Fillable Health Insurance Application (New York)

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Health Insurance Application (New York)

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The Health Insurance Application (New York) form is 21 pages long and contains:

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  • 263 check-boxes
  • 313 other fields

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File type: PDF

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for Children,
Adults and
Families
Health
Insurance
APPLICATION
INSTRUCTIONS
CONFIDENTIALITY STATEMENT All of the information you provide on this application will remain confidential. The only people who will
see this information are the Facilitated Enrollers and the State or local agencies and health plans who need to know this information in order to
determine if you (the applicant) and your household members are eligible. The person helping you with this application cannot discuss the
information with anyone, except a supervisor or the State or local agencies or health plans which need this information.
PURPOSE OF THIS APPLICATION Complete this application if you want health insurance to cover medical expenses. This application
can be used to apply for Medicaid, the Family Planning Benefit Program, or for assistance paying your health insurance premiums. You can apply for
yourself and/or immediate family members living with you.
IF YOU NEED HELP COMPLETING THIS APPLICATION DUE TO A DISABILITY, CALL YOUR LOCAL DEPARTMENT OF SOCIAL SERVICES. THEY WILL MAKE
EVERY EFFORT TO PROVIDE REASONABLE ACCOMMODATIONS TO ADDRESS YOUR NEEDS.
PLEASE READ the entire application booklet before you begin to fill out the application. If you are applying ONLY for children or if you are a
pregnant woman applying alone, you must complete only Sections A through G and Sections I and J. Other applicants must complete all sections.
If you are 65 years old or older, certified blind, certified disabled, or institutionalized and applying for coverage of nursing home care, you must also
complete Supplement A. The supplement includes questions about your resources, such as money in the bank or property you own.
Whenever you see the words on the application refer to the “Documentation Needed When You Apply for Health Insurance”
section for a listing of acceptable supporting documents.
HOW TO GET HELP When applying for public health insurance, you DO NOT need to visit your local department of social services or a
Facilitated Enroller for an interview, but you MAY come in or contact a Facilitated Enroller for help filling out this application. You can get a list of
Facilitated Enrollers where you got this application, or by calling 1-800-698-4543. ALL HELP IS FREE.
(1-877-898-5849 TTY line for the hearing impaired)
SEND PROOF
SECTION A Applicant’s Information
We need to be able to contact the people applying for health
insurance. The home address is where the people applying for
health insurance live. The mailing address, if different, is where you
want us to send health insurance cards and notices about your case.
You can also tell us if you want someone else to get information
about your case and/or to be able to discuss your case.
SECTION B Household Information
Please include information for everyone who lives with you
even if they are not applying for health insurance. It is important
that you list everyone who lives with you so that we can make
a correct eligibility decision. Include maiden name (legal name
before marriage), if this applies to the person. Also include City,
State and Country of birth. If a person was born outside of the
United States, just write the country of birth. We also need,
for each person applying, his/her mother’s full maiden name
(first and last name). This information may be used to obtain
proof of the applicant’s birth date under certain circumstances.
 Is this person pregnant? If so, when is her baby due to be
born? This information helps us determine the size of your
family. A pregnant woman counts as two people.
 Relationship to the person on Line 1. Explain how
each person is related to the person listed on Line 1
(for example, spouse, child, step-child, brother, sister,
niece, nephew, etc.)
 Public Health Coverage. If you or anyone who lives with you
is already enrolled or was previously enrolled in Medicaid,
the Family Planning Benefit Pr ogram, or any other form of
public assistanc e such as Food Stamps, we need to know.
Also, tell us the identification number on the New York State
Benefit Identification Card.
 Social Security Number. A Social Security Number should
be provided for all persons applying, if the person has one.
If the person does not have a Social Security Number, leave
this box blank.
 Citizenship and Immigration Status. This information is
needed only for those people applying for health insurance.
Pregnant women do not have to complete this question.
To be eligible for health insurance, other persons age 19 and
over must be U.S. citizens or be in an eligible immigration
category. We need to see either original documentation of
U.S. citizenship and identity, or copies of these documents.
Please contact your local department of social services or
call 1-800-698-4543 to find out where you can bring these
documents. Please note that if you are on Medicare, or
receiving Social Security Disability but are not yet eligible
for Medicare, it is not necessary to document citizenship
or identity.
DOH-4220-I 3/15 Page 2
PUBLIC CHARGE INFORMATION
The United States Citizenship and Immigration Services (USCIS) has
stated that enrollment in Medicaid, or the Family Planning Benefit
Program CANNOT affect a person’s ability to get a green card,
become a citizen, sponsor a family member, or travel in and out of
the country. This is not true if Medicaid pays for long-term care in a
place such as a nursing home or psychiatric hospital.
The State will not report any information on this application to
the USCIS.
 Race/Ethnic Group. This information is optional and it will
help us make sure that all people have access to the programs.
If you fill out this information, use the code shown on the
application that best describes each person’s race or ethnic
background. You may pick more than one.
SECTION F Blind, Disabled, Chronically Ill
or Nursing Home Care
SECTION C Household Income
(Money Received)
 In this section, list all types of income (money received) and
the amounts received by the people you listed in Section B.
