VETERAN AID & ATTENDANCE BENEFIT

Similar documents
Veterans Benefits Planning

Veterans Pension Benefits and the Interaction with Medicaid Eligibility

V.A. Pension, Aid and Attendance, and Housebound Benefits (2015)

FACT SHEET. Veterans Affairs Aid and Attendance Benefits C A N H R 650 HARRISON STREET, 2ND FLOOR SAN FRANCISCO, CA 94107

Veterans Benefits: Pension Benefit Programs

Veterans Benefits. Chapter. In This Chapter

Guide PROGRAM APPLICATION. & TOOLKIT January 2008

Webinar. Veterans Aid & Attendance Benefit: A Provider s s Perspective

Non-Service-Connected Pension Benefits. Presented by

Veterans Benefits: An Overview of Compensation and Pension By Valerie L. Peterson, J.D. Executive Director, ElderCounsel, LLC

MAINE REVENUE SERVICES PROPERTY TAX DIVISION PROPERTY TAX BULLETIN NO. 7

Handy Handbook For Senior Veterans

Long Term Care Planning means... Having your paperwork in order AND

BENEFITS FOR VETERANS AND THEIR FAMILIES

VFW POST 9810, WARSAW

VA supports Servicemembers and Veterans families. Summary of VA Dependents and Survivors Benefits

Veterans Benefits. Eligibility for Benefits

Understanding Your Options for Care. in a Nursing Home or Assisted Living Facility

Paying for Assisted Living

21-527EZ SUPERSEDES VA FORM EZ, AUG 2011,

Pension Management Center

Questions and Answers Surrounding Elder Care Law

HOME CARE FUNDING SOLUTIONS. A Guide to Uncover the Various Funding Options Available to Fit Your Home Care Needs

VA Form DOCTOR'S EXAMINATION FOR A RATING

VA Pension Programs & FDC Processing. St. Paul St. Paul Pension Management Center

ESTATE PLANNING QUESTIONNAIRE

VA Benefits and Medicaid Eligibility Meeting Complex Requirements for Benefits Qualification and Application

Many veterans and their surviving spouses ask if they can count on pensions

It is possible to collect both Social Security benefits and SSI. This is referred to as concurrent benefits.

NOTICE TO SURVIVOR OF EVIDENCE NECESSARY TO SUBSTANTIATE A CLAIM FOR DEPENDENCY AND INDEMNITY COMPENSATION, DEATH PENSION, AND/OR ACCRUED BENEFITS

The Nuts and Bolts Guide to Veterans Benefits: Revised May 18, 2009

Application for Mississippi Medicaid Aged, Blind and Disabled Medicaid Programs

VA Home Loans. 100% Financing No Down-Payment

It is important to meet with an experienced elder law attorney who understands the Medicaid rules before making any changes to your property.

Long-Term Disability (LTD) Plan

Your Pension Benefit Payments. The Standard and Optional Forms of Payment Available to you

Assistance and Support Services for Family Caregivers Deborah Amdur, LCSW, ACSW

Tips for People with MS and Their Partners Planning for the Future

B. What is the purpose of VA Form ?

VETERAN S BENEFITS PACKAGE APPLY FOR BENEFITS BEFORE OCTOBER 1, 2010 FOR JULY 2011 TAX BILL.

LONG-TERM CARE PLANNING QUESTIONNAIRE

The Medicaid Handbook

Basic documents needed for admissions 1. Personal Identification. Either a social security card and a driver s license 2. Medicare and/or Medicaid

Our Goal is to Assist Veterans & Their Dependents in Obtaining All Federal, State & County Benefits They May Be Entitled to Receive

Guide to Veterans Benefits for Long-Term Care Expenses

GUIDE TO. VA Benefits & Long-Term Care U.S. EDITION

Buying Long-Term Care Insurance

2015 NALS Education Conference and National Forum Westgate Hotel Las Vegas October 8, 2015

How a Surviving Spouse Can Use the VA Home Loan Benefit and other VA Survivor s Benefits

YOUR GROUP VOLUNTARY TERM LIFE BENEFITS

Disabled Veteran or Surviving Spouse Exemption Claim [Oregon Revised Statute (ORS) ]

Meade County Veteran Services

VA Medical Benefits and Eligibility for Combat Veterans & Families. Gary M. Baker Director Health Eligibility Center Atlanta, GA

