Job basedCurrent employer group health plan (EGHP)
Employer size, Medicare entitlement reason, and any ESRD coordination period determine who generally pays first.
Included in every coordinated checkOne Santa Clara County check.
Benefits, premiums, and coverage together.
The app checks all 66 program paths, IRMAA premium tiers, and how Medicare coordinates with 6 other coverage systems. It keeps each rule distinct, then produces one reconciled answer. Rosa is the fictional example of this same system.
66program, service, rights, and coverage paths
6other coverage systems included with Medicare
45rules for choices, coexistence, links, and sequence
243individual program checks
What the app can—and cannot—decide
Every path has an exact checklist linked to official sources, and every path is included in the unified map. UniHealth can calculate or identify 61 paths from broad answers, including 2026 IRMAA tiers. Agency decisions, care assessments, protected records, available services, and personal Medicare plan fit stay clearly marked instead of being guessed.
All 66 paths are connectedThe result accounts for compatible benefits, alternative coverage, one-program choices, automatic links, and required order.
61 paths checked using current rulesThe app checks income limits, household facts, dates, and referral rules before showing what should happen next.
5 paths that start with outside reviewThese begin with an agency decision, a rights review, or a personal plan check that UniHealth cannot replace.
243 visible checksEvery result can show what matched, what did not, what is unknown, and who decides what remains.
Other coverage included in the same answer
These are not benefit programs. They can change Medicare timing, who generally pays first, drug-coverage choices, and the final recommendation.
Former job basedCOBRA continuation coverage
COBRA generally does not extend the Part B enrollment window; ESRD coordination can change payer order.
Included in every coordinated checkFormer job basedRetiree health coverage
Medicare is generally primary outside an applicable ESRD coordination period, and the retiree plan's own rules still control secondary benefits.
Included in every coordinated checkIndividual marketACA Marketplace coverage
Marketplace coverage is not a Medicare supplement and premium assistance can end when Medicare eligibility begins.
Included in every coordinated checkFederal health systemVA health care benefits
VA and Medicare can coexist but usually operate as separate care and payment systems.
Included in every coordinated checkFederal health systemTRICARE and TRICARE For Life
TRICARE For Life generally coordinates after Medicare and includes creditable drug coverage.
Included in every coordinated checkMedi-Cal coverage
Core and protected California health-coverage pathways.
Aged, Blind and Disabled Federal Poverty Level Medi-Cal
Screens for full-scope Medi-Cal without a share of cost.
See 3 checks
- Age 65 or disabilityChecked from broad answers
- Countable income after allowed deductionsChecked from broad answers
- Countable resourcesChecked from broad answers
Santa Clara County / DHCSBenefitsCal CBO assister portal or Santa Clara County
Current rules calculatedAged, Blind and Disabled Medically Needy Medi-Cal
Preserves a county-calculated share-of-cost pathway when full-scope ABD FPL is not indicated.
See 3 checks
- Age 65 or disabilityChecked from broad answers
- Income and deductions for share-of-cost calculationVerified or decided by the responsible program
- Countable resourcesChecked from broad answers
Santa Clara County / DHCSBenefitsCal CBO assister portal or Santa Clara CountyDecided after: Aged, Blind and Disabled Federal Poverty Level Medi-Cal
Current rules calculated250% Working Disabled Medi-Cal (CWD)
Prequalifies California's separate Working Disabled Medi-Cal path using disability, paid work, SSI methodology, income, and resources; it is not the QDWI Medicare Savings Program.
See 5 checks
- Social Security disability standard without substantial-gainful-activity testVerified or decided by the responsible program
- Any paid work with proofChecked from broad answers
- Would meet SSI rules except for earned incomeVerified or decided by the responsible program
- Net family income below 250 percent of the federal poverty levelVerified or decided by the responsible program
- Countable resources within the 2026 limitChecked from broad answers
Santa Clara County / DHCSSanta Clara County public benefits application
Pre-qualified, then separately decidedPickle Amendment protection
Routes people who lost SSI due to Social Security cost-of-living increases for protected Medi-Cal review.
See 4 checks
- Currently receives Social Security Title II benefitsChecked from broad answers
- Previously received SSI and Social Security in the same month after April 1977Verified or decided by the responsible program
- SSI ended because of Social Security entitlement or an increaseVerified or decided by the responsible program
- Would otherwise meet SSI rules if later Social Security cost-of-living increases were ignoredVerified or decided by the responsible program
Santa Clara County / DHCSSanta Clara County eligibility review
Pre-qualified, then separately decidedDisabled Adult Child protection
Routes people who lost SSI after receiving Disabled Adult Child benefits.
See 4 checks
- Disability began before age 22 and the person is at least 18Checked from broad answers
- Previously received SSI based on blindness or disabilityVerified or decided by the responsible program
- Currently receives Disabled Adult Child benefitsVerified or decided by the responsible program
- SSI ended because DAC benefits began or increasedVerified or decided by the responsible program
Santa Clara County / DHCSSanta Clara County eligibility review
Pre-qualified, then separately decidedDisabled Widow or Widower protection
Routes protected widow or widower cases for county eligibility review.
See 4 checks
- Age 50 through 64Checked from broad answers
- Currently receives disabled widow or widower benefitsVerified or decided by the responsible program
- Not entitled to premium-free Medicare Part AVerified or decided by the responsible program
- SSI ended because widow or widower benefits beganVerified or decided by the responsible program
Santa Clara County / DHCSSanta Clara County eligibility review
Pre-qualified, then separately decidedMedi-Cal Dental (Smile, California)
Dental coverage that comes automatically with full-scope Medi-Cal; no separate application, but benefit scope depends on the Medi-Cal category.
See 2 checks
- Full-scope Medi-CalChecked from broad answers
- Automatic enrollment; scope follows the Medi-Cal categoryVerified or decided by the responsible program
California Department of Health Care ServicesAutomatic with full-scope Medi-Cal; find a dentist at smilecalifornia.org or 1-800-322-6384Decided after: Aged, Blind and Disabled Federal Poverty Level Medi-Cal, Aged, Blind and Disabled Medically Needy Medi-Cal, 250% Working Disabled Medi-Cal (CWD), Pickle Amendment protection, Disabled Adult Child protection, Disabled Widow or Widower protection, Long-Term Care Medi-Cal
Current rules calculatedVA health care (with County Office of Veterans Services help)
Health care for veterans who served on active duty and separated under any condition other than dishonorable; VA assigns a priority group that sets copays, and the County Office of Veterans Services helps with enrollment, pensions and survivor benefits.
See 4 checks
- Served on active duty (with minimum-duty rules for enlistment after 1980)Checked from broad answers
- Separated under any condition other than dishonorableChecked from broad answers
- VA assigns priority group 1 through 8 from service-connected rating, income and other factorsVerified or decided by the responsible program
- County Office of Veterans Services helps with the enrollment and related claimsVerified or decided by the responsible program
U.S. Department of Veterans Affairs; County of Santa Clara Office of Veterans Services assists with claims and enrollmentVA Form 10-10EZ (va.gov/health-care/apply) or County Office of Veterans Services, (408) 918-4980, walk-in Tuesdays
Pre-qualified, then separately decidedLong-term care
Financial and care determinations for institutional services.
Long-Term Care Medi-Cal
Coordinates financial and level-of-care evidence for institutional long-term care.
See 3 checks
- Medi-Cal financial rulesVerified or decided by the responsible program
- Institutional residence or required level of careVerified or decided by the responsible program
- Marital and community-spouse protectionsVerified or decided by the responsible program
Santa Clara County / DHCSSanta Clara County public benefits application
Agency assessment requiredPremium and drug-cost help
Medicare Savings Programs and Extra Help interactions.
Qualified Medicare Beneficiary (QMB)
Screens for Part A and B premium and Medicare cost-sharing help.
See 3 checks
- Medicare entitlementChecked from broad answers
- QMB income table and exclusionsChecked from broad answers
- California 2026 resource ruleChecked from broad answers
Santa Clara County / DHCSSanta Clara County public benefits application
Current rules calculatedSpecified Low-Income Medicare Beneficiary (SLMB)
Screens for Part B premium help.