 Please tell us how much you make before taxes are taken out.
 If there is no money coming into your home, explain how you
are paying for your living expenses, such as food and housing.
 We need to know if you have changed jobs or if you are
a student.
 We also need to know if you pay
another person or place, such as
a day care center, to take care of
your children or disabled
spouse or parent while you are
working or going to school. If
you do, we need to know how
much you pay. We may be able to deduct some of the amount
that you pay for these costs from the amount we count as your
income.
SECTION D Health Insurance
It is important to tell us whether anyone applying is covered
or could be covered by someone else’s health insurance. This
information may affect their eligibility for coverage; for some
applicants, we can deduct the amount that you pay for health
insurance from the amount we count as your income; or we may be
able to pay the cost of your health insurance premium if we
determine it is cost effective. We may be able to help pay for health
insurance premiums if you have or can get insurance through your
job. We will need to gather more information about the insurance
and will mail an insurance questionnaire to you.
SECTION E Housing Expenses
Write in your monthly cost of housing. This includes your rent,
monthly mortgage payment or other housing payment. If you have
a mortgage payment, include property taxes in the amount you tell
us. If you share your housing expenses or your rent is subsidized,
please only tell us how much YOU pay toward your rent or mortgage.
If you pay for your water, tell us how much you pay and how often.
DOH-4220-I 3/15 Page 3
These questions help us determine which program is best for
each applicant, and what services may be needed. A person with
a disability, serious illness or high medical bills may be able to
get more health services. You may have a disability if your daily
activities are limited because of an illness or condition that has
lasted or is expected to last for at least 12 months. If you are blind,
disabled, chronically ill or need nursing home care, you will need to
complete Supplement A. If neither you nor anyone applying is blind,
disabled, chronically ill or in a nursing home, go to Section G.
SECTION G Additional Health Questions
If you have paid or unpaid medical bills from the past three months,
Medicaid may be able to pay for these costs. Let us know who these
bills ar e for and in which months. Include copies of the medical bills
with this application. Note: This three-month period begins when the
local department of social services receives your application or when
you meet with a Facilitated Enroller. You will need to tell us what
your income was for any past months in which you have medical
bills so that we can see if you are eligible during that time. We also
ask about where you lived in the past three months, because this
ma y affect our ability to pay for past bills. We ask about any pending
lawsuits or health issues caused by someone else so we know if
someone else should pa y for any portion of your medical care costs.
SECTION H Parent or Spouse Not Living in
the Household or Deceased
 If any applicants have an absent spouse or parent, you must
complete this section so we can see if medical support is
available to you or your child.
 Pregnant women do not have to answer these questions until
60 days after the birth of their child. All other people who are
applying and are age 21 or over must be willing to provide
information about a parent of an applying minor or a spouse
living outside the home to be eligible for health insurance,
unless there is good cause. An example of “good cause” is fear
of physical or emotional harm to you or a family member.
Question 2 refers to the PARENT of any applying child under
age 21. Question 3 refers to the SPOUSE of anyone applying.
 If the parents are not willing to provide this information, the
applying child may still be eligible for Medicaid.
SECTION I Health Plan Selection
What is a Health Plan? Applying for programs through Access NY
Health Care may mean you get your health care coverage through a
Managed Care plan. When you join a plan, you choose one doctor
(Primary Care Provider or PCP) from that plan to take care of your
regular needs. If you want to keep the doctor you have, you need to
pick the plan that works with your doctor. Managed Care health
plans focus on preventive care so small problems do not become big
ones. If you need a specialist, your PCP will refer you to one.
Who Must Choose a Health Plan? MOST people who are eligible for
Medicaid MUST choose a health plan to get most of their Medicaid
benefits. Keep reading to find out how to get more information
on this.
How Do I Know What Health Plan to Choose and If I Can Enroll?
For Medicaid, if you want to find out more about how managed care
plans work, if you have to join, and how to choose a plan, call
Medicaid CHOICE at 1-800-505-5678, or call or visit your local
department of social services. Ask for a Managed Care Education
Packet. Information about health plans is also on the NYSDOH
website at www.nyhealth.gov. You can also enroll by phone,
by calling 1-800-505-5678.
NOTE: If you or a family member are found eligible for Medicaid, and
are in a county that does not require people on Medicaid to join a
health plan, you will still be enrolled in the health plan you choose
if it provides Medicaid, unless you check the box on the application
that says you don’t want to be enrolled, or tell us you do not want
to be enrolled by calling or writing to your local department of
social services.
SECTION J Signature
Please read the paragraph in this section carefully and read the
Terms, Rights and Responsibilities section. You must then sign and
date the application.
DOH-4220-I 3/15 Page 4
DOH-4220-I 3/15 Page 5
DOCUMENTS NEEDED WHEN YOU APPLY FOR HEALTH INSURANCE
Applicant Name Application Date
* Your enrollment cannot be completed until all NECESSARY items are received. If you need help getting any of these items, let us know.
