You can request a copy of Documentation needed for an Interview for a complete listing. You should keep 3 years of records for all banks and financial institution accounts that you have including IRA'a, annuities, trusts, etc. Monthly statements are required for each account owned, whether still open or closed during the 36 month review period (question #9). Requesting
replacements of statements can be costly as banks have a fee for that service. If the application is not for nursing home level of care, only the current month's statement is needed for all resources.
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