Our intake forms and planning tools are designed to provide you the information and resources you need to succeed in crisis planning for Medicaid.
If you have a potential crisis Medicaid case, use one of our intake forms to gather and organize your client’s case facts. When you’re ready, e-mail the form to us at firstname.lastname@example.org for a complimentary analysis of your client’s situation.
- Single Person
- Married Couple
- Married Couple – Both Institutionalized
- Simple Quote Form for Medicaid
- Immediate Annuity/PSK Quote Form
Medicaid Planning Tools
For even more Medicaid planning tools and resources, visit our State Resources page, where you’ll find state-specific Medicaid planning figures, your state’s Medicaid manual, and relevant case law.