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Medicaid Waiver Application Guide
Step 1
Review Eligibility Requirements
Start by thoroughly reviewing the Medicaid eligibility guidelines, particularly the spend-down process.
More information can be found here: Medicaid Eligibility in New Mexico
Step 2
Initiate Contact with the Aging Disability Resource Center (ADRC)
The applicant or Power of Attorney (POA) should contact the ADRC for a telephone interview to discuss the client's needs.
This can be done through the following phone numbers:
Local: 505-476-4937
Toll-Free: 1-800-432-2080
During the call, request an Expedited Freedom of Choice Application, which is necessary for the Medicaid Waiver process.
Step 3
Complete The Application
The applicant or POA should complete the Freedom of Choice application carefully and thoroughly to ensure all required information is included.
Step 4
Prepare Supporting Documents
Gather and attach the following documents to support the application:
Last three months of bank statements.
Copies of Medicare ID card, any additional insurance ID cards, and New Mexico ID.
Copy of the Power of Attorney documentation.
Invoice from assisted living or nursing home, if applicable.
Recent tax form showing Social Security benefits.
Retirement pension statement or relevant tax form.
Doctor's letter detailing the applicant's daily living and/or cognitive abilities.
Documentation from the assisted living or nursing home outliving the daily living assistance being provided.
Receipts documenting the spend down assets.
Step 5
Follow-up with ADRC
The applicant or POA should periodically contact the ADRC to check the status of the application.
Step 6
Transition to Medicare/Medicaid Plan
Once the Medicaid waiver is approved, the applicant or POA can transition their medicare plans to a Medicare/Medicaid plan suitable for their new status.
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ContinuLiving may receive a referral fee from participating senior living communities when a client chooses and moves into a community. The senior remains in control of the decision and is not required to choose a participating community.
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