or receiving: _________________________

 

 

 

Continue to

 

 

 

 

 

 

 

 

 

 

 

 

 

Section A.

 

 

Assistance Unit IDs and Client IDs: _________________________

 

 

 

 

 

 

 

 

 

 

 

 

SECTION A – APPLICANT INFORMATION: Tell us about yourself.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

I am applying for: Care in a facility

Home Care

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Last Name

 

 

 

First Name

 

 

Middle Initial

Suffix

 

 

_______________________

_________________________

 

________

______ (Jr., Sr., etc.)

 

 

Maiden Name or Other Name

 

 

 

 

 

 

 

 

 

 

________________________

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Social Security Number:

 

 

 

Date of Birth: ______/_____/______

 

 

If you have a Social Security Number, enter it

 

Place of Birth: ___________________________

 

 

here.

 

 

 

 

 

 

 

 

 

 

 

 

 

_______ - _______ - _________

 

 

Gender:

Male Female

 

 

 

 

 

 

 

 

 

 

 

Marital Status:

Never Married Married

Divorced

Separated

 

 

 

 

(Check one)

Widowed, date of death for your spouse: ____________

 

 

 

 

If married please provide your spouse’s name:

 

 

 

 

 

 

 

 

Last Name

 

 

First Name

 

Middle Name

 

Suffix

Maiden Name or Other Name

 

 

____________________ _______________

_____________

_____

_______________________

 

 

 

 

 

 

 

 

 

 

 

(Jr., Sr., etc.)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Are you a resident of Connecticut?

 

 

 

 

 

 

 

 

 

Yes

 

 

No

 

 

 

 

 

 

 

 

 

 

Are you a U.S. Citizen? Yes

No

If No, complete SECTION E – IMMIGRATION STATUS, below.

 

 

 

 

 

 

 

What is your primary language? _______________________________

 

 

 

 

Do you need an interpreter? Yes No

 

 

 

 

 

 

 

Do you have a disability? Yes No

If Yes, do you need an accommodation or special help applying because of your disability? Yes No What type of accommodation or special help do you need?

_________________________________________________________________________________________

Ethnicity:

Are you Hispanic or Latino?

Race: Native American

Asian

Optional

Yes No

Alaskan Native/Eskimo

Black/African descent

 

 

White

 

You are not required to provide race or ethnic origin; however, your cooperation will help determine compliance with the federal civil rights law. If you do not wish to give this information, it will in no way affect consideration of your application. We are authorized to ask this information under Title VI of the Civil Rights Act of 1964.

State of Connecticut

Department of Social Services

W-1 LTC (New 07-2013) Long-term Care/Waiver Application

Page 4 of 21

Client ID:

SECTION B – CURRENT ADDRESS of Your HOME or INSTITUTION/LONG-TERM CARE FACILITY: Tell us about your home or Long-term Care Facility, if you live in one.

What is the address of your home?

Street ____________________________________________________________

City _____________________ State _________ Zip ___________

Telephone # ________________ Cell # _______________________

Are you a U.S. Citizen? □ Yes □ No

If you answered NO, complete SECTION E- IMMIGRATION STATUS, below. Is this your mailing address? Yes No If No, provide your mailing address.

__________________________________________________________________________________________

Do you or your spouse own your home? Yes No

If No, do you have life use of the property? Yes No

If you live in a facility, what is the name of the facility? _____________________________________

What is the address of the facility?

Street ____________________________________________________________

City _____________________ State _________ Zip ___________

On what date did you enter the facility? ____/ ____/ ____

SECTION C – PREVIOUS ADDRESSES: If you have lived at your current address for less than five years, tell us where you lived before.

Street _____________________________________________________________

City __________________________ State _________

Zip _____________

Did you or your spouse own this home? Yes No

 

Street ______________________________________________________________

City __________________________ State __________

Zip _____________

Did you or your spouse own this home? Yes No

 

SECTION D – AUTHORIZED REPRESENTATIVE(S): Do you authorize someone to represent you in this application? Yes No Are you making this application as a representative for someone else? Yes No

If you answered Yes to either question, complete the section below. This individual(s) will receive correspondence from the department regarding your application and they will be able to contact the department regarding your application.

First Name

Last Name

Suffix

_________________

________________

____________

 

 

(Jr., Sr., etc.)

