— Book Resources

Medicaid Action Planning®

By Sonya M. Ackerson

Resources

Blank Healthcare Power of Attorney

Blank form used to help someone with healthcare decisions

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Blank Financial Power of Attorney

Blank form used to help someone with financial matters

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Caregiver Agreement

Blank agreement between the person needing care and the person giving the care

Download
Caregiver Log

Blank form used to keep track of the dates and times the caregiver is providing care

Download
Client Participation Example

Blank form used to calculate the Applicant’s income and allowed expenses

Download
Creditor Letter

Sample letter used to let creditors know the Applicant will not be able to pay their debt

Download
DHS Annual Review Form Example

Form used when DHS requires the Applicant’s Annual Review

Download
DHS Medicaid Application

Blank form used for filing an Elderly Waiver or Title 19 Medicaid Application

Download
DHS 10-Day Report of Change

Blank form used when there is a change with the Applicant, such as receiving an inheritance

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DHS Dental Carrier Change Form

Blank form used to change the DHS-assigned dental carrier

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DHS Life Estate Table

Table used to determine the value of an Applicant’s life estate

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DHS Estate Recovery Worksheet

Blank form for you to view and become familiar with what information DHS asks for

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DHS Married Document List

List of documents required by DHS for the Attribution and/or Application

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DHS Married Medicaid Application Example

Example of a filled-out Medicaid application form for a Married Applicant

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DHS Miller Trust Document

Blank form required if the Applicant’s income is over the DHS income limit

Download
DHS Single Document List

List of documents required by DHS for the Application

Download
DHS Single Person Medicaid Application Example

Example of a filled-out Medicaid application form for a Single Applicant

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Intent to Return Home Letter

Example of the letter required by DHS telling them the Applicant is returning home (even though this isn’t the case)

Download
Iowa DOT Bill of Sale

Blank form for Iowa Department of Transportation bill of sale (required by DHS if anything with a registration is sold)

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Iowa Small Estate Affidavit

Blank form most often used with the bank of the Applicant if no one else’s name is on the bank account or other assets

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Miller Trust Instructions

Instructions on how to set up the Miller Trust checking account

Download
Real Estate Fair Market Value Letter

Blank form for a realtor to fill out regarding the fair market value (not a market analysis) of a property, required by DHS

Download
Social Security Request for Changes & Information Form

Blank form to fill out before calling Social Security with the Applicant to make changes to their information

Download
Tenancy Agreement

Blank agreement for the person housing their loved one and receiving payment for the rent, utilities, and/or groceries from them

Download

The Sonya Group has the resources and experience necessary to find out-of-the-box solutions for complex situations.

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