Checklists for the United States
Each list has a short description. The link opens the full checklist, then the official page.
Live and work on this status
Gather I-94, visa stamp / passport, and any status paper USCIS lists for your class. You send. MiSalvo never files. Papers: I-94 or entry record USCIS lists, Visa stamp / passport bio page and Status paper if you have one.
What documents do I need to enroll in Medicare?
Gather papers Medicare.gov asks for when you enroll or change coverage. You send them. MiSalvo never files. Papers: Medicare signup window letter from SSA, Social Security card, Birth certificate or other proof of age SSA lists, Citizenship or lawful-status papers if SSA asks, Employer or other health coverage letter, CMS-L564 / Part B special enrollment forms if asked and Enrollment confirmation or application printout.
Change of status
Gather I-94, current status paper, and passport pages USCIS lists. You file. MiSalvo never files. Papers: I-94 or entry record USCIS lists, Current status paper USCIS lists and Passport bio page.
What documents do I need for Medicare Extra Help?
Gather only the papers the office lists. You apply. MiSalvo never files. Papers: Bank statements and tax returns, Retirement and pension statements and Application or confirmation printout.
Medicare Savings Programs
Gather only the papers the office lists. You apply. MiSalvo never files. Papers: Application or confirmation printout.
Social Security claim
Gather papers SSA.gov usually asks for a retirement, disability, or survivor claim. You file. MiSalvo never files. Papers: Social Security card, Birth certificate or other proof of age SSA lists, Earnings record or medical papers if asked, Citizenship or lawful-status papers if SSA asks, Last year’s W-2s or self-employment tax return, Military discharge paper (DD-214) if SSA asks, Medical papers if this is a disability claim and Application or confirmation printout.
Green card and citizenship
Gather identity and status papers USCIS lists for a green-card or naturalization path. You file. MiSalvo never files. Papers: Identity papers USCIS lists, Status / residence papers if asked and Application or confirmation printout.
Social Security Disability (SSDI)
Gather only the papers the office lists. You apply. MiSalvo never files. Papers: Application or confirmation printout.
Social Security survivor benefits
Gather only the papers the office lists. You apply. MiSalvo never files. Papers: Application or confirmation printout.
What documents do I need for Health Insurance Marketplace?
Gather papers for Healthcare.gov (or your state Marketplace) when you shop or enroll. You send them. Papers: Social Security cards Healthcare.gov lists, Immigration papers if Healthcare.gov asks, Pay stubs, W-2s, or tax return Healthcare.gov lists, Current coverage cards / policy numbers, Coverage ending or other life-event letter, Marketplace document request if you got one and Plan selection confirmation.
What documents do I need for Medicaid and CHIP?
Gather papers Medicaid.gov or your state agency lists. You apply. MiSalvo never files. Papers: Photo ID Medicaid.gov or your state lists, Social Security cards if the state asks, Pay stubs or household papers if asked, Immigration papers if the state asks and Application or confirmation printout.
Workplace retirement
Gather plan and distribution papers before you enroll, claim, or withdraw under published rules. Papers: Plan summary / SPD, Recent account statement, Distribution / 1099-R notice (if any) and Note of the published age or exception you are using.
Unemployment claim
Gather papers your state unemployment site usually asks for. You file. MiSalvo never files. Papers: Photo ID your state unemployment site lists, Social Security card if the state asks, Last employer / pay or separation papers and Application or confirmation printout.
What documents do I need to apply for SNAP?
Gather papers your state SNAP office usually lists. You apply. MiSalvo never files. Papers: Photo ID your state SNAP office lists, Social Security cards if the state asks, Proof of address if the state asks, Pay stubs or benefit letters the form lists, Immigration papers if the state asks and Application or confirmation printout.
What documents do I need to apply for SSI?
Gather papers SSA.gov lists for an SSI claim. You file. MiSalvo never files. Papers: Social Security card, Birth certificate or other proof of age SSA lists, Income and resource papers SSA lists, Medical papers if this is a disability SSI claim and Application or confirmation printout.
ABLE account
Gather only the papers the office lists. You apply. MiSalvo never files. Papers: Disability certification.
VA benefits
Gather papers VA.gov lists for your claim type. You file. MiSalvo never files. Papers: DD-214 or other service record VA lists, Photo ID VA lists, Medical or disability papers if this claim asks and Application or confirmation printout.
VA health care
Gather only the papers the office lists. You apply. MiSalvo never files. Papers: VA Form 10-10EZ, Discharge papers, Insurance cards and Power of attorney.
A place to stay after domestic violence
Gather the referral and any note the office lists. You apply. MiSalvo never files. Papers: Form HUD-5382, if the housing provider asks, Emergency transfer request, if the housing provider asks and Application or confirmation printout.
Crime victim compensation
Gather only the papers the office lists. You apply. MiSalvo never files. Papers: Application or confirmation printout.
VA disability compensation
Gather only the papers the office lists. You apply. MiSalvo never files. Papers: VA medical records, Private medical records, Supporting statements, Discharge papers and Application or confirmation printout.
GI Bill
Gather only the papers the office lists. You apply. MiSalvo never files. Papers: Application or confirmation printout.
VA pension
Gather only the papers the office lists. You apply. MiSalvo never files. Papers: VA Form 21P-527EZ, Medical records and Application or confirmation printout.
Dependency and Indemnity Compensation
Gather only the papers the office lists. You apply. MiSalvo never files. Papers: VA Form 21P-534EZ, VA Form 21P-534a, VA Form 21P-535, Military service records, Doctor's reports and Medical test results.
