MARYLAND DEPARTMENT of HUMAN RESOURCES
MARYLAND DEPARTMENT of HEALTH and MENTAL HYGIENE
LONG-TERM CARE/WAIVER MEDICAL ASSISTANCE APPLICATION
Check List of Items Needed for Your Long-Term Care / Waiver Application
(Please keep this page for your records)
SEND PROOF If you do not already receive Long-Term Care Medical Assistance, we need the items listed below to process your application. Please send as many items as you can with this application. Please send copies, do not send originals. In some cases, we may need to request additional documents not listed below. If so, we will give you time to supply the additional documents.
DO NOT WAIT TO APPLY
If you do not have copies of all the documents listed, send in all the copies you do have when you apply. It is important to apply as soon as possible. We will give you more time to send additional documents needed.
If you or your spouse sold, traded, gifted, or disposed of any property, motor vehicles, stocks, bonds, cash or other assets in the past 5 years you will have to provide the following:
□ Type of asset |
□ Reason for transfer |
□ Value of asset |
□ Who received the asset |
□ Amount received for the asset |
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If you want to find out if your spouse can keep some of your monthly income, please provide:
□ Spouse’s gross monthly income |
□ Property tax bill |
□ Condo fees |
□ Rent |
□ Mortgage |
□ Electric bill |
□ Lot Rent |
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The following items are needed from you and your spouse to determine if you are eligible for Long-Term Care Medical Assistance:
□Federal Tax Returns for the current year and the preceding four years (please include all forms and schedules). A Record of Account can be obtained from the IRS free of charge by calling 1-800-908-9946 if your Federal tax returns cannot be located.
□Bank and Financial statements on all accounts owned and co-owned:
□Current Month (month of application)
□Previous Month (month prior to application)
□The last five years of the anniversary month of the application
□Current statement of retirement accounts
□Current statement of IRA or Keogh Accounts
□Current statements of:
□Stocks
□Bonds
□Money Market Funds
□Mutual Funds, Treasury, or Other Notes
□Certificates
□Current gross monthly income from all sources including:
□VA Pensions
□Railroad Retirement
□Pensions
□Annuities
□Face and cash value of Life Insurance policies (current annual statement)
□Current statement for burial accounts
□Burial Plot Deeds
□Life Estate Deeds
□Promissory Notes
□Mortgage Notes and Mortgage Deeds
□Trusts (including appendices, schedules, annual accountings, and amendments for the past five years)
□Private Health Insurance Cards including Medicare (copy of both sides)
□Health Insurance premium amounts
□Power of Attorney or Legal Guardianship Documents (if any)
Please continue by completely answering every question on the attached application. If you need more space to complete the application, please attach additional sheets.
DHR/FIA 9709 (REVISED 7-1-11)
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DHR/FIA 9709 (REVISED 7-1-11)
MARYLAND DEPARTMENT OF HUMAN RESOURCES MARYLAND
DEPARTMENT OF HEALTH AND MENTAL HYGIENE LONG-TERM
CARE/WAIVER MEDICAL ASSISTANCE APPLICATION
Date Signed Application
Received in Local Department
MUST BE DATE STAMPED
FOR WORKER
USE ONLY
This part is for our
staff. Please continue
to Section A.
LDSS Office |
Programs Applied For or |
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Assistance Unit IDs |
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Receiving |
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Client ID |
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Worker’s Name |
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Application Date |
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Program Medical Coverage Group |
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AU ID |
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SECTION A – BENEFIT SELECTION: Please tell us about which benefits you want and which benefits you already have.
Do you need Medical Assistance for medical bills incurred in the past 3 months?
If yes, you will need to provide copies of the bills to your case manager.
YES 
NO
Tell us if you are currently receiving other assistance.
Icurrently receive:

Medical Assistance ID #
If you already receive Medical Assistance, please provide your ID number.

Cash Assistance

Food Stamps

Other, list:
If you receive any other benefits, please list all the benefits here.
SECTION B – APPLICANT INFORMATION: Please tell us about yourself.
