Extra Help for People with Limited Incomes: The New Medicare Prescription Drug Coverage
By: Source: AARP.org Date Posted: 2005-10-04 11:59:38
For Health Channel
Assets Worksheet
Use this worksheet to figure out what you must count as assets. List only assets you have during the month in which you apply for Extra Help.
| Source of Asset | Value of Asset |
| Real Estate (not including the house you live in or the land it stands on) |
|
| Bank Accounts (checking, savings, certificates of deposit |
|
| Stocks and Bonds | |
| Mutual Funds | |
| Individual Retirement Accounts | |
| Cash | |
| Other | |
| Total: (This figure represents your total assets.) |
Don't include the following, which do not count as assets for Extra Help:
- The house you live in and the property it stands on
- Your personal possessions
- Help with medical treatment or drugs
- Your vehicles
- Things you could not easily convert into cash, such as jewelry or furniture
- Burial Plots
- Up to $1,500 ($3,000 if you are married and living with your spouse) of the cash value of life insurance policies you hold
Print a PDF version of this worksheet.
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