YOU DO NOT NEED TO SHOW US ALL OF THESE DOCUMENTS. We only need documents that apply to you or others who are applying. We will need to see copies of
documents for identity and U.S. citizenship. Please contact your local department of social services or call 1-800-698-4543 to find out where you can bring identity
and U.S. citizenship documents. Many local departments of social services do not accept original documents by mail, so please check with them if you wish to mail
these documents. Copies of other documents can be mailed with your application.
You need to provide proof of Identity, U.S. Citizenship and/or Immigration Status and Date of Birth.
You can provide ONE of the following documents to prove both U.S. Citizenship, Identity and your Date of Birth:
☐ U.S. passport book/card OR
☐ Certificate of Naturalization (DHS Forms N-550 or N-570) OR
☐ Certificate of U.S Citizenship (DHS Forms N-560 or N-561) OR
☐ NYS Enhanced Driver’s License (EDL).
When one of the above documents is not available, ONE document from EACH of the lists below may be used to prove your citizenship and/or identity.
This list is not all-inclusive. If you do not have one of these documents, please refer to the “How to Get Help” section of the instructions.
Documents with * next to it also show date of birth
U.S. Citizenship
☐ U.S. Birth Certificate*
☐ Certification of Birth issued by Department of State
(Forms FS-545 or DS-1350)*
☐ Report of Birth Abroad (FS-240)
☐ U.S. National ID card (Form I-197 or I-179)
☐ Native American Tribal Document*
☐ Religious/School Records*
☐ Military record of service showing U.S. place of birth
☐ Final adoption decree
☐ Evidence of qualifying for U.S. citizenship under the
Child Citizenship Act of 2000
Identity
☐ State Driver’s license or ID card with photo*
☐ ID card issued by a federal, state, or local government agency
☐ U.S. Military card or draft record or U.S Coast Guard Merchant Mariner Card
☐ School ID card with a photo (may also show date of birth)
☐ Certificate of Degree of Indian blood or other Native American/Alaska Native tribal
document with photo
☐ Verified School, Nursery or Daycare records (for children under 18)
(may also show date of birth)
☐ Clinic, Doctor or Hospital records (for children under 18)*
If you do not use one of the documents that show date of birth, you must also submit one of the following:
☐ Marriage certificate
☐ NYS Benefit Identification Card
*Please
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DOH-4220-I 3/15 Page 6
DOCUMENTS NEEDED WHEN YOU APPLY FOR HEALTH INSURANCE
If you are not a U.S. Citizen
T
he list below contains some of the most common United States Citizenship and Immigration Services (USCIS) forms used to show your immigration status.
This list is not all-inclusive. If you do not have one of these documents, please refer to the “How to Get Help” section of the instructions.
We need to see ONE of the following documents to prove both Immigration Status, Identity and your Date of Birth:
Documents with * next to it also show date of birth
Immigration Status/Identity
Immigration Status, but require an additional Identity document
☐ I-551 Permanent Resident Card (“Green Card”)*
☐
I-94 Arrival/Departure Record*
☐ Evidence of Continuous U.S. Residence prior to
☐ I-688B or I-766 Employment Authorization Card*
☐
USCIS Form I-797 Notice of Action
January 1, 1972
Home Address: This address must match the home address that you write in Section A of the application. The proof must be dated within 6 months of when you signed the application.
☐ Lease/ letter/ rent receipt with your home address from landlord
☐ Driver’s license (if issued in the past 6 months)
☐ Utility Bill (gas, electric, phone, cable, fuel or water)
☐ Government ID card with address
☐ Property tax records or mortgage statement
☐ Postmarked envelope or post card (cannot use if sent to a P.O. Box)
PROOF OF CURRENT INCOME, OR INCOME YOU MIGHT GET IN THE FUTURE LIKE UNEMPLOYMENT BENEFITS OR A LAWSUIT: You must provide a letter, written statement, or copy of check
or stubs, from the employer, person or agency providing the income. YOU DO NOT NEED TO SHOW US ALL OF THESE DOCUMENTS, only the ones that apply to you and the people living with you.
One proof for each type of income you have is required. Provide the most recent proof of income before taxes and any other deductions. The proof must be dated, include the employee’s name
and show gross income for the pay period. The proof must be for the last four weeks, whether you get paid weekly, bi-weekly, or monthly. It is important that these be current.
