21-0969
IRA annual distributions shoud be listed on what section of the 21-0969 form.
Monthly income. list both the annual divided by 12 and the current amount of the IRA
one
Can you count all medical expenses on the original claim.
Only insurances, Assisted Living Facilities, and Caregivers.
Must the client be married to the widow at the time of death?
Do you need proof of the numbers you use on the 21-0969
Where do you list the CD on the form?
Assets not listed
When does Vietnam Wartime Era Start. (excluding those veterans that were in Vietnam.)
Aug 1964
What is the annual Medical Expense Report?
If the veteran is not at max rate you can put in for all out of pocket expense to include mileage to doctor appointments.
What documents are need to show eligbility
DD214, marriage certificate, death certificate with cause.
Why do you need the long form of the death certificate?
To show no one is profiting from the death of the veteran. Possible presumptive conditions for DIC
How do you list stock investments?
Interest and dividens section. Use current investment report. List the annual dividens as montly income and list value of the stocks. (dividend divided by 12)
December 7, 1941 - December 31, 1946
Can you put pharmacy copays on your applicaiton for pension?
No, the copays can change from month to month and cannot be listed and continuing.
Where do you list Money Market and Savings?
Interest and dividents. Even if the interest is one penny it is listed. Most current only.
What are the date of Korean War?
June 27, 1950–January 31, 1955
Can you use independing living facility costs on the application?
No, the VA will not count independent living as they do not provide assistance with the activities of daily life.
Must you report the sale of an asset? ex home, trailer, stock.
yes this is counted as income for 12 months then goes to income.
What are the date of the Gulf War?
August 2, 1990–present, with a minimum of two years of active duty in a major branch of the military
How many activities of daily living do you need to quailfy for aid and attendance
3 out of 7