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M21-1, Part V, Subpart i, Chapter 3, Section B – Income and Net Worth Development Forms and Acceptable Statements

Overview


Introduction

This section contains the following topics:
Topic
Topic Name
1
2
3
4

1.  Original Applications for Pension and Parents’ DIC


Introduction

This topic contains information on the forms to be used for filing the original application for pension or Parents’ DIC, including

Change Date

February 19, 2019

V.i.3.B.1.a.  Application Forms for Pension and Parents’ DIC

The table below shows the application forms that should be used to file an original claim for
  • pension, and
  • Parents’ Dependency and Indemnity Compensation (DIC).
If the claimant is filing the original claim for …
Then the claimant should submit …
Veterans Pension
Survivors Pension
Parents’ DIC
Reference:  For more information on prescribed claim forms, see M21-1, Part III, Subpart ii, 2.B.1.b.

V.i.3.B.1.b.  Obtaining Supplemental Income and Net Worth Information

The applications described in M21-1, Part V, Subpart i, 3.B.1.a request income and, if applicable, net worth information.  However, it is often necessary to
  • clarify or supplement income and net worth information furnished on the application, or
  • request income or net worth information in connection with the original claim, any other new claim, or a supplemental claim.

2.  Basic Income and Net Worth Development Forms


Introduction

This topic contains information on the basic income and net worth development forms, including

Change Date

March 23, 2015

V.i.3.B.2.a.  EVR Forms for Developing Basic Income/Net Worth Information 

Use the information on the EVR forms listed below to develop basic income and net worth information after an original application has been filed.

V.i.3.B.2.b.  Releasing EVR Forms From an RO

When releasing any EVR form from a regional office (RO), write the Veteran’s file number on the form.
If an EVR form is sent to a beneficiary, enclose VA Form 21P-0510, Eligibility Verification Report Instructions.
Note:  Modern Awards Processing-Development (MAP-D) should be used for development whenever possible.
Reference:  For information on development procedures in MAP-D, see the MAP-D User’s Guide.

V.i.3.B.2.c.  Determining If an Pension Claimant Has Dependents

If there is uncertainty as to whether or not an pension claimant has dependents, use the most inclusive form, which would be

V.i.3.B.2.d.  Recording From/Thru Dates on Pension EVR Forms

Generally, when filling out the “from/thru” spaces on EVR forms, for the
  • “from” date space, write the
    • date of pension entitlement, if known, or
    • current date, if the date of pension entitlement is not known, and
  • “thru” date space, write the date that is 12 months from the end of the month of the “from” date.
Example:  If a surviving spouse’s entitlement is based on the date of claim, which is October 28, 2013, write
  • “10/28/13” as the “from” date, and
  • “10/31/14” as the “thru” date.

V.i.3.B.2.e.  Recording From/Thru Dates on Pension EVR Forms According to Development Period

Two sets of spaces for “from/thru” dates are provided on Pension EVR forms.
 If the development period covers
  • less than six months
    • write the “from/thru” dates in just one of the spaces, and
    • draw a line through the other space, or
  • more than six months, write the “from/thru” dates in both spaces, with the “from/thru” dates on the right-hand side of the form being used for the calendar year following the first date on the left-hand side of the form.
Example:  If the date of entitlement is October 28, 2013, and the form is being dispatched on August 7, 2014 (more than six months later), write
  • “10/28/13” and “10/31/14” as the “from/thru” dates on the left-hand side of the form, and
  • “1/01/14” and “12/31/14” as the “from/thru” dates on the right-hand side of the form.

3.   Specialized Income Development Forms


Change Date

September 29, 2017

V.i.3.B.3.a.  Forms for Developing Specific Types of Income

Use the table below to determine the appropriate form to use to develop for specific types of income.
If developing for …
Then …
the income and net worth of a Veteran’s children if a surviving spouse remarries
send VA Form 21P 0519C-1, to the claimant.
reported farm income
reported
  • income from a business other than farming, or
  • rental income
information
  • on the date that the Veteran last worked, and
  • about the final wages and any retirement or other benefits to which the Veteran might be entitled
Reference:  For more information on developing for severance or accumulated leave pay, see M21-1, Part V, Subpart i, 3.C.2.
 
Note:  MAP-D should be used for development whenever possible.
References:  For information on

4.  Developing for Income and Net Worth Information by Telephone, E-Mail, or Fax


Introduction

This topic contains information on developing for income and net worth information by telephone, e-mail or fax, including

Change Date

October 12, 2016

V.i.3.B.4.a.  Claimant Requirements for Submitting Information

Effective March 24, 2015, VA only recognizes compensation, pension, survivors, and related claims if they are submitted on the required standard forms.
Once a standard form is received, VA can accept further information by written correspondence, phone, etc., to clarify what was reported on the standard form.
Note:  VA does not require a standard form to report a change that will result in a decrease in benefits.  A beneficiary may report such changes
  • in writing
  • by telephone, e-mail or fax, or
  • eBenefits.

Reference:  For more information, see M27-1, Part 1, 5.


V.i.3.B.4.b.  Procedures for Oral Communications

Follow the specific telephone contact procedures outlined in
M21-1, Part III, Subpart iii, 1.B.1,and M21-1, Part I, 2.D.1, on all oral communications in order to
  • use the information furnished to reduce or terminate benefits, and
  • furnish the beneficiary contemporaneous notice of the adverse action.
Reference:  For more information on the submission of statements or information affecting entitlement to benefits, see 38 CFR 3.217(b).

V.i.3.B.4.c.  Retroactive Restoration of Benefits

Per 38 CFR 3.103(b)(4), VA must retroactively restore benefits that were adversely affected based on oral communication, if, within 30 days of the date that the notice of adverse action is issued, the beneficiary or his/her fiduciary asserts that the adverse action was based upon
  • information or statements that were inaccurate, or
  • information that was not provided by the beneficiary or his/her fiduciary.
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