SPOUSE'S PLANNING GUIDE

 

2011 Edition

 

PREPARED BY

 

DEPARTMENT OF VETERANS AFFAIRS

 

VISUAL IMPAIRMENT SERVICES TEAM (VIST)


 

 

INTRODUCTION

USE THIS BOOK  ELECTRONICALLY

 

If you are reading a disk version of this book and have Internet access you will find that the links will take you to the websites referenced. 

 

The nature of the VA is changing and more and more is happening electronically.  In the past year the VA has come up with two websites that will play crucial roles of information in the future:

 

My VA homepage at: 

 

http://www1.va.gov/opa/myva/index.asp

 

And the E Benefits Website at:

 

https://www.ebenefits.va.gov/ebenefits-portal/appmanager/eb/veterans

 

 

 

FORWARD

This booklet was prepared in conjunction with the VIST program. VIST serves visually impaired veterans. You should be able to reach a VIST Coordinator at your nearest VA medical facility.

 

In 2010 there were some landmark changes in VA Benefits.  The most notable involved the benefits for Caregivers of very severely injured veterans.

 

In the last 10 years benefits have become increasingly complicated.  There is no reason not to ask for assistance.  Instead of getting shorter, each year this book seems to be getting longer.   For some of our veterans and spouses the VA is only one area of concern.  There are also benefits from the Department of Defense and Social Security.  Unfortunately there is no one spot where you can go to for answers on all of these benefits and how they interact.

 

We have offered a number of websites for organizations that provide useful information.  No one should feel obligated to join any of these organizations, information on their websites is free to the public.

 

TRICARE, CHAMPVA, and the VA (for veteran’s healthcare) itself through MyHealtheVet reflect a growing use of online connections to monitor your own healthcare, check prescriptions, etc.  This trend will continue.  If you cannot access the Internet, perhaps a family member can assist you.  The TRICARE website has tremendous information on things such as approved providers who accept TRICARE payment.  We are evolving to a computer based information society.

 

PURPOSE

 

The purpose of this book is to assist you, the veteran's spouse in fact finding. In today's world it is important that each person be his or her own advocate. It is tough to get started in this. This book is not meant to provide all of the definitive answers. Those will be gotten at the VA Regional Office, the Department of Defense, or the Social Security Administration. The book is meant to be a tool to help educate and start the planning process for the future.

 

 

 

ACKNOWLEDGMENTS:

 

Information was obtained from many sources. These include:

 

·        38 CFR Chapters 1 - 17 and 35

·        Guide for Service Officers Veterans of Foreign Wars publication

·        Service Officer's Guide Disabled American Veterans Publication Veterans Benefits: The Complete Guide Snyder et. Al. Harper Collins Publisher

·        Numerous Social Security Publications (1 800 772 1213)

·        VIST Desk Reference Todd Turansky Editor (and other publications and updates from Mr. Turansky)

·        What Every POW'S Wife Should Know And Widow Must Know, Compiled by Ken Jones

·        Military.com

·        Retired Military Almanac, Hunter and Gordon Editors

·        Numerous websites related to benefits for veterans

 

Editor's Note:  In spite of all this excellent source material, there may still be errors or changes that occur after this booklet is put together. Take this as a guide and go to the source: Regional Office, Department of Defense, Social Security Administration or the IRS for definitive information.

 

 

Bob Kozel, San Antonio, Texas, December 2010


TABLE OF CONTENTS

Table of Contents

 

SECTION 1:  BACKGROUND INFORMATION

1-1  Commonly Used Abbreviations and Terms

1-2 How to Get Help

1-3  State Benefits

1-4  Who is a Spouse

1-5  Who is a Dependent?

1-6  Benefits for Having Spouse and Children

1-7  Benefits for Care Providers

 

SECTION 2:  PAYMENTS

Payments from the Veterans Administration

2-1  Compensation

2-2  Filing A Claim

2-3  Non Service Connected Pension

Payments from the Department of Defense

 

2-4  Retiree Pay

2-5  DOD Retirement Due to Disability

2-6  Income for Survivors

2-7  Survivors Benefits Plan (SBP)

2-8  Dependency and Indemnity Compensation (D.I.C.) 

