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The Charity Care Application Form provides a structured process for patients to apply for free or reduced-cost medical care through your organization's financial assistance program. Many hospitals and health systems are required by federal and state regulations to maintain charity care policies, and this form collects all the information needed to evaluate whether a patient qualifies based on household income, family size, asset levels, and extenuating financial circumstances. By formalizing the application process, your financial counseling team can make consistent, auditable eligibility determinations.
The application captures the patient's demographic information, employment status, total household size and income, and a description of the financial hardship that makes paying for care difficult. Patients can upload supporting documentation such as pay stubs, tax returns, bank statements, benefit denial letters, or a written hardship statement. The form also asks whether the applicant has applied for Medicaid, marketplace insurance, or other assistance programs, helping your team verify that all coverage options have been explored before charity care is approved.
Essential for nonprofit hospitals, federally qualified health centers, community clinics, and any healthcare organization with a financial assistance policy. Compliance officers use completed applications to demonstrate adherence to IRS 501(r) requirements, billing managers use them to justify account write-offs, and patient advocates use them to connect individuals with the help they need. This form ensures that charity care decisions are based on documented criteria rather than informal assessments, protecting both the patient and the organization.
What's included
- Patient demographics and contact information
- Household size, income, and employment documentation
- Financial hardship narrative and supporting evidence upload
- Medicaid and marketplace application status verification
- Assistance level selection and outstanding balance documentation
- Accuracy certification and applicant signature capture
Who uses this template
- Nonprofit hospital charity care eligibility determination
- Community health center financial assistance applications
- Patient advocacy departments connecting patients with free care programs
- Compliance documentation for IRS 501(r) financial assistance policies
All form fields
15 fields across 2 pages. Customize any field after signing up.
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