Homepage Blank Hfs 3654 Illinois Form
Outline

The HFS 3654 form is a crucial document for individuals applying for long-term care assistance in Illinois. This form, issued by the Department of Healthcare and Family Services, collects detailed financial information necessary for determining eligibility for medical assistance. Applicants must provide comprehensive answers to various questions, including their income sources, past residences, and any financial support they have received. The form also requires information about previous tax filings and any assistance received in managing financial affairs. Additionally, it addresses the applicant's marital status and any relevant insurance policies that may cover nursing home expenses. By gathering this information, the HFS 3654 aims to ensure that applicants receive the appropriate level of care while adhering to state regulations regarding financial eligibility.

Sample - Hfs 3654 Illinois Form

Form Information

Fact Name Details
Purpose The HFS 3654 form is designed to collect additional financial information from individuals applying for long-term care assistance in Illinois.
Required Information Applicants must provide comprehensive details about their financial situation, including tax returns, previous residences, and any assistance they receive in managing finances.
Submission Guidelines All questions on the form must be answered completely and accurately. It is essential to sign the document before submission.
Insurance Disclosure Applicants must disclose any insurance policies that provide coverage for nursing home care, including policy numbers and details about beneficiaries.
Governing Law This form is governed by the Illinois Public Aid Code, specifically pertaining to the eligibility requirements for medical assistance in long-term care.

Detailed Guide for Filling Out Hfs 3654 Illinois

Completing the HFS 3654 form is an essential step for individuals applying for long-term care assistance in Illinois. This form gathers important financial information and personal details that will be used to evaluate eligibility for medical assistance. Ensure that all sections are filled out accurately and completely before submission.

  1. Begin by reading the instructions carefully to understand the requirements.
  2. Print the form clearly and fill in your personal information, including your last name, first name, middle initial, street address, city, state, county, zip code, and phone number.
  3. If your mailing address differs from your residential address, provide the correct mailing address.
  4. Indicate whether you have filed a State or Federal income tax return in the last 60 months by checking "Yes" or "No." If "Yes," list the years you filed and prepare to attach copies of your tax returns for the last three years.
  5. If you are currently living in a nursing home, list the last two places you lived before moving there. If not, provide the last two residences prior to your current address.
  6. Describe how you have paid for your nursing care before submitting this application.
  7. Answer whether someone has been assisting you with your financial matters by selecting "Yes" or "No." If "Yes," provide the names, addresses, phone numbers, and relationships of those individuals.
  8. Indicate if any of these individuals hold Power of Attorney (POA) for property or health matters.
  9. State whether you have discussed your need for nursing home care with a financial planner, attorney, or family member in the last 60 months. If "Yes," list the names and contact information of those individuals.
  10. Specify your marital status by selecting the appropriate option: Single, Married, Divorced, Widow/Widower, or Legally Separated. Provide the name, address, phone number, and Social Security Number (SSN) of your current or most recent spouse if applicable.
  11. If your spouse is deceased, provide the date and place of death. If divorced, include a copy of the divorce decree or the date and place of divorce.
  12. Indicate whether you have an insurance policy that pays for nursing home care. If "Yes," provide the policy number, insurance company name, and details about who receives the payments.
  13. Finally, answer whether you have inherited money or property in the last 60 months. If "Yes," provide details about the inheritance, including the amount, date received, and information about the deceased person from whom you received it.

After completing the form, review it for accuracy. Sign the document before submission to ensure it is valid. Gather any necessary attachments, such as tax returns or divorce decrees, and submit the form as instructed.

Obtain Answers on Hfs 3654 Illinois

  1. What is the purpose of the HFS 3654 form?

    The HFS 3654 form is used by applicants seeking medical assistance for long-term care in Illinois. It collects additional financial information necessary to assess eligibility for assistance programs.

  2. Who needs to fill out this form?

    Any individual applying for long-term care medical assistance in Illinois must complete the HFS 3654 form. This includes those currently residing in a nursing home or those planning to move into one.

  3. What information is required on the form?

    The form asks for personal details such as your name, address, and contact information. It also requests information about your financial situation, including income, assets, and any assistance you receive from others in managing your finances.

  4. Do I need to provide tax returns?

    If you have filed a State or Federal income tax return in the last 60 months, you must provide copies of those returns for the last three years. This includes all attachments related to the tax filings.

  5. What if I have a Power of Attorney (POA)?

    If someone else is managing your financial affairs, you need to provide their details on the form. Indicate whether this person is your POA and specify the areas they manage, such as property or health.

  6. What should I do if I am divorced?

    If you are divorced, include a copy of your divorce decree with the HFS 3654 form. If you cannot provide the decree, list the date and place of your divorce.

  7. What types of insurance information do I need to provide?

    If you have an insurance policy that pays for nursing home care, you must provide details such as the policy number and the name of the insurance company. Also, indicate who receives the payments from the insurance.

  8. How should I report an inheritance?

    If you have received any inheritance within the last 60 months, you need to disclose the amount and the date you received it. Additionally, provide the name and relationship of the deceased person from whom you inherited the assets.

  9. What happens after I submit the form?

    Once you submit the HFS 3654 form, the Department of Healthcare and Family Services will review your information to determine your eligibility for medical assistance. They may contact you for further information if needed.

Common mistakes

Completing the HFS 3654 form accurately is crucial for applicants seeking long-term care assistance in Illinois. One common mistake is failing to answer all questions completely. Each section of the form is designed to gather specific information that can impact eligibility for assistance. Incomplete responses may lead to delays or denials in processing the application. It is essential to read each question carefully and provide detailed answers.

Another frequent error is neglecting to provide necessary documentation. The form requires applicants to submit copies of tax returns for the last three years if they have filed state or federal taxes. Failing to include these documents can result in the application being considered incomplete. Applicants should ensure that all required attachments are included before submission to avoid any complications.