Address _________________________________________________________________________________

City______________________________________ State ____________ Zip __________________________

State of Connecticut

Department of Social Services

W-1 LTC (New 07-2013) Long-term Care/Waiver Application

Page 5 of 21

Client ID:

SECTION D – AUTHORIZED REPRESENTATIVE(S): (continued)

Home Telephone # _________________

Type of Representative:

 

 

Send Proof

 

Cell # _______________

 

Conservator

Work Telephone # _________________

Power of Attorney

Email: __________________________

Guardian

 

 

 

 

 

First Name

Last Name

Suffix

_________________

________________

____________

 

 

 

 

(Jr., Sr., etc.)

Address ___________________________________________________________________________________

City________________________________________ State ____________ Zip __________________________

Home Telephone # _________________

Cell # _______________

Work Telephone # _________________

Email: __________________________

Type of Representative: Send Proof

Conservator

Power of Attorney

Guardian

SECTION E – IMMIGRATION STATUS (FOR NON-CITIZENS ONLY)

SEND PROOF Send a copy of the front and back of your immigration card or other immigration document. What is your current USCIS status? ______________________

On what date did you receive your status? _____/ _____/ _____

Do you have a sponsor? Yes No

Sponsor’s name and address: __________________________________________________________________

What is your Country of Origin? ________________________

When did you enter the United States? ____/ ____/ ____

What is your USCIS number? ____________________________

If you are a refugee, list your Refugee Resettlement Agency:

_________________________________________________________________________________________

SECTION F – MILITARY SERVICE / VETERAN INFORMATION:

Have you or your spouse ever served in the U.S. Military? Yes No

Have you been rated with a service related disability? Yes No

Veteran’s Name

Relationship to Veteran

___________________

___________________

 

 

Veteran’s Status

____________________

Military Service #

______________________

State of Connecticut

Department of Social Services

W-1 LTC (New 07-2013) Long-term Care/Waiver Application

Page 6 of 21

Client ID:

SECTION G – MEDICAL INSURANCE: If you have insurance, complete this section. If Yes, for any insurance other than Medicare, DSS will send you a form W-1685 to complete, which asks more specific questions about your medical insurance.

SEND PROOF Send a copy of the front and back of your insurance card(s) and proof of the premium amounts you pay.

 

 

Premium Amount

Effective Date

Do you receive Medicare Part A?

Yes No

$____________

____________

Do you receive Medicare Part B?

Yes No

$____________

____________

Do you receive Medicare Part D?

Yes No

$____________

____________

Do you have a Medicare Advantage Plan?

Yes No

$ ____________

____________

If yes, provide your Medicare Claim Number: ____________________________

Do you have other medical/hospital insurance such as Blue Cross/Blue Shield, Health Maintenance Organization (HMO) or union coverage? Yes No

Insurance Company Name: _______________________________________________

Address: ______________________________________________________________

Union Name: __________________________________________________________

Union Local Number: ___________________________________________________

Policy/Claim Number

Group Number

Effective Dates

Premium Amount

_________________

____________

From: ______ To: ______

$_______________

Do you have Long-Term Care Insurance (coverage that pays for nursing home care, adult day care, assisted living or home care) that is separate insurance from your medical/hospital insurance? Yes No

Insurance Company Name: _______________________________________________

Address: ______________________________________________________________

Policy/Claim Number

Group Number

Effective Dates

Premium Amount

_________________

____________

From: ______ To: ______

$_______________

If yes, is your Long-Term Care policy approved under the Connecticut Partnership for Long-Term Care program (the face page of the policy will indicate whether the policy is approved under the Connecticut Partnership and provides Medicaid Asset Protection)? Yes No If Yes, give a copy of the contract, asset protection report or the service summary report.

State of Connecticut

Department of Social Services

W-1 LTC (New 07-2013) Long-term Care/Waiver Application

Page 7 of 21

Client ID:

SECTION H – YOUR BENEFITS AND OTHER INCOME: Tell us about any income or benefits that you are receiving, have applied for, or have been denied.

SEND PROOF Submit current copies of statements that show the gross amount of the income you receive, other than Social Security.

Type of Benefit or

Receiving Income or

Amount

Application Status

Application Date or

Income

Benefits?

