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Blank Alabama 211 PDF Template

The Alabama 211 form serves as an application for Medicare Savings Programs through the Alabama Medicaid Agency, aimed at assisting individuals with the costs of Medicare premiums and deductibles, without providing full Medicaid benefits. It is imperative for applicants to provide complete and accurate information, including verification of income, Medicare, and Social Security details, to avoid penalties for false statements or omissions. To facilitate access to these benefits, interested individuals are encouraged to carefully review and follow the instructions outlined in the form.

Click the button below to start filling out your Alabama 211 form.

Individuals seeking assistance with their Medicare premiums and deductibles in Alabama can find crucial support through the Alabama Medicaid Agency's Application for Medicare Savings Programs, commonly referred to as the Form 211. This specialized application is designed not to extend full Medicaid benefits but to provide a financial safety net for those facing the high costs associated with Medicare, specifically aiding with premiums and the often burdensome deductibles. It's important to note that while this program can relieve some financial pressures, its reach for drug coverage is limited explicitly to those medications covered under Medicare Part D, explicitly excluding any drugs not covered by Part D. Applicants are guided through a series of steps beginning with the submission of documents for verification purposes, such as Medicare, Social Security cards, and proof of monthly income, to the signing and mailing of the application to the district office pertinent to their county of residence. The form underscores the legal implications of misrepresentation or falsification of information, citing both criminal and civil penalties for false statements, which could lead to denial of the application or even prosecution under Alabama law. Additionally, the form emphasizes compliance with several key statutes for the protection of applicants, underscoring a commitment to fair treatment under the Civil Rights Act of 1964, Section 504 of the Rehabilitation Act of 1973, Federal Age Discrimination Act of 1975, and the Americans with Disabilities Act of 1990, thereby ensuring a process that seeks to be both inclusive and accessible to all applicants.

Example - Alabama 211 Form

Alabama Medicaid Agency

Application for Medicare Savings Programs

This is NOT an application for full Medicaid.

These programs cover Medicare premiums and deductibles. Medicaid’s drug coverage is limited to the drugs covered under Medicare Part D only. Medicaid will not pay for any excluded drugs under Medicare Part D.

Instructions: Read this application carefully and follow all instructions given throughout the form. Answer each question completely and accurately.

1.Send a copy of your Medicare card to verify your Part A coverage.

2.Send a copy of your Social Security card.

3.Send verifi cation of the gross (before taxes) amount of your monthly income.

4.Sign the application.

5.Mail the application to the District Offi ce serving your county.

(See attachment for the address of the District Offices.)

Form 211 (Revised 5/2014)

Alabama Medicaid Agency

 

www.medicaid.alabama.gov

Notice to Applicants and Sponsors

Federal and state laws provide both criminal and civil penalties for false statements or material omissions in an application for Medicaid benefi ts or payments. Also, any application found to contain material misstatements or omissions will be denied.

The following statutes are excerpts from the Code of Alabama pertaining to the Medicaid program:

S22-1-11. Making false statement or representation of material fact in claim or application for payments on medical benefi ts from Medicaid agency generally; kickbacks, bribes, etc.; exceptions; multiple offenses.

(a)Any person who, with intent to defraud or deceive, makes, or causes to be made or assists in the preparation of any false statement representation or omission of a material fact in any claim or application for any payment, regardless of amount, from the Medicaid agency, knowing the same to be false; or with intent to defraud or deceive, makes, or causes to be made, or assists in the preparation of any false statement, representation or omission of a material fact in any claim or application for medical benefits from the Medicaid agency, knowing the same to be false; shall be guilty of a felony and upon conviction there of shall be fi ned not more than $10,000.00 or imprisoned for not less than one nor more than five years, or both.

* * *

(e)Any two or more offenses in violation of this section may be charged in the same indictment in separate counts for each offense and such offense shall be tried together, with separate sentences being imposed for each offense of which defendant is found guilty. (Acts 1980, No. 80-539, p. 837, Sections 1-5.)

S22-6-8, Revocation of eligibility of recipient upon determination of abuse, fraud, or misuse of benefits; when eligibility may be restored.

(a)Upon determination by a utilization review committee of the designated state Medicaid agency that a Medicaid recipient has abused, defrauded, or misused the benefi ts of the program said recipient shall immediately become ineligible for Medicaid benefits.

(b)Medicaid recipients whose eligibility has been revoked due to abuse, fraud or other deliberate misuse of the program shall not be deemed eligible for future Medicaid services for a period of not less than one year and until full restitution has been made to the designated state Medicaid agency.