Wages and Salary
Social Security Military Pay
☐ Paycheck stubs
☐ Award letter/certificate ☐ Award letter
☐ Letter from emplo yer on company lett erhe ad, signed and dated
☐ Annual benefit statement ☐ Check stub
☐ Current signed and dated income tax return and all Schedules**
☐ Correspondence from Social Security Administration Income from Rent or Room/Board
☐ Business/payroll records
Workers’ Compensation ☐ Letter from roomer, boarder, tenant
Self-Employment
☐ Award letter ☐ Check stub
☐ Current signed and dat ed income tax r eturn and all Sc hedules**
☐ Check stub Interest/Dividends/Royalties
☐ Records of earnings and expenses/business records
Child Support/Alimony ☐ Recent statement from bank, credit union or
financial institution
Unemployment Benefits
☐ Letter from person providing support
☐ Letter from broker
☐ Award letter/certificate
☐ Letter from court
☐ Letter from agent
☐ Monthly benefit statement from NYS Department of Labor
☐ Child support/alimony check stub
☐ 1099 or tax return (if no other documentation
☐ Printout of recipient’s account information from the
☐ Copy of NY Epicard with printout
is available)
NYS Department of Labor’s website (www.labor.state.ny.us)
☐ Copy of child support account information from
☐ Copy of Direct Payment Card with printout
www.newyorkchildsupport.com
☐ Correspondence from the NYS Department of Labor
☐ Copy of bank statement showing direct deposit
Private Pensions/Annuities
Veterans’ Benefits
☐ Statement from pension/annuity
☐ Award letter
**Income tax returns for other than self-employed may be used for
☐ Benefit check stub
applications prior to April 1 of the following year.
☐ Correspondence from Veterans Affairs
DOH-4220-I 3/15 Page 7
DOCUMENTS NEEDED WHEN YOU APPLY FOR HEALTH INSURANCE
If you pay to have care for your children or parents while you work, provide one of the following:
☐ Written statement from day care center or other child/adult care provider
☐ Canceled checks or receipts that show your payments
Proof of health insurance, provide all that apply:
☐ Proof of current insurance (Insurance policy, Certificate of Insurance or Insurance Card)
☐ Health Insurance Termination Letter
☐ Medicare Card (Red, White and Blue Card)
If you have medical bills in the last three months, provide all the following:
For determination of eligibility for medical expenses from the past three months:
☐ Proof of income for the month(s) in which the expense was incurred
☐ Proof of residency/home address for the month(s) in which the expense
was incurred
☐ Medical bills for last three months, whether or not you paid them
Resources (only if you are over 65 or disabled and have no children under 21 living with you):
☐ Bank account statements: checking, savings, retirement (IRA and Keogh)
☐ Stocks, bonds, certificates statements
☐ Copy of Life Insurance policy
☐ Copy of burial trust or fund burial plot deed or funeral agreement
☐ Deed for real estate other than residence
Proof of Student Status for college students if employed:
☐ Copy of schedule
☐ Statement from college or university
☐ Other correspondence from college showing student status
DOH-4220-I 3/15 Page 8
ACCESS NY HEALTH CARE Medicaid
Print clearly in blue or black ink. An incomplete application cannot be processed and will result in a delay of a decision on your application.
Legal First, Middle, Last Name
Date of
Birth
Is this
person
applying
for health
insurance?
Is this
person
pregnant?
Is this
person the
parent of
an applying
child?
What is the
relationship
to the
person
in Box 1?
If this person has or had
public health coverage
in the p
ast, check
the box that applies.
Social
Security
Number
(if you
have one)
*Race/
Ethnic
Group
01
02
Legal First Name
Another Phone #
Street
Street Apt.#
Apt.#
City
City
Name
Street
City
State
State
State
Zip Code
Zip Code
Zip Code
County
Apt.#
What Language Do You:
Middle Initial Legal Last Name
Primary Phone # Home Cell
Work Other
Home Cell
Work Other
Speak? Read?
HOME ADDRESS
of the persons applying for health insurance
Check here if homeless
MAILING ADDRESS
of the persons applying for health insurance if different from above.
OPTIONAL: If there is another person you would like to receive your
Medicaid notices, please provide this person’s contact information.
I want this contact person to:
Apply for and/or renew Medicaid for me
Discuss my Medicaid application or case, if needed
Get notices and correspondence
Phone #
Check all
that apply
Home Cell Work Other
Yes
No
Yes
No
Male
Female
Male
Female
Yes
No
Yes
No
Yes
No
What is the
Due Date?
Yes
No
What is the
Due Date?
SELF
Medicaid
Family Health Plus
ID Number from
Benefit Card/Plan Card,
if known:
Medicaid
Family Health Plus
ID Number from
Benefit Card/Plan Card,
if known:
U.S. Citizen
Immigrant/non-citizen
Enter the date you received
your immigration status
______/______/______
Month Day Year
Non-immigrant (Visa holder)
None of the above
U.S. Citizen
Immigrant/non-citizen
Enter the date you received
your immigration status
______/______/______
Month Day Year
Non-immigrant (Visa holder)
None of the above
This Person’s Mother’s Full Maiden Name
City of Birth
State of Birth
Country of Birth
This Person’s Mother’s Full Maiden Name
Full Maiden Name (person’s birth name before they were married)
City of Birth
State of Birth
Country of Birth
/ /
/ /
Full Maiden Name (person’s birth name before they were married)
SEND PROOF
Please mark one box that
indicates your current
Citizenship or Immigration Status.
Not needed for
pregnant women
SEND PROOF
SEND PROOF
/ /
/ /
SECTION A Applicant’s Information Please tell us who you are and how to contact you.
If you live in the household, start with yourself. If you do not, start with any adults who live in the household. List the full legal names of the persons applying for or already receiving
Medicaid and list the ID Number from their Benefit Card or health plan ID card. You must provide information for household members including: parents, step-parents, and spouses.