Additionally, individuals often make the mistake of not disclosing all sources of financial assistance or support. If someone has been helping manage finances, such as a family member or financial advisor, this must be clearly stated on the form. Not listing these individuals can lead to misunderstandings about the applicant's financial situation, which may affect the assessment of their eligibility for assistance.

Lastly, applicants sometimes overlook the importance of signing the form. A signature is a critical component that verifies the information provided is accurate and complete. Submitting the form without a signature can result in immediate rejection, causing unnecessary delays in receiving the needed assistance. It is advisable to double-check that all required signatures are present before submitting the application.

Documents used along the form

The HFS 3654 form is essential for individuals applying for long-term care assistance in Illinois. Alongside this form, several other documents are often required to provide a complete financial picture. Below is a list of commonly used forms and documents that complement the HFS 3654.

  • Tax Returns: Applicants must submit copies of their state and federal tax returns for the last three years. This information helps verify income and financial status.
  • Proof of Income: Documentation such as pay stubs, Social Security statements, or pension statements is necessary to establish ongoing income sources.
  • Divorce Decree: If applicable, a copy of the divorce decree must be included to confirm marital status and any obligations or rights related to former spouses.
  • Power of Attorney (POA) Documents: If someone else manages the applicant’s financial affairs, a copy of the POA document must be provided to clarify authority.
  • Insurance Policy Information: Documentation related to any insurance policies that may cover nursing home care is required, including policy numbers and the names of insurance companies.
  • Inheritance Documentation: If the applicant has received any inheritance in the last 60 months, details about the inheritance, including value and source, must be disclosed.

These documents collectively support the application process for long-term care assistance, ensuring that the financial eligibility criteria are met. Properly preparing and submitting these forms can significantly impact the approval of the application.

Similar forms

The HFS 3654 Illinois form is similar to several other documents used in financial and healthcare applications. Each of these documents serves to gather essential information regarding an individual's financial status and healthcare needs. Here are five documents that share similarities with the HFS 3654:

  • Medicaid Application Form: Like the HFS 3654, the Medicaid application collects financial information to determine eligibility for assistance. Both require detailed income and asset disclosures to assess the applicant's financial situation.
  • Long-Term Care Insurance Application: This document also requests comprehensive financial details. It helps insurers evaluate the applicant’s ability to pay for long-term care services, similar to how the HFS 3654 assesses financial readiness for nursing home care.
  • Social Security Administration (SSA) Disability Application: The SSA application requires information about income, assets, and financial support. Both forms aim to determine eligibility for benefits based on financial need and personal circumstances.
  • Veterans Affairs (VA) Aid and Attendance Application: This application seeks financial details to assess eligibility for additional benefits for veterans needing long-term care. The focus on financial disclosure parallels the requirements found in the HFS 3654.
  • Financial Disclosure Statement for Trusts: This document requests a comprehensive overview of assets and income, similar to the HFS 3654. Both forms help evaluate financial circumstances to ensure appropriate care and resource management.

Dos and Don'ts

When filling out the HFS 3654 Illinois form, keep the following tips in mind:

  • Do: Read all instructions carefully before starting.
  • Do: Answer every question completely and accurately.
  • Do: Print your responses clearly to avoid confusion.
  • Do: Sign the document at the designated area.
  • Do: Provide the name of the long-term care facility, if applicable.
  • Don't: Skip any questions, even if they seem unnecessary.
  • Don't: Forget to include copies of your tax returns for the last three years if applicable.
  • Don't: Leave out important details about previous residences.
  • Don't: Assume someone else will fill out the form for you without your input.
  • Don't: Submit the form without reviewing it for errors.

Misconceptions

Misconceptions about the HFS 3654 Illinois form can lead to confusion and errors in the application process. Here are five common misconceptions:

  • It is optional to provide tax returns. Many applicants believe that submitting tax returns is not mandatory. In reality, if you have filed a State or Federal income tax return in the last 60 months, you must provide copies of your tax returns for the last three years.
  • Previous residences are not important. Some individuals think that listing past addresses is unnecessary. However, the form requires applicants to provide information about their last two residences before moving to a nursing home or their current residence.
  • Assistance with finances is irrelevant. Many applicants underestimate the importance of disclosing who helps manage their finances. If someone assists you with financial matters, this information must be included on the form.
  • Marital status is not significant. Some may believe that their marital status does not affect their application. However, the form specifically asks for this information, as it can impact eligibility for benefits and assistance.
  • Insurance policies are not necessary to report. A common misconception is that insurance policies related to nursing home care do not need to be disclosed. In fact, if you have such a policy, you must provide details, including the policy number and who receives the payments.

Key takeaways

Here are some key takeaways about filling out and using the HFS 3654 Illinois form:

  • Complete All Questions: Answer every question on the form fully and accurately. Incomplete forms may delay processing.
  • Use Clear Print: Ensure that you print your answers clearly. This helps prevent misunderstandings.
  • Tax Returns Required: If you filed a tax return in the last 60 months, include copies of your tax returns for the last three years.
  • Previous Residences: List the last two places you lived before moving to a nursing home or your current residence.
  • Financial Assistance: If someone helps you manage your finances, provide their contact details and relationship to you.
  • Discussing Care Needs: Mention any discussions you’ve had about your nursing care needs with financial planners or family members.
  • Marital Status: Indicate your current marital status and provide details about your spouse if applicable.
  • Insurance Policies: If you have insurance that covers nursing home care, provide the policy number and details about the payments.
  • Inheritance Information: Disclose any inheritances received in the last 60 months, including details about the deceased and the value of the inheritance.

Following these guidelines can help ensure a smoother application process for medical assistance.