(c)The provisions of this section shall not be effective if they are found by a court of competent jurisdiction to contravene federal laws or federal regulations applicable to the Medicaid program.

(Acts 1980, No. 80-127, p.190.)

Medicaid Eligibility Policies and Procedures are in compliance with Civil Rights Act of 1964,

Section 504 of the Rehabilitation Act of 1973, Federal Age Discrimination Act of 1975

and the Americans with Disabilities Act of 1990.

Form 211

 

Application for Medicare Savings Programs

5-2014

Please print clearly using dark ink.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

1

APPLICANT

 

 

 

 

 

 

 

Name___________________________________________________________________________________

 

 

 

 

 

 

 

 

First

Middle/Maiden

 

Last

Suffix

 

 

Mailing Address __________________________________________________________________________

 

 

 

 

 

 

 

Street or 911 Address

 

 

 

 

 

 

________________________________________________________________________________________

 

 

 

 

 

 

City

 

State

 

Zip Code

 

 

 

Phone # (_______)_________________

Other Phone (_______)_________________ Whose? _________________________

 

email ___________________________________________

Fax ________________________________

 

Current Resident Address __________________________________________________________________

 

 

 

 

 

 

 

 

(If different from Mailing Address)

 

 

 

 

 

________________________________________________________________________________________

 

 

 

 

 

 

 

City

 

State

 

 

Zip Code

 

 

County of Residence ______________________________ Date of Birth ____________________________

 

Social Security # _______________________________

Medicaid # ______________________________

 

 

 

 

 

 

 

 

 

 

 

 

2

MARITAL STATUS

Marriage Information

 

 

 

 

 

 

 

 

 

I am Married _________________ (Date Married)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

If married, does your spouse have Medicare?  Yes

No

 

 

 

 

 

 

I am Single (Never Married)

 

I am Divorced ________________ (Date Divorced)

 

 

 

I am Widowed _______ (Date Widowed)

I am Separated _______________ (Date Separated)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

3

MEDICARE

 

 

 

 

 

 

 

Do you have Medicare Part A (Hospital) Coverage?

Yes No

 

 

 

 

 

 

Name on Medicare card _______________________________________________________________

 

Medicare # ________________________________________________________

 

 

 

 

 

 

 

 

 

 

 

 

 

4

RACE

White

Black

American Indian

Hispanic Asian

Other_________

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

5

SEX

Female

Male

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

District Offi ce Use Only

 

 

 

 

 

 

Date Received ____________

Date Accepted ____________

 

 

 

 

Medicare Card Received Yes No

Income Verification Received

Yes

No

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Form 211 (Revised 5/2014)

Alabama Medicaid Agency

Applicant’s Name __________________________________________ SS # ________________________________

6

FAMILY SIZE

List names of anyone living in your home

Name

Age

Relationship

_______________________________________________

_______

________________________________________________

_______________________________________________

_______

________________________________________________

_______________________________________________

_______

________________________________________________

7

SPONSOR (If the applicant is unable to complete the application or provide additional information, the Medicaid sponsor should be the person most familiar with the fi nancial situation of the applicant.) Please complete the Appointment of Representative form on Page 6 of this application.

 

 

 

Relationship to Applicant ______________________________

 

 

 

 

 

Name ______________________________________________

Home Phone ________________________

 

 

 

Address ____________________________________________

Work Phone ________________________

 

 

___________________________________________________

 

 

 

 

___________________________________________________

Cell Phone _________________________

 

 

 

City

State

 

Zip

 

 

 

 

 

email ______________________________________________

FAX ____________________________

 

 

 

 

 

 

8

 

SPOUSE INFORMATION

(Complete even if divorced, separated or widowed.)

 

 

 

Name ______________________________________________

Phone # (_______)___________________

 

 

 

(First, Middle, Last)

 

 

 

 

 

 

 

Address ____________________________________________

Date of Birth _______________________

 

 

 

(Street or Box Number)

 

 

 

 

 

 

__________________________________________________

SS # ______________________________

 

 

 

City

State

Zip

County

 

 

 

 

 

email _________________________________________ Spouse’s Medicaid # _______________________

 

 

 

 

 

 

 

9

 

FORMER SPOUSE INFORMATION

 

(Must be completed if you are widowed or divorced.)

 

 

 

(For all previous marriages, list most recent first.)