You may provide information for other household members (for example, a dependent child under the age of 21). Listing other household members may allow us to give you a higher
eligibility level. Pregnant women and children under 19 may be eligible for health insurance regardless of immigration status.
SECTION B
Household Information
SEND PROOF
Refer to the “Docum
ents Needed When You Apply for Health Insurance” in the instructions on pages 1-3, “Documentation Checklist for Health Insurance”, for a list of documents that prove Identity, Citizenship or Immigration Status.
*Race/Ethnic Group Codes (optional): A-Asian, B-Black or African-American, I- Native American or Alaskan Native, P- Native Hawaiian or other Pacific Islander, W-White, U-Unknown. Please also tell us if you are Hispanic or Latino-H
Legal First, Middle, Last Name
Date of
Birth
Is this
person
applying
for health
insurance?
Is this
person
pregnant?
Is this
person the
parent of
an applying
child?
What is the
relationship
to the
person
in Box 1?
If this person has or had
public health coverage
in the p
ast, check
the box that applies.
Social
Security
Number
(if you
have one)
*Race/
Ethnic
Group
03
04
05
06
07
Yes
No
Male
Female
Yes
No
Medicaid
Family Health Plus
ID Number from
Benefit Card/Plan Card,
if known:
U.S. Citizen
Immigrant/non-citizen
Enter the date you received
your immigration status
______/______/______
Month Day Year
Non-immigrant (Visa holder)
None of the above
This Person’s Mother’s Full Maiden Name
Full Maiden Name (person’s birth name before they were married)
City of Birth
State of Birth
Country of Birth
Yes
No
What is the
Due Date?
/ /
This Person’s Mother’s Full Maiden Name
Yes
No
Male
Female
Yes
No
Medicaid
Family Health Plus
ID Number from
Benefit Card/Plan Card,
if known:
U.S. Citizen
Immigrant/non-citizen
Enter the date you received
your immigration status
______/______/______
Month Day Year
Non-immigrant (Visa holder)
None of the above
Full Maiden Name (person’s birth name before they were married)
City of Birth
State of Birth
Country of Birth
/ /
/ /
This Person’s Mother’s Full Maiden Name
Yes
No
Male
Female
Yes
No
Medicaid
Family Health Plus
ID Number from
Benefit Card/Plan Card,
if known:
U.S. Citizen
Immigrant/non-citizen
Enter the date you received
your immigration status
______/______/______
Month Day Year
Non-immigrant (Visa holder)
None of the above
Full Maiden Name (person’s birth name before they were married)
City of Birth
State of Birth
Country of Birth
/ /
This Person’s Mother’s Full Maiden Name
Yes
No
Male
Female
Yes
No
Medicaid
Family Health Plus
ID Number from
Benefit Card/Plan Card,
if known:
U.S. Citizen
Immigrant/non-citizen
Enter the date you received
your immigration status
______/______/______
Month Day Year
Non-immigrant (Visa holder)
None of the above
Full Maiden Name (person’s birth name before they were married)
City of Birth
State of Birth
Country of Birth
/ /
This Person’s Mother’s Full Maiden Name
Yes
No
Male
Female
Yes
No
Medicaid
Family Health Plus
ID Number from
Benefit Card/Plan Card,
if known:
U.S. Citizen
Immigrant/non-citizen
Enter the date you received
your immigration status
______/______/______
Month Day Year
Non-immigrant (Visa holder)
None of the above
Full Maiden Name (person’s birth name before they were married)
City of Birth
State of Birth
Country of Birth
/ /
Is anyone in your household a veteran?
Yes No If yes, name:
SEND PROOF
Please mark one box that
indicates your current
Citizenship or Immigration Status.
Not needed for
pregnant women
SEND PROOF
Yes
No
What is the
Due Date?
/ /
Yes
No
What is the
Due Date?
/ /
Yes
No
What is the
Due Date?
/ /
Yes
No
What is the
Due Date?
/ /
DOH-4220-I 3/15 Page 9
SECTION B Household Information (Continued from previous page)
SEND PROOF
Refer to the “Docum
ents Needed When You Apply for Health Insurance” in the instructions on pages 1-3, “Documentation Checklist for Health Insurance”, for a list of documents that prove Identity, Citizenship or Immigration Status.
*Race/Ethnic Group Codes (optional): A-Asian, B-Black or African-American, I- Native American or Alaskan Native, P- Native Hawaiian or other Pacific Islander, W-White, U-Unknown. Please also tell us if you are Hispanic or Latino-H
DOH-4220-I 3/15 Page 10
SECTION C Household Income Write the types of money and the amount received by everyone listed in Section B and
SEND PROOF
Earnings from Work: Includes wages, salaries, commissions, tips, overtime, self-employment. If you are self-employed check here: Check here if no earnings from work:
Name of Person Type of Income/Employer Name How Much? (before taxes) How Often? (weekly, monthly)
Unearned Income: Includes Social Security Benefits, disability payments, unemployment payments, interest and dividends, veterans’ benefits, Workers’ Compensation,
child support payments/alimony, rental income, pension, annuities and trust income. Check here if no unearned income:
Name of Person Type of Income/Source How Much? (before taxes) How Often? (weekly, monthly)
Contributions: Money from relatives or friends, roomers or boarders (include money that anyone gives you each month to help meet living expenses). Check here if no contributions:
Name of Person Type of Income/Source How Much? (before taxes) How Often? (weekly, monthly)
Other: Temporary (cash) Assistance, Supplemental Security Income (SSI) payments, student grants, or loans. Check here if none:
Name of Person Type of Income/Source How Much? (before taxes) How Often? (weekly, monthly)
