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  • VA Aid and Attendance Checklist

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    The document lists the required documents needed to apply for VA Aid and Attendance pension benefits. Applicants must submit: 1) the application form, 2) discharge papers, 3) marriage and death certificates if applicable, 4) current Social Security award letter, 5) financial records, 6) proof of all income, 7) court appointment documents if applicable, 8) medical expense receipts, 9) a physician statement of medical status, 10) direct deposit banking information, 11) employment history if under 65, and 12) a list of recent doctors and hospitals visited. Having all required documents assembled can help expedite the application process.

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    Checklist for preparing an application for VA Aid and Attendance benefits.

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    The document lists the required documents needed to apply for VA Aid and Attendance pension benefits. Applicants must submit: 1) the application form, 2) discharge papers, 3) marriage and death certificates if applicable, 4) current Social Security award letter, 5) financial records, 6) proof of all income, 7) court appointment documents if applicable, 8) medical expense receipts, 9) a physician statement of medical status, 10) direct deposit banking information, 11) employment history if under 65, and 12) a list of recent doctors and hospitals visited. Having all required documents assembled can help expedite the application process.

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    © All Rights Reserved
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    96 views1 page

    VA Aid and Attendance Checklist

    Uploaded by

    dave8365-1
    The document lists the required documents needed to apply for VA Aid and Attendance pension benefits. Applicants must submit: 1) the application form, 2) discharge papers, 3) marriage and death certificates if applicable, 4) current Social Security award letter, 5) financial records, 6) proof of all income, 7) court appointment documents if applicable, 8) medical expense receipts, 9) a physician statement of medical status, 10) direct deposit banking information, 11) employment history if under 65, and 12) a list of recent doctors and hospitals visited. Having all required documents assembled can help expedite the application process.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
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    APPLYING FOR VA AID AND ATTENDANCE PENSION

    Information regarding the Aid & Attendance Improved Pension, including frequently asked questions
    (FAQs) can be found at http://www.vba.va.gov/bln/21/pension/vetpen.htm#7. As part of your
    application, you will need the following documents. Ensure that you have all of these documents and
    can submit them before filing your application with the VA.

    1. The application form.

    2. Discharge/Separation Papers (DD-214). If you need to request military records, you can
    either fill out Standard Form 180 or, you can visit http://www.archives.gov/st-
    louis/military-personnel/standard-form-180.html. Full instructions on how to request
    military records is listed on that site.

    3. Copy of Marriage Certificate and all marital information.

    4. Copy of the Death Certificate (surviving spouses only).

    5. Copy of current Social Security Award Letter (the letter that Social Security sends at the
    beginning of the year stating what your monthly amount will be for the following year).

    6. Net Worth information, including bank accounts, CDs, Trusts, Stocks, Annuities, etc.

    7. Proof of all income from pensions, retirement, interest income from investments,
    annuities, etc.

    8. If you are a court-appointed guardian of the veteran or surviving spouse, a certified copy
    of the court order of the appointment is required.

    9. Proof of insurance premiums, medications, medical bills or any other medical expenses
    that are not reimbursed by insurance, Medicare, or Medicaid. This includes expenses
    incurred pursuant to a Personal Care Contract.

    10. Physician statement (attached) that includes current diagnosis, medical status, prognosis,
    name and address, ability to care for self, ability to travel unattended, etc. If you are a
    veteran in a nursing home, or a family member of a veteran in a nursing home, you can
    use the Nursing Home Status Statement (attached) as a certification of that status.

    11. Banking information for Direct Deposit of A&A monthly payments (include a voided
    check).

    12. Employment history (does not apply if you are over 65).

    13. List of all doctors and hospitals visited in the last year.

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