 

 

Denial Date

 

 

 

 

 

Social Security

Yes No

 

 

 

Claim number:

 

 

 

 

 

 

 

 

 

SSI (Supplemental

Yes No

 

 

 

Security Income)

 

 

 

 

Claim number:

 

 

 

 

 

 

 

 

 

Black Lung Benefits

Yes No

 

 

 

 

 

 

 

 

Veteran’s

Yes No

 

 

 

Pension/Benefits

 

 

 

 

 

 

 

 

 

Pension or Retirement

Yes No

 

 

 

 

 

 

 

 

Civil Service Annuity

Yes No

 

 

 

 

 

 

 

 

Railroad

Yes No

 

 

 

Retirement Benefits

 

 

 

 

Claim number:

 

 

 

 

 

 

 

 

 

Alimony

Yes No

 

 

 

 

 

 

 

 

Worker’s Compensation

Yes No

 

 

 

 

 

 

 

 

Disability/Sick Benefits

Yes No

 

 

 

 

 

 

 

 

Union Benefits

Yes No

 

 

 

 

 

 

 

 

Unemployment Benefits

Yes No

 

 

 

 

 

 

 

 

Lump Sum Cash

Yes No

 

 

 

Amounts

 

 

 

 

 

 

 

 

 

Rental Income

Yes No

 

 

 

 

 

 

 

 

Compensation from a

Yes No

 

 

 

legal settlement

 

 

 

 

 

 

 

 

 

Other

Yes No

State of Connecticut

Department of Social Services

W-1 LTC (New 07-2013) Long-term Care/Waiver Application

Page 8 of 21

Client ID:

SECTION I – ASSETS: Tell us about your assets. Check YES or NO for each ASSET TYPE. If you check Yes, fill in the other boxes. List all assets owned by you or your spouse individually, jointly, or with other persons. If you have more than one asset of the same type, please attach an additional page.

SEND PROOF Send copies of statements that verify the value of the assets.

Asset Type

Check One

Owner

Amount

Account Number

Institution Name

 

 

 

 

 

 

 

 

Cash on Hand

Yes No

 

$

 

 

 

 

 

 

 

 

Checking

Yes No

 

$

 

 

Account

 

 

 

 

 

 

 

 

 

 

 

Savings

Yes No

 

$

 

 

Account

 

 

 

 

 

 

 

 

 

 

 

Certificate of

Yes No

 

$

 

 

Deposit

 

 

 

 

 

 

 

 

 

 

 

Credit Union

Yes No

 

$

 

 

Account

 

 

 

 

 

 

 

 

 

 

 

Resident Fund

Yes No

 

$

 

 

Account

 

 

 

 

 

 

 

 

 

 

 

Money Market

Yes No

 

$

 

 

Fund

 

 

 

 

 

 

 

 

 

 

 

Mutual Funds,

Yes No

 

$

 

 

Treasury and

 

 

 

 

 

other notes

 

 

 

 

 

 

 

 

 

 

 

IRA or Keogh

Yes No

 

$

 

 

Account

 

 

 

 

 

 

 

 

 

 

 

Stocks and/or

Yes No

 

$

 

 

Bonds

 

 

 

 

 

 

 

 

 

 

 

Annuity

Yes No

 

$

 

 

 

 

 

 

 

 

Trust Fund

Yes No

 

$

 

 

 

 

 

 

 

 

Ownership in a

Yes No

 

$

 

 

Company

 

 

 

 

 

 

 

 

 

 

 

Promissory/

Yes No

 

$

 

 

Mortgage

 

 

 

 

 

Notes or

 

 

 

 

 

Installment

 

 

 

 

 

Contracts

 

 

 

 

 

Have you paid an entrance fee to a Continuing Care Retirement Community (CCRC)? Yes No If yes, can the fees be used to pay for your care? Yes No

Can a refund be issued upon death or on leaving the CCRC? Yes No

State of Connecticut

Department of Social Services

W-1 LTC (New 07-2013) Long-term Care/Waiver Application

Page 9 of 21

Client ID:

SECTION I – ASSETS: (continued)

Owner

Value

Make

Amount owed

 

 

 

 

 

 

Automobile

Yes No

 

$

 

$

 

 

 

 

 

 

Recreational

Yes No

 

$

 

$

Vehicle

 

 

 

 

 

 

 

 

 

 

 

SECTION J – OTHER ASSETS: Tell us about any other assets you own and assets jointly owned with other individuals. This could include collections of antiques, coins, jewelry or stamps, contents of a safe deposit box, paintings, etc.? Yes No

SEND PROOF Send copies of current statements or documents that establish the fair market value of the asset(s).

Asset Type

Current Fair Market Value

Owner

 

 

 

 

$

 

 

 

 

 

$

 

 

 

 

SECTION K – EXPECTED ASSETS OR INCOME: Tell us about any accident settlement, trust fund, inheritance, or any other money, real property, you expect to receive.

SEND PROOF Send copies of current statements or documents that describe the nature, amount, and payment schedule of the expected asset or income.