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Last Name |
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Suffix |
Maiden Name or Other Name |
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(Jr., Sr., etc.) |
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Social Security Number: |
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Additional Social Security Number: |
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If you have a Social Security Number, enter it here. |
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If you have an additional Social Security Number, enter it here. |
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Date of Birth: (Month,Day,Year) |
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Gender: |
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Female |
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DHR/FIA 9709 (REVISED 7-1-11) |
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Page 1 of 17 |
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SECTION B – APPLICANT INFORMATION (continued)
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Race |
1 – American Indian/Alaskan Native |
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1 – Hispanic or Latino |
Optional – |
2 – Asian |
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Please choose |
3 – Black/African American |
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all race codes |
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2 – Not Hispanic or Latino |
4 – Native Hawaiian/Pacific Islander |
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that apply to you. |
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5 – White |
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You do not have to give information about your race or ethnicity. If you do, it will help show how we obey the Federal Civil Rights Law. We will not use this information to decide if you are eligible. If you do not give us your race, it will not affect your application. The case manager will enter a race code for statistical purposes only. Title VI of the Civil Rights Act of 1964 allows us to ask for this information.
Are you a resident of Maryland?
Single
Married
Divorced
Separated
Widowed
Are you receiving Medical Assistance (Medicaid) benefits from another state?
NO |
If yes, please list the state: |
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Are you a U.S. Citizen? |
YES NO |
If you answered NO, please complete SECTION C – IMMIGRATION STATUS, below.
What is your primary language?
Do you need an interpreter? |
YES |
NO |
If you are not registered to vote,
would you like to receive a voter registration form?
Already registered to vote
SECTION C – IMMIGRATION STATUS (FOR NON-CITIZENS ONLY)
SEND PROOF Please send a photocopy of the front and back of your INS card.
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What is your current INS |
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On what date did you receive |
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Are you a Sponsored |
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What is your Country of |
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Status? |
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your INS Status? |
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Immigrant? |
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Origin? |
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YES |
NO |
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When did you enter the U.S.? |
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What is your INS Number? |
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If you are a refugee, please list your Refugee Resettlement |
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Agency: |
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DHR/FIA 9709 (REVISED 7-1-11) |
Page 2 of 17 |
SECTION D – CURRENT ADDRESS of HOME or INSTITUTION/LONG-TERM CARE
FACILITY: Please tell us about your Long-Term Care Facility, if you live in one.
If you live in a facility, what is the name of the facility?
On what date did you enter the facility?
_/ _/
What is your home address or the address of your facility?
Street
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Telephone # |
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Cellular Telephone # |
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Is this your mailing address? 
YES 
NO If you checked NO, please provide your mailing address information in Section V.
Do you (applicant/recipient) intend to return home?
Do you (applicant/recipient) intend to return home within 6 months?
SECTION E – PREVIOUS ADDRESSES: Please tell us where you have lived for the past
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Did you or your spouse own |
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this home? |
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Did you or your spouse own |
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this home? |
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State |
_ ZIP |
YES |
NO |
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Did you or your spouse own |
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this home? |
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State |
_ ZIP |
YES |
NO |
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Did you or your spouse own |
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this home? |
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State |
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YES |
NO |
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SECTION F – AUTHORIZED REPRESENTATIVE: Do you authorize someone to represent you in this application? If so, please tell us about your authorized representative.
Suffix
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(Jr., Sr., III, etc.)
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DHR/FIA 9709 (REVISED 7-1-11) |
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Page 3 of 17 |
SECTION F – AUTHORIZED REPRESENTATIVE (continued)
Home Telephone #
Cellular Telephone # |
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Work Telephone # |
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What is the authorized representative’s relationship to you?
If answer is spouse, please complete the next question:
Do you or your spouse own this home? |
YES NO |
If Authorized Representative is your spouse, please provide spouse’s Social Security Number:
SECTION G – SPOUSAL INFORMATION: Please tell us about your spouse. Leave this section blank if your spouse is listed as your Authorized Representative in Section F.
