Please note: Every situation is different. This checklist is a general guide and not a substitute for professional guidance.

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Whether you’re planning ahead or already in crisis, we’re here to help you understand your options and take the next step with confidence.

To help you feel more prepared, we’ve included a general checklist of the documents and information families are often asked to provide during the Medicaid process.

A Quick Note About Your First Meeting

If you choose to move forward with us, we recommend bringing as many of the items on the checklist as you’re able to find to your first meeting.

Having these documents ready helps us:

• Move faster

• Reduce unnecessary follow-ups

• Make the most of your time

• Minimize repeat visits whenever possible

Don’t worry if you can’t find everything we’ll guide you through what’s missing.

This checklist is meant to guide not overwhelm you.