 

 

 

 

 

1. Former Spouse’s Name ________________________________________

SS # _____________________

 

 

 

Marriage Began _________________ Ended ______________

Reason Death Divorce Other

 

 

 

 

Date

 

Date

 

 

 

 

2. Former Spouse’s Name _______________________________________

SS # ______________________

 

 

 

Marriage Began _________________ Ended ______________

Reason Death Divorce Other

 

 

 

 

Date

 

Date

 

 

Page 2

Applicant’s Name ___________________________________________ SS # ________________________________

 

10

VETERAN’S STATUS

 

 

 

 

 

 

 

 

 

 

 

Are you a Veteran? Yes No

 

 

 

 

 

 

 

 

 

 

 

Are you a dependent of a Veteran? Yes

No

 

 

 

 

 

 

 

If yes to either of the questions above, complete the following:

 

 

 

 

Veteran Name ____________________________________________________________________________

 

 

First

 

 

Middle

 

 

 

Last

 

 

 

Veteran Claim Number __________________________ Relationship to Veteran _______________________

 

 

Have you applied for Veteran’s benefi ts under the new Veterans & Survivor’s Improvement Act? Yes No

 

 

If no, you must apply and send verification.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

11

RESIDENCY INFORMATION

 

 

 

 

 

 

 

 

 

 

 

Are you a United States Citizen? Yes No

 

Are you a lawfully admitted alien?  Yes No

 

 

 

 

 

Where were you born?______________________________________________________________________

 

 

City

 

County

 

 

 

State

Country

 

 

Do you live in Alabama and plan to stay?

 

Yes

 

 

No

 

 

 

 

What language do you usually speak?

 

English Spanish Other___________________

 

 

Do you or a family member speak English?

Yes

 

 

No

 

 

 

 

Have you ever applied for or received SSI?

 

Yes

 

 

 No

 

 

 

 

If yes, were you terminated from SSI?

When? _____________________________

 

 

 

 

 

 

 

 

Month/Year

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

12

OTHER INSURANCE

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

No

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Do you have medical insurance other than Medicare?

 

Yes

 

If yes, provide information below:

 

 

1. Name/Address of Health Insurance Company

 

 

 

2. Name/Address of Health Insurance Company

 

 

____________________________________________

 

_________________________________________

 

 

____________________________________________

 

_________________________________________

 

 

____________________________________________

 

_________________________________________

 

 

Policy # ________________________________

 

 

 

 

Policy # ________________________________

 

 

Group # ________________________________

 

 

 

 

Group # ________________________________

 

 

3. Name/Address of Health Insurance Company

 

 

 

4. Name/Address of Health Insurance Company

 

 

____________________________________________

 

_________________________________________

 

 

____________________________________________

 

_________________________________________

 

 

____________________________________________

 

_________________________________________

 

 

Policy # ________________________________

 

 

 

 

Policy # ________________________________

 

 

Group # ________________________________

 

 

 

 

Group # ________________________________

(You may list other policies on a separate sheet(s) and attach to this application, if needed.)

Page 3

Applicant’s Name _______________________________________

SS # ________________________________

 

 

 

 

 

 

 

 

13

GROSS INCOME:

(This means “money coming in” before anything is taken out). Answer the following.

 

Do you or your spouse have “money coming in” from any of the sources listed below?

Yes No

 

 

If yes, fi ll in the claim number and gross amount. (A copy of most recent check stub or other verifi cation must be

 

provided.)

 

 

 

 

 

 

 

 

NOTE: If you are applying on behalf of a married individual, the spouse must also answer these questions.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

How Often

 

 

 

 

Applicant

Spouse

Minor Child

 

Received?

 

Type of Income

 

 

Gross

Gross

Gross

 

(Quarterly,

 

 

 

Claim Number

Amount

Amount

Amount

 

Annually, etc.)

 

 

 

 

 

 

 

 

 

1.

Social Security

 

 

 

 

 

 

 

 

(include Medicare Premiums)

 

 

 

 

 

 

 

2.

SSI (Gold Check)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

3.

Public Assistance (Welfare)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

4.

Railroad Retirement

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

5.

Veterans Benefits, Pensions,

 

 

 

 

 

 

 

 

Compensation or Insurance

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

6.

Federal Civil Service Annuity

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

7.

State Retirement/Pension

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

8.

Private Pension

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

9.

Miner’s Benefits

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

10.

Black Lung Benefits

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

11.

Cash Contributions (from

 

 

 

 

 

 

 

 

relatives, friends, others)

 

 

 

 

 

 

 

12.

