Bank Statement Converter for Nursing Home Medicaid
Long-term care Medicaid applications trigger a five-year look-back, and the state reviews 60 months of bank statements for gifts and transfers. Convert your PDF statements to Excel so you and your elder law attorney can document balances, identify transfers, and prepare a clean record for the nursing home Medicaid application.
Key Benefits
- Organize 60 months of statements for the Medicaid look-back
- Identify gifts and transfers the state will question
- Document balances and spend-down for your application
- Export Excel for your elder law attorney's review
- Free, no account required — sensitive data stays private
How It Works
- Step 1: Download up to five years of statements for each account
- Step 2: Upload each PDF to Bank Statement Converter
- Step 3: Select Excel or CSV output
- Step 4: Provide the organized records to your elder law attorney
Frequently Asked Questions
- Why does nursing home Medicaid need five years of statements?
- The look-back period reviews transfers made in the 60 months before applying. Gifts or below-market transfers can trigger a penalty, so the state examines every account closely.
- How do converted statements help with the look-back?
- An Excel export lets your elder law attorney scan months of activity quickly to flag transfers, document the spend-down, and build the explanations the state will require.
Convert a Statement Free