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M21-1, Part III, Subpart ii, Chapter 3, Section D – Claims Establishment

Overview 


In This Section

This section contains the following topics:
Topic
Topic Name
1
2
3
4
5 Centralized Mail (CM) Automatic Claim Establishment

1.  Exceptions to Standard VBMS Claim Establishment Rules


Introduction

This topic contains information about exceptions to standard VBMS claims establishment rules, including

Change Date

February 19, 2019

III.ii.3.D.1.a.  Types of Claims Excluded From Establishment in VBMS

The Veterans Benefits Management System (VBMS) is used to establish
  • all initial claims for compensation
  • pension and survivor claims, and
  • most claim types for which a VBMS record already exists.
Exceptions:
  • All supplemental claims and requests for higher-level review must be established in Caseflow.
  • The following claims should be established using Share:
    • any claim where the claimant is an organization
    • legacy appeals where the appellant is not a child, spouse, or parent of the Veteran
    • accrued claims upon the death of a surviving spouse or child, as listed in M21-1, Part VIII, 1.5.c, and
    • a claim or Work Item for which the claimant has a Department of Veterans Affairs (VA) appointed fiduciary.
Important:  Review the VBMS electronic claims folder (eFolder), to include the Legacy Content Manager, for Paperless Claims Processing claims.
References:  For more information on

III.ii.3.D.1.b.  Processing Legacy Appeals and Paper Claims in VBMS

Pending paper claims are excluded from VBMS processing.  Legacy appeals are not excluded from VBMS processing.  Unlike pending paper claims, legacy appeals have not been previously controlled with EPs, therefore a pending legacy appeal can be scanned into VBMS.
Use the table below to determine whether a legacy appeal or paper claim should be controlled in VBMS.
If there is …
And the regional office (RO) receives …
Then …
no claim pending
a paper legacy appeal
  • send the legacy appeal for scanning, and
  • control the legacy appeal in VBMS.
a claim pending in VBMS
a paper legacy appeal
  • send the legacy appeal for scanning, and
  • control both the claim and the legacy appeal in VBMS.
a paper legacy appeal pending
  • a paper claim, or
  • a new legacy notice of disagreement (NOD)
  • send the folder for scanning, and
  • control both the claim and the legacy appeal(s) in VBMS.
Reference:  For more information on establishing legacy appeals, see M21-1, Part III, Subpart ii, 3.E.
  • a paper claims folder, and
  • a Court of Appeals for Veterans Claims (CAVC) hold due to an appealable Board of Veterans’ Appeals (BVA) decision
  • a paper claim, or
  • a new legacy NOD
  • control the claim or legacy appeal in VBMS but
  • do not send the legacy appeal and claim for scanning for 180 days (the CAVC hold period).
Exception:  If establishing the claim under a payee code other than 00, use Share to control the claim or appeal.
Reference:  For more information on special handling of BVA decision files, see M21-1, Part III, Subpart ii, 4.I.1.
Important:  Legacy appeals must also be controlled in Veterans Appeal Control and Locator System (VACOLS) regardless of whether the claims folder is paper or electronic.

2.  Establishing Claims


Introduction

This topic contains information about establishing claims, including

Change Date

February 19, 2019

III.ii.3.D.2.a.  Preparing for Claims Establishment

The table below describes the steps of claims establishment and the references for guidance on these actions.
Step
Action
Reference
1
Check for a previously established claims folder number.
2
Establish a claims folder in VA systems (if necessary).
3
Determine the current claims folder format and request scanning of paper claims folders.
4
Review the VBMS exclusions to determine the system in which to place the claim under control.
5
Place EP under control using the appropriate system.
For
Important:
  • Establish EP control only upon receipt of a substantially completed form.
  • Most pension and survivor claims should now be established in VBMS, as indicated in M21-1, Part III, Subpart ii, 3.D.1.a.
References:  For more information on