Rental (land, buildings, or

 

 

 

 

 

 

 

 

from roomer)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

13.

Personal loans (relatives,

 

 

 

 

 

 

 

 

friends, others)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

14. Unemployment Compensation

 

 

 

 

 

 

 

 

 

 

 

 

 

 

15.

Insurance Annuity or Proceeds

 

 

 

 

 

 

 

 

 

 

 

 

 

 

16.

Government Payments on land

 

 

 

 

 

 

17.

Coal, Oil, Gravel Rights and

 

 

 

 

 

 

 

 

Timber Leases

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

18.

Royalties

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

19.

Court Ordered Support

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

20.

N/A

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

21.

Other: Specify ____________

 

 

 

 

 

 

 

 

 

 

 

 

 

 

22.

Other: Specify ____________

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

23.

Legal Settlements

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

24.

Sheltered Workshop Earnings

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

25. Wages/Salary

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

26.

Self Employment

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Page 4

 

 

 

 

 

 

 

 

 

Applicant’s Name ___________________________________________ SS #________________________________

RELEASE OF INFORMATION

*I hereby authorize and give my consent for the Alabama Medicaid Agency to obtain information from any source for the purpose of determining my eligibility for Medicaid benefi ts. I authorize this release form to be in effect for as long as I am on Medicaid regardless of the date that it is signed. I further authorize copies of this document to be used in place of the original. I give my consent for the release of information for those purposes directly related to the administration of the Medicaid program. These purposes include, but are not limited to, establishing eligibility for benefi ts, determination of the amount of medical assistance received, the provision of services, and investigation of program violations.

AFFIRMATION AND AGREEMENT

*I give permission to the Alabama Medicaid Agency to use my Social Security number to get information about my resources and income from banks, fi nancial institutions, employers, and other county, state and federal agencies, and/or to see if I qualify for assistance or to see if I have insurance.

*If I am approved for Medicaid, I assign all insurance and medical support benefi ts to Medicaid. If Medicaid pays my bills, then my insurance or other benefi ts (such as lawsuit settlements) must be used to pay Medicaid back. I agree to help and cooperate with Medicaid in identifying and collecting this money, or I may lose my Medicaid benefi ts. I give permission for my insurance company, employer, and others to give needed information to Medicaid in order to administer the Medicaid program.

*I understand that if this application or other information shows that I may be eligible for payments or benefits from other sources, I am required to apply for them.

*I understand that my case is subject to review by State and Federal Quality Control and that I must cooperate in completing the application process or in any subsequent reviews of my eligibility, including reviews resulting from reported changes, recertifi cation, or as a part of a State or Federal Quality Control Review.

*I understand that resources that have been sold, transferred, disposed of, or given away within the past 60 months will not affect my application for Medicaid for the Medicare Savings Programs, but may affect eligibility for Medicaid in a medical institution.

RESPONSIBILITIES

*I agree to notify the Medicaid District Offi ce within ten (10) days, if there is a change in my address, living arrangements, family size, income or resources.

FALSE STATEMENTS

I know that anyone who makes or causes to be made a false statement, representation or omission of a material fact in an application or for use in determining eligibility for Medicaid commits a crime punishable under Federal or State law or both. I affi rm under penalty of perjury that all information I give in this document or in support of it is true.

___________________________________________________

Date _________________________

Signature of Applicant or Representative

 

___________________________________________________

Date _________________________

Signature of Applicant’s Spouse or Representative

 

___________________________________________________

Date _________________________

Witness’ Signature (If applicable)

 

Medicaid Eligibility Policies and Procedures are in compliance with the Civil Rights Act of 1964,Section 504 of the Rehabilitation Act of 1973, the Federal Age Discrimination Act of 1975 andthe Americans with Disabilities Act of 1990.

Page 5

Applicant’s Name _________________________________________ SS# ________________________________

APPOINTMENT OF REPRESENTATIVE

I hereby appoint ________________________________________________________________________ (Sponsor’s Name)

as my legal representative to act in my stead and on my behalf to apply, reapply and make claim for Medicaid benefits under Title XIX of the Social Security Act from the Alabama Medicaid Agency, hereby ratifying and confi rming the acts of my said representative on my behalf. This appointment authorizes my said representative to fully act in my stead in connection with all Medicaid matters involving me, including, but not limited to, making applications, reapplications and claims of all kinds, accepting and giving notice in connection with eligibility determinations and Fair Hearings, requesting information, and presenting and eliciting evidence. This appointment shall remain in full force and effect until I have notifi ed the Alabama Medicaid Agency in writing that this authority has been withdrawn.

