Eligibility
First requirement for eligibility
What is “war time” service?
Almost every veteran or widow receives Social Security payments, due to this fact Social Security is not included in Pension calculations, per CFR 38
What is no? All monthly income and annual IRA and annuity payments are included.
A copy of this certified form is required
What is a DD 214? VSO’s have been through training can certify any discharge they feel is correct.
Monthly and continuous medical expense are counted as income offsets. Medicare, and care giver fees( to include ALF costs) are the two most common what is the third.
What is medical (gap coverage) insurance?
Divorced spouse can apply for benefits when former husband dies.
What is false. Must be married to veteran for at least one year.
February 28, 1961, to May 7, 1975, for Veterans who served in country during that period. August 5, 1964, to May 7, 1975, for Veterans who served outside.
What is the Vietnam War era.
When a widow or veteran owns rental property, the rental payments do not count as the Fair Market of the home does.
What is no? Both the rental income and the FMV of the home count.
The 527EZ, 21-22 and this form are required to file for VA Pension.
What is the 0969? Form should have all financial back up documentation for any entry.
Doctor copays and pharmacy’s copays are usable in the medical expenses for pension.
What is no? Doctor copays and pharmacy’s copays are only countable at end of year if veteran or widow is not receiving the max benefits
Reservist who serves complete call up time is automatically qualified for Pension.
What is false? Veteran still must qualify under 90 day rule or 24 consecutive month rule.
August 2, 1990, through a future date to be set by law or presidential proclamation.
What is the Gulf War?
When a veteran receives income from other source, this annual tax document is handy
What is 1099?
The 527EZ requires veterans to state home ownership and size of property. This should be included with application.
What is county property card to show ownership and lot size?
Due to the importance of the veterans wellbeing, all home health care givers must be licensed by the state.
What is no? Caregivers can be family members or friends. No medical background required. Veteran must be paying for care.
As of September 2018 VA will do a look back on assets for 5 years.
What is False? 3 year look back. Medicare does the 5 years.
June 27, 1950, to January 31, 1955
What is the Korean War Era?
On the 0969 you must record monthly annuity and IRA payments. This information must also be recorded.
What is current value of annuity, stocks or bonds.
Assisted living facilities and Care givers are required to complete these forms
What are Cost of Care and VA Worksheet?
When the veteran moved into the ALF in the middle of the year the expenses only count for the time the veteran is in the ALF
What is no? Medical expense no matter the date of entry are ousted for the year.
When dealing with net worth issues the VA does not count any residential property.
What is false? VA does not count primary home all other property is counted at fair market value.
Considered the greatest generation, Dec 31, 1941 to Dec 31, 1946.
What is World War II?
If a veteran has sold his home in the last three years, this is necessary to report the sale of asset.
What is bill of sale and completion of asset transfer on 0696?
Due to PMC centers unwritten requirements, this document from the Assisted living Facility is a good preventive measure to include with application.
What is a facility license?
You know that ALF, cost of care and copays are countable at end of year, what else can be used to increase end of year medical expenses
What is travel, vitamins, diapers, Ensure drinks, bed pads.
If the widow or veteran is incompetent a family member can sign the contract for home health care.
What is false? Widow and veteran must sign contract for care or VA will assume who signs is the one who pays.