See 3 checks
- Medicare entitlementChecked from broad answers
- SLMB income table and exclusionsChecked from broad answers
- California 2026 resource ruleChecked from broad answers
Santa Clara County / DHCSSanta Clara County public benefits application
Current rules calculatedQualifying Individual (QI)
Screens for renewable Part B premium help when other Medicaid is not active.
See 3 checks
- Medicare entitlementChecked from broad answers
- QI income table and exclusionsChecked from broad answers
- Not otherwise eligible for MedicaidVerified or decided by the responsible program
Santa Clara County / DHCSSanta Clara County public benefits applicationDecided after: Aged, Blind and Disabled Federal Poverty Level Medi-Cal, Aged, Blind and Disabled Medically Needy Medi-Cal, 250% Working Disabled Medi-Cal (CWD), Pickle Amendment protection, Disabled Adult Child protection, Disabled Widow or Widower protection, Long-Term Care Medi-Cal
Current rules calculatedQualified Disabled and Working Individual (QDWI)
Screens qualifying working people with disabilities for Part A premium help.
See 3 checks
- Under 65, disabled and working after loss of premium-free Part AChecked from broad answers
- QDWI income table and exclusionsChecked from broad answers
- QDWI resource limitChecked from broad answers
Santa Clara County / DHCSSanta Clara County public benefits applicationDecided after: Aged, Blind and Disabled Federal Poverty Level Medi-Cal, Aged, Blind and Disabled Medically Needy Medi-Cal, 250% Working Disabled Medi-Cal (CWD), Pickle Amendment protection, Disabled Adult Child protection, Disabled Widow or Widower protection, Long-Term Care Medi-Cal
Current rules calculatedExtra Help with Medicare drug costs
Screens direct eligibility and automatic qualification through Medi-Cal or an MSP.
See 3 checks
- Automatic status through full Medi-Cal, an MSP, SSI or other deemed statusChecked from broad answers
- Direct-application income limitChecked from broad answers
- Direct-application resource limit and exclusionsChecked from broad answers
Social Security / CMSSocial Security or automatic deemingDecided after: Qualified Medicare Beneficiary (QMB), Specified Low-Income Medicare Beneficiary (SLMB), Qualifying Individual (QI), Aged, Blind and Disabled Federal Poverty Level Medi-Cal, Aged, Blind and Disabled Medically Needy Medi-Cal, 250% Working Disabled Medi-Cal (CWD), Pickle Amendment protection, Disabled Adult Child protection, Disabled Widow or Widower protection, Long-Term Care Medi-Cal
Current rules calculatedLow Income Home Energy Assistance Program (LIHEAP / HEAP)
A once-a-year payment toward heating or cooling bills for income-eligible Santa Clara County households, plus weatherization and disconnection help.
See 3 checks
- Household income at or below the 2026 LIHEAP monthly limitChecked from broad answers
- Santa Clara County residentChecked from broad answers
- Sacred Heart verifies and pays the annual benefitVerified or decided by the responsible program
Sacred Heart Community Service for the California Department of Community Services and DevelopmentSacred Heart Community Service HEAP application, 1-877-278-6455
Current rules calculatedPG&E CARE and FERA bill discounts
A monthly discount on PG&E bills for households under the CARE income limits or enrolled in qualifying assistance, and a smaller FERA discount just above them.
See 4 checks
- Residential PG&E accountChecked from broad answers
- Enrolled in a qualifying assistance programVerified or decided by the responsible program
- Annual household income within the CARE or FERA guidelinesChecked from broad answers
- CARE discounts the bill by 20 percent or more on gas and 35 percent or more on electricity; FERA by 18 percent on electricityVerified or decided by the responsible program
Pacific Gas and Electric Company under California Public Utilities Commission rulesPG&E CARE/FERA online application (pge.com/care) or 1-866-743-2273Decided after: Low Income Home Energy Assistance Program (LIHEAP / HEAP), CalFresh Food, Supplemental Security Income / State Supplementary Payment (SSI/SSP), Aged, Blind and Disabled Federal Poverty Level Medi-Cal
Pre-qualified, then separately decidedProperty Tax Postponement
Lets homeowners who are 62 or older, blind or disabled, with limited household income and at least 40 percent equity, defer current-year property taxes on their home.
See 5 checks
- 62 or older, blind, or disabledChecked from broad answers
- Owns and lives in the homeChecked from broad answers
- At least 40 percent equity in the homeChecked from broad answers
- Household income at or below the 2026-27 limitChecked from broad answers
- Application filed October 1 through February 10Verified or decided by the responsible program
California State Controller's OfficeState Controller's Office PTP application, filing period October 1 through February 10
Pre-qualified, then separately decidedCalifornia LifeLine phone and broadband discount
A discount on one home phone, cell phone or broadband line per household for people in qualifying programs or under the income limits.
See 4 checks
- Has or wants one home phone, cell phone or broadband lineChecked from broad answers
- Enrolled in a qualifying public assistance programVerified or decided by the responsible program
- Annual household income at or below the LifeLine limitChecked from broad answers
- One discount per householdVerified or decided by the responsible program
California Public Utilities Commission (California LifeLine Administrator)Apply through a California LifeLine phone or broadband providerDecided after: Low Income Home Energy Assistance Program (LIHEAP / HEAP), CalFresh Food, Supplemental Security Income / State Supplementary Payment (SSI/SSP), Aged, Blind and Disabled Federal Poverty Level Medi-Cal
Pre-qualified, then separately decidedPG&E Medical Baseline Program
Extra electricity and gas at the lowest baseline rate for households where someone depends on power or gas for a medical condition or device; not income-tested, and it stacks with CARE or FERA.
See 3 checks
- Residential PG&E accountChecked from broad answers
- Full-time resident depends on electricity or gas for a qualifying medical condition or deviceChecked from broad answers
- A licensed medical practitioner certifies the need; PG&E requires periodic recertificationVerified or decided by the responsible program
Pacific Gas and Electric Company under California Public Utilities Commission rulesPG&E Medical Baseline application with a medical practitioner's certification (pge.com or 1-800-743-5000)
Pre-qualified, then separately decidedHomeowners' Property Tax Exemption
A $7,000 reduction in the assessed value of an owner-occupied home (about $70 a year in tax); one filing with the Assessor continues each year while the owner lives there.
See 3 checks
- Owns and occupies the home as the principal residence on the January 1 lien dateChecked from broad answers
- BOE-266 claim filed with the Assessor; full exemption when filed by February 15Verified or decided by the responsible program
- Not also claiming the Disabled Veterans' Exemption on the same homeChecked from broad answers
County of Santa Clara Office of the Assessor under State Board of Equalization rulesBOE-266 claim filed with the Santa Clara County Assessor (full exemption if filed by February 15)Decided after: Disabled Veterans' Property Tax Exemption
Pre-qualified, then separately decidedDisabled Veterans' Property Tax Exemption
A property tax exemption on the home of a veteran rated 100 percent service-connected disabled, unemployable, blind or having lost the use of two limbs, or their unmarried surviving spouse; the 2026 basic exemption is $180,671 and the low-income exemption is $271,009 when household income is $81,131 or less.
See 4 checks
- Owns and occupies the home as the principal residenceChecked from broad answers
- Veteran rated 100 percent service-connected disabled, unemployable, blind, or having lost the use of two limbs, or the unmarried surviving spouseChecked from broad answers
- 2026 basic exemption $180,671; low-income exemption $271,009 when household income is $81,131 or lessChecked from broad answers
- BOE-261-G claim with the VA rating letter filed with the Assessor; annual filing for the low-income exemptionVerified or decided by the responsible program
County of Santa Clara Office of the Assessor under State Board of Equalization rulesBOE-261-G claim filed with the Santa Clara County Assessor with the VA rating letter; low-income claims are filed every year
Pre-qualified, then separately decidedCare at home and in the community
County assessments, waivers, day services, and transitions.