Done this the ______________________ day of ________________________________________, 20 __________.

WITNESSES

__________________________________________________ _____________________________________________

(Signature of Medicaid Claimant)

__________________________________________________ _____________________________________________

(Social Security Number)

If claimant cannot sign his/her name but can make a mark; this is acceptable if witnessed by two adults.

The mark may be labeled. Example:

X (Her mark)

Jane Doe

.

If claimant cannot sign his/her name or make a mark and there is no one legally designated as guardian, conservator, etc., representative must answer the questions below.

What is your relationship to claimant? ________________________________________________________________

Why can’t claimant sign? __________________________________________________________________________

To what extent are you responsible for claimant? ________________________________________________________

If claimant has a legally appointed guardian, conservator or someone with durable power of attorney who will represent him/her for Medicaid purposes, claimant’s signature on this form is not required. Representative should sign the Representative portion of the form only and attach to this form a copy of evidence of legal authority to act on claimant’s behalf (Letter of Conservatorship/Guardianship or Durable Power of Attorney).

ACCEPTANCE OF APPOINTMENT

I hereby accept the foregoing appointment. I certify that I have not been suspended or prohibited from practice before the Alabama Medicaid Agency and am not otherwise disqualifi ed from acting as an appointed representative. I acknowledge that representations and applications made by me on behalf of the claimant are made under an affi rmation which subjects me to penalties for perjury and that false statements may subject me to penalties or fraud.

My relationship to the above is __________________________________________________ (Attorney, relative, etc.)

Done this the ______________________ day of ________________________________________, 20 __________.

WITNESSES

__________________________________________________ _____________________________________________

(Signature of Sponsor/Representative)

__________________________________________________ _____________________________________________

(Address)

__________________________________________________

(City, State, Zip)

__________________________________________________

(Telephone Number)

Page 6

Form Attributes

Fact Detail
Purpose of Form 211 This form is an application for the Alabama Medicaid Agency's Medicare Savings Programs, covering Medicare premiums and deductibles but not full Medicaid.
Drug Coverage Limitation Medicaid's drug coverage through this program extends only to drugs covered under Medicare Part D, expressly excluding any drugs not covered under Part D.
Required Documents Applicants must send copies of their Medicare card, Social Security card, and verification of their monthly income to apply.
Penalties for False Statements Both criminal and civil penalties are enforced for making false statements or material omissions in the application, as stated under Code of Alabama S22-1-11.
Eligibility Revocation Per Code of Alabama S22-6-8, if it's determined a recipient has abused, defrauded, or misused benefits, their eligibility can be immediately revoked.
Compliance with Civil Rights The application process respects the Civil Rights Act of 1964, Section 504 of the Rehabilitation Act of 1973, the Federal Age Discrimination Act of 1975, and the Americans with Disabilities Act of 1990.

Steps to Filling Out Alabama 211

The process of filling out the Alabama 211 form is a critical step towards applying for Medicare Savings Programs. This form helps to cover Medicare premiums and deductibles but is not an application for full Medicaid. Attention to detail is crucial when completing this form to ensure accurate and complete information is provided. This helps in avoiding any delays or potential issues with the application process. Below are the steps needed to fill out the form correctly and efficiently.