Income or Asset Type

Lawyer Name & Telephone Number

_________________________________________

______________________________________________

 

 

Anticipated Date of Receipt: __________________

 

 

 

SECTION L – LIFE INSURANCE AND FUNERAL PLANS: Tell us about any life insurance or pre-paid burial plans or funds that you own. List all policies and funds, no matter who pays for them.

SEND PROOF Send a copy of the declaration page of each policy and copies of current statements to show the cash value of each policy or the funeral trust contract, if applicable.

Original

Cash Value

Type of Plan

Policy Number

Policy Owner

Company, Funeral

Face Value

 

 

or

 

Home or Bank Name

or Value of

 

 

Account

 

 

Policy or

 

 

Number

 

 

Plan

 

 

 

 

 

 

 

 

 

 

 

 

 

Life Insurance

 

 

 

 

 

Funeral Contract

 

 

 

 

 

 

 

 

 

 

 

Life Insurance

 

 

 

 

 

Funeral Contract

 

 

 

 

 

 

 

 

 

State of Connecticut

Department of Social Services

W-1 LTC (New 07-2013) Long-term Care/Waiver Application

Page 10 of 21

Client ID:

SECTION M – REAL PROPERTY: Tell us about any real property that you own in or out of the state.

SEND PROOF Send a copy of the deed to each property.

Do you and/or your spouse own or have legal interest/life use in any other real property?

Yes No If Yes, answer the following questions and provide a copy of the life use documents.

Address of Property

Type of Ownership

Current Fair Market

Current Amount Owed

 

 

Value

 

 

 

 

 

Primary Residence

Life Estate/Use

Rental Property

Vacation Property

Time Share

Vacant Land

Other Property Rights

Burial Plot

Primary Residence

Life Estate/Use

Rental Property

Vacation Property

Time Share

Vacant Land

Other Property Rights

Burial Plot

Primary Residence

Life Estate/Use

Rental Property

Vacation Property

Time Share

Vacant Land

Other Property Rights

Burial Plot

Do you have a reverse mortgage, home equity line of credit or other home equity conversion plan on any of the above? Yes No

If Yes, please provide a copy of the note and/or repayment agreement.

State of Connecticut

Department of Social Services

W-1 LTC (New 07-2013) Long-term Care/Waiver Application

Page 11 of 21

Client ID:

SECTION N – TRANSFER OF ASSETS: Have you (or your spouse) sold, traded, gifted or transferred ownership of any real property, motor vehicles, stocks, bonds, cash, or other assets in the past 5 years. Yes No Have you (or your spouse) had assets transferred through probate court/surrogate courts in or out of state in the past 5 years? Yes No

SEND PROOF Send copies of the current statements or documents that show the date the asset was transferred, the value of the asset at the time of the transfer, and the amount you received for the transferred asset. (Attach additional page if needed)

Transfer Date

Type of Asset

Value of the Asset at the

Who Received the

Amount Received

 

Transferred

Time of the Transfer

Asset and the Reason

 

 

 

 

for the Transfer?

 

 

 

 

 

 

 

 

$

 

$

 

 

 

 

 

$

$

$

$

$

$

Have you (or your spouse) closed any type of account during the past 5 years? Yes No If Yes, explain below. Include the bank or financial institution’s name, address, account number and date closed.

__________________________________________________________________________________________

__________________________________________________________________________________________

Have you or someone else closed a jointly held account of any type during the past 5 years? Yes No

If Yes, explain below. Include the bank or financial institution’s name, address, account number and date closed.

__________________________________________________________________________________________

__________________________________________________________________________________________

Have you (or your spouse) established a trust or funded a trust with income or property of any kind in the past 5 years? Yes No

Are you the beneficiary of a trust? Yes No

If Yes to either question, provide the details. (Attach additional page if needed) Include a copy of the trust.

__________________________________________________________________________________________

__________________________________________________________________________________________

State of Connecticut

Department of Social Services

W-1 LTC (New 07-2013) Long-term Care/Waiver Application

Page 12 of 21

Client ID:

SECTION N – TRANSFER OF ASSETS: (continued)

If you transferred assets in the past 5 years for something other than cash, answer the following questions:

1.Did you live with the person to whom you transferred the asset(s) without interruption for at least two years prior your admission to the nursing facility? Yes No

2.What Activities of Daily Living were you capable of doing on your own during this time?

Bathing

Toileting

Dressing

Grooming

Walking

Maintaining continence

Feeding

Transferring

3.If you were unable to do any of the above, who helped you do them?