CHAMPVA
Gather only the papers the office lists. You apply. MiSalvo never files. Papers: VA Form 10-10d, Other insurance card, Medicare notice of disallowance, VA Form 10-7959c, Marriage record, Birth certificate and School enrollment letter.
School meals
Gather only the papers the office lists. You apply. MiSalvo never files. Papers: School meal application.
SUN Bucks (Summer EBT)
Gather only the papers the office lists. You apply. MiSalvo never files. Papers: Application or confirmation printout.
What documents do I need for WIC?
Gather papers your state WIC office lists. You apply. MiSalvo never files. Papers: Photo ID your WIC office lists, Proof of address if WIC asks, Income papers if WIC asks, Pregnancy or child papers if asked and Application or confirmation printout.
Head Start
Gather only the papers the office lists. You apply. MiSalvo never files. Papers: Application or confirmation printout.
Child care assistance
Gather only the papers the office lists. You apply. MiSalvo never files. Papers: Application or confirmation printout.
Federal Pell Grant
Gather only the papers the office lists. You apply. MiSalvo never files. Papers: Application or confirmation printout.
Commodity Supplemental Food Program
Gather only the papers the office lists. You apply. MiSalvo never files. Papers: Application or confirmation printout.
TANF
Gather papers your state TANF office lists. You apply. MiSalvo never files. Papers: Photo ID your state TANF office lists, Child identity papers the state lists, Income papers if the state asks and Application or confirmation printout.
LIHEAP
Gather papers your state energy-help office lists. You apply. MiSalvo never files. Papers: Photo ID your energy-help office lists, Recent heating or cooling bill, Income papers if the office asks and Application or confirmation printout.
Weatherization assistance
Gather only the papers the office lists. You apply. MiSalvo never files. Papers: Prior-year income, Landlord permission and Application or confirmation printout.
Lifeline
Gather only the papers the office lists. You apply. MiSalvo never files. Papers: Application or confirmation printout.
HUD housing
Gather papers your local public housing agency lists. You apply. MiSalvo never files. Papers: Photo ID your public housing agency lists, Social Security cards if the PHA asks, Income papers the PHA lists and Application or waitlist confirmation.
Earned Income Tax Credit
Gather papers IRS.gov lists to claim EITC on your federal return. You file. MiSalvo never files. Papers: W-2s or tax return IRS lists for EITC, SSN or ITIN papers IRS lists, Child identity / residency papers if you claim a child and Filed return or e-file confirmation.
Child Tax Credit
Gather only the papers the office lists. You apply. MiSalvo never files. Papers: Schedule 8812 and Application or confirmation printout.
Child and Dependent Care Credit
Gather only the papers the office lists. You apply. MiSalvo never files. Papers: Form 2441 and Form W-10.
Education tax credits
Gather only the papers the office lists. You apply. MiSalvo never files. Papers: Form 8863 and Form 1098-T.
Saver's Credit
Gather only the papers the office lists. You apply. MiSalvo never files. Papers: Form 8880.
Premium tax credit
Gather only the papers the office lists. You apply. MiSalvo never files. Papers: Form 1095-A and Form 8962.
Name a health care proxy
The page names the form for your state. You complete it and give copies to the proxy and the doctor. Papers: Durable power of attorney for health care for your state.
A living will
The page names the living will form for your state. You complete it and give copies to your proxy and your doctor.
Let the doctor talk with you
The page names the office consent form. The person puts your name on it at each office.
Share the caregiving tasks
The page names the NIA worksheet for the conversation about who does which task. Papers: Worksheet: Coordinating Caregiving Responsibilities.
Help for a family caregiver
Gather only the papers the office lists. You ask the local agency. MiSalvo never files.
Time off work to care for family
Gather only the papers the employer lists. You ask your employer. MiSalvo never files.
Talk to someone now
This is a phone line, not a form. MiSalvo never files.
If you are being hurt
This is a hotline, not a form. MiSalvo never files.
If an older adult is being hurt
Find the local office. MiSalvo never files.
Medicare and a nursing home
Gather only the papers Medicare or the plan lists. MiSalvo never files.
Medicaid and long-term care
Gather only the papers the state office lists. You apply. MiSalvo never files.
Someone to manage a Social Security payment
Gather only the papers Social Security lists. You ask them. MiSalvo never files.
When they cannot sign
Gather only the papers the legal program lists. MiSalvo never files.
VA family caregiver program
Gather only the papers the VA page lists. You and the Veteran apply. MiSalvo never files. Papers: VA Form 10-10CG and Paper that lets you sign for the Veteran.
Health coverage after you leave a job
Gather only the papers Healthcare.gov lists. You apply. MiSalvo never files.
Counseling while you are caregiving
Ask the local agency about counseling. MiSalvo never files.
Grief counseling through hospice
Ask the hospice about grief counseling. MiSalvo never files.
Grief counseling after a Veteran dies
Ask the Vet Center. MiSalvo never files.
Find a counselor for grief
Contact the place you found. MiSalvo never files.
When must I report a car accident to the California DMV?
The California DMV says every driver must report an accident to the DMV within 10 days if any person was injured or killed, or if the property of either party had over id="content",000 in damage. Papers: Proof of insurance.
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Appointment checklists
Official gather lists. Print, copy, or share before you go.
Not legal advice. Confirm on the official site.
Vault in the app is optional. These checklists stay free.