  1. Begin by reading the Alabama Medicaid Agency Application for Medicare Savings Programs instructions carefully.
  2. Write the applicant's name (first, middle/maiden, last, suffix), mailing address, phone numbers, email, fax, and current resident address if different from the mailing address clearly using dark ink.
  3. Indicate the county of residence, date of birth, Social Security number, and Medicaid number if available.
  4. Specify the marital status by checking the appropriate box and provide related information such as date married, date divorced, etc. Include your spouse's Medicare information if applicable.
  5. For Medicare details, confirm if you have Medicare Part A (Hospital) Coverage, the name on the Medicare card, and the Medicare number.
  6. State the applicant's race by selecting the option that best describes you.
  7. Choose the correct gender by ticking the box next to "Female" or "Male".
  8. List names, ages, and relationships of anyone living in your home under the family size section.
  9. If an applicant is unable to complete the application, a Medicaid sponsor most familiar with the financial situation should be listed including their relationship to the applicant, name, contact information, and address.
  10. Fill in spouse information, even if divorced, separated, or widowed, including full name, phone number, address, date of birth, Social Security number, county, email, and Medicaid number if applicable.
  11. For former spouse information, list the details of all previous marriages starting with the most recent. Include former spouse’s name, Social Security number, dates the marriage began and ended, and the reason for the marriage ending.
  12. Answer if you are a veteran or a dependent of a veteran. If "Yes", provide the veteran's name, claim number, and your relationship to them. Indicate whether you have applied for Veteran’s benefits under the new Veterans & Survivor’s Improvement Act.
  13. Confirm residency information by stating if you are a United States Citizen or a lawfully admitted alien, place of birth, if you live in Alabama and plan to stay, the primary language spoken, and if you or a family member speak English. Also, mention if you have ever applied for or received SSI.
  14. Under other insurance, indicate whether you have medical insurance other than Medicare. If "Yes", provide the details of each policy including the name/address of the Health Insurance Company, policy number, and group number. More policies can be listed on a separate sheet if needed.
  15. Ensure to send a copy of your Medicare card for Part A coverage verification, a copy of your Social Security card, verification of the gross monthly income before taxes, and sign the application.
  16. Finally, mail the application to the District Office serving your county. The attachment provided with the form will have the address of the District Offices.

It's important to complete every section of the form to the best of your ability. Accurate and complete answers contribute to a smoother application process for Medicare Savings Programs through the Alabama Medicaid Agency.

Understanding Alabama 211

What is the Alabama 211 form used for?

The Alabama 211 form is designed for individuals applying for the Medicare Savings Programs administered by the Alabama Medicaid Agency. These programs help cover Medicare premiums and deductibles but do not provide full Medicaid coverage. The coverage for medications is limited to those included under Medicare Part D, excluding any drugs not covered by Medicare Part D.

Who should complete the Alabama 211 form?

Any resident of Alabama who is seeking assistance with their Medicare premiums and deductibles through the Medicare Savings Programs should complete this form. It's essential for applicants to already have Medicare Part A (Hospital Insurance) coverage.

What documentation is required to apply?

Applicants must provide (1) a copy of their Medicare card to verify Part A coverage, (2) a copy of their Social Security card, (3) verification of their monthly income before taxes, and (4) their signature on the application. These documents must accompany the completed form when it's mailed to the District Office serving their county.

How do I know which District Office to send my application to?

The application includes an attachment with addresses for the District Offices. Applicants should find the office serving their county and send their completed form and required documents there.

What happens if I provide false information on my application?

Providing false information or omitting material facts in the application can lead to criminal or civil penalties. The application highlights that false statements or significant omissions will result in the denial of the application for benefits. It is crucial to answer all questions truthfully and accurately.

Can I apply if I'm not a United States citizen?

Yes, you can apply if you are a lawfully admitted alien. The form asks for your citizenship status and, if applicable, information about your lawful admission into the country.

What if I am unable to complete the application on my own?

If an applicant cannot complete the form or provide additional information themselves, they should designate a sponsor. This person, most familiar with the applicant's financial situation, can help complete the application. There is a specific section on the form for appointing a representative.

Is this application only for individuals, or can couples apply together?

Couples can apply together if both are seeking assistance under the Medicare Savings Programs. The form requests information about marital status and, if applicable, details about the applicant's spouse, including their Medicare status. This helps the Alabama Medicaid Agency determine eligibility and the correct level of assistance.

Common mistakes

Filling out the Alabama 211 form, an application for the Medicare Savings Programs offered by the Alabama Medicaid Agency, is a critical step towards receiving assistance with Medicare premiums, deductibles, and limited drug coverage under Medicare Part D. However, applicants often encounter pitfalls during this process that may hinder their ability to gain the benefits they need. Here are eight common mistakes to avoid:

  1. Not including copies of the required documents: The application process necessitates the submission of certain documents such as your Medicare card to verify Part A coverage, Social Security card, and verification of your gross monthly income. Failure to include any of these documents can result in delays or denial of the application.
  2. Inaccurate or incomplete answers: Each question on the form must be answered completely and accurately. Omitting information or providing false information—not only can this lead to legal consequences, but it also complicates the evaluation process, potentially jeopardizing your eligibility.
  3. Ignoring marital information requirements: Whether you are married, divorced, separated, or widowed, providing clear and accurate information about your marital status and your spouse's details is crucial. This includes current or former spouses' information which may impact your eligibility or the benefits you receive.
  4. Failing to list all household members: The form requires information about everyone living in your home, including their age and relationship to you. This information is used to determine eligibility and the level of assistance for which you qualify.
  5. Oversight on insurance details: If you have medical insurance other than Medicare, it's imperative to detail this information on the application. Including all relevant policies can affect the benefits for which you are eligible.
  6. Not indicating veteran’s status accurately: Veterans or dependents of veterans must complete the section related to veteran's benefits. Accuracy in this section ensures the appropriate consideration of additional benefits or programs for which you might qualify.
  7. Application signature: An unsigned application is incomplete. Your signature is required to verify the accuracy of the information provided and to consent to the processing of your application.
  8. Mailing to the incorrect office: The application must be sent to the District Office serving your county. Sending your application to the wrong office can delay the processing time.