_____________________________________________________________

4.During these two years, did the individual you transferred the asset(s) to work? Yes No If yes, how many hours/days per week? ___________________

If yes, who was home with you while he/she was working?

_____________________________________________________________

5.Was a Home Care Agency involved? Yes No

If yes: What agency? ____________________________________________

How many hours/days per week? __________________________________

What funds were used to pay for this care? __________________________

6.Provide medical records such as, office notes for doctors, test results, hospital discharge summaries, etc. for the above period of time to verify the applicant’s medical condition.

Any transfer or assignment of assets made in the past five years may result in the imposition of a penalty period. Any such transfer is presumed to be made with the intent, by the transferor or the person accepting the transfer (the transferee), to qualify for Medicaid payment of long-term care benefits. Such transfer creates a debt due and owing by the transferor or transferee to DSS in the amount of assistance provided to or on behalf of the transferor. DSS and the Attorney General may seek relief as permitted by law to recover such amounts.

It is a fraudulent conveyance against the state to assign, transfer or otherwise dispose of property, for less than fair market value, to someone who knows (1) that the purpose of the transfer is to qualify for public assistance; or (2) that the transfer will leave the person making it without enough means to support himself or healthy in a decent way. DSS may go to court to set aside the transfer and recover the cost of any assistance that was provided to the person making the transfer or to recover.

I have disclosed all transfers or assignments made in the past five years and understand that, if any such transfers were or are made, even in part, for the purpose of qualifying for Medicaid long-term care benefits, the state has the right to seek repayment of the debt should any benefits be paid by the state on my behalf.

X________________________________ ______

X ______________________________________ ________

Applicant or Representative’s Signature Date

Attorney’s Signature (if assisted by an attorney)

Date

State of Connecticut

Department of Social Services

W-1 LTC (New 07-2013) Long-term Care/Waiver Application

Page 13 of 21

Client ID:

SECTION O – SPOUSE BENEFITS AND OTHER INCOME: Tell us about any income or benefits that your spouse is receiving, has applied for, or has been denied.

SEND PROOF Send current copies of statements that verify the gross amount of income your spouse receives.

Type of Benefit or

 

Receiving Income or

Amount

Application Status

Application Date

Income

 

Benefits?

 

 

or Denial Date

 

 

 

 

 

 

Social Security

 

Yes No

 

 

 

Claim number:

 

 

 

 

 

 

 

 

 

 

 

SSI (Supplemental

 

Yes No

 

 

 

Security Income)

 

 

 

 

 

claim number:

 

 

 

 

 

 

 

 

 

 

 

Black Lung Benefits

 

Yes No

 

 

 

 

 

 

 

 

 

Veteran’s

 

Yes No

 

 

 

Pension/Benefits

 

 

 

 

 

 

 

 

 

 

 

Pension or Retirement

 

Yes No

 

 

 

 

 

 

 

 

 

Civil Service Annuity

 

Yes No

 

 

 

 

 

 

 

 

 

Railroad

 

Yes No

 

 

 

Retirement Benefits

 

 

 

 

 

Claim number:

 

 

 

 

 

 

 

 

 

 

 

Alimony

 

Yes No

 

 

 

 

 

 

 

 

 

Worker’s Compensation

 

Yes No

 

 

 

 

 

 

 

 

 

Disability/Sick Benefits

 

Yes No

 

 

 

 

 

 

 

 

 

Union Benefits

 

Yes No

 

 

 

 

 

 

 

 

 

Unemployment Benefits

 

Yes No

 

 

 

 

 

 

 

 

 

Lump Sum Cash

 

Yes No

 

 

 

Amounts

 

 

 

 

 

 

 

 

 

 

 

Rental Income

 

Yes No

 

 

 

 

 

 

 

 

 

Compensation from a

 

Yes No

 

 

 

legal settlement

 

 

 

 

 

 

 

 

 

 

 

Other

 

Yes No

 

 

 

 

 

 

 

 

 

State of Connecticut

Department of Social Services

W-1 LTC (New 07-2013) Long-term Care/Waiver Application

Page 14 of 21

Client ID:

SECTION P – INCOME FROM WORKING: Tell us about any income you or your spouse currently receives from work, including sick leave payments.

SEND PROOF Send copies of any proof of pay, your last four current pay stubs or a letter from your employer.

Employer Name: _____________________________________________________

Employer Address: ___________________________________________________

Telephone #: ________________________________________________________

How often are you paid? Weekly Bi-weekly Monthly

Gross wages per pay period, including tips and commissions. $________ per ______

Date Employment Began ____/____/____ Date Employment Ended ____/____/____

SECTION Q – ALLOWANCES and DIVERSIONS

Do you have a spouse, child under 21, or any other dependent relatives living in your home in the community? Yes No If yes, fill in the section below.