In-Home Supportive Services (IHSS)
Coordinates county intake and health-care certification for help living safely at home.
See 4 checks
- Lives in Santa Clara CountyChecked from broad answers
- Has or may establish Medi-Cal eligibilityVerified or decided by the responsible program
- Needs help to remain safely at homeChecked from broad answers
- Health-care certification and County home assessmentVerified or decided by the responsible program
County of Santa ClaraSanta Clara County IHSS intakeDecided after: Aged, Blind and Disabled Federal Poverty Level Medi-Cal, Aged, Blind and Disabled Medically Needy Medi-Cal, 250% Working Disabled Medi-Cal (CWD), Pickle Amendment protection, Disabled Adult Child protection, Disabled Widow or Widower protection, Long-Term Care Medi-Cal
Pre-qualified, then separately decidedMultipurpose Senior Services Program (MSSP)
Routes older Medi-Cal members at risk of nursing-facility placement for care-management assessment.
See 4 checks
- Age 60 or olderChecked from broad answers
- Medi-Cal eligibleVerified or decided by the responsible program
- Would otherwise require nursing-facility level of careVerified or decided by the responsible program
- Lives in a county with an MSSP siteChecked from broad answers
Sourcewise / DHCSSourcewise MSSP referralDecided after: Aged, Blind and Disabled Federal Poverty Level Medi-Cal, Aged, Blind and Disabled Medically Needy Medi-Cal, 250% Working Disabled Medi-Cal (CWD), Pickle Amendment protection, Disabled Adult Child protection, Disabled Widow or Widower protection, Long-Term Care Medi-Cal
Pre-qualified, then separately decidedCommunity-Based Adult Services (CBAS)
Routes eligible older adults and adults with disabilities for community-based day health assessment.
See 4 checks
- Medi-Cal managed-care member or qualifying exceptionVerified or decided by the responsible program
- Older adult or adult with a disabilityChecked from broad answers
- Needs adult day health services to maintain self-care and avoid institutionalizationVerified or decided by the responsible program
- Medi-Cal plan determines CBAS eligibilityVerified or decided by the responsible program
Medi-Cal managed care / DHCSMedi-Cal plan or CBAS center referralDecided after: Aged, Blind and Disabled Federal Poverty Level Medi-Cal, Aged, Blind and Disabled Medically Needy Medi-Cal, 250% Working Disabled Medi-Cal (CWD), Pickle Amendment protection, Disabled Adult Child protection, Disabled Widow or Widower protection, Long-Term Care Medi-Cal
Pre-qualified, then separately decidedHome and Community-Based Alternatives (HCBA) Waiver
Routes people at risk of institutional placement to the Santa Clara County waiver agency; capacity and waitlist remain external facts.
See 4 checks
- Full-scope Medi-CalVerified or decided by the responsible program
- At least nursing-facility level of careVerified or decided by the responsible program
- Wants services in a community residenceChecked from broad answers
- Waiver capacity or waitlist positionVerified or decided by the responsible program
DHCS waiver agencyAssigned HCBA waiver agencyDecided after: Aged, Blind and Disabled Federal Poverty Level Medi-Cal, Aged, Blind and Disabled Medically Needy Medi-Cal, 250% Working Disabled Medi-Cal (CWD), Pickle Amendment protection, Disabled Adult Child protection, Disabled Widow or Widower protection, Long-Term Care Medi-Cal
Pre-qualified, then separately decidedAssisted Living Waiver (ALW)
Routes nursing-level-care candidates for assisted-living alternatives in participating counties including Santa Clara.
See 4 checks
- Age 21 or olderChecked from broad answers
- Full-scope Medi-Cal with zero share of costVerified or decided by the responsible program
- Nursing-facility level of careVerified or decided by the responsible program
- Wants and can safely live in an assisted-living setting in Santa Clara CountyVerified or decided by the responsible program
DHCS / care coordination agencyALW care coordination agencyDecided after: Aged, Blind and Disabled Federal Poverty Level Medi-Cal, Aged, Blind and Disabled Medically Needy Medi-Cal, 250% Working Disabled Medi-Cal (CWD), Pickle Amendment protection, Disabled Adult Child protection, Disabled Widow or Widower protection, Long-Term Care Medi-Cal
Pre-qualified, then separately decidedCalifornia Community Transitions
Routes eligible institutional residents who want to return to a community setting.
See 4 checks
- Currently resides in a qualifying institutionChecked from broad answers
- At least 60 continuous days in a qualifying institutionVerified or decided by the responsible program
- Wants to return to a community settingChecked from broad answers
- A safe, cost-effective transition planVerified or decided by the responsible program
DHCSCalifornia Community Transitions lead organizationDecided after: Aged, Blind and Disabled Federal Poverty Level Medi-Cal, Aged, Blind and Disabled Medically Needy Medi-Cal, 250% Working Disabled Medi-Cal (CWD), Pickle Amendment protection, Disabled Adult Child protection, Disabled Widow or Widower protection, Long-Term Care Medi-Cal
Pre-qualified, then separately decidedVeteran-Directed Care (hire your own caregiver)
A VA budget the veteran controls to hire caregivers, including family members, and buy the goods and services that keep them at home.
See 3 checks
- Enrolled in VA health careChecked from broad answers
- Needs help with daily activities to stay at homeVerified or decided by the responsible program
- Program capacity through Sourcewise and VA Palo AltoVerified or decided by the responsible program
VA Palo Alto Health Care System with SourcewiseAsk the VA social worker for a Veteran-Directed Care referral; Sourcewise runs the program in Santa Clara CountyDecided after: VA health care (with County Office of Veterans Services help)
Matched to a current referralSan Andreas Regional Center (developmental disability services)
Service coordination, respite, day programs and supported living for people whose disability began before age 18, and their families.
See 3 checks
- A disability that began before age 18 and is expected to continueVerified or decided by the responsible program
- Intellectual disability, cerebral palsy, epilepsy, autism, or a closely related conditionVerified or decided by the responsible program
- Lives in Santa Clara, Santa Cruz, San Benito or Monterey CountyChecked from broad answers
San Andreas Regional Center, under contract with the California Department of Developmental ServicesIntake by phone with San Andreas Regional Center; eligibility is decided after an assessment
Matched to a current referralIntegrated care
Programs that coordinate medical, drug, social, and long-term care.
Program of All-Inclusive Care for the Elderly (PACE)
Routes an integrated Medicare, Medi-Cal and long-term-care assessment without representing it as approval.
See 4 checks
- Age 55 or olderChecked from broad answers
- Lives in a PACE service areaPersonal plan details required
- DHCS nursing-home level-of-care determinationVerified or decided by the responsible program
- Can live safely in the community at enrollmentVerified or decided by the responsible program
PACE organization / DHCS / CMSPACE organization intake
Pre-qualified, then separately decidedCare coordination
Medi-Cal managed-care coordination and community supports.
Enhanced Care Management
Routes members with complex health and social needs for intensive care management.
See 3 checks
- Active Medi-Cal managed-care membershipVerified or decided by the responsible program
- Meets a 2026 ECM Population of Focus definitionVerified or decided by the responsible program
- Needs coordinated physical, behavioral or social servicesVerified or decided by the responsible program
Medi-Cal managed care planMedi-Cal managed care planDecided after: Aged, Blind and Disabled Federal Poverty Level Medi-Cal, Aged, Blind and Disabled Medically Needy Medi-Cal, 250% Working Disabled Medi-Cal (CWD), Pickle Amendment protection, Disabled Adult Child protection, Disabled Widow or Widower protection, Long-Term Care Medi-Cal
Pre-qualified, then separately decidedCalAIM Community Supports
Screens for plan-offered services addressing housing, meals, transitions and other health-related social needs.
