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What should you know about the application for extra help?
We developed a form to apply for extra help that you can complete. Family members, caregivers and other third parties also can help you complete the application. The worksheet on the next page can assist in completing the application. The Worksheet is not an application.
To prepare:
- Identify the things you own alone, with your spouse or with someone else, but do not include your home, vehicles, burial plots or personal possessions.
- Review all your income.
- Gather your records in advance to save time.
The records you will need are:
- Statements that show your account balances at banks, credit unions or other financial institutions;
- Investment statements;
- Life insurance policy statements;
- Stock certificates;
- Tax returns;
- Pension award letters; and
- Payroll slips.
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We need to know information about your (and your spouse’s, if you are married and living together) income and resources.
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(Source: Social Security Administration: Understanding The Extra Help With Your Medicare Prescription Drug Plan publication 10508. Additional examples and links from Q1Group LLC)
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Last updated on: 09/01/2009
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Life Insurance plays an important role in your families financial stability.
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