Attentiveness to these details can greatly enhance your application's chances of timely and successful processing. Applicants who take the time to carefully review and accurately complete their applications will find that they are better positioned to receive the assistance they need. As always, for further clarification on filling out the Alabama 211 form or understanding the broader aspects of the Alabama Medicaid Agency’s Medicare Savings Programs, seeking advice from legal or professional services can be hugely beneficial.

Documents used along the form

When applying for Medicare Savings Programs in Alabama using the Form 211, applicants may need to gather and submit additional documents and forms to support their application. These documents are essential for verifying the information provided in the application and ensuring eligibility for benefits. Below is a list of other forms and documents often used along with the Alabama 211 form, each described briefly to help applicants understand their purpose and importance.

  • Proof of Identity and Citizenship: Documents like a birth certificate or passport are required to establish identity and U.S. citizenship or lawful presence in the country.
  • Medicare Card: A copy of your Medicare card verifies your Part A coverage, as mentioned in the application instructions.
  • Social Security Card: This card is needed to verify your Social Security number.
  • Income Verification Documents: Pay stubs, tax returns, and statements from Social Security, pensions, and other income sources prove the gross monthly income.
  • Proof of Residence: Utility bills or a lease agreement can be used to prove that you live in Alabama and plan to stay, as residency affects eligibility.
  • Bank Statements: To assess financial resources, recent bank statements might be required.
  • Insurance Policies: Documentation of any medical insurance other than Medicare, as requested on the application form, must be provided.
  • Appointment of Representative Form: If someone is assisting the applicant with their Medicaid application, this form designates that person as a representative, allowing them to act on the applicant’s behalf.
  • Marriage Certificate or Divorce Decree: These documents might be necessary if marital status impacts your application, for example, if applying for benefits that also consider a spouse’s income and resources.
  • Proof of Veteran Status: If the applicant is a veteran or dependent of a veteran, documents like a DD Form 214 are needed to verify service and eligibility for potential veteran benefits.

Understanding which documents to gather can streamline the application process for the Medicare Savings Programs through Alabama's Medicaid Agency. It's essential for applicants to read the Form 211 application instructions carefully and ensure all supporting documentation is complete and accurate. Submitting the necessary forms and documents helps the agency efficiently evaluate eligibility and provide benefits to which applicants may be entitled.

Similar forms

The Alabama 211 form, titled "Alabama Medicaid Agency Application for Medicare Savings Programs," serves a distinct purpose but parallels several other documents in the domain of health benefits and public assistance, each with unique attributes but sharing a common goal of providing aid to eligible individuals.

Firstly, the form closely resembles the Application for Health Coverage & Help Paying Costs (commonly encountered in state-based health insurance marketplaces). Like the Alabama 211 form, this application assesses eligibility for health coverage assistance, focusing on premiums and cost-sharing reductions. Both require detailed personal, financial, and residency information to determine eligibility, yet the marketplace application extends its scope to include a broader range of health coverage options beyond Medicare Savings Programs.

Another document that shares similarities with the Alabama 211 form is the Supplemental Security Income (SSI) Application. The SSI application process assesses eligibility for monthly financial aid to aged, blind, or disabled people who have limited income and resources, similar to how the Alabama 211 form determines eligibility for Medicare cost assistance based on financial criteria. While both demand comprehensive income and resource information, the Alabama 211 form specifically targets assistance with Medicare expenses, distinguishing it from the broader financial aid provided by SSI.

Additionally, the Medicaid application form used for gaining full Medicaid coverage parallels the Alabama 211 form in several respects. Both are administered by state Medicaid agencies and require applicants to furnish detailed personal information, financial status, and residency details. However, the Medicaid application seeks to enroll individuals in full Medicaid coverage, which encompasses a wider array of healthcare services, as opposed to the Alabama 211 form’s limited aim of assisting with Medicare premiums and deductibles alone.

