Bank Statement Converter for Medicare Savings Programs

Medicare Savings Programs and the Part D Extra Help subsidy are needs-based, so your state and the SSA review bank statements to confirm income and resources. Convert your PDF statements to Excel so you can document balances and deposits clearly when applying for help with premiums and drug costs.

Key Benefits

• Document resources against Medicare Savings Program limits
• Organize income and deposits for the Part D Extra Help subsidy
• Track balances across accounts for your benefit application
• Export Excel for your state Medicaid or SHIP counselor
• Free, no account required — files deleted after conversion

How It Works

1. Step 1: Download the statements your program application requests
2. Step 2: Upload each PDF to Bank Statement Converter
3. Step 3: Select Excel or CSV output
4. Step 4: Provide the organized records with your application

Frequently Asked Questions

Why do Medicare Savings Programs check bank statements?

These programs have income and resource limits. Statements confirm your balances and deposits so the agency can determine whether you qualify for premium or cost-sharing help.

Is this the same as Extra Help for drug costs?

Extra Help (the Part D Low-Income Subsidy) uses similar income and resource tests. The SSA may review statements when you apply, so organized records help both applications.

Convert a Statement Free