Appendix D: Request for Income/Shelter Information

Dear __________:

The Department of Human Services (DHS) regulations provide that, when a person is receiving care in an LTC facility, he may give some of his income to his spouse who lives at home. This allowance is intended to help the spouse pay for living expenses.

In order for us to decide whether you are entitled to the allowance, we need to have certain information from you. I would appreciate your answering the following questions and returning this form in the enclosed self-addressed envelope by ________. Thank you for your cooperation.

1. Do you have any income of your own? (Circle one.)     Yes     No

2. If yes, please list the detailed information below for each source of income:

Amount

How often do you receive it?
(weekly, monthly, semi-monthly)

What is the source? If it is from employment,
give the employer’s name and address.

$_____

____________

________________________

$_____

____________

________________________

$_____

____________

________________________

3. Do you own or rent the property you live in? (Circle one.)     Own     Rent

4. List the expenses you have for the property:

Rent per month

$_____

Mortgage payment per month

$_____

Maintenance payment per month (condominium)

$_____

Homeowners’ Insurance per year

$_____

Property taxes per year

 

School taxes

$_____

City/Township taxes

$_____

County taxes

$_____

5. Check the following statement that applies to you:

_ I am billed separately for utilities, including heat.

_ I am billed separately for utilities, except heat.

_ I pay for no utilities, except telephone.

 

NOTE: Please include proof of the information you have given. You may send pay stubs, receipts, statements from those people who know your situation, such as a landlord, or any other papers that will verify this information. We will send the verification back to you promptly.

 

Sign here: ____________________

Date: __________

Updated March 29, 2017,  Replacing March 12, 2012