Application Document Download

Medicaid Compliant Annuity
Application Document Download

Take the next step in securing a Medicaid Compliant Annuity with our downloadable application document packet. Simply select the state in which the application will be signed and the preferred insurance carrier for your client's case to get started.

Considerations to Keep in Mind

1

Select the state in which the application will physically be signed. This may differ from the state in which your client is applying for Medicaid benefits.

2

Each state has unique rules related to the annuity's beneficiary requirements. If you're unsure which position the state Medicaid agency should be designated, please contact our office.

3

There are several options to submit the completed application, including electronic submission. Please see the Application Guidelines attached in the document packet or contact our office for more information.

Questions?
We're Here to Help!

Connect with a member of our team to get your client's annuity quote, application documents, and tailored guidance based on their specific needs.

Contact Us