FINANCIAL ASSISTANCE APPLICATION
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1 FINANCIAL ASSISTANCE APPLICATION Date of Application 1. PATIENT INFORMATION* Last Name First Name MI Account Number * If the patient is a minor, please list parent(s) as applicant 2. APPLICANT (GUARANTOR) INFORMATION RELATIONSHIP TO PATIENT Self Spouse/Domestic Partner Parent MARITAL STATUS Self Married/Domestic Partner Divorced Separated Last Name First Name MI Social Security Number U.S. Citizen Yes No Date of Birth No. of Dependents Ages of Dependents Home Phone Number (other than self & co-applicant) Address Street Address (Do Not List PO Box) City State County Zip Current Employer Street Address, City, State Position *If you are not working, how long have you been unemployed? 1 of 7
2 3. CO-APPLICANT (GUARANTOR) INFORMATION RELATIONSHIP TO PATIENT Self Spouse/Domestic Partner Parent Last Name First Name MI Social Security Number U.S. Citizen Yes No Date of Birth No. of Dependents Ages of Dependents Home Phone Number (other than self & co-applicant) Street Address (Do Not List PO Box) City State County Zip Current Employer Street Address, City, State Position *If you are not working, how long have you been unemployed? 2 of 7
3 4. FINANCIAL ASSISTANCE QUESTIONS: - (All answers pertain to the patient) Check appropriate answers 1. Is the patient applying for assistance with bills for past services at Psychological & Behavioral Consultants? Yes No If yes, please indicate the last service date 2. Is the patient applying for assistance with bills for current and /or future services at Psychological & Yes No Behavioral Consultants? If yes, please indicate/describe the types of services anticipated: 3. Is the patient applying for discount off their bills from Psychological & Behavioral Consultants? Yes No 4. Is the patient applying for 100% assistance with their bills for the services provided at Psychological & Yes No Behavioral Consultants? 5. Does the patient have insurance? Yes No Health Insurance Provider: Subcribers Name: Member/Patient Identification Number Group Number Group/Employer Name: Effective Date: Health Insurance Telephone Number: 6. Is the patient eligible for a state medical assistance program? Yes No Name of program: County: Patients Identification Number: 3 of 7
4 4. FINANCIAL ASSISTANCE QUESTIONS continued Is the patient being treated for injuries covered by Workers 7. Compensation? Yes No Name of Work Comp Carrier Adjusters Name Adjusters Phone Number Injury Date: Claim/Case Number 8. Is the patient being treated for injuries covered by Third Party Liability such as an Auto Insurance Company? Yes No Name of Auto Insurance or Attorney: Auto Insurance or Attorney Phone Number Injury Date: Claim/Case Number 9. Is the patient a Victim of a Crime? Yes No Date of Injury? Name of Case Worker: Case Workers Phone Number Case Number: 4 of 7
5 5. INCOME INFORMATION Monthly Income Sources Applicant Co-Applicant Combined Monthly Income Employment Income Social Security Disability Unemployment Spousal/Child Support Rental Property Investment Income Other(s) use these spaces Total Combined Monthly Income UNEMPLOYMENT: If you do not have monthly income, please explain how you take care of your monthly expenses: 6. ASSETS Checking/Money Market/Savings Accounts: Bank Name: Branch/Address **** List all available funds Account Number Current Balance 5 of 7
6 7. INCOME AND FAMILY SIZE TABLE Compare your monthly household income and family size to the table below. 1) If your monthly household income is below the amount shown for your family size, do not complete Section 8 (Estimated Living Expenses). Please continue and complete Section 9 and Section 10. 2) If your monthly household income is above the amount shown for your family size, you must complete Section 8, 9 and 10. Family Size Monthly Household Income Family Size Monthly Household Income 1 $2, $6, $3, $7, $4, $8, $5, $9, of 7
7 8. ESTIMATED MONTHLY LIVING EXPENSES Monthly Expenses Monthly Payment Monthly Expenses Monthly Payment House/Mortgage Payment Current Outstanding Bills for Medical, Dental or R/X Property Taxes (if not included in mortgage ) Total Monthly Automobile Payments Home Owner's Insurance(if not included in mortgage ) Automobile Insurance Utilities(Electricity, Gas, Water, Garbage, etc.) Automobile Gasoline Food List Other Monthly Expenses: Telephone (Home line and/or cell) Child Support Spousal Support/Alimony Child Care Credit Cards Health Insurance Premiums Total Monthly Payments 9. ADDITIONAL INFORMATION & COMMENTS: 10. SIGNATURE I certify that all information is valid and complete and hereby authorize Psychological & Behavioral Consultants to request a credit check report and/or verify any of the above information as deemed necessary. Applicant Date Co-Applicant Date Return completed application along with your previous year s federal tax return to: PsychBC Chagrin Blvd. Suite 100 Beachwood, OH Attention : Financial Assistance 7 of 7
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