1. Do you or any applying adult in Section B have no income?
No Yes Who? _____________________________________________________________
2. If there is no income listed above, please explain how you are living:
(For example: living with friend or relative)
3. Have you or anyone who is applying changed jobs or stopped working in the last 3 months?
No Yes
If yes: Your last job was: Date ______/______/______ Name of Employer:
4. Are you or anyone who is applying a student in a vocational, undergraduate, or graduate program?
No Yes
If yes: Full Time Part Time Undergraduate Graduate Student’s Name:
5. Do you have to pay for childcare (or for care of a disabled adult) in order to work or go to school?
No Yes
Child’s/adult’s name: How much? $ How Often? (weekly, every tw o weeks, monthly)
Child’s/adult’s name: How much? $ How Often? (weekly, every tw o weeks, monthly)
Child’s/adult’s name: How much? $ How Often? (weekly, every tw o weeks, monthly)
6. If you are not eligible for Medicaid coverage, you may still be eligible for the Family Planning Benefit Program. Are you interested in receiving coverage for Family Planning Services only?
No Yes
You and your family may still be eligible even if you have other health insurance.
DOH-4220-I 3/15 Page 11
SECTION D Health Insurance
1. Does anyone who is applying have Medicare? No Yes If yes, include a copy of your card (red, white and blue card), for each Medicare beneficiary.
Complete the rest of this application and complete Supplement A.
SEND PROOF
2. Does anyone who is applying alre ady have other commercial health insurance, including long term care insurance?
No Yes
If yes, you must send a copy of the front and back of
the insurance card with this application.
SEND PROOF
Name of Insured (primary) ____________________________________ Persons Covered _________________________________ Cost of Policy ____________
End date of coverage, if ending soon ______/_______/_______
Month Day Year
Note: If you are applying for the Medicare Savings Program only (MSP), go to Section G. You do NOT need to complete Supplement A.
3. Does your current job offer health insurance? We may be able to help pay for it.
No Yes If yes, a “Request for Information Employer Sponsored Health Insurance” form will be sent to you.
SECTION E Housing Expenses
1. Monthly housing payment such as rent or mortgage, including property taxes (just your share). $___________________
2. If you pay for water separately how much do you pay? $________________
SEND PROOF
How often do you pay?
every month 2 times a year quarterly (4 times a year) once a year
3. Do you receive free housing as part of your pay?
No Yes
If no one applying is Blind, Disabled, Chronically Ill or in a Nursing Home please go to Section G.
STOP
SECTION F Blind, Disabled, Chronically Ill or Nursing Home Care These questions help us determine which program is best for the applicants.
1. Are you, or anyone who lives with you, and is applying, in a residential treatment facility or receiving nursing home care in a hospital, nursing home or other medical institution?
No Yes
If yes, finish completing this application AND complete Supplement A.
2. Are you or anyone who lives with you blind, disabled or chronically ill? No Yes If yes, finish completing this application AND complete Supplement A.
Note: If you are applying for the Medicare Savings Program only (MSP), go to Section G. You do not need to complete Supplement A.
DOH-4220-I 3/15 Page 12
SECTION G Additional Health Questions
1. Does anyone applying have paid or unpaid medical or prescription bills for this month or the three months before this month? Medicaid may be able to pay these bills or reimburse you.
No Yes If yes: Name: ___________________________________________________ In which month(s) of the previous three months do you have medical bills? _________________________________
of income for any month in the three-month period for which you have bills. If you have paid medical bills for which you are seeking reimbursement, you must send copies and proof of payment.
SEND PROOF
2. Do you, or anyone applying, have any unpaid medical or prescription bills older than the previous three months?
No Yes
3. Have you, or anyone who lives with you and is applying, moved into this county from another state or New York State county within the past three months? No Yes
If yes, who? _________________________________________________________ Which state? ________________________________________ Whic h county? __________________________________
4. Does anyone who is applying have a pending lawsuit due to an injury? No Yes If yes, who: __________________________________________________________
5. Does anyone applying have a Workers’ Compensation case or an injury, illness, or disability that was caused by someone else (that could be covered by insurance)?
No Yes
If yes, who? _______________________________________________________________________________________________
SECTION H
Parent or Spouse Not Living
in the Household or Deceased
Families who are applying for their children and pregnant women are NOT required to fill out this section. All other people who are applying and are age 21 or over
must be willing to pro vide information about a parent of an applying minor or a spouse living outside the home to be eligible for health insuranc e, unless there is
good cause. Children may still be eligible even if a parent is not willing to provide this information. If you fear physical or emotional harm as a result of providing
information about a parent or spouse not living in the home, you may be e xcused from providing this information. This is called Good Cause. You ma y be asked to
show that you ha ve a good reason for your fears.