What is Home Care? Printed in USA Arcadia Home Care & Staffing

Legal Authority: 42 CFR ; 42 CFR ; 42 CFR ; 42 CFR ; 42 CFR

IPF PENSION APPLICATION

Great American Life. Fixed Annuity with Long-Term Care Rider B NW

212.3 Allowable Deductions for Households with Aged/Disabled Members

H3Assist/SCR Options in Care Presented by, Adam Kranson

How to Apply Documentation When Needed CHAMPVA Affairs eterans artment of V

Buying Long-Term Care Insurance

VA BENEFITS AND BASIC ELIGIBILITY

Love Letter to My Family

A lifeline if clients need it

Summary of VA Benefits

4/11/2016. Overview: Veteran Benefits & Services

INDIGENT BURIAL - PROGRAM ELIGIBILITY ASSETS CHECKLIST

Who Is a Veteran? Basic Eligibility for Veterans Benefits

Retiree Casualty Assistance Checklist

QUESTIONS AND ANSWERS ON THE COPES PROGRAM

Two people, one policy. Affordable long-term care coverage for both.

Summary of VA Benefits

Understanding The Benefits

INDIANA PROPERTY TAX BENEFITS State Form (R11 / 4-14) Prescribed by the Department of Local Government Finance

LAW OFFICE OF STEPHANIE L. SCHNEIDER, P.A. PLANNING FOR VETERAN BENEFITS QUESTIONNAIRE-SINGLE

State and Local Tax Reductions and Benefits Available to Qualified Windsor Residents. Town of Windsor October 1, 2014 Grand List

FAQS Veterans Preference

G You are totally and permanently disabled. If you have checked this box, complete Sections III, IV and V of this application.

Veterans Pensions Protect Your Money From Poachers

Checklist of Benefits for Disabled Veterans and Survivors

APPLICATION FOR HEALTH BENEFITS

Property Tax Relief Programs

HUMAN RESOURCES POLICIES AND PROCEDURES

Supplemental Security Income (SSI) and Social Security Insurance. September 12, 2015 Andrew Hardwick Social Security Administration

The 2015 Self-Assessment Guide For Long Term Care Insurance

Adult children provide the majority of care

GENERAL INSTRUCTIONS FOR VETERAN S APPLICATION FOR COMPENSATION AND/OR PENSION, VA FORM , PARTS A,B,C, & D

Your Long-Term Care Insurance Benefits

LAST WILL AND TESTAMENT

United States Government Accountability Office May 2012 GAO

GENERAL INSTRUCTIONS

Long-Term Care: Frequently Asked Questions About Long- Term Care Insurance

June John Kregel* Lucy Miller DRC BRIEF NUMBER:

Work Injury: Benefits, 2010

Tax offsets QUESTION 19 SPOUSE TAX OFFSETS STOP NOTE. Did you have a spouse married or de facto?

LONG TERM CARE INSURANCE IS NOT FOR THE ELDERLY!

APPLICATION FOR RETIREMENT ALLOWANCE

Asset-Care. Guaranteed single premium coverage for long-term care using the foundation of life insurance. State Life Care Solutions

Financial Planning SPECIAL REPORT

YOUR GROUP VOLUNTARY TERM LIFE BENEFITS

Transcription:

VETERAN AID & ATTENDANCE BENEFIT Patriarchplacement Veteran Benefits The Department of Veteran Affairs offers a special benefit to war era veterans and their surviving spouses called Aid and Attendance. This is a tax-free benefit designed to provide financial assistance to help cover the cost of long term care in the home, in an assisted living facility or in a nursing home. Maximum Monthly Benefit for: Surviving Spouse $1149 Single Veteran $1788 This Benefit is for those veterans and surviving spouses who require the regular attendance of another person or caregiver in at least two of the daily activities of living such as bathing, dressing, eating, toileting, and transferring. Aid and Attendance or Housebound benefits can be paid to a veteran in addition to his or her monthly V.A. pension benefits. Neither Aid and Attendance nor Housebound benefits can be paid to a veteran unless the veteran is eligible for a V.A. pension. Married Veteran $2120 Veteran Couple $2837 Key Points There is help for War Period Veterans It is worth the time and effort to apply These benefits can make a big difference in obtaining the care and support you may need! www.patriarchplacement.com