2-9  Non Service Connected Death Pension

2-10  D.I.C. and SBP

2-11  Social Security

2-12  Other Social Security Programs

SECTION 3:  HEALTH INSURANCE

 

3-1  TRICARE  Eligibility

3-2  TRICARE Update

3-3  CHAMPVA

3-4  MEDICARE

3-5  MEDICAID

3-6  VA Health Care

3-7   Nursing Home

 

SECTION 4:  VA EDUCATION BENEFITS

 

4-1  For Spouses

4-2  For Dependent Children       

4-3  Chapter 33 Benefits 

 

SECTION 5:  IN THE EVENT OF DEATH                                                                    

5-1  What A Spouse Should Do                                                                     

5-2  BURIAL BENEFITS                                                 

5-3  LIFE INSURANCE                                                                                                      

SECTION 6:  OTHER CONSIDERATIONS                              

6-1  BX and Commissary

6-2  Divorce                                                                                                         

6-3  Bigamy                                                                            

6-4  Lost Pension or Compensation Checks:

6-5  Widow's Income Tax                                                                                      

6-6  Point Preference in Government Employment

6-7 Non-Competitive Federal Employment

 

APPENDICES

 

ANNEX 1 SERVICE ORGANIZATIONS

ANNEX 2 FORMS COMMONLY USED

ANNEX 3 IMPORTANT ADDRESSES AND PHONE NUMBERS

ANNEX 4:  USEFUL WEBSITES

ANNEX 5:  EXTENSIVE CONTACT INFORMATION

 

 

 

End of Table of Contents
SECTION 1:  BACKGROUND INFORMATION

 

1-1  Commonly Used Abbreviations and Terms

A&A Aid and Attendance describes a severity of disability that is beyond Housebound condition. This may also add additional payments to Compensation or Pension from the VA.

 

BX this is the Base Exchange, and is the same thing as PX, Post Exchange.

 

CRDP Concurrent Retirement and Disability Payments, this acronym was instituted in 2004 for the current  CR and CRSC Concurrent retirement pay for military retirees in addition to their compensation payments from the VA.  This benefit is paid by the Department of Defense.

 

CR stands for Concurrent Receipt

CRSC stands for Combat Related Special Compensation

 

HB Housebound describes severity of disability that may add additional payment to Compensation or Pension from the VA.

 

NSC Non Service Connected - Injury or illness that exists, but is not directly linked to service time.

 

RO Regional Office - Place where claims and the benefits portion of the VA are handled. VA Medical Centers fall under the Health Care branch of the VA. Regional Offices are under the Benefits branch.

 

SC Service Connected - Directly linked to injury or illness acquired or aggravated in the service. SC status can only be recognized after a claim is filed and ruled favorably on by the Veterans Administration.

 

SSA Social Security Administration - These benefits are explained in a later portion of the booklet.

 

SSI Supplemental Security Income

 

SSD Social Security Disability

 

SO Service Officer, representative of one of the service organizations, such as the Disabled American Veterans or the Veterans of Foreign Wars. They may assist in filing claims.

 

VA Veterans Administration - Formally, the Department of Veterans Affairs.

 

VBC Veteran's Benefits Counselor. Employee of the VA who works with veterans in exploring their benefits eligibility.

 

VIST Visually Impairment Services Team. VA Medical Facility Program that helps visually impaired patients.

 

Return to Table of Contents

 

 

1-2 How To Get Help

 

Any veteran, or family member of a veteran can get assistance from a Department of Veterans Affairs Regional Office. You will be connected to the nearest Regional Office by dialing:

 

1 (800) 827 1000

 

You can access additional information by computer over the Internet.

 

Department of Veterans Affairs Homepage:  www.va.gov

 

The VA’s webpage has been greatly reconfigured in 2007 and it is now much logically laid out and it is much easier to find information.

 

The VA maintains an excellent website that deals with survivor’s benefits.  This site continues to be improved and expanded.  To access the website go to: 

 

http://www.vba.va.gov/survivors/vabenefits.htm

 

You may also decide to go to the Regional Office in person and see a VBC, Veterans Benefits Counselor. They can assist you with your questions.