Dos and Don'ts

When completing the Alabama 211 form, which is an application for Medicare Savings Programs through the Alabama Medicaid Agency, careful attention to detail is essential. Below are recommended dos and don'ts to guide applicants through the process.

Dos:

  1. Read the application instructions carefully to ensure all necessary steps are followed.
  2. Answer each question on the form completely and accurately to avoid delays in processing.
  3. Attach copies of your Medicare and Social Security cards, as these are required to verify eligibility.
  4. Include verification of your monthly gross income to confirm your financial eligibility for the program.
  5. Sign the application before mailing it to the District Office that serves your county, as an unsigned application may be considered incomplete.

Don'ts:

  1. Do not leave any questions unanswered. Incomplete applications can lead to delays or denials of benefits.
  2. Avoid guessing income amounts or other financial information; ensure all provided data is accurate to prevent issues with your application.
  3. Do not overlook the list of addresses for District Offices. Make sure to send your application to the correct address to avoid processing delays.
  4. Refrain from making any false statements or omissions. False declarations can lead to criminal or civil penalties, as well as denial of your application.
  5. Do not use pencil or light ink when filling out the form. To ensure legibility, use dark ink as instructed.

Misconceptions

Misunderstandings about the Alabama 211 form, the application for Medicare Savings Programs provided by the Alabama Medicaid Agency, can create confusion among applicants. Here is a clarification of some common misconceptions:

  • It’s an application for full Medicaid. The Alabama 211 form is specifically for Medicare Savings Programs, not for full Medicaid. It assists with Medicare premiums and deductibles only.
  • Medicaid will cover all prescription drugs. This form applies to limited drug coverage under Medicare Part D. Medicaid will not cover drugs that are excluded under Medicare Part D.
  • A Medicare card is optional for verification. Sending a copy of your Medicare card is a mandatory step to verify Part A coverage, not optional.
  • Marital status doesn’t matter. Providing marital status is crucial because it can influence eligibility and the benefits for which an applicant may qualify.
  • Any income level qualifies. Applicants must send verification of their monthly income before taxes. This requirement implies that income levels do affect eligibility.
  • The application process lacks legal consequences for falsehoods. Federal and state laws impose criminal and civil penalties for false statements or omissions in the application, highlighting the seriousness of the information provided.
  • Once denied, you're ineligible forever. While the form notes penalties for fraud, abuse, or misuse, including potential ineligibility for future benefits, it does not state that denied applications render applicants permanently ineligible for Medicaid benefits.
  • All applicants need a sponsor. A sponsor or representative is only necessary if the applicant is unable to complete the application or provide needed information themselves.
  • English proficiency is required. The form inquires about the applicant’s primary language and whether they or a family member speak English, indicating that services are accessible to non-English speakers.

Understanding these aspects of the Alabama 211 form can help applicants correctly complete their application and set realistic expectations about the benefits for which they might qualify.

Key takeaways

When it comes to seeking assistance with Medicare premiums and deductibles through Alabama's Medicaid, the Alabama 211 form plays a crucial role. Understanding how to properly fill out and use this form can significantly streamline the application process. Here are five key takeaways that applicants should remember:

  • It's important to note that the Alabama 211 form is specifically designed not for full Medicaid applications but for applying to Medicare Savings Programs which help with Medicare costs. These programs only cover expenses that Medicare Part D does not, such as certain drug costs.
  • Applicants are required to provide meticulous documentation alongside the form, including a copy of their Medicare and Social Security cards, and proof of monthly income. This documentation is vital for confirming eligibility for the savings programs.
  • Accuracy and honesty cannot be overstated when completing the form. The application includes stern warnings about the penalties for false statements or omissions, highlighting the severity of falsifying information, which could lead to denial of the application or worse, criminal charges.
  • The form mandates the applicant to sign and mail it to the District Office that serves their county, with an attachment providing the addresses of these offices. This step is crucial for the form to be processed.
  • Last but not least, the form is also subject to compliance with federal and state civil rights laws, ensuring that applications are processed without discrimination. This adherence underscores the fair and equitable treatment of all applicants.

Understanding these key aspects can help applicants navigate the complexities of applying for Medicare Savings Programs in Alabama with more confidence and clarity. Each step, from filling out the form to submitting it with the required documentation, is designed to ensure that eligible individuals receive the financial support they need for their Medicare expenses.

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