Help Filling Out Veteran Pension Forms

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Q. Are surviving spouses eligible for this benefit?

A. If you are a surviving spouse of a wartime service veteran, you may be entitled to receive an Aid and Attendance pension or a Housebound pension if you meet the eligibility requirements mentioned above plus:

Annual family net income (income minus expenses) is below a yearly limit set by law. Effective December 1, 2009, the annual net income limits are as follows:

  • Aid and Attendance pension: Surviving spouse of a wartime service vet with no dependents: below $12,681
  • Housebound pension: Surviving spouse of a wartime service vet with no dependents: below $9,696

As with veterans, the surviving spouse's countable income is reduced by medical expenses related to his/her care.

Note: A surviving spouse does not usually have any dependents. The spouse must have been married to the wartime service veteran for at least one year before the veteran's death (unless they had a child). A person who has divorced a wartime service veteran is not considered a surviving spouse of a wartime service veteran and cannot claim benefits.

Q. What if a surviving spouse thinks they may be entitled to monetary benefits because their husband/wife was a vet, but cannot find discharge papers?

A. Many veterans have misplaced their discharge records, known as DD-214s. The first place to look is at the county courthouse where many vets recorded their discharge record when they came home. In the book we explain the procedure for eVetRecs, an electronic method of requesting discharge records if the vet or next-of-kin is requesting the records. We also talk about three other methods of obtaining discharge records.

Q. Is there a program to cover the cost of medication for vets?

A. Yes, Once a veteran is approved for Aid and Attendance or Housebound pensions, the veteran is eligible for free medications, hearing aids, and incontinent supplies. A form 1010EZ must be used to file a claim.

Q. How does a vet find out about pensions that are eligible for, which they don't currently know about?

A. We like to think our book, 'Checks for Vets," is your all-in-one guidebook for all information related to VA pensions.  Another great source for information is the veteran service organizations, such as the regional offices of the American Legion, DAV, and VFW. The book features a national directory of all these organizations.


Joseph Scott McCarthy is a veteran advocate with more than 8 year's experience working with Aid and Attendance and Housebound pensions. He has educated and guided thousands of veterans and their surviving spouses and adult children through the VA pension process. He has been a healthcare professional for 29 years, in marketing and administration for assisted living, independent living and skilled nursing facilities. For more information, visit www.checksforvets.com

 
 
 

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  •  Comments 1 to 10 of 58 
 
 

marmee

Give a Hug

Mar 8, 2010

I am caring for my father, whom is a veteran, in my home, he is in the advanced stages of Alzheimers, but does not need any assistance with dressing, eating, or showering other than to be reminded. He has been with us for almost 4 yrs. now, I was just told that Obama recently passed a law allowing us to get paid for his care, does anyone know anything about this? Thank-you, Chris

 
 

jsmccarthy1

Give a Hug

Mar 12, 2010

Chris,
See my article on Aid and Attendance VA pensions. If your father needs medication reminders due to his Alzheimer's disease and meets the other eligiblity requirements, he should be able to get a VA pension to pay for his care.

 
 

SoAlone

Give a Hug

Apr 7, 2010

If your father was a veteran during wartime. -- My dad was in during Korea but was not in Korea he was in Germany during the Korean war for 2 years.-- He gets Aid & Attendance of under $700 a month to help and he got this before he went to the nursing home too.
It has nothing to do with Obama. This aid and attendance is a pension you have to apply for and the VA is more knowledgeable about it over the past few years and more likely to help you get it if needed. You can go to the VA website and read what the VA will provide for homebound veterans. They were going to send us a bed, wheelchair, lifts, chair and safety items for bathroom. They will do a lot for you if you get the right people.
Medicare paid for some Home Health for my dad for 3 months before he went to the nursing home.
Look online at the veterans administration website. It is pretty clear what help you can get.
I was never paid as a caregiver and I never heard of that but I never looked into it either.

 
 

marmee

Give a Hug

Apr 7, 2010

thank-you for your advice, I did go to our local VA, and have to get guardianship as the VA does not recognize a power-of Atty. Why is it so hard to care for an elder and why aren't these benefits told to us, it seems we have to hunt, dig, and work against the people who do know what we are entitled to but are in no hurry to help???????

