Important announcement: Following the 2026 merger of Patient Advocate Foundation and the PAN Foundation, this website is now part of Patient Advocate Foundation and remains active during the transition. If you are currently receiving assistance, or would like to apply, visit TotalAssist.org to find your fund and access your account. For help by phone, call 866-512-3861, Monday through Friday, 8:30am to 5:30pm ET. Learn more about the merger and our organization.

Extra Help program document checklist

Use this interactive checklist to track key documents and stay organized as you prepare to apply for the Extra Help program.

During our transition, where to find information about:

< Back to the Extra Help page

List of documents to have ready

The following is a list of documents that you may need to access to submit an application for Medicare’s Extra Help program, also known as the Low-Income Subsidy program (LIS). You may not have, or need, some of these documents. Check off each item as you obtain it and ensure that you are accurately reflecting your income and assets on your application. If you need help obtaining any of these documents or have questions about their use, contact your local State Health Insurance Assistance Program (SHIP) office.

Government
Income
Banking and investment
Additional benefits

Ready to apply?

If you're eligible, start your application on the Social Security Administration's website.

Have questions?

Your local State Health Insurance Assistance Program office is standing by to provide free, unbiased advice and assistance.