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A Gift Of Time, LLC
Senior Move Managers — Serving Milwaukee & Southeastern Wisconsin for 30 Years
agiftoftime.net · (414) 510-9695 · info@agiftoftime.net · Mon–Fri: 8:00 AM – 6:00 PM
Financial Benefits & Aid Eligibility Checklist
Wisconsin programs worth checking — and the paperwork they ask for
NASMM Certified · BBB A+ Rated · 30+ Years Experience
Most families are eligible for more than they realize and apply later than they should. This is a checklist of programs to review, and the documents to gather before you call.
Programs to review
- Medicaid / long-term care waiver — income and asset limits apply; the home may be exempt in some cases.
- Family Care — Wisconsin's managed long-term care program through your local ADRC.
- IRIS — self-directed long-term care option, also through the ADRC.
- VA Aid & Attendance — for eligible veterans and surviving spouses needing daily help.
- Medicare Savings Programs — help with Part B premiums and cost sharing.
- Extra Help / Low-Income Subsidy — lowers prescription drug costs.
- Wisconsin Homestead Credit and property tax deferral.
- Local ADRC benefit specialists — free, unbiased help with applications.
Documents to gather first
- Photo ID and Social Security card
- Medicare card and any supplemental or Part D plan cards
- Bank and investment statements for the last three months
- Deed, mortgage statement, and property tax bill
- Pension, annuity, and Social Security award letters
- Last two years of tax returns
- VA discharge papers (DD-214) if applicable
- Any existing power of attorney, will, or trust documents
Before you submit anything
- Call the ADRC and ask which programs to apply for first.
- Do not spend down assets before getting advice — timing matters.
- Keep a copy of every application and the date it was submitted.
- Ask for the reviewer's name and a follow-up date.
- Expect the process to take weeks, not days — plan the bridge funding.
General information only — not financial or legal advice. Confirm eligibility with a benefits counselor.
More detail online: agiftoftime.net/resources/financial-benefits-checklist
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General information only — not financial or legal advice · Confirm eligibility with a benefits counselor · agiftoftime.net
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