Texas Silver Guard — Medicaid readiness summary
Applicant
Prepared for caregivers and admissions staff · 2026 Texas MEPD thresholds
Readiness
75%
Monthly income
$0
Countable assets
$0
Critical documents
0 / 7
Key findings
- Income not yet enteredAdd Social Security, pension, and VA benefit amounts to check the $2,982/mo cap.
- Medical-necessity criteria not confirmedTexas typically requires help with 3+ Activities of Daily Living or skilled nursing.
- Form H3037 not on fileA physician-signed medical necessity form (H3037) is required. Applications are denied without it.
Income strategy
Income is at or under the $2,982 monthly cap. No Miller Trust is required at current income levels.
Asset strategy
Countable assets are within the $2,000 limit.
Document checklist (0 / 17)
- Texas Driver's License or DPS IDCritical
- Social Security card
- Birth certificate or U.S. PassportCritical
- Form H3037 — Physician's medical-necessity statementCritical
- Current medication list
- Diagnosis summary
- Bank statements (last 3 months)Critical
- Bank statements (60-month look-back, if requested)
- Social Security award letterCritical
- Pension / VA / retirement income letters
- Life insurance policy schedule pageCritical
- Irrevocable burial contract
- Property deed and last tax statement
- Vehicle title(s)
- IRA / 401(k) RMD distribution schedule
- Form H1200 — Application for AssistanceCritical
- Form H1200-A — Authorized Representative