Free Tool — Printable PDF

Equipment Funding
Checklist for Parents

A printable checklist for families trying to fund wheelchairs, communication devices, sensory tools, or other adaptive equipment.

Use it to track Medicaid, insurance, waivers, school supports, grants, and ABLE accounts — including Durable Medical Equipment (DME) requests, Letters of Medical Necessity (LMNs), denials, and next steps.

Completed step or confirmed resource.
From Special Needs Support Circle — a community of 64,000+ caregiving families
Tracks denials + next steps
Covers 6 funding paths
Printable PDF
What's inside

Six things this checklist covers

Equipment funding can feel scattered fast. Medicaid says one thing. Insurance says another. The school may have a different process.

This checklist puts the main funding paths in one place so you can track what you tried, what was said, and what comes next.

  • Six funding pathways — what each one may cover
  • How to ask for a Letter of Medical Necessity (LMN)
  • Durable Medical Equipment (DME) request tracker
  • Insurance appeal timelines
  • Medicaid waiver tracker
  • Documentation by funding source
  • Nonprofit grant tracker
  • Tried / responded / next-step log
Built for the Moment

This is for the moment you're in right now

Maybe you just got denied. Maybe you keep getting sent to another office. Maybe a therapist mentioned a funding source you have never heard of.

Wherever you are, this checklist gives you a plain-English way to sort the next step.

You do not have to figure out the process one rejection at a time. This checklist organizes what families often learn the hard way into one document — what to ask, what to send, and what to track.

You are not asking for charity. You are asking about funding your child may be eligible to receive. Those are different conversations.
Why It Helps

Equipment funding is built for people who already know how it works

Most parents hit the same walls when trying to fund equipment. The checklist helps you organize the next step instead of starting over every time someone says no.

  • Which funding source to try first
    Equipment may be funded through Medicaid, private insurance, Medicaid waivers, school-based IDEA supports, nonprofit grants, or ABLE accounts. Each path has different rules, paperwork, timelines, and appeal steps. The checklist helps you compare which path may make sense for your situation.
  • What documentation to gather
    Most funding sources look for some version of “medical necessity,” but the wording and proof can differ. The checklist gives you plain-English prompts so you can ask for the right letter, prescription, quote, report, or denial notice.
  • What to do after a denial
    A denial does not always mean the process is over. The checklist helps you track who denied the request, what the reason was, what deadline applies, and what option may come next.
Medicaid.gov and SSA.gov are official sources.

This checklist organizes equipment funding pathways in plain language and points you toward what to ask next. Specific coverage, payment rules, appeal rights, eligibility, and current procedures should always be verified with Medicaid.gov, SSA.gov, your insurance plan, your state agency, your school team, or a qualified disability advocate.
How to Use It

Three ways to use this checklist

Pick whichever fits how you work best. The checklist is designed for all three.

  • Print it and bring it.
    The checklist is print-optimized. Print one copy and fill it in by hand as you contact each funding source. Keep it in your equipment folder.
  • Fill it digitally.
    The PDF is fillable in any standard reader. Tap the boxes, type in the contact fields, save it on your phone or laptop, and share it with your child’s care team if helpful.
  • Use it as a roadmap.
    Even if you do not print or fill it in, reading through it once gives you the full sequence in one place — funding paths, documentation, appeals, and tracking.

Get the full printable checklist. Everything above — formatted to fit in your pocket and pull up in 10 seconds before you walk in.

Get the Free PDF →
Common Questions

Questions parents ask about this

Is this checklist really free?
Will this help if Medicaid already denied us?
Does insurance have to cover my child’s equipment?
What if I don’t know what “medically necessary” means?
Can the school help fund equipment?
Does this work in every state?
Go Deeper

Want to understand the full SSI process?

The checklist is designed for action — what to do, what to ask, and how to keep your place.

If you want the full picture — what each funding pathway may cover, how Medicaid waivers work, why insurance denies requests, and what families often do next — the SSI & Medicaid pillar guide walks through the broader system in plain English.

  • Completed step or confirmed resource.
    Main funding paths in one place
  • Completed step or confirmed resource.
    Documentation by source
  • Completed step or confirmed resource.
    Appeal and deadline tracker
  • Completed step or confirmed resource.
    Print-ready or fill digitally
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    Get organized.
    Not overwhelmed.

    • Completed step or confirmed resource.
      Six funding pathways — explained simply
    • Completed step or confirmed resource.
      Documentation funding sources look for
    • Completed step or confirmed resource.
      Appeal and complaint pathways to track
    • Completed step or confirmed resource.
      A log that helps prevent starting over

    The checklist is free. It takes less than a minute to request. The goal is simple: help you stop guessing and keep track of the next step.

    64,000+ families are navigating systems like this. You do not have to figure it out alone.

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    Educational only: This content is educational only and is not a substitute for legal, medical, insurance, financial, benefits, or educational-rights advice. Medicaid coverage, private insurance rules, school-based supports, ABLE account rules, waiver programs, nonprofit grant requirements, appeal timelines, and equipment funding procedures vary by state, plan, program, and individual circumstances. Always verify current eligibility, coverage, payment rules, deadlines, and procedures with Medicaid.gov, SSA.gov, your insurance plan, your state agency, your school team, or a qualified professional.