See 3 checks
- Active Medi-Cal managed-care membershipVerified or decided by the responsible program
- Has a health-related social or transition needChecked from broad answers
- The member's plan offers the needed service and authorizes itPersonal plan details required
Medi-Cal managed care planMedi-Cal managed care planDecided after: Aged, Blind and Disabled Federal Poverty Level Medi-Cal, Aged, Blind and Disabled Medically Needy Medi-Cal, 250% Working Disabled Medi-Cal (CWD), Pickle Amendment protection, Disabled Adult Child protection, Disabled Widow or Widower protection, Long-Term Care Medi-Cal
Pre-qualified, then separately decidedFood and income support
Santa Clara County public-benefit application pathways.
CalFresh Food
Routes a household food-assistance screen and reuses verified income and household facts.
See 5 checks
- Food purchase-and-preparation group sizeChecked from broad answers
- California gross-income screen or elderly/disabled exceptionChecked from broad answers
- Net income after allowed deductionsChecked from broad answers
- County verifies household composition and exclusionsVerified or decided by the responsible program
- Monthly allotment is the fiscal-year maximum for the food group minus 30 percent of net income (minimum $24 in FY 2026, $25 from October 1, 2026)Verified or decided by the responsible program
County of Santa ClaraBenefitsCal CBO assister portal or County application
Current rules calculatedCalWORKs
Routes families with children for county cash-aid and employment-services screening.
See 5 checks
- Eligible child or pregnancy in the assistance unitVerified or decided by the responsible program
- Parent absent, deceased, disabled, or principal earner unemployedVerified or decided by the responsible program
- Region 1 applicant MBSAC test after the per-worker disregardChecked from broad answers
- 2026 CalWORKs resource limitChecked from broad answers
- Time-limit, cooperation and work-program rulesVerified or decided by the responsible program
County of Santa ClaraBenefitsCal CBO assister portal or County application
Current rules calculatedGeneral Assistance
Routes adults without sufficient income for county cash-assistance screening.
See 5 checks
- At least 15 days' physical presence in Santa Clara County with intent to remainChecked from broad answers
- Not eligible for another federal or state cash-aid programVerified or decided by the responsible program
- Nonexempt income below the living-situation-specific maximum aid amountVerified or decided by the responsible program
- Countable resources within County rulesVerified or decided by the responsible program
- Employment or public-works requirements and exemptionsVerified or decided by the responsible program
County of Santa ClaraBenefitsCal CBO assister portal or County General Assistance Services
Pre-qualified, then separately decidedCash Assistance Program for Immigrants (CAPI)
Routes eligible aged, blind or disabled immigrants for cash-assistance screening.
See 4 checks
- Age 65, blind, or disabledChecked from broad answers
- Meets a protected CAPI immigration categoryVerified or decided by the responsible program
- SSI or SSP ineligibility is solely because of immigration statusVerified or decided by the responsible program
- SSI-method income, resources and sponsor deemingVerified or decided by the responsible program
County of Santa Clara / CDSSCounty application
Pre-qualified, then separately decidedRefugee Cash Assistance
Routes qualifying refugee households for time-limited cash-assistance screening.
See 4 checks
- Meets a qualifying humanitarian categoryVerified or decided by the responsible program
- Within the eight-month eligibility periodChecked from broad answers
- Not eligible for TANF or CalWORKsVerified or decided by the responsible program
- CalWORKs-based income and resource rules with program exceptionsVerified or decided by the responsible program
County of Santa ClaraBenefitsCal CBO assister portal or County application
Pre-qualified, then separately decidedTrafficking and Crime Victims Assistance Program
Routes potentially eligible trafficking or crime victims for a protected county benefits workflow.
See 3 checks
- Meets trafficking, domestic-violence, or serious-crime victim evidence rulesVerified or decided by the responsible program
- Applicable cash-aid income and resource rulesVerified or decided by the responsible program
- Protected County review without public disclosure of status detailsVerified or decided by the responsible program
County of Santa ClaraCounty protected application workflow
Pre-qualified, then separately decidedSupplemental Security Income / State Supplementary Payment (SSI/SSP)
Monthly cash for people 65 or older, blind or disabled with limited income and resources; SSI recipients in California get Medi-Cal automatically.
See 4 checks
- Age 65 or older, blind, or disabledChecked from broad answers
- Countable resources at or below $2,000 (single) or $3,000 (couple)Checked from broad answers
- Countable income below the 2026 California SSI/SSP payment standardChecked from broad answers
- Social Security decides SSI; California adds the SSPVerified or decided by the responsible program
Social Security Administration (federal SSI) and California Department of Social Services (SSP)Social Security SSI application (online, phone or field office)
Current rules calculatedSocial Security retirement benefits
Monthly retirement income for people 62 or older who have about 10 years of work covered by Social Security; the amount depends on earnings and the age benefits start, and filing also opens Medicare enrollment at 65.
See 4 checks
- Age 62 or older (reduced benefit before full retirement age)Checked from broad answers
- About 10 years of work covered by Social Security (40 credits)Checked from broad answers
- Not already receiving a Social Security benefit on this recordChecked from broad answers
- Social Security calculates the benefit from the earnings recordVerified or decided by the responsible program
Social Security AdministrationSocial Security retirement application (online at ssa.gov, by phone or at a field office)
Current rules calculatedSocial Security Disability Insurance (SSDI)
Monthly benefits for people under full retirement age who worked long enough and recently enough and have a medical condition expected to last at least a year or result in death; Medicare begins after 24 months of SSDI.
See 5 checks
- A medical condition expected to last at least a year or result in deathChecked from broad answers
- Worked long enough and recently enough under Social SecurityChecked from broad answers
- Earnings below the 2026 substantial gainful activity amountChecked from broad answers
- Under full retirement age (retirement benefits replace SSDI after that)Checked from broad answers
- Social Security and the state disability determination service decideVerified or decided by the responsible program
Social Security AdministrationSocial Security disability application (online at ssa.gov, by phone or at a field office)
Current rules calculatedVA pension with Aid and Attendance or Housebound
A tax-free monthly pension for wartime veterans and surviving spouses with limited income who need help at home.
See 4 checks
- At least one day of active service during a wartime period, discharge other than dishonorableChecked from broad answers
- Needs help with daily activities, is housebound, or lives in a nursing homeVerified or decided by the responsible program
- Net worth under the VA limitChecked from broad answers
- Countable income, after unreimbursed medical costs, below the pension rateVerified or decided by the responsible program
U.S. Department of Veterans Affairs, Pension Management CenterVA Form 21P-527EZ with the doctor's VA Form 21-2680, filed online or by mail to the Pension Intake Center
Pre-qualified, then separately decidedCalifornia Paid Family Leave for working caregivers
Up to eight weeks of partial pay for a worker who takes time off to care for a seriously ill family member.
See 3 checks
- Has recent wages with State Disability Insurance deductionsChecked from broad answers
- Caring for a seriously ill child, parent, spouse, partner, grandparent, grandchild, sibling or in-lawChecked from broad answers
- A doctor certifies the family member's serious health conditionVerified or decided by the responsible program
California Employment Development DepartmentClaim online through EDD SDI Online, or paper form DE 2501F, with the family member's doctor certifying the illness
Matched to a current referralAging and caregiver services
Meals, transportation, and caregiver supports through local partners.
Senior Nutrition meal sites
Routes older adults to current congregate or take-out meal locations.
See 3 checks
- Age 60 or older, or another locally eligible participantChecked from broad answers
- Santa Clara County service locationChecked from broad answers
- Current site schedule and capacityVerified or decided by the responsible program
County of Santa Clara / contracted providersLocal nutrition provider referral
Matched to a current referralMeals on Wheels
Routes homebound older adults for home-delivered meal assessment.
See 3 checks
- Age 60 or older or program exceptionChecked from broad answers
- Homebound or unable to obtain or prepare meals safelyChecked from broad answers
- Local meal and service assessmentVerified or decided by the responsible program
Sourcewise / local providerSourcewise referral
Pre-qualified, then separately decidedFamily Caregiver Support
Routes caregivers to respite, education, support groups and case-management resources.
See 3 checks
- Provides unpaid careChecked from broad answers
- Care recipient meets age or condition rulesVerified or decided by the responsible program
- Requested service and current availabilityVerified or decided by the responsible program
SourcewiseSourcewise referral
Matched to a current referralOlder adult transportation services
Routes transportation needs to the appropriate local or plan-based service.