III.ii.3.D.2.b.  Determining the EP for Initial Rating-Related Claims

To administer proper EP control for rating-related claims, determine if the claimant
  • previously filed for benefits, or
  • is filing an original claim (first initial claim).
Follow the steps in the table below to determine the appropriate EP for rating-related claims.
Step
Action
1
Open Share and select the CORPORATE INQUIRY command..
2
Enter the claimant’s Social Security number (SSN) or claims folder number into the FILE NUMBER OR SSN field and click the SUBMIT button.
3
Click on the AWARD/RATING box in the menu bar and navigate to the RATING INFORMATION tab.  Determine if the claimant has previously received a rating determination.
If a determination has …
Then …
been previously made
proceed to the next step.
not been made
proceed to the Step 5.
4
Determine if any of the claimed issues have been previously denied.  For each issue that has been previously denied, follow request for application procedures located in M21-1, Part III, Subpart ii, 2.C.6before proceeding to the next step.
Important:
5
  • Click the READY button to return to the main Share screen.
  • Select the Beneficiary Identification & Records Locator Subsystem (BIRLS) INQUIRY command and click the SUBMIT button.
6
Select the INACTIVE COMP & PEN tab.
Determine if there any entries in the
  • DIAGNOSTIC table
  • ENTITLEMENT CODE field, or
  • Reason for Termination or Disallowance field.
Example:
If entries …
Then use …
exist
a rating EP from the 020 series.
do not exist
an original rating EP from the
  • 110 series, if there are seven or fewer claimed contentions, or
  • 010 series, if there are eight or more claimed contentions.
References:  For more information on

III.ii.3.D.2.c.  Establishing Claims in VBMS

Follow the steps in the table below to establish a claim in VBMS.
Step
Action
1
Navigate to the Veteran’s profile and select NEW CLAIM from the ACTIONS drop-down menu.
2
On the NEW CLAIM screen verify the following:
  • the claimant’s first and last names are correct
  • the CONTACT INFORMATION field is current, including the
    • address
    • telephone number, and
    • e-mail, and
  • check for open claims in the EXISTING CLAIMS field.
Notes:
  • If a rating claim is already pending
    • update the contentions, and
    • manage evidence.
  • Contact information updates must be made using the EDIT VETERAN function, as indicated in M21-1, Part III, Subpart ii, 3.C.1.b.
3
Complete the required CLAIM INFORMATION fields (indicated by red asterisk), all applicable optional fields, and click SUBMIT.
4
For certain EPs, VBMS will ask if the claim was submitted on a VA Form 21-526EZ, Application for Disability Compensation and Related Compensation Benefits, dated August 2011 or later.
  • If no is selected, a Section 5103 notice will generate and must be sent to the claimant.
  • If yes is selected, VBMS will transition to the CONTENTIONS screen.
5
Enter the claimant’s contentions, completing the required fields as described in M21-1, Part III, Subpart iii, 1.F.2.
6
Use the table below to document the claims establishment process.
If processing the mail in …
Then …
a paper format
annotate the claim document with the
  • EP
  • establishment date, and
  • initials of the individual establishing the EP.
an electronic format
an annotation is not required, but the creation of a VBMS note documenting the EP established is recommended.
7
Return to the VETERAN PROFILE screen, and select MANAGE EVIDENCE in the ACTIONS drop-down menu.
Example:
8
Add each piece of mail or mail packet by
  • selecting the ADD unsolicited tab
  • entering the required information and clicking the ADD EVIDENCE button, repeating until all evidence has been entered, and
  • selecting COMPLETE.
Example:
Image of the manage evidence screen.
Note:  A BIRLS record exists for each Veteran or other beneficiary for whom one of the following types of files has been established:
  • CLAIMS
  • NOD
  • CH 35
  • VR&E, and
  • CH 30.
References:  For