1. Is the spouse or parent of anyone applying deceased?
No Yes
If yes, name of applicant with deceased parent or spouse : __________________________________________ (If spouse or parent is deceased go to question 3.)
2. Does a parent of any applying child live outside the home? (If no, skip to question 3)
No Yes
If you fear physical or emotional harm if you provide information about a parent who does not live in the home, check this box
Child’s Name: Name of parent living outside the home
Date of Birth (if known): ______/______/______
Current or last known address:
Street: City/State:
SSN (if known):
Child’s Name: Name of parent living outside the home
Date of Birth (if known): ______/______/______
Current or last known address:
Street: City/State:
SSN (if known):
3. Is anyone applying still married to someone who lives outside the home?
No Yes If yes, name of person applying who is still married: ____________________________________________
If you fear physical or emotional harm if you provide information about a spouse who does not live in the home, check this box
Legal name of spouse living outside of the home: Date of Birth (if known):
______/______/______
Current or last known address:
Street: City/State:
SSN (if known):
DOH-4220-I 3/15 Page 13
SECTION I Health Plan Selection
If you are in receipt of Medicare, skip this section.
STOP
IMPORTANT: Most people with Medicaid must choose a health plan; if you don’t choose a health plan you may be automatically enrolled in one unless it is determined you are exempt. If you need information about what
plans are available in your county, what plans your doctor is in and if you have to join, please call New York Medicaid CHOICE at 1-800-505-5678. You can also call or visit your local Department of Social Services. If you
already know what plan you want, use this section for your plan choice.
NOTE: If you or family members are found eligible for Medicaid, you will be enrolled in the health plan you choose if it provides Medicaid. If you live in a county that does not require people on Medicaid to join a health plan,
you can tell us you do not want to be in a health plan by calling or writing to your local Department of Social Services or by checking this box
Legal Last Name Legal First Name Date of Birth Social Security #
Name of Health Plan
You are Enrolling in
Preferred Doctor
or Health Center (optional)
Check Box if Your Current Provider OB/GYN (optional)
SECTION J Signature
I agree to have the information on this application and on the annual renewal shared only among Medicaid, the health plans indicated in Section I, the local social services district, and the facilitated enrollment
organization providing the application assistance. I also consent to sharing this information with any school-based health center that provides services to the applicant(s). I understand this information is being
shared for the purpose of determining the eligibility of those individuals applying for Medicaid, or to evaluate the success of these programs. Each applying adult must sign this application in the space below.
I have read and understand the Terms, Rights and Responsibilities included in this application booklet on the next page. I certify under penalty of perjury that everything on this application is the truth as
best I know.
Date Signature of adult applicant or authorized representative for the applicant
Date Signature of adult applicant or authorized representative for the applicant
TERMS, RIGHTS AND RESPONSIBILITIES
By completing and signing this application, I am applying for
Medicaid. I understand that this application, notices and other
supporting information will be sent to the program(s) for which
I want to apply. I agree to the release of personal and financial
information from this application and any other information needed
to determine eligibility for these programs. I understand that I
may be asked for more information. I agree to immediately report
any changes to the information on this application.
• I understand that I must provide the information needed to
prove my eligibility for each program. If I have been unable to
get the information for Medicaid, I will tell the social services
district. The social services district may be able to help in getting
the information.
• If I am applying at a place other than a local department of social
services, and my children are not found eligible for Medicaid
using this application, I can contact the local department of social
services to see if my children are eligible for Medicaid on some
other basis.
• I understand that workers from the programs for which family
members or I have applied may check the information given by me
for this application. The agencies that run these programs will keep
this information confidential according to 42 U.S.C. 1396a (a) (7)
and 42 CFR 431.300-431.307, and any federal and state laws and
regulations.
• I understand that Medicaid, will not pay medical expenses that
insurance or another person is supposed to pay, and that if I am
applying for Medicaid, I am giving to the agency all of my rights to
pursue and receive medical support from a spouse or parents of
persons under 21 years old and my right to pursue and receive
third party payments for the entire time I am in receipt of benefits.
• I will file any claims for health or accident insurance benefits or any
other resources to which I am entitled. I understand that I
have the right to claim good cause not to cooperate in using health
insurance if its use could cause harm to my health or safety or to
the health and safety of someone I am legally responsible for.
• I understand that my eligibility for Medicaid will not be affected by
my race, color, or national origin. I also understand that depending
on the requirements of the program, my age, sex, disability or
citizenship status may be a factor in whether or not I am eligible.
• I understand that if my child is on Medicaid, he or she can get
comprehensive primary and preventive care, including all
necessary treatment through the Child/Teen Health Program. I can
get more information on this program from the local department
of social services.
• I understand that anyone who knowingly lies or hides the truth in
order to receive services under these programs is committing a
crime and subject to federal and state penalties and may have to
repay the amount of benefits received and pay civil penalties.