Last Name |
First Name |
Middle Name |
Suffix |
Maiden Name or Other Name |
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(Jr., Sr., etc.) |
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Spouse’s Social Security Number |
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Do you or your spouse own |
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this home? |
City |
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YES NO |
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Telephone #
SECTION H – DISABILITY: Please tell us about your disability, if you have one.
Are you disabled?
If yes, when did the disability begin?
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What is your disability?
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Premium Amount |
Do you receive Medicare Part A? |
YES |
NO |
$ |
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Do you receive Medicare Part B? |
YES |
NO |
$ |
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SEND PROOF |
Please send |
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verification of the premium |
Do you receive Medicare Part C? |
YES |
NO |
$ |
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amounts you pay |
Do you receive Medicare Part D? |
YES |
NO |
$ |
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If yes, please provide your Medicare Claim Number: |
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DHR/FIA 9709 (REVISED 7-1-11) |
Page 4 of 17 |
SECTION I – VETERAN INFORMATION: If you are a veteran, a disabled widow(er), or a disabled child of a deceased veteran, fill in this section:
SEND PROOF Please send a photocopy of the front and back of your military service card.
Military Service Number
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SECTION J – MEDICAL INSURANCE: If the applicant/recipient is insured, fill in this section: If you have more than one policy, place additional information in Section V.
SEND PROOF Please send a photocopy of the front and back of your insurance card(s) and verification of the premium amounts you pay.
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Group Number |
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Policy Holder Name |
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Relationship to Policy Holder |
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Policy Effective Dates |
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From: |
To: |
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Policy Holder Address |
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Insurance Company |
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Insurance Company Name |
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Union |
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Union Local |
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DHR/FIA 9709 (REVISED 7-1-11) |
Page 5 of 17 |
SECTION K – INCOME FROM WORKING: Please tell us about any income you or your spouse are currently receiving from working, including any sick leave payments.
SEND PROOF Please send copies of any proof of pay, such as a paystub. If you need additional space to complete this section, please use Section V or attach additional sheets.
Employer Address |
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Date Job |
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Date Job |
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Gross Wages per Pay Period, including tips and |
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Began_ |
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commissions. |
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Hours per Pay Period |
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How often do you get |
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If the job has ended, what is your last expected pay date? |
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paid? |
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Weekly |
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Biweekly |
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Monthly |
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SECTION L – YOUR BENEFITS AND OTHER INCOME: Please tell us about any income or benefits that you are receiving, have applied for, or have been denied.
SEND PROOF Please send current copies of statements that verify the gross amount of income you receive.
TYPE OF BENEFIT |
RECEIVING INCOME |
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AMOUNT |
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APPLICATION |
APPLICATION DATE OR |
OR INCOME |
OR BENEFITS? |
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STATUS |
DENIAL DATE |
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Social Security |
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Please write your claim number: |
YES |
NO |
$ |
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Applied for |
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Denied |
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Black Lung Benefits |
YES |
NO |
$ |
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Applied for |
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Denied |
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SSI (Supplemental Security |
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Income) |
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Applied for |
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Please write your claim number: |
YES |
NO |
$ |
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Denied |
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Veteran’s Pension/Benefits |
YES |
NO |
