Overview
In This Section |
This section contains the following topics:
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1. Developing for Recurring Income
Introduction |
This topic contains information on developing for recurring monthly income, including
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Change Date |
June 11, 2015
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V.i.3.C.1.a. General Information on Developing for Recurring Income |
When information about recurring income is needed, the following information is usually requested:
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.
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V.i.3.C.1.b. Information About Railroad Retirement Benefits |
If it is necessary to request information about a claimant’s Railroad Retirement income, see M21-1, Part III, Subpart iii, 4.7.
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V.i.3.C.1.c. Information About Income Tax Returns |
For information about developing for income tax returns, see M21-1, Part III, Subpart iii, 4.11.
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V.i.3.C.1.d. Information About Social Security Benefits |
Information about Social Security benefits may be obtained directly from the Social Security Administration (SSA) by using the Share application.
If information is not available in Share, ask the claimant to furnish a copy of his/her latest Social Security award or disallowance letter or a statement from SSA, if an award or disallowance letter is not available.
Note: Social Security income for pension and Parents’ Dependency and Indemnity Compensation beneficiaries is verified via the annual computer match with the SSA, once either type of benefit has been awarded.
References: For more information on
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V.i.3.C.1.f. Information About Severance Pay, Accrued Wages, or Vacation Pay |
Send Department of Veterans Affairs (VA) Form 21-4192, Request for Employment Information in Connection with Claim for Disability Benefit, to a Veteran’s former employer to request information as to the amount and date of any payment of
Reference: For more information on developing for severance or accumulated leave pay, see M21-1, Part V, Subpart i, 3.C.2.
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V.i.3.C.1.g. Information About Farm Income |
For information about developing for farm income, see M21-1, Part V, Subpart i, 3.B.3.
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V.i.3.C.1.h. Information About Business or Rental Income |
For information about developing for business or rental income, see M21-1, Part V, Subpart i, 3.B.3.
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2. Developing for Severance or Accumulated Leave Pay
Introduction |
This topic contains information on developing for severance or accumulated leave pay, including
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Change Date |
December 13, 2005
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V.i.3.C.2.b. Using VA Form 21-4192 to Obtain Information |
Send VA Form 21-4192 to a Veteran’s former employer to request information as to the amount and date of any payment of severance or accumulated leave pay the Veteran received. The request should include the Veteran’s name and Social Security number to assist the former employer in identifying the Veteran.
If the former employer does not respond
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3. Developing for Child Hardship Exclusion
Introduction |
This topic contains information on developing for a child hardship exclusion, including
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Change Date |
June 11, 2015
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V.i.3.C.3.a. Definition: Hardship |
Per 38 CFR 3.23(d)(6), hardship exists when expenses necessary for reasonable family maintenance exceed the sum of countable annual income plus VA pension entitlement.
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V.i.3.C.3.b. Applicability of the Child Hardship Exclusion |
Per 38 CFR 3.272(m), the child hardship exclusion applies only in pension cases in which a Veteran or surviving spouse has a dependent child with countable income that is available to the Veteran or surviving spouse.
If the authorization activity determines that counting the child’s income would cause hardship, it is possible to exclude some or all of the child’s income.
Note: This exclusion does not apply if the child is the beneficiary.
Reference: For more information on the child hardship exclusion, see 38 CFR 3.23(d)(6).
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V.i.3.C.3.c. Developing for the Child Hardship Exclusion |
If a Veteran or surviving spouse requests an exclusion of a child’s income, provideVA Form 21P-0571, Application for Exclusion of Children’s Income.
Do not develop for hardship if the child’s income is
Note: VA Form 21P-0571 can be used to develop for both availability of child income and the hardship exclusion.
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4. Developing for Interest Income From Net Worth
Change Date |
November 20, 2015
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V.i.3.c.4.a. Developing for Interest Income From Net Worth |
Initiate development for interest income from net worth if a claimant reports or Federal tax information (FTI) match information shows
Important: Advise the claimant that failure to respond to the request for information will result in a denial of benefits.
Reference: For more information on when interest income development is required in connection with upfront verification using FTI, see M21-1, Part V, Subpart iii, 1.A.2.f.
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11-20-15_Key-Changes_M21-1V_i_3_SecC.doc | May 20, 2019 | 92 KB |
Historiical_M21-1V_i_3_SecC_06-11-2015.doc | May 20, 2019 | 68 KB |
Change-June-11-2015-Transmittal-Sheet-M21-1MRV_i_3_SecC_TS.docx | May 20, 2019 | 39 KB |
in Chapter 3 Income and Net Worth Development, Part V Pension and Parents Dependency and Indemnity Compensation (DIC), Subpart i Eligibility and Development
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