Name

Relationship

Age

If you are in a long-term care facility; do you intend to return home within 6 months? Yes No

SEND PROOF If you answered yes to either of the above questions, fill in the section below and show proof of how much you pay each month.

Rent/Mortgage

$__________

Utilities

$_________

Heat

$__________

Property Taxes

$__________

Homeowners

insurance

$_________

Condo Fees

$__________

MEDICAL BILLS: Do you have any unpaid medical bills? Yes No

If you have any of these, you may be able to use some of your income to help you pay for these bills.

SEND PROOF If you answered Yes, provide a copy of the unpaid medical bill(s). The bill must include a service date, charge, and a detail description of the service(s) provided. Attach copies of the bill(s) to your Long-Term Care Medical Assistance Application when you send it in. If you do not have the bills at the time you send the application, the bills may be sent at a later date during this application process.

State of Connecticut

Department of Social Services

W-1 LTC (New 07-2013) Long-term Care/Waiver Application

Page 15 of 21

Client ID:

SECTION R – SPOUSAL NEEDS: Complete this section if you have a spouse living in the community. Your spouse may be able to keep some of your assets. List all assets owned in the month you were admitted to a hospital or long-term care facility and had a continuous stay of 30 days or more. Include all assets you owned individually and jointly or those assets owned individually and jointly by your spouse. If you have more than one asset of the same type, please attach an additional page.

Have you or your spouse been in an institution/Long-term Care Facility in the past?

Yes No Date entered: _______________ Name of facility: ____________________________________

SEND PROOF Send copies of statements that show the value of the assets as of the first day that you were in a facility for 30 days or more. (Attach additional pages if needed)

Asset Type

Check One

Owner

Amount

Account Number

Institution Name

 

 

 

 

 

 

Cash on Hand

Yes No

 

$

 

 

 

 

 

 

 

 

Checking Account

Yes No

 

$

 

 

 

 

 

 

 

 

Savings Account

Yes No

 

$

 

 

 

 

 

 

 

 

Certificate of

Yes No

 

$

 

 

Deposit

 

 

 

 

 

 

 

 

 

 

 

Credit Union

Yes No

 

$

 

 

Account

 

 

 

 

 

 

 

 

 

 

 

Money Market

Yes No

 

$

 

 

Fund

 

 

 

 

 

 

 

 

 

 

 

Mutual Funds,

Yes No

 

$

 

 

Treasury or other

 

 

 

 

 

notes

 

 

 

 

 

 

 

 

 

 

 

Life Insurance

Yes No

 

$

 

 

 

 

 

 

 

 

IRA or Keogh

Yes No

 

$

 

 

Account

 

 

 

 

 

 

 

 

 

 

 

Stocks and/or

Yes No

 

$

 

 

Bonds

 

 

 

 

 

 

 

 

 

 

 

Annuity/Trust

Yes No

 

$

 

 

Fund

 

 

 

 

 

 

 

 

 

 

 

Vehicles

Yes No

 

$

 

 

 

 

 

 

 

 

Real Estate

Yes No

 

$

 

 

 

 

 

 

 

 

Mortgage Note or

Yes No

 

$

 

 

Installment

 

 

 

 

 

Contract

 

 

 

 

 

 

 

 

 

 

 

Ownership in a

Yes No

 

$

 

 

Company

 

 

 

 

 

 

 

 

 

 

 

State of Connecticut

Department of Social Services

W-1 LTC (New 07-2013) Long-term Care/Waiver Application

Page 16 of 21

Notification of Annuity Requirements

Client ID:

You or your spouse have applied for help paying for long-term care services or home care. The department needs to know if you or your spouse owns any annuities. If you do not tell us about any annuities that you or your spouse own, you will not be eligible to get help with the cost of your long-term care. The State of Connecticut will be the remainder beneficiary of any annuities that you or your spouse have.

Complete the information below, sign, and date.

I have at least one annuity.

My spouse has at least one annuity.

My spouse and I do not have any annuities.

_____________________________________________________

________________

Signature of Applicant, Authorized Representative or Conservator

Date

State of Connecticut

Department of Social Services

W-1 LTC (New 07-2013) Long-term Care/Waiver Application

Page 17 of 21

READ CAREFULLY AND SIGN

Client ID:

I UNDERSTAND AND AGREE TO THE FOLLOWING:

I am responsible for reporting changes in my situation to DSS. I must report changes within 10 days. Examples of changes in my situation are changes in my income, assets, address, health insurance premiums, or death of a spouse.

