This checklist is intended for use by anyone applying for MassHealth. It includes some of the most common verifications required by MassHealth applicants. This checklist should be used only as a guide, and MassHealth may request additional documentation. Providing these documents to MassHealth can help to decrease application processing time.
IDENTIFICATION AND INSURANCE INFORMATION
- Copies of both sides of all health insurance cards (including prescription plans, private or retiree insurance, dental, vision)
- Medicare card or correct Medicare ID
- Social Security card or correct Social Security ID
- Proof of citizenship with photo ID
- Proof of residency status (such as a telephone bill with your address on it)
- For non-citizens: Copy of legal permanent resident card, work authorization card, I-94 form or visa
- Copy of most recent Medicare claim and/or most recent health insurance premium bills
- Proof of disability determination (if applicable)
- Any recent correspondence/letters regarding health insurance, MassHealth, etc.
INCOME INFORMATION
- Proof of income (Social Security, SSI, pensions, etc.)
- Proof of wages or business income
- Proof of rental income (tax return)
- Copy of Social Security annual statement of benefits
ASSET INFORMATION
- Copy of last two months of bank statements (i.e. checking, savings, money market, trust or securities accounts)
- Copy of life insurance policy (cash value letter)
- Proof of home ownership (deed or most recent real estate tax bill)
- Proof of vehicle ownership (vehicle registration)
- Copy of pre-paid burial plot contract