The New York State Department of Tax and Finance has the right
to review income information on this form.
SOCIAL SECURITY NUMBER
SSNs are required for all applicants, unless the person is pregnant
or a non-qualified alien. SSNs are not required for members of my
household who are not applying for benefits unless the person is my
spouse and my eligibility depends on the amount of resources owned
by my spouse. I understand that this is required by Federal Law at
42 U.S.C. 1320b-7 (a) and by Medicaid regulations at 42 CFR 435.910.
SSNs are used in many ways, both within department of social
services (DSS) and between the DSS and federal, state, and local
agencies, both in New York and other jurisdictions. Some uses of
SSNs are: to c heck identity, to identify and verify earned and unearned
income, to see if non-custodial parents can get health insurance
coverage for applicants, to see if applicants can get medical support,
to see if applicants can get money or other help, and to verify
resources with financial institutions for applicants and their
non-applying spouse. SSNs may also be used for identification of
the recipient within and between central governmental Medicaid
agencies to insure pr oper services are made available t o the recipient.
Also, if I apply for other programs in this joint application, those
programs will have access to my SSN and could use it in the
administration of the program.
FOR MEDICAID APPLICANTS ONLY
• Release of Educational Records
I give permission to the local department of social services and
New York State to obtain any information regarding the educational
records of my child(ren), herein named, necessary for claiming
Medicaid reimbursements for health-related educational services,
and to provide the appropriate federal government agency access
to this information for the sole purpose of audit.
• Early Intervention Program
If my child is evaluated for or participates in the New York State
Early Intervention Program, I give permission to the local
department of social services and New York State to share my
child’s Medicaid eligibility information with my county Early
Intervention Program for the purpose of billing Medicaid.
• Reimbursement of Medical Expenses
I understand that I have a right as part of my Medicaid application,
or later, to request reimbursement of expenses I paid for covered
medical care, services and supplies received during the three
month period prior to the month of my application. After the
date of my application, reimbursement of covered medical care,
services and supplies will only be available if obtained from
Medicaid enrolled providers.
MEDICAID MANAGED CARE
I have read how to find out whether my county requires Medicaid
enrollees to join a health plan, and how to find out what health plans
are available to me in Medicaid managed care. I/we also understand
that if I/we are found eligible for Medicaid and I/we are in a county
that requires Medicaid enrollees to be in a managed care health plan,
I/we will be enrolled in the health plan I/we chose unless that health
plan does not participate in Medicaid managed care.
DOH-4220-I 3/15 Page 14
TERMS, RIGHTS AND RESPONSIBILITIES
If I/we are in a county that does not require enrollees to be in a
Medicaid managed care health plan, I/we will still be enrolled in the
health plan I/we chose unless I/we notify my local social services
department in writing, or I/we check the box in Section I, that I/we do
not want to be in that plan.
I have read how to find out the rights and benefits that I will have as
a member of a managed care health plan and the benefit limitations
of managed care membership. I understand that in Medicaid
managed care, I must choose a Primary Care Provider (PCP) and that I
will have a choice from at least three PCPs in my health plan. I
understand that once I enroll in a health plan, I will have to use my
PCP and other providers in my health plan except in a few special
circumstances.
I understand that if a child is born to me while I am a member of a
Medicaid managed care health plan, my child will be enrolled in the
same health plan that I am in. I understand that if a child is born
to me while I am a member of a Medicaid managed care, my child will
be enrolled in the same health plan that I am in.
• Release of Medical Information
I consent to the release of any medical information about me and
any members of my family for whom I can give consent:
• By my PCP, any other health care provider or the New York State
Department of Health (NYSDOH) to my health plan and any
health care providers involved in caring for me or my family,
as reasonably necessary for my health plan or my providers to
carry out treatment, payment, or health care operations. This
may include pharmacy and other medical claims information
needed to help manage my care;
• By my health plan and any health care providers to NYSDOH and
other authorized federal, state, and local agencies for purposes
of administration of the Medicaid programs; and
• By my health plan to other persons or organizations, as
reasonably necessary for my health plan to carry out treatment,
payment, or health care operations.
I also agree that the information released for treatment, payment and
health care operations may include HIV, mental health or alcohol and
substance abuse information about me and members of my family to
the extent permitted by law, until I revoke this consent.
If more than one adult in the family is joining a Medicaid health plan,
the signature of each adult applying is necessary for consent to
release information.
FOR OFFICE USE ONLY
To be completed by the person assisting with the application
Signature of Person Who Obtained Eligibility Information:
X
To be used by the local Social Services District
Eligibility Determined By: Date:
Employed By: (check one)
Health Plan Social Services District
Employer Name:
Pr ovider Agency Qualified Entities
Date:
Center Office: Application Date:
Eligibility Approved By:
Unit ID: Worker ID:
Case Name: District: Case Type: Case #:
Effective Date: MA Disposition Reason Code:
Denial Code
Withdrawal
Proxy:
Yes
No
Registry #: Ver:
DOH-4220-I 3/15 Page 15
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Health Insurance Application (New York)

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Completed 21 July 2020

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