III.ii.3.D.2.d.  Description of Claim Information Fields in VBMS

See the table below for a description of each available section for the CLAIM INFORMATION field in VBMS.
Field Name
Description
ALLOW POA ACCESS TO DOCUMENTS
Check the box in this field if there is a valid
References:  For more information on
BENEFIT TYPE
Select the appropriate radio button for either
  • C&P LIVE, or
  • C&P DEATH.
Reference:  For more information on VBMS exclusions, see M21-1, Part III, Subpart ii, 3.D.1.a.
CLAIM TYPE
Select the appropriate radio button for either
  • CLAIM, or
  • PRE-DISCHARGE.
Reference:  For more information on establishing pre-discharge claims, see M21-1, Part III, Subpart i, 2.A.2.
DATE OF CLAIM
For claims establishment purposes, the date of claim is the earliest date of receipt in any VA facility, to include eBenefits and scanning vendor sites. Identify this date from the earliest VA date stamp or equivalent.
References:  For more information on date of claim regarding
EP & CLAIM LABEL
Select the appropriate EP and claim label based on the correspondence being processed.
Note:  Choose the claim label that best describes the claim including
  • special missions (e.g. pension, Pre-Discharge, etc.)
  • claim characteristics (dual, increase, new herbicide presumptive, child incapable of self-support, etc.), and
  • number of contentions.
Reference:  For more information on EPs, see M21-4, Appendix B.
GULF WAR REGISTRY PERMIT
Check the box in the GULF WAR REGISTRY PERMIT field when claimants indicate they were included in the Veterans Heath Administration Persian Gulf Health Registry.
INTAKE SITE
This is a required field if pre-discharge is selected in the CLAIM TYPE field. Choose the proper intake site.
Reference:  For more information on intake sites, seeM21-1, Part III, Subpart i, 2.B.1.a.
MODIFIER
The default third digit modifier is zero.
Select a third digit modifier other than zero if the claim corresponds to any special missions listed on the table inM21-4, Appendix B.
PAYEE
Select the appropriate payee code.
POA
Select the proper radio button, including
  • NONE
  • VSO, or
  • PRIVATE.
POA CODE
If VSO or PRIVATE is selected in the POWER OF ATTORNEY (POA) field, entry of a POA code becomes mandatory.
References:  For more information on
SEGMENTED LANE
VBMS requires completion of the SEGMENTED LANE field when establishing a claim, however, the lane assignment does not affect claims routing in the National Work Queue (NWQ).  Select Core (National) when assigning the segmented lane, unless otherwise directed by specific manual guidance.
STATION
Station will default to the VBMS user’s sign in station.
SUPPRESS ACKNOWLEDGE-MENT LETTER
Ensure the SUPRESS ACKNOWLEDGEMENT LETTER field is deselected.
SUSPENSE DATE
Suspense date is an optional field automatically set by VBMS in accordance with business rules if left blank.
SUSPENSE REASON
Suspense reason is an optional field automatically set by VBMS in accordance with business rules if left blank.

III.ii.3.D.2.e.  Establishing Claims in Share

Follow the steps in the table below to establish a claim in Share.
Step
Action
1
Determine if a BIRLS record exists.
If a record …
Then …
exists
proceed to the next step.
does not exist
  • follow guidance in M21-1, Part III, Subpart ii, 3.A.1.d to ensure a duplicate record would not be created
  • create a record using the BIRLS ADD command, and
  • proceed to the next step.
2
Determine if the record has been validated in COVERS.
If the record is …
Then …
validated
proceed to the next step.
not yet validated
3
Select the CLAIMS ESTABLISHMENT C+P command on the Share READY screen and using the table below, submit the information needed to start the claims establishment process in Share.
Required Fields
Optional
FILE NUMBER
MIDDLE NAME AND SUFFIX
BENEFIT TYPE
DATE OF BIRTH
PAYEE NUMBER
SERVICE NUMBER
CLAIM TYPE
BRANCH OF SERVICE
FIRST NAME
EOD AND RAD
LAST NAME
REGIONAL OFFICE
Example:
Screenshot of VBA Ready Screen in Share showing claims establishment
Note:  The command establishes a pending issue file control for a pending claim or appeal.
4
Complete the following actions while on the VETERAN’S IDENTIFICATION DATA (VID) screen:
  • review the data for accuracy and completeness
  • correct any erroneous data and enter any missing data, and
  • select CONTINUE ESTABLISHMENT.
Example:
5
Using the table below to complete the PENDING ISSUE/CORPORATE CONTROL ESTABLISHMENT screen.
Field Name
Description
INCREMENTAL
Select a third digit incremental/modifier other than zero, if the claim meets the criteria outlined in M21-4, Appendix Bfor special missions.
Note:  The default third digit incremental (also called a modifier) is zero.
  • ADDRESS
  • TELEPHONE, and
  • EMAIL
Update based on current correspondence (as necessary).
DATE OF CLAIM
For claims establishment purposes, the date of claim is the earliest date of receipt in any VA facility, to include eBenefits and scanning vendor sites. Identify this date from the earliest VA date stamp or equivalent.
SUSPENSE DATE
Set suspense date to 15 days from the current date.
SECTION/UNIT
Enter 21 for compensation and pension claims.
  • POWER OF ATTORNEY SEARCH
  • AUTHORIZED POA ACCESS, and
  • CADD AUTH’D
Update POA information (if applicable).
SUPPRESS ACKNOWLEDGEMENT LETTER
Ensure the SUPRESS ACKNOWLEDGEMENT LETTER field is deselected.
6
Select CREATE ESTABLISHMENT.
7
Update any appropriate corporate flashes, as required by M21-4, Appendix C, Section II.
8
Open the Veteran’s record in VBMS and from the CLAIMS drop-down menu select CLAIM ESTABLISHED IN SHARE.
9
Enter the Veteran’s claimed contentions, completing the required fields as described in M21-1, Part III, Subpart iii, 1.F.2.
10
  • Return to the VETERAN PROFILE screen.
  • Select MANAGE EVIDENCE in the ACTIONS drop-down menu.
Example:
Screenshot of VBMS actions
11