See 3 checks
- Transportation need for care, food, or essential servicesChecked from broad answers
- Santa Clara County service areaChecked from broad answers
- Trip, mobility, coverage and provider rulesVerified or decided by the responsible program
Sourcewise / local transportation providersSourcewise or coverage-plan referral
Matched to a current referralVTA senior fare and ACCESS paratransit
Reduced VTA fares at 65 and ADA paratransit rides for people whose disability keeps them from using regular buses and light rail.
See 2 checks
- Age 65 or older for the senior fareChecked from broad answers
- Disability prevents use of regular bus and light rail (VTA phone assessment)Verified or decided by the responsible program
Santa Clara Valley Transportation AuthorityVTA ACCESS eligibility (408) 321-2381; senior fare with Medicare card or proof of age
Pre-qualified, then separately decidedVA respite care for veterans and their caregivers
Short-term care at home, at an adult day health program or in a nursing home so a veteran's caregiver can take a break.
See 3 checks
- Enrolled in VA health careChecked from broad answers
- Meets VA clinical criteria for respite (needs care or supervision)Verified or decided by the responsible program
- Respite available at the VA facility or through community careVerified or decided by the responsible program
VA Palo Alto Health Care System, Geriatrics and Extended Care and the Caregiver Support ProgramAsk the veteran's VA social worker or the Caregiver Support Program; VA assesses clinical need and arranges the settingDecided after: VA health care (with County Office of Veterans Services help)
Matched to a current referralBay Area Caregiver Resource Center (Family Caregiver Alliance)
Assessment, counseling, legal consultation and short-term respite for family caregivers of adults with brain impairment.
See 3 checks
- Unpaid family caregiver of an adultChecked from broad answers
- Care recipient has adult-onset brain impairment such as dementia, stroke, Parkinson's or ALSVerified or decided by the responsible program
- Caregiver assessment and current respite availabilityVerified or decided by the responsible program
Family Caregiver Alliance, the state-funded Caregiver Resource Center for Santa Clara CountyFamily Caregiver Alliance intake by phone or online form, followed by a caregiver assessment
Matched to a current referralVA family caregiver stipend (PCAFC)
A monthly stipend, health insurance and respite for the family member who cares for a seriously disabled veteran at home.
See 4 checks
- Veteran with a discharge other than dishonorableChecked from broad answers
- VA service-connected rating of 70 percent or moreChecked from broad answers
- Needs in-person help with daily activities or supervision each dayVerified or decided by the responsible program
- A family member or friend who provides that care and lives with or near the veteranVerified or decided by the responsible program
U.S. Department of Veterans Affairs, Caregiver Support Program at VA Palo AltoVA Form 10-10CG, filed online or with the VA Palo Alto Caregiver Support Program; VA does a clinical assessment and sets the stipend levelDecided after: VA health care (with County Office of Veterans Services help)
Matched to a current referralAlzheimer's Association respite grant
One-time respite grant, typically $1,000, paid to an in-home agency, adult day center or short-stay facility so a family caring at home for someone with dementia can take a break.
See 4 checks
- Primary family caregiver living at the same address as the personChecked from broad answers
- Alzheimer's disease or a related dementiaVerified or decided by the responsible program
- Care at home, a need for a break, and no ability to pay for careVerified or decided by the responsible program
- Chapter pre-screen, application, and grant funds available; one grant per familyVerified or decided by the responsible program
Alzheimer's Association, Northern California and Northern Nevada ChapterCall the Alzheimer's Association 24/7 Helpline at 800-272-3900 for a pre-screen; the chapter sends the application afterward and pays the provider directly
Matched to a current referralRights and advocacy
Legal and ombudsman referrals that protect the household.
Long-Term Care Ombudsman
Routes nursing-home or residential-care complaints and rights concerns to the ombudsman.
See 2 checks
- Concern involves a nursing home, residential-care, or assisted-living settingChecked from broad answers
- Rights, quality, discharge, abuse, or care concernChecked from broad answers
SourcewiseLong-Term Care Ombudsman referral
Rights referral availableSenior legal assistance
Routes eligible older adults to local legal-assistance services.
See 3 checks
- Older-adult eligibility or program priorityVerified or decided by the responsible program
- Civil legal issue within provider scopeChecked from broad answers
- Provider conflict and capacity checkVerified or decided by the responsible program
Sourcewise / contracted legal providerSourcewise referral
Rights referral availableHICAP Medicare counseling (Sourcewise)
Free, unbiased one-on-one Medicare counseling for people on Medicare or about to be, covering Parts A and B, Medigap, Medicare Advantage, drug coverage, Medi-Cal coordination and fraud.
See 2 checks
- On Medicare or becoming eligibleChecked from broad answers
- Free HICAP counseling appointmentVerified or decided by the responsible program
Sourcewise (California Department of Aging HICAP)Sourcewise HICAP appointment, (408) 350-3200 option 2 or 1-800-434-0222
Matched to a current referralBehavioral health
County clinical intake without inferred diagnoses.
Adult and older adult behavioral health specialty services
Routes county residents to an appropriate behavioral-health intake without inferring a diagnosis.
See 3 checks
- Santa Clara County residentChecked from broad answers
- Person asks for behavioral-health supportChecked from broad answers
- County intake determines service and urgencyVerified or decided by the responsible program
County of Santa Clara Behavioral Health ServicesCounty behavioral health intake
Matched to a current referralMedicare coverage
Original Medicare, private-plan options, and checks that need current plan details.
Original Medicare
Coordinates Parts A and B timing, secondary coverage and enrollment periods.
See 4 checks
- Age, disability, ESRD or ALS entitlement basisVerified or decided by the responsible program
- Part A and Part B enrollment statusChecked from broad answers
- Initial, special, general or exceptional enrollment periodChecked from broad answers
- Which coverage pays firstChecked from broad answers
CMSSocial Security / Medicare
Pre-qualified, then separately decidedMedicare Advantage
Ranks county plans only from a current versioned plan, network, formulary and pharmacy snapshot.
See 4 checks
- Medicare Parts A and BChecked from broad answers
- Plan serves Santa Clara CountyPersonal plan details required
- Doctors, medicines, pharmacies, costs and plan rulesPersonal plan details required
- Permitted plan enrollment periodChecked from broad answers
CMS / contracted plansAuthorized plan enrollment channelDecided after: Original Medicare
Personal plan fit still requiredDual Eligible Special Needs Plan (D-SNP / Medi-Medi)
Screens the dual-eligibility predicate, then requires current county plan and fit data.
See 4 checks
- Medicare Parts A and BChecked from broad answers
- Qualifying Medicaid eligibility levelVerified or decided by the responsible program
- D-SNP serves Santa Clara CountyPersonal plan details required
- Doctors, medicines, pharmacies and total costsPersonal plan details required
CMS / DHCS / contracted plansAuthorized plan enrollment channelDecided after: Aged, Blind and Disabled Federal Poverty Level Medi-Cal, Aged, Blind and Disabled Medically Needy Medi-Cal, 250% Working Disabled Medi-Cal (CWD), Pickle Amendment protection, Disabled Adult Child protection, Disabled Widow or Widower protection, Long-Term Care Medi-Cal
Pre-qualified, then separately decidedChronic Condition Special Needs Plan (C-SNP)
Routes qualifying chronic-condition evidence to a current county plan search.
See 4 checks
- Medicare Parts A and BChecked from broad answers
- A plan-defined qualifying chronic conditionVerified or decided by the responsible program
- C-SNP serves Santa Clara CountyPersonal plan details required
- Condition model, clinicians, medicines and total costsPersonal plan details required
CMS / contracted plansAuthorized plan enrollment channelDecided after: Original Medicare
Pre-qualified, then separately decidedInstitutional Special Needs Plan (I-SNP)
Routes institutional level-of-care evidence to a current plan search.