General Eligibility Requirements Must have served at least 90 days of active duty with at least one day during a period of war. Must have anything other than a Dishonorable discharge. A surviving spouse must have been married to the veteran at the time of his passing. Must require the assistance of another person to perform some of the daily activities of living. Must meet income and countable asset criteria established by the VA. Must be 65 years and older or totally disabled. Eligible Periods of War Remember we are here to help We work with many estate planners, financial advisors, elder law attorneys and many other professionals who can help you. Please be sure to share your concerns with us and we will direct you to the help you need. World War II: December 7, 1941 December 31, 1946, inclusive. If the veteran was in service on December 31, 1946, continuous service before July 26, 1947, is considered World War II service. Korean conflict: June 27, 1950 January 31, 1955, inclusive. Vietnam era: The period beginning on February 28, 1961, and ending on May 7, 1975, inclusive, in the case of a veteran who served in the Republic of Vietnam during that period. The period beginning on August 5, 1964, and ending on May 7, 1975, inclusive, in all other cases. Persian Gulf War: August 2, 1990, through date to be prescribed by Presidential proclamation or law.

What is a V.A. pension? A V.A. pension is a monthly benefit paid to a veteran who has very low income, served during a period of war, and is age 65 or older or is permanently and totally disabled. The amount of the pension depends on the veteran's income and can be as much as $930 per month for a single veteran or $1,220 for a couple, but it's usually much less. Veterans who are more seriously disabled may also qualify for additional amounts called Aid and Attendance or Housebound benefits. Who's eligible for V.A. Aid and Attendance Benefits? A veteran who's receiving a V.A. pension, or a survivor who's receiving a V.A. Death Pension, may also be eligible for Aid and Attendance benefits if one or more of these conditions apply to the veteran or survivor: He or she requires regular assistance from another person in order to perform activities of daily living, including bathing, feeding, dressing, using the toilet, getting in and out of bed or chair, using a prosthetic device, and keeping free from injury in his or her daily environment. He or she is bedridden, meaning that a disability keeps him or her in bed except when undergoing prescribed rehabilitation or medical treatment. He or she is a patient in a nursing home, due to mental or physical incapacity. He or she is blind (corrected visual acuity of 5/200 or less) in both eyes or has concentric contraction of the visual field to 5 degrees or less. Who's eligible for V.A. Housebound Benefits? A veteran who's receiving a V.A. pension, or a survivor receiving a V.A. Death Pension, may also be eligible for Housebound benefits if one or more of these conditions apply to the veteran or survivor: He or she has a single permanent disability evaluated by the V.A. as 100 percent disabling and, due to that disability, the veteran or survivor is permanently and substantially confined to his or her home. He or she has a single permanent disability evaluated by the V.A. as 100 percent disabling and also has another disability or disabilities evaluated as 60 percent or more disabling.

How do I apply for V.A. Aid and Attendance or Housebound Benefits? A veteran or survivor applies for Aid and Attendance or Housebound benefits by contacting the V.A. regional office where the veteran filed a claim for a V.A. pension or the survivor filed a claim for V.A. Death Pension. If the veteran or veteran's family doesn't know where the pension claim was filed, or the veteran or survivor is now living in a different region of the country, a request to apply for Aid and Attendance or Housebound benefits may be made with any V.A. regional office. Documents you will need to apply: The Veterans Administration (VA) requires certain documentation in order to file an Aid and Attendance Claim. Aid and Attendance is an INCOME and ASSET based benefit. It is very important to disclose all income and assets at the time of filing the claim. The following items are required to file your aid and attendance claim: Military discharge papers (DD-214 or equivalent) for all military service Marriage certificate, notarized statement of separation, divorce decree. Information on any previous marriages for both veteran and spouse of veteran, including divorce decree and/or death certificate Veteran s death certificate or spouse s death certificate, if applicable Retired military pay statement Proof of all gross monthly income, Social Security statements, pension statements, interest income or income of any kind. You must disclose all income at the time of filing the claim. Proof of all current assets, including IRA s, Certificates of Deposit, rental properties or assets of any kind. Your most recent bank statements (including bank account number and routing number of bank) must be provided and you must disclose all assets at the time of filing the claim. Copy of most recent supplemental medical insurance, unless on Medicaid All Power of Attorney forms Social Security number of veteran and spouse

We know you may have many other questions in regard to eligibility and the application process for VA Benefits. We are here to help walk you through the process and have several local professionals who we feel are experts in applying for benefits who will gladly assist as well. Patriarch Placement values our Veterans and we are passionate about helping them and their families receive the benefits they are entitled to. We are grateful for their service to our country and sincerely say ~ Thank you! 412-257-2515 www.patriarchplacement.com