I may request a hearing in writing if I disagree with an action taken on my case.

I am voluntarily giving information requested on this application. If I fail to give certain information, my application may be denied.

All information I give on this form is subject to verification by federal, state and local officials. I will cooperate with these officials by providing any necessary documents to prove what I have said. I authorize DSS to verify any information given on this form to make sure it is true.

All information I give on this form, including Social Security numbers, is confidential, except as authorized or required by state or federal law, and will be used by DSS only to administer the medical assistance program.

Any information I give on this form, including Social Security numbers, will be used to verify identity and eligibility and will be cross-matched against federal, state and local government files by computer.

DSS will use information available to it through the Income and Eligibility Verification System (IEVS) to process my request for assistance. This information comes from the Labor Department, the Social Security Administration and the Internal Revenue Service as well as other agencies when allowed by law. DSS may verify the information it receives by contacting other sources, such as banks and employers. Results from such checking may affect my eligibility and level of benefits.

I give permission to DSS to release information about me for purposes directly connected with the administration of DSS's programs. Purposes directly connected with the administration of the department’s programs include, but are not limited to, establishing eligibility, determining the amount of assistance, providing services, and the investigation, prosecution or civil proceedings related to the administration of the department’s programs.

I will cooperate with state and federal personnel who conduct Quality Control Reviews.

I declare that I am a United States citizen or, in the event that I am not, that the information that I provided regarding my non-citizen status is true.

I authorize DSS to verify any information regarding my non-citizen status with the Department of Homeland Security. I also understand that the Department of Homeland Security CANNOT use the fact that I applied for assistance with DSS as a basis to deny my admission to the U.S., harm my permanent resident status or deport me.

State of Connecticut

Department of Social Services

W-1 LTC (New 07-2013) Long-term Care/Waiver Application

Page 18 of 21

Client ID:

I UNDERSTAND AND AGREE TO THE FOLLOWING:

Money from a pending lawsuit will be assigned to the State to recover any medical expenses paid by the State related to the lawsuit.

False or misleading statements made when applying for medical assistance violate federal law and may be punishable by a fine up to $25,000 or imprisonment for 5 years or both.

By applying for medical assistance, I assign my right of support from legally liable third parties to the department (section 1912 of the Social Security Act). I also understand that, if I am in a nursing facility or if I am applying for home and community based services, and I want to assign my support rights, I must sign an additional assignment of support (section 1924 of the Social Security Act).

By receiving medical assistance, I allow the State to recover the cost of my medical bills, which may have been covered by other insurance or legally liable third parties, directly from it.

The State recovers monies from the estates of individuals who received long-term care services, Home Care Services or who were age 55 or older at the time that community medical assistance benefits were paid and who do not have a living spouse or a surviving child who is under the age of 21, blind or disabled.

DSS has my permission to apply for Medicare on my behalf. I understand that an application will be filed only if the department thinks I am eligible. I agree to let the DSS file Medicare claims and pursue appeals on my behalf. These actions may be taken by the department or its representative.

DSS or any health insurer, provider or any other entity providing services to me or my family under the Medicaid program may release information about me or my family as necessary for the delivery of the Medicaid program services and the administration of the Medicaid program, as permissible by federal or state law.

I will not alter, trade, sell or use someone else’s medical services identification card.

The State may place a lien, under certain conditions, on my home if I permanently enter a nursing facility.

DSS may, under certain circumstances, bill a spouse or the parents of a child under the age of 18 and institutionalized to repay the state’s cost of my medical care.

State of Connecticut

Department of Social Services

W-1 LTC (New 07-2013) Long-term Care/Waiver Application

Page 19 of 21

SIGNATURES

Client ID:

I have read this form or have had it read to me in a language that I understand. I certify that the information given on this form is true and complete to the best of my knowledge. If I have knowingly given incorrect information, I may be subject to penalties for false statement as specified in the Connecticut General Statutes sections 53a-157b and 17b-97 and to penalties for larceny as specified in sections 56a-122 and 53a-123. I also may be subject to penalties for perjury under federal law. I authorize the Department of Social Services to verify any information given on this form.