 
 

SoAlone

Give a Hug

Apr 7, 2010

My sister was taking care of my dad at the time that she got all his paperwork done. She got his aid and attendance $ and had to fight for it. she does not have guardianship or poa.
(I now have PO - we are in Missouri)
Dad did sign stuff but my sister did all the calling. Dad may have had to get on the phone to approve it. I am sure he signed everything but she completed all the work at the time.

I know she ran into lots of roadblocks and she called the Mo Governors office a few times and then got results.

When my sister was working with the VA - I truly think that most the VA workers did not have a clue about Aid & Attendance. I thought that had improved but I guess not.

Recently I was trying to use the VA's online myehealth where
you can track your medications and appointments online.
To see your pharmacy information you have to make an "in-person" appearance for verification - so I took the paper work to the Harry S. Truman Veterans Hospital with me showing the on-line verification request.
The pharmacy had no clue about the online veteran service. The clinic had no idea what it was. So they have all these programs and benefits but none of the employees are educated about them.
You are right it is a nightmare.

If there is a local VA clinic you can call and ask them who is the VA representative or advocate closest to you. If you and your dad go see them they may do the paperwork for you.

I say... all this stuff to do, but I do know how hard it is to actually keep pushing and follow through - .... when it comes to this type of thing I sometimes find myself paralyzed with an inability to accomplish anything. I even hate to make phone calls.


 
 

marmee

Give a Hug

Apr 7, 2010

Our VA guy is very nice and said he'll fill out most of the paperwork, I have to have guardianship as I closed out his bank acct. as he is no longer allowed to drive and the VA will only direct deposit funds to his acct., without it. That, in itself, takes forever. Our VA guy said the people processing our paperwork are not at all concerned with the fact that caring for a parent with advanced Alzheimers can get costly, especially in this economy.

 
 

alibellerson

Give a Hug

May 17, 2010

My father has been in assisted living for almost a year now and he finally started recieving his monthly benefit 4 months ago. We were told that he was to receive the benfit retroactive back to the beginning. It has been 4 months and nothing has been received. What should we do?
ALSO, he went back into the hospital a month ago with a critical bout with pnuemonia. He came through it but was not allowed back to the assisted living , they placed him in a Rehab, long term facility. Medcaire has been paying for this, but will soon end. Will VA stop also? As he will need Medicade very soon. Does the pension go to Medicaide?

I can't seem to find the answers
Thank you, so much!!

 
 

Caroline1234

Give a Hug

May 17, 2010

You should be able to put your dad on a waiting list at a Veterans Home in your state to be a Resident. The cost is only what your dad can pay out of SS and his veteran pension or benefits. In our state the most they can take from the Veteran is $ 1800 a month. My dad does not get that much so they can only charge him what he does have -90.00 which he gets to keep each month.

 
 

alibellerson

Give a Hug

May 17, 2010

Thank you Caroline for your response. We had looked into VA Home before we decided on Assisted Living. The closest is 200 + miles away, so stayed close to home, so my brother could visit at least, as I am 2,000 miles from him. Now, he is to fragile to travel the distance.

 
 

Caroline1234

Give a Hug

May 17, 2010

Yes that is the problem with VA Homes. The one my dad is in is about 90 minutes away from me and I drive down at least every 2 weeks.
It is suppose to be the best one but they have put his shoes on wrong and caused an ulcer on his foot and so he has been off his feet since February.
This has caused additional depression and hopelessness.
He is more trouble to take care of now as the ulcer is not healing and they had him on so many medications.
So they want to move him to a more 'critical' part of the home. Where he will get 'more care'
In February I was taking him on trips to Walmart now they have him off his feet and a mess. It is terrible. They just called me about moving him to the C hallway. Which is mostly bedridden. I know my dad will never bounce back once there.
Every downhill spiral my dad has taken in the past year 1/2 since he has been at the home has been related to medication they put him on. And they never inform me or him.

you are wise to keep him near a family member where they can visit daily if possible.

 
  •  Comments 1 to 10 of 58 

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