See 4 checks
- Medicare Parts A and BChecked from broad answers
- Plan-defined institutional or equivalent level-of-care statusVerified or decided by the responsible program
- I-SNP serves the facility or Santa Clara service areaPersonal plan details required
- Facility, clinicians, medicines and total costsPersonal plan details required
CMS / contracted plansAuthorized plan enrollment channelDecided after: Original Medicare
Pre-qualified, then separately decidedMedicare Part D and other drug coverage
Coordinates Part D with Extra Help and creditable employer, retiree, COBRA, VA, or TRICARE drug coverage before any plan comparison or change.
See 5 checks
- Medicare eligibilityChecked from broad answers
- Part D plan serves CaliforniaPersonal plan details required
- Medicines, dose, formulary rules and pharmacy pricingPersonal plan details required
- VA, TRICARE, employer, retiree, COBRA, or other creditable drug coverageChecked from broad answers
- Permitted Part D enrollment period or Extra Help SEPChecked from broad answers
CMS / contracted plansAuthorized Part D enrollment channelDecided after: Original Medicare
Personal plan fit still requiredMedicare Supplement Insurance (Medigap)
Evaluates Medicaid sale restrictions and California rights before any carrier quote or recommendation.
See 4 checks
- Enrolled in Medicare Part BChecked from broad answers
- No Medicaid or QMB sale prohibitionChecked from broad answers
- Open enrollment, guaranteed issue, or California Birthday Rule rightVerified or decided by the responsible program
- Current carrier availability and licensed reviewPersonal plan details required
California Department of Insurance / carriersLicensed carrier application workflowDecided after: Qualified Medicare Beneficiary (QMB), Aged, Blind and Disabled Federal Poverty Level Medi-Cal, Aged, Blind and Disabled Medically Needy Medi-Cal, 250% Working Disabled Medi-Cal (CWD), Pickle Amendment protection, Disabled Adult Child protection, Disabled Widow or Widower protection, Long-Term Care Medi-Cal
Current rules calculatedMedicare GUIDE dementia care and caregiver respite
Care navigation, a 24/7 line, caregiver training and paid respite for people with dementia on Original Medicare.
See 4 checks
- Medicare Parts A and B, not in a Medicare Advantage plan or PACEChecked from broad answers
- A dementia diagnosis, confirmed by the programVerified or decided by the responsible program
- Lives in the community, not long-term in a nursing home or on hospiceChecked from broad answers
- A participating GUIDE program serving Santa Clara CountyVerified or decided by the responsible program
Centers for Medicare & Medicaid Services, through participating GUIDE dementia care programsEnroll through a participating GUIDE dementia care program, which confirms the diagnosis and assigns a care navigatorDecided after: Original Medicare
Pre-qualified, then separately decidedMedicare rights and timing
Enrollment coordination and surcharge reconsideration.
IRMAA premium review and reconsideration
Estimates the 2026 Part B and Part D income-related premium tier from tax MAGI, then separately checks a notice for a life-changing-event or corrected-tax-data reconsideration route.
See 8 checks
- Tax year used for the 2026 premium determinationChecked from broad answers
- Tax filing table used by Social SecurityChecked from broad answers
- 2026 Part B and Part D IRMAA tier from modified adjusted gross incomeChecked from broad answers
- Has an IRMAA notice or initial determinationChecked from broad answers
- One of the eight SSA-44 life-changing events or corrected tax dataChecked from broad answers
- Event caused a significant MAGI reductionChecked from broad answers
- Event and reduced-income evidenceVerified or decided by the responsible program
- Social Security makes the final premium or reconsideration decisionVerified or decided by the responsible program
Social SecuritySocial Security premium determination or reconsiderationDecided after: Original Medicare
Current rules calculatedMedicare and other health coverage coordination
Coordinates Medicare timing, payer order, and drug coverage across current-employer plans, COBRA, retiree coverage, ACA Marketplace coverage, VA health care, and TRICARE.
See 5 checks
- Medicare entitlement or upcoming age-65 windowVerified or decided by the responsible program
- Current-employer, retiree, COBRA, Marketplace, VA, TRICARE, or other coverageChecked from broad answers
- Eight-month Part B Special Enrollment Period when active-employment coverage endsChecked from broad answers
- Entitlement reason, ESRD coordination period, employer size, and coverage type determine who generally pays firstChecked from broad answers
- Creditable drug-coverage and Part D timing across every reported coverage sourceVerified or decided by the responsible program
Social Security / CMSSocial Security / Medicare / current coverage administratorDecided after: Original Medicare
Current rules calculatedOfficial source registry
These 73 governed source families are refreshed and validated as one release.
Apply for public benefitsCounty of Santa Clara Social Services Agency · fresh through 2026-09-21
Official source In-Home Supportive ServicesCounty of Santa Clara Social Services Agency · fresh through 2026-10-02
Official source Seniors and disabled adultsCounty of Santa Clara · fresh through 2026-09-21
Official source Adult and older adult specialty servicesCounty of Santa Clara Behavioral Health Services · fresh through 2026-09-21
Official source Sourcewise Area Plan on Aging indexSourcewise, Santa Clara County Area Agency on Aging · fresh through 2026-09-23
Official source Medi-Cal rules and helpCalifornia Department of Health Care Services · fresh through 2026-09-21
Official source Asset Limit Frequently Asked QuestionsCalifornia Department of Health Care Services · fresh through 2026-12-31
Official source 1915(c) Home and Community-Based Services WaiversCalifornia Department of Health Care Services · fresh through 2026-09-21
Official source Multipurpose Senior Services ProgramCalifornia Department of Health Care Services · fresh through 2026-09-21
Official source Home and Community-Based Alternatives WaiverCalifornia Department of Health Care Services · fresh through 2026-09-21
Official source Community-Based Adult ServicesCalifornia Department of Health Care Services · fresh through 2026-09-21
Official source California Program of All-Inclusive Care for the Elderly PlansCalifornia Department of Health Care Services · fresh through 2026-09-21
Official source Enhanced Care Management and Community SupportsCalifornia Department of Health Care Services · fresh through 2026-09-21
Official source Medicare Savings ProgramsCenters for Medicare & Medicaid Services · fresh through 2026-12-31
Official source Help with drug costsCenters for Medicare & Medicaid Services · fresh through 2026-12-31
Official source Special Needs PlansCenters for Medicare & Medicaid Services · fresh through 2026-12-31
Official source CY 2026 Medicare Advantage and Prescription Drug LandscapeCenters for Medicare & Medicaid Services · fresh through 2026-12-31
Official source Medicare Supplement Insurance and California rightsCalifornia Department of Insurance · fresh through 2026-12-31
Official source Community Based Organizations Dashboard Reference GuideCalSAWS · fresh through 2026-10-31
Official source Community Based Organization Request Access Quick GuideCalSAWS · fresh through 2026-10-31
Official source HICAP: Health Insurance Counseling and Advocacy ProgramSourcewise · fresh through 2026-12-01
Official source SSI Total Monthly Payment Amounts 2026 (Rev. 1/26)California Department of Social Services · fresh through 2026-12-01
Official source Supplemental Security Income (SSI) in California (Publication 05-11125)Social Security Administration · fresh through 2026-12-01
Official source Help paying energy bills: LIHEAP income guidelinesCalifornia Department of Community Services and Development · fresh through 2026-12-01
Official source Energy Service: Home Energy Assistance Program (HEAP) for Santa Clara CountySacred Heart Community Service · fresh through 2026-12-01
Official source CARE/FERA Program Income Guidelines, Electric Sample Form 62-1477 (effective June 1, 2026)Pacific Gas and Electric Company · fresh through 2026-12-01
Official source Property Tax PostponementCalifornia State Controller's Office · fresh through 2026-12-01
