Charity Care Application Form
Billing

Charity Care Application Form

2 pages15 fieldsHIPAA-ready
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Charity Care Application Form

Charity Care Application Form

Page 1 of 2

Patient Name
Jane Martinez
Date of Birth
03/15/1985
Phone Number
(555) 867-5309
Home Address
1234 Oak Street, Springfield, IL 62704
Household Size
0
Employment Status
Select status...
Gross Annual Household Income
0
Sources of Income
Financial Hardship Description
Enter details here...
Applied for Medicaid or Marketplace
Option A
Option B
Option C
Supporting Documentation Upload
Upload file
Total Outstanding Medical Balance
0
Assistance Level Requested
Option A
Option B
Option C
Accuracy Certification
Applicant Signature
Sign here
Submit
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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.

Patient NameText
Date of BirthDate
Phone NumberPhone
Home AddressText
Household SizeNumber
Employment StatusDropdown
Gross Annual Household IncomeNumber
Sources of IncomeCheckbox
Financial Hardship DescriptionLong Text
Applied for Medicaid or MarketplaceMultiple Choice
Supporting Documentation UploadFile Upload
Total Outstanding Medical BalanceNumber
Assistance Level RequestedMultiple Choice
Accuracy CertificationCheckbox
Applicant SignatureE-Signature
8 min saved per patient98% patient satisfaction3x faster than paper

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