Bank Statement Converter for Medicaid Applications

Medicaid applications and renewals require bank statements to verify financial eligibility — asset limits and income thresholds. Convert bank statement PDFs to organized Excel files showing account balances, income deposits, and asset history for state Medicaid office review.

Key Benefits

• Document account balances for Medicaid asset limit verification
• Show income deposit history for Medicaid income eligibility determination
• Organize multi-month statements for state Medicaid caseworker review
• Works with all state Medicaid program requirements
• Free, no account required, files deleted after conversion

How It Works

1. Step 1: Download 3–6 months of bank statement PDFs from your bank
2. Step 2: Upload to Bank Statement Converter
3. Step 3: Select Excel output
4. Step 4: Provide organized statements to your state Medicaid office caseworker

Frequently Asked Questions

How many months of bank statements does Medicaid require?

Most state Medicaid programs request 3–6 months of recent bank statements for all accounts. Long-term care Medicaid (for nursing home coverage) may look back 5 years for asset transfers.

What asset limits apply to Medicaid eligibility?

Medicaid asset limits vary by state and program type. Most states limit countable assets to $2,000 for individuals. Exempt assets typically include: primary home, one vehicle, and certain retirement accounts.

Convert a Statement Free