Add each piece of mail or mail packet by

  • selecting the ADD unsolicited tab
  • entering the required information and clicking the ADD EVIDENCE button, repeating until all evidence has been entered, and
  • selecting COMPLETE.
Example:Screenshot of manage evidence screen in VBMS
12
Use the table below to document the claims establishment process.
If processing the mail in a …
Then …
paper format
annotate the claim document with the
  • EP
  • establishment date, and
  • initials of the individual establishing the EP.
electronic format
an annotation is not required, but the creation of a VBMS note documenting the EP established is recommended.
13
Route for scanning to appropriate location.
Important:
  • Establish EP control only upon receipt of a fully completed claim.
  • VACOLS must be checked to determine if the contentions claimed, if applicable, are controlled under an active appeal.
  • Most pension and survivor claims should now be established in VBMS, as indicated in M21-1, Part III, Subpart ii, 3.D.1.a.
Note:  A BIRLS record exists for each Veteran or other beneficiary for whom one of the following types of files has been established:
  • CLAIMS
  • NOD
  • CH 35
  • VR&E, and
  • CH 30.
References:  For more information on

3.  Establishing Apportionment Claims


Introduction

This topic contains information on the procedures for establishing apportionment claims, including

Change Date

June 27, 2017

III.ii.3.D.3.a.  General Information on Establishing Apportionment Claims 

An apportionment claim can be filed against the Veteran’s benefit, as described in M21-1, Part III, Subpart v, 3.A.
Apportionment claims must be established in VBMS, unless otherwise directed by the Office of Field Operations (OFO).

III.ii.3.D.3.b. Establishing Apportionment Claims in VBMS 

Follow the steps in the table below to establish an apportionment claim in VBMS.
Step
Action
1
Open the Veteran’s profile page.
2
From the ACTIONS drop-down menu, select NEW CLAIM.
3
Select the PAYEE code that identifies the individual who will receive the apportioned funds.
4
Select the appropriate EP 130 claim label and modifier, if a modifier is applicable.
5
Click the drop-down menu after ensuring the
  • CLAIMANT field is set to Person, and
  • SHOW ALL DEPENDENTS/CLAIMANTS radio button is selected.
If the individual to receive the apportioned funds …
Then …
is available
  • select the individual from the list
  • verify and/or update the required claimant contact information fields, and
  • proceed to Step 7.
is not available
the individual will need to be added to the corporate record.  Proceed to the next step.
Note:  Claimants/dependents that are already in the corporate database under Veteran Relationships will appear as a selectable option if the SHOW ALL DEPENDENTS/CLAIMANTS radio button is checked.
Example:  The information displayed does not represent a real individual.
Image of VBMS screen with claimant/dependent already in the corporate database.
6
Click the SEARCH FOR PERSON button and attempt to lookup the individual by SSN and other details.
If the individual to receive the apportioned funds …
Then …
is found
  • select the individual from the search result list
  • click the SELECT EXISTING CLAIMANT button, and
  • verify and/or update the required claimant contact information fields.
is not available
  • click the CREATE NEW CLAIMANT button, and
  • complete the required claimant contact information fields.
7
Enter the DATE OF CLAIM.
8
Assign the claim to the Non-Rating (National) segmented lane.
9
Click SUBMIT at the bottom of the page.
10
Ensure the mailing address is valid and in the proper mailing format on the address verification pop-up screen that appears.
11
VBMS will automatically open the CONTENTIONS LIST.  Using the table below, complete the NEW CONTENTION fields then click the SAVE button.
In the field …
Enter …
CONTENTION
Apportionment Claim.
CLASSIFICATION
Administrative Issue.
DATE OF CONTENTION
date the claim was received.
TYPE
New.
MEDICAL
No.
12
  • Navigate back to the Veteran’s profile screen, and
  • select MANAGE EVIDENCE from the ACTIONS drop-down menu.
Example:
Image of the acttions drop-down menu.
13
Add each piece of mail or mail packet by
  • selecting the ADD unsolicited tab
  • entering the required information and clicking the ADD EVIDENCE button, repeating until all evidence has been entered, and
  • selecting COMPLETE.
Example:
Image of VBMS manage evidence screen.
Important:  If the apportionment claim is for a child, with the custodian as requestor, enter the child as the claimant.  For the address, change the first line to read C/O[CUSTODIAN’S NAME]
Reference:  For more information on processing unsolicited mail, see the VBMS Job Instruction Sheet – Manage Evidence.

