Insurance & Benefits Checklist

Progress0 of 36 complete

Health Insurance

Confirmed care recipient is enrolled in health insurance

Reviewed what is covered under current plan

Identified in-network doctors and specialists

Understood prior authorization requirements

Requested explanation of benefits (EOB) for recent claims

Appealed any denied claims

Explored supplemental insurance (Medigap, etc.)

Determined Medicare eligibility (age 65+ or disability)

Enrolled in Medicare Parts A and B if eligible

Reviewed Medicare Part D (prescription drug coverage)

Explored Medicare Advantage plans

Checked Medicaid eligibility (income-based)

Applied for Medicaid if eligible

Explored dual eligibility (Medicare + Medicaid)

Explored Social Security Disability Insurance (SSDI)

Explored Supplemental Security Income (SSI)

Gathered medical documentation for disability claim

Submitted disability application or consulted advocate

Followed up on application status

Appealed denial if applicable

Determined if care recipient is a veteran

Contacted VA for benefits eligibility review

Applied for VA healthcare enrollment

Explored Aid & Attendance benefit for caregivers

Reviewed CHAMPVA for eligible dependents

Contacted local Area Agency on Aging

Explored PACE program (Program of All-Inclusive Care)

Researched state-specific caregiver support programs

Applied for SNAP (food assistance) if eligible

Explored LIHEAP (utility assistance) if eligible

Contacted 211 for local resource referrals

Explored National Family Caregiver Support Program

Researched respite care funding options

Looked into paid family leave or caregiver leave at work

Explored tax deductions for caregiving expenses

Consulted a benefits counselor or social worker