$ |
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Applied for |
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Denied |
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Pension or Retirement |
YES |
NO |
$ |
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Applied for |
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Denied |
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Civil Service Annuity |
YES |
NO |
$ |
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Applied for |
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Denied |
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Railroad Retirement Benefits |
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Please write your claim number: |
YES |
NO |
$ |
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Applied for |
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Denied |
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Alimony |
YES |
NO |
$ |
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Applied for |
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Denied |
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DHR/FIA 9709 (REVISED 7-1-11) |
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Page 6 of 17 |
SECTION L – YOUR BENEFITS AND OTHER INCOME (continued)
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TYPE OF BENEFIT |
RECEIVING INCOME |
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AMOUNT |
APPLICATION |
APPLICATION DATE OR |
OR INCOME |
OR BENEFITS? |
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STATUS |
DENIAL DATE |
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Worker’s Compensation |
YES |
NO |
$ |
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Applied for |
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Denied |
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Disability/Sick Benefits |
YES |
NO |
$ |
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Applied for |
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Denied |
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Union Benefits |
YES |
NO |
$ |
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Applied for |
|
|
Denied |
|
|
|
|
|
|
|
Unemployment Benefits |
YES |
NO |
$ |
|
Applied for |
|
|
Denied |
|
|
|
|
|
|
|
Lump Sum Cash Amounts |
YES |
NO |
$ |
|
Applied for |
|
|
Denied |
|
|
|
|
|
|
|
Interest/Dividends from Stocks, |
|
|
|
|
Applied for |
|
Bonds, Savings, or other |
YES |
NO |
$ |
|
|
|
Denied |
|
investments |
|
|
|
|
|
|
|
|
|
|
|
Business Income |
YES |
NO |
$ |
|
Applied for |
|
|
Denied |
|
|
|
|
|
|
|
Other (e.g., Rental Income, or |
|
|
|
|
Applied for |
|
Compensation from a Legal |
YES |
NO |
$ |
|
|
|
Denied |
|
Settlement) |
|
|
|
|
|
|
|
|
|
|
|
Other |
|
|
|
|
Applied for |
|
Please describe: |
YES |
NO |
$ |
|
|
|
Denied |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
SECTION M – ASSETS: Please tell us about your assets as of the first day of this month. 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, use the “Other” boxes at the bottom of the list.
SEND PROOF Please send copies of current statements that verify the value of the assets.
ASSET TYPE |
CHECK ONE |
OWNER |
AMOUNT |
ACCOUNT NUMBER |
INSTITUTION NAME |
|
|
|
|
|
|
Cash on Hand |
YES |
|
$ |
|
|
NO |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Checking Account |
YES |
|
$ |
|
|
NO |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Savings Account |
YES |
|
$ |
|
|
NO |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Credit Union Account |
YES |
|
$ |
|
|
NO |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Trust Fund |
YES |
|
$ |
|
|
NO |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
IRA or Keogh |
YES |
|
$ |
|
|
Account |
NO |
|
|
|
|
|
|
|
|
|
|
|
|
|
Other Retirement |
YES |
|
$ |
|
|
Accounts |
NO |
|
|
|
|
|
|
|
|
|
|
|
|
|
Stocks and Bonds |
YES |
|
$ |
|
|
NO |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
DHR/FIA 9709 (REVISED 7-1-11) |
|
|
|
|
Page 7 of 17 |
SECTION M – ASSETS (continued)
|
ASSET TYPE |
CHECK ONE |
OWNER |
AMOUNT |
ACCOUNT NUMBER |
INSTITUTION NAME |
|
|
|
|
|
|
Treasury or Other |
YES |
|
$ |
|
|
Notes |
NO |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Annuity |
YES |
|
$ |
|
|
NO |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ownership in a |
YES |
|
$ |
|
|
Company |
NO |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Patient Fund Account |
YES |
|
$ |
|
|
NO |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Other |
YES |
|
$ |
|
|
|
|
|
NO |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Other |
YES |
|
$ |
|
|
|
|
|
NO |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Other |
YES |
|
$ |
|
|
|
|
|
NO |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Other |
YES |
|
$ |
|
|
|
|
|
NO |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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|
SECTION N – OTHER ASSETS: Please tell us about any other assets you own and assets jointly owned with other individuals. This could include livestock, recreational vehicles, or any other property of value such as collections of antiques, coins, jewelry, or stamps.
SEND PROOF Please send copies of current statements or documents that establish the fair market value of the asset(s) as well as the amount owed.
CURRENT FAIR MARKET VALUE
SECTION O – POTENTIAL ASSET OR INCOME: Please tell us about any accident settlement, trust fund, inheritance, or any other money, property, real property, or assistance you expect to receive.
SEND PROOF Please send copies of current statements or documents that describe the nature, amount, and payment schedule of the asset.
DHR/FIA 9709 (REVISED 7-1-11) |
Page 8 of 17 |