III.ii.3.D.3.c.  Establishing Apportionment Claims in Share

Follow the steps in the table below to establish an apportionment claim in Share.
Step
Action
1
Open Share and select the CORPORATE INQUIRY command.
2
Enter the Veteran’s SSN or claims folder number into the FILE NUMBER OR SSN field and click the SUBMIT button.
3
Select the ALL RELATIONSHIPS tab and determine if the spouse making the apportionment claim is listed under the ALL RELATIONSHIPS tab.
If the spouse making the apportionment claim is …
Then establish the EP 130 using  payee code …
listed
10.
not listed
00.
4
Click READY and select the CLAIMS ESTABLISHMENT C&P command.
5
Complete the required fields using the table below and click the SUBMIT button after completion.
In the field …
Enter …
FILE NUMBER
the Veteran’s file number.
BENEFIT TYPE
Live CPL.
PAYEE TYPE
the payee code identified in Step 3.
CLAIM TYPE
130 – Apportionment.
STUB NAME
the name of the person for whom the apportionment is being claimed, using the
  • first initial
  • middle initial, and
  • first five letters of the last name.
6
Select CONTINUE ESTABLISHMENT on the next screen.
7
Enter the following on the PENDING ISSUE/CORPORATE CONTROL ESTABLISHMENT screen:
  • address of the claimant
  • phone number (if one is listed)
  • date of claim
  • 21 as the designated section number, and
  • the SSN and date of birth of the claimant.
Select CREATE ESTABLISHMENT.
Important:  If the apportionment claim is for a child, with the custodian as requestor, enter the child as the claimant. For the address, change the first line to read C/O [CUSTODIAN’S NAME].
8
Open VBMS and navigate to the Veteran’s profile screen by
  • entering the Veteran’s SSN or file number in the GLOBAL SEARCH bar, and
  • clicking the OPEN PROFILE button.
9
Select MANAGE EVIDENCE from the ACTIONS drop-down menu.
Example: 
Screenshot of VBMS Manage Evidence screen
10
Add each piece of mail or mail packet by
  • selecting the ADD unsolicited tab
  • entering the required information and clicking the ADD EVIDENCE button, repeating until all evidence has been entered, and
  • selecting COMPLETE.
Example:
Screenshot of VBMS Manage Evidence screen with receipt date
11
Navigate to the CONTENTIONS screen and using the table below, complete the NEW CONTENTION fields, then click the SAVE button.
In the field …
Enter …
CONTENTION
Apportionment Claim.
CLASSIFICATION
Administrative Issue.
DATE OF CONTENTION
date the claim was received.
TYPE
New.
MEDICAL
No.
References:  For more information on

4.  Establishing a Request for a Hearing


Change Date

February 19, 2019

III.ii.3.D.4.a.  Establishing Requests for a Hearing

Upon request, a claimant is entitled to a hearing on any issue involved in a claim.
Follow the steps below to control a request for a hearing by adding a special issue indicator and tracked items in VBMS.
Step
Action
1
  • Open the claimant’s profile in VBMS, and
  • select New Claim from the ACTIONS drop-down menu.
2
When necessary, update the claimant’s information, including
  • address
  • telephone number, and
  • POA.
3
Determine if the hearing is for a legacy appeal or pending claim.
If the hearing is for …
Then …
a pending legacy appeal
  • select the EP 170, and
  • add the Local Hearing special issue indicator to each contention that requires a hearing.
a legacy appeal that has not been established
  • establish EP 170, and
  • add the Local Hearing special issue indicator to each contention that requires a hearing.
a pending claim
  • select the EP controlling the issue that requires the hearing, and
  • add the Local Hearing special issue indicator to each contention that requires the hearing.
an issue that is no longer pending as part of a legacy appeal or claim
follow request for application procedures located inM21-1, Part III, Subpart ii, 2.C.6.  No further action in this table is required.
4
Add a custom tracked item to the EP selected in Step 3.  Use the table below to determine the name and suspense date of the tracked item.
Type of Hearing
Name of Custom Tracked Item
Default Suspense Period
Informal
Informal Hearing Requested
30 days
Formal
Formal Hearing Requested
60 days
5
Add a note providing details of the hearing request using the following format:
[Type of hearing (informal, DRO, pre-decisional, etc.)] hearing request via [method of request (phone call, written correspondence, on VA Form 21-0958, etc.)] received on [date request was received].  Tracked item created with suspense date of [date the tracked item suspense expires].
6
From the PROFILE screen, select MANAGE EVIDENCE in the ACTIONS drop-down menu.
Example:
Screenshot of VBMA Management Evidence screen and actions
7
Add each piece of mail or mail packet by
  • selecting the ADD unsolicited tab
  • entering the required information and clicking the ADD EVIDENCE button, repeating until all evidence has been entered, and
  • selecting COMPLETE.
Example:Screenshot of manage evidence sreen in VBMS with receipt date
Note:  Legacy appeals-related hearing information must also be input in VACOLS.
References:  For more information on