Official source Property Tax Postponement: Frequently Asked QuestionsCalifornia State Controller's Office · fresh through 2026-12-01
Official source VTA ACCESS ParatransitSanta Clara Valley Transportation Authority · fresh through 2026-12-01
Official source VTA fares (senior fare 65+)Santa Clara Valley Transportation Authority · fresh through 2026-12-01
Official source Smile, California: Medi-Cal Dental ProgramCalifornia Department of Health Care Services · fresh through 2026-12-01
Official source California LifeLine program guidelines and eligibilityCalifornia Public Utilities Commission · fresh through 2026-12-01
Official source Retirement benefitsSocial Security Administration · fresh through 2026-12-01
Official source Disability benefits (SSDI)Social Security Administration · fresh through 2026-12-01
Official source Substantial Gainful Activity amounts (2026)Social Security Administration · fresh through 2026-12-01
Official source Eligibility for VA health careU.S. Department of Veterans Affairs · fresh through 2026-12-01
Official source VA priority groupsU.S. Department of Veterans Affairs · fresh through 2026-12-01
Official source Veterans services (County Office of Veterans Services)County of Santa Clara Office of Veterans Services · fresh through 2026-12-01
Official source Medical Baseline ProgramPacific Gas and Electric Company · fresh through 2026-12-01
Official source Homeowners' ExemptionCalifornia State Board of Equalization · fresh through 2026-12-01
Official source Homeowners' Exemption (Santa Clara County Assessor)County of Santa Clara Office of the Assessor · fresh through 2026-12-01
Official source Disabled Veterans' ExemptionCalifornia State Board of Equalization · fresh through 2026-12-01
Official source Letter To Assessors 2025/014: Disabled Veterans' Exemption amounts for 2026California State Board of Equalization · fresh through 2026-12-01
Official source Disabled Veterans' Exemption (Santa Clara County Assessor)County of Santa Clara Office of the Assessor · fresh through 2026-12-01
Official source SNAP Fiscal Year 2026 Cost-of-Living Adjustments memorandum (August 14, 2025)U.S. Department of Agriculture Food and Nutrition Service · fresh through 2026-12-01
Official source SNAP Fiscal Year 2027 Cost-of-Living Adjustments memorandum (August 21, 2026)U.S. Department of Agriculture Food and Nutrition Administration · fresh through 2027-09-30
Official source PG&E financial assistance programs: CARE, FERA, Medical Baseline and LIHEAPPacific Gas and Electric Company · fresh through 2026-12-01
Official source Guiding an Improved Dementia Experience (GUIDE) ModelCenters for Medicare & Medicaid Services, CMS Innovation Center · fresh through 2026-10-03
Official source Respite CareU.S. Department of Veterans Affairs, Geriatrics and Extended Care · fresh through 2026-10-03
Official source Caregiver support, VA Palo Alto Health CareU.S. Department of Veterans Affairs · fresh through 2026-10-03
Official source Bay Area Caregiver Resource CenterFamily Caregiver Alliance · fresh through 2026-10-03
Official source Program of Comprehensive Assistance for Family Caregivers (PCAFC)U.S. Department of Veterans Affairs, Caregiver Support Program · fresh through 2026-10-04
Official source PCAFC monthly stipend fact sheetU.S. Department of Veterans Affairs, Caregiver Support Program · fresh through 2026-10-04
Official source Veteran-Directed CareU.S. Department of Veterans Affairs, Geriatrics and Extended Care · fresh through 2026-10-04
Official source Veteran Directed Care in Santa Clara CountySourcewise, Santa Clara County Area Agency on Aging · fresh through 2026-10-04
Official source VA Aid and Attendance benefits and Housebound allowanceU.S. Department of Veterans Affairs · fresh through 2026-10-04
Official source Current Veterans Pension ratesU.S. Department of Veterans Affairs · fresh through 2026-10-04
Official source San Andreas Regional Center servicesSan Andreas Regional Center · fresh through 2026-10-04
Official source Paid Family LeaveCalifornia Employment Development Department · fresh through 2026-10-04
Official source BenefitsCal application assister portalBenefitsCal · fresh through 2026-12-01
Official source CMS Part D Beneficiary Cost 2026Centers for Medicare & Medicaid Services · fresh through 2026-12-01
Official source CMS Part D Drug Pricing 2026Centers for Medicare & Medicaid Services · fresh through 2026-12-01
Official source CMS Part D Formulary 2026Centers for Medicare & Medicaid Services · fresh through 2026-12-01
Official source CMS Part D Pharmacy Network 2026Centers for Medicare & Medicaid Services · fresh through 2026-12-01
Official source Carrier Evidence of Coverage documents 2026Medicare plan carriers · fresh through 2026-12-01
Official source CMS Medicare Star Ratings 2026Centers for Medicare & Medicaid Services · fresh through 2026-12-01
Official source CMS Plan Benefit Package Benefits 2026Centers for Medicare & Medicaid Services · fresh through 2026-12-01
Official source California 2026 Medicare Supplement Insurance Rates SurveyCalifornia Department of Insurance and Department of Managed Health Care · fresh through 2026-12-01
Official source Medicare.gov Medigap Policy FinderCenters for Medicare & Medicaid Services · fresh through 2026-12-01
Official source Medicare Supplement Insurance basicsCenters for Medicare & Medicaid Services · fresh through 2026-12-01
Official source Monthly Prescription Drug Plan Formulary and Pharmacy Network InformationCenters for Medicare & Medicaid Services · fresh through 2026-12-01
Official source Quarterly Prescription Drug Plan Formulary, Pharmacy Network, and Pricing InformationCenters for Medicare & Medicaid Services · fresh through 2026-12-01
Official source Caregiver Respite Grant Program criteria (Northern California and Northern Nevada Chapter)Alzheimer's Association · fresh through 2026-10-09
Official source Official documents used for these checks
These are the exact official pages, forms, tables, and policy letters behind the current rules.
250% Working Disabled ProgramCalifornia Department of Health Care Services · effective 2026-07-01
Open document Asset Limit Frequently Asked QuestionsCalifornia Department of Health Care Services · effective 2026-01-01 through 2027-06-30
Open document Pickle, Disabled Adult Child, and Disabled Widow(er) Medi-Cal protectionsCalifornia Department of Health Care Services · effective 2021-09-30
Open document 2026 Medi-Cal asset-test exemptions for protected pathwaysCalifornia Department of Health Care Services · effective 2026-01-01
Open document 2026 HHS poverty guidelinesUS Department of Health and Human Services · effective 2026-01-13 through 2026-12-31
Open document CalFresh income guidelines FFY 2026California Department of Social Services · effective 2025-10-01 through 2026-09-30
Open document SNAP FY 2026 cost-of-living adjustments and deductionsUSDA Food and Nutrition Service · effective 2025-10-01 through 2026-09-30
Open document CalFresh budget worksheet DFA 285DCalifornia Department of Social Services
Open document CalWORKs and RCA Region 1 MBSAC levelsCalifornia Department of Social Services · effective 2026-07-01 through 2027-06-30
Open document CalWORKs and RCA resource limitsCalifornia Department of Social Services · effective 2026-01-01 through 2026-12-31
Open document CalWORKs applicant gross income testCounty of Santa Clara Social Services Agency
Open document Refugee Cash Assistance and trafficking/crime-victim eligibility periodCalifornia Department of Social Services · effective 2026-01-01
Open document Santa Clara General Assistance policyCounty of Santa Clara Social Services Agency
Open document Santa Clara General Assistance income policyCounty of Santa Clara Social Services Agency
Open document CAPI basic eligibilityCounty of Santa Clara Social Services Agency
Open document CAPI SSI or SSP ineligibility requirementCounty of Santa Clara Social Services Agency
Open document Apply for In-Home Supportive ServicesCounty of Santa Clara Social Services Agency
Open document Program of All-Inclusive Care for the ElderlyCalifornia Department of Health Care Services
Open document Multipurpose Senior Services ProgramCalifornia Department of Health Care Services
Open document Community-Based Adult ServicesCalifornia Department of Health Care Services
Open document Home and Community-Based Alternatives WaiverCalifornia Department of Health Care Services · effective 2023-01-01 through 2027-12-31
Open document Assisted Living WaiverCalifornia Department of Health Care Services · effective 2024-03-01 through 2029-02-28