X__________________________________

_____________________________________

Applicant Signature

Date

Witness’ Signature (if signed with an X) Date

____________________________________

_____________________________________

Interpreter’s Signature

Date

Helper’s Signature

Date

If someone completed this form on the recipient’s behalf, this person must sign

 

____________________________________

_____________________________________

Representative’s Signature

Date

Printed Name of Interpreter/Representative

_____________________________________

 

 

Reviewed by

Date

 

 

YOU HAVE THE RIGHT TO MAKE A DISCRIMINATION COMPLAINT

You have the right to make a discrimination complaint if you think the Department of Social Services has taken action against you because of your race, color religion, sex, gender identity or expression, marital status, age, national origin, ancestry, political beliefs, sexual orientation, intellectual ability, mental disability, learning disability or physical disability, including by not limited to, blindness.

An individual with a disability may request and receive a reasonable accommodation or special help from the Department of Social Services when it is necessary to allow the individual to have an equal and meaningful opportunity to participate in programs administered by the Department.

If you asked for an accommodation or special help and we refused to provide it, you may make a complaint to the Department’s Affirmative Action Division Director or any of the agencies listed below.

Commissioner of Social Services, Attention Affirmative Action Director/ADA Coordinator, 25 Sigourney Street, Hartford, CT 06106-5033 or call 1-860-424-5040, toll free: 1-800-842-1508, TDD: 1-800-842-4524 or fax: 1-860-424-4948

Connecticut Commission on Human Rights and Opportunities, 25 Sigourney Street, Hartford, CT 06106, or call 1-560-541-3400, toll free: 1-800-477-5737, TDD: 1-860-541-3459 or fax: 1-860-246-5265

Web: http://www.ct.gov/chro/site/default.asp

US Department of Health and Human Services, Office of Civil Rights, JFK Federal Building, Room 1875, Boston, MA 02203 or call 1-617-565-1340, toll free: 1-800-368-1019, TDD: 1-800-537-7697 or fax 1-617-565-3809 Web: http://www.hhs.gov/oct/office/file/index.html

State of Connecticut

Department of Social Services

W-1 LTC (New 07-2013) Long-term Care/Waiver Application

Page 20 of 21

AUTHORIZATION TO DISCLOSE INFORMATION

Client ID:

I, ______________________, hereby authorize the Department of Social Services to share information regarding

the status of this application for assistance with the following individuals, agencies or institutions:

1.Name: ____________________________________________________

Address: __________________________________________________

Telephone Number: __________________________________________

2.Name: ____________________________________________________

Address: __________________________________________________

Telephone Number: __________________________________________

3.Name: ____________________________________________________

Address: __________________________________________________

Telephone Number: __________________________________________

________________________________________________

___________

Applicant’s or Authorized Representative’s Signature

Date

State of Connecticut

Department of Social Services

W-1 LTC (New 07-2013) Long-term Care/Waiver Application

Page 21 of 21

DO YOU WANT TO REGISTER TO VOTE?

Federal and state laws require the Department of Social Services (DSS) to give you the chance to register to vote. Please answer the questions below and print and sign your name in the space provided.

Are you registered to vote? Yes, I am already registered No

If you are not registered to vote where you live now, would you like to apply to register to vote here today?

Yes

No

IF YOU DO NOT CHECK EITHER BOX, YOU WILL BE CONSIDERED TO HAVE DECIDED NOT TO REGISTER TO VOTE AT THIS TIME.

Applying to register or declining to register to vote will not affect the amount of assistance that you will be provided by this agency

If you would like help in filling out the voter registration application, we will help you. The decision whether to seek or accept help is yours. You may fill out the application form in private.

To register, complete a voter registration application form and leave it at DSS or mail it in. The form is included with DSS applications that we mail to you, and you can also get one at all DSS offices. You can mail your completed form to DSS in the enclosed envelope or send it directly to your Town Hall. If you need help, please call 1-855-626-6632.

_______________________

___________________________

______________

Print Your Name

 

Your Signature

Date

____________________________________________

 

Street

 

 

 

_______________________

_________

__________

 

City

State

Zip Code

 

For Worker’s Use Only

Date__________________ No check boxes checked Voter Registration Card Sent

Worker Name________________________ Worker DMC Number________

---------------------------------------------------------------------------------------------------------------------

(Tear Here and Keep)

If you believe that someone has interfered with your right to register or to decline 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 preferences, you may file a complaint with: State Elections Enforcement Commission, 20 Trinity Street, Hartford, CT 06106; 860-256-2940, toll-free 866-733-2463, TDD: 1-800-842-9710; SEEC@ct.gov.

21

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ct care application writing process shown (portion 1)

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Writing part 4 in ct care application

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Step no. 5 for submitting ct care application

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