Applying for Medicaid or waiver programs like NHTD, TBI, and OPWDD can be complex sometimes overwhelming. At Individual Home Care Professionals, our goal is to make that process easier by clearly outlining exactly what paperwork you'll need. This helps reduce delays, confusion, and unnecessary stress for families.

A Checklist: What Do You Need?

Here’s a breakdown of the most commonly required documents when applying for New York Medicaid or associated waiver programs:

1. Proof of Identity and Age

• Government-issued photo ID (e.g., driver’s license, state ID, passport) 
• Birth certificate (especially if passport or license isn’t available) 

2. Proof of Residency

• Utility bill (electricity, water, gas) dated within the last 1–3 months 
• Lease agreement or mortgage statement 
• State tax return or official correspondence mailed to your address

3. Proof of Citizenship or Immigration Status

• U.S. birth certificate, passport, or Certificate of Naturalization 
• Green card or other immigration documentation (if applicable)

4. Social Security Number

• Social Security card OR documentation showing applied-for status

5. Income Verification

• Recent pay stubs or employer statements 
• Tax returns (at least the most recent year) 
• Documentation of disability benefits, pensions, or investment income 
• If no income, a signed Statement of No Income

6. Resource Disclosure

• Bank and investment account statements for the past three months 
• Property or vehicle ownership documentation (titles or registration) 
• Life insurance policy or other assets 

7. Medical Documentation (if applying for disability-based waivers)

• Doctor’s letter or report confirming diagnosis (e.g., brain injury for TBI waiver) 
• Clinical records, assessments, or evaluations 
• Functional and mobility assessments (e.g., Activities of Daily Living support needs)

8. Waiver-Specific Forms

• Application for Participation for OPWDD HCBS Waiver 
• Freedom of Choice Form (for NHTD and TBI waiver participants) 

How to Use the Checklist

1. Download & Print: Have a clean copy of the checklist to keep track as you gather documents. 
2. Organize by Category: Group your paperwork into categories—identity, income, resources, medical documentation. 
3. Review Twice: Before submitting, give each section a second check to ensure nothing is missing. 
4. Consult with IHCP: If any documentation seems ambiguous or missing, reach out for guidance. IHCP supports you through the entire waiver application process.

Why This Resource Matters

• Streamlines Application Process: From our experience at IHCP, incomplete paperwork is one of the most common causes of delays. 
• Empowers Families: Having a clear list helps you stay in control and informed. 
• Reduces Stress: With specific guidance tailored to New York Medicaid and waiver programs, you’ll feel more confident during the application journey.