5.  CM Automatic Claim Establishment


Introduction


Change Date

June 27, 2017

III.ii.3.D.5.a.  Auto-Establish Process

Auto-Establish is an automatic process taking traditional paper compensation claims filed on VA Form 21-526EZ that have been received and scanned into the CM portal and
  • extracting data from the form, and
  • automatically establishing the claim in VBMS.
Note:  A claim submitted on VA Form 21-526EZ to the CM portal using the Direct Upload tool will also go through the Auto-Establish process.

III.ii.3.D.5.b.  Auto-Establish Functionality

VA Form 21-526EZ that arrives at the CM vendor is scanned and the data fields are extracted.  The data is used to
  • establish an appropriate EP
  • list contentions
  • add special issue indicators and corporate flashes, and
  • manage the evidence list that is displayed in VBMS and Modern Award Processing-Development.
The VA Form 21-526EZ and all mail received with the form are uploaded to the claimant’s eFolder.
Note:  Auto-Establish will assign the claim to a segmented lane by adding the associated lane’s special issue indicator to the first contention on the EP.

III.ii.3.D.5.c.  Exclusions to the Auto-Establish Process

Auto-Establish will establish the majority of compensation claims submitted on VA Form 21-526EZ.  When a claim submitted on VA Form 21-526EZ cannot be automatically established, it will remain in the CM portal for manual processing.
Some factors that will require a claim to be manually established include:
References:  For more information on

III.ii.3.D.5.d.  Identifying Auto-Establish Claims

Auto-Establish claims have three attribute categories that can be used to identify them.  One attribute from each category will be present on an Auto-Establish claim.
Exception:  The name of the scanning vendor, SMS, will always appear as both the SYSTEM SOURCE and UPLOADING USER ROLE.
Utilize the table below to identify the possible attributes in each category.
Category
Examples
Date stamp
Claim forms can be submitted by sending paper documents to the intake facility or by submitting electronic documents using the Direct Upload tool.  Auto-Establish claim forms will bear one of two distinct date stamps depending on the method of submission.
Example:  Below is an example of a date stamp placed on a paper form that has been digitally scanned.
Image of a date stamp placed on a paper form that has been digitally scanned.
Example:  Below is an example of a date stamp placed on a document submitted using the Direct Upload tool.
Image of a date stamp place on a document submitted using the Direct Upload tool.
Claim label
An Auto-Establish claim will use one of the following claim labels:
  • 110 – D2D-Initial Live Comp <8 Issues (110)
  • 010 – D2D-Initiatial Live Comp >8 Issues (110)
  • 020 – D2D-Supplemental, or
  • 400 – D2D-Supplemental.
System source / Uploading user role
Example:  Below is an example of an Auto-Establish claims form in the eFolder.
An example of an Auto-Establish claims form in the eFolder.
Example:  Below is an example of the document properties screen of an Auto-Establish claims form.
An example of the document properties screen of an Auto-Establish claims form.

III.ii.3.D.5.e.  Reporting Consistent Errors with Auto-Establish Claims
Notify RO leadership and the District Director when consistent errors with Auto-Establish claims (such as an incorrect corporate flash being applied to a homeless claim) are identified.
The RO Director will forward the e-mail to OFO’s Operation Center mailbox with a request to expedite the resolution of the issue.
All reports must
  • include
    • example file numbers, and
    • a description of the issue, and
  • be sent via encrypted e-mail.
Important:  RO leadership must also use the CM trouble ticket process by reporting the issue via the Veterans Claim Intake Program (VCIP) Issue Tracker.
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