Open document California Community Transitions regulationsCalifornia Department of Health Care Services
Open document CalAIM Enhanced Care Management Policy GuideCalifornia Department of Health Care Services · effective 2026-01-01
Open document Community Supports policy resourcesCalifornia Department of Health Care Services
Open document Medicare Savings ProgramsCenters for Medicare and Medicaid Services · effective 2026-01-01 through 2026-12-31
Open document Help with Medicare drug costsCenters for Medicare and Medicaid Services · effective 2026-01-01 through 2026-12-31
Open document Medicare Special Needs PlansCenters for Medicare and Medicaid Services
Open document When Medicare coverage starts and Special Enrollment PeriodsCenters for Medicare and Medicaid Services
Open document Who pays firstCenters for Medicare and Medicaid Services
Open document COBRA coverage and Medicare enrollment timingCenters for Medicare and Medicaid Services
Open document Medicare and the Health Insurance MarketplaceCenters for Medicare and Medicaid Services
Open document VA health care and other insuranceU.S. Department of Veterans Affairs
Open document Becoming Medicare-eligible with TRICAREDefense Health Agency
Open document TRICARE pharmacy coverage for Medicare-eligible beneficiariesDefense Health Agency
Open document 2026 Medicare Part B premiums and Part D income-related adjustmentsCenters for Medicare and Medicaid Services · effective 2026-01-01 through 2026-12-31
Open document Request to lower an Income-Related Monthly Adjustment AmountSocial Security Administration
Open document Medicare Income-Related Monthly Adjustment Amount Life-Changing Event form SSA-44Social Security Administration
Open document California Medicare Supplement rightsCalifornia Department of Insurance
Open document Sourcewise Area Plan and local aging servicesSourcewise
Open document HICAP: free Medicare counseling for Santa Clara CountySourcewise
Open document SSI Total Monthly Payment Amounts 2026California Department of Social Services · effective 2026-01-01 through 2026-12-31
Open document Supplemental Security Income (SSI) in CaliforniaSocial Security Administration · effective 2026-01-01
Open document LIHEAP income guidelines (updated April 2026)California Department of Community Services and Development · effective 2026-04-01 through 2027-03-31
Open document Sacred Heart Community Service Energy Service (HEAP)Sacred Heart Community Service
Open document PG&E CARE/FERA Program Income Guidelines, Form 62-1477Pacific Gas and Electric Company · effective 2026-06-01 through 2027-05-31
Open document Property Tax Postponement program page and 2026-27 filing periodCalifornia State Controller's Office · effective 2026-07-01 through 2027-06-30
Open document Property Tax Postponement FAQ: eligibility requirementsCalifornia State Controller's Office
Open document VTA ACCESS Paratransit eligibilitySanta Clara Valley Transportation Authority
Open document VTA fares: senior 65+Santa Clara Valley Transportation Authority
Open document Do I qualify for Medi-Cal Dental?California Department of Health Care Services
Open document California LifeLine qualification methods and income limitsCalifornia Public Utilities Commission · effective 2026-06-01 through 2027-05-31
Open document BenefitsCal application assister portalBenefitsCal
Open document CMS Part D Beneficiary Cost 2026Centers for Medicare & Medicaid Services · effective 2026-01-01 through 2026-12-31
Open document CMS Part D Drug Pricing 2026Centers for Medicare & Medicaid Services · effective 2026-01-01 through 2026-12-31
Open document CMS Part D Formulary 2026Centers for Medicare & Medicaid Services · effective 2026-01-01 through 2026-12-31
Open document CMS Part D Pharmacy Network 2026Centers for Medicare & Medicaid Services · effective 2026-01-01 through 2026-12-31
Open document Carrier Evidence of Coverage documents 2026Medicare plan carriers · effective 2026-01-01 through 2026-12-31
Open document CMS Medicare Star Ratings 2026Centers for Medicare & Medicaid Services · effective 2026-01-01 through 2026-12-31
Open document CMS Plan Benefit Package Benefits 2026Centers for Medicare & Medicaid Services · effective 2026-01-01 through 2026-12-31
Open document California 2026 Medicare Supplement Insurance Rates SurveyCalifornia Department of Insurance and Department of Managed Health Care · effective 2026-01-01 through 2026-12-31
Open document Medicare.gov Medigap Policy FinderCenters for Medicare & Medicaid Services · effective 2026-01-01 through 2026-12-31
Open document Medicare Supplement Insurance basicsCenters for Medicare & Medicaid Services
Open document Monthly Prescription Drug Plan Formulary and Pharmacy Network InformationCenters for Medicare & Medicaid Services · effective 2026-01-01 through 2026-12-31
Open document Quarterly Prescription Drug Plan Formulary, Pharmacy Network, and Pricing InformationCenters for Medicare & Medicaid Services · effective 2026-01-01 through 2026-12-31
Open document Retirement benefits: eligibility at 62 with 10 years of workSocial Security Administration
Open document Disability benefits: work history and medical requirements; Medicare after 24 monthsSocial Security Administration
Open document Substantial Gainful Activity monthly amounts for 2026Social Security Administration · effective 2026-01-01 through 2026-12-31
Open document Eligibility for VA health care: service and discharge requirementsU.S. Department of Veterans Affairs
Open document VA priority groups 1 through 8U.S. Department of Veterans Affairs
Open document County Office of Veterans Services: claims and enrollment helpCounty of Santa Clara Office of Veterans Services
Open document Medical Baseline Program: qualifying conditions, allowance and certificationPacific Gas and Electric Company
Open document Homeowners' Exemption: $7,000 assessed-value reduction and filing datesCalifornia State Board of Equalization
Open document Santa Clara County Assessor: Homeowners' Exemption claimCounty of Santa Clara Office of the Assessor
Open document Disabled Veterans' Exemption: qualifying ratings and surviving spousesCalifornia State Board of Equalization
Open document LTA 2025/014: 2026 Disabled Veterans' Exemption amounts and income limitCalifornia State Board of Equalization · effective 2026-01-01 through 2026-12-31
Open document Santa Clara County Assessor: Disabled Veterans' Exemption claimCounty of Santa Clara Office of the Assessor
Open document SNAP FY 2026 COLA memorandum: income standards, maximum allotments, minimum allotment and deductions (Oct 1, 2025 to Sep 30, 2026)U.S. Department of Agriculture Food and Nutrition Service · effective 2025-10-01 through 2026-09-30
Open document PG&E financial assistance: CARE discount of 20% or more on gas and 35% or more on electricity, FERA 18%Pacific Gas and Electric Company
Open document SNAP FY 2027 COLA memorandum: income standards, maximum allotments, minimum allotment and deductions (Oct 1, 2026 to Sep 30, 2027)U.S. Department of Agriculture Food and Nutrition Administration · effective 2026-10-01 through 2027-09-30
Open document GUIDE Model overview: eligibility, care delivery and respite servicesCenters for Medicare & Medicaid Services · effective 2024-07-01
Open document Respite Care: eligibility, settings and copaysU.S. Department of Veterans Affairs
Open document Bay Area Caregiver Resource Center services and eligibilityFamily Caregiver Alliance
Open document PCAFC eligibility and benefitsU.S. Department of Veterans Affairs · effective 2022-10-01
Open document PCAFC monthly stipend: levels and localityU.S. Department of Veterans Affairs · effective 2026-01-01 through 2026-12-31
Open document Veteran-Directed Care overviewU.S. Department of Veterans Affairs
Open document Veteran Directed Care, Santa Clara CountySourcewise · effective 2023-01-01
Open document Aid and Attendance and Housebound eligibilityU.S. Department of Veterans Affairs
Open document Veterans Pension rates effective December 1, 2025U.S. Department of Veterans Affairs · effective 2025-12-01 through 2026-11-30
Open document San Andreas Regional Center eligibility and servicesSan Andreas Regional Center
Open document Paid Family Leave benefits and eligibility, 2026California Employment Development Department · effective 2026-01-01 through 2026-12-31
Open document Caregiver Respite Grant Program criteria, revised December 2021Alzheimer's Association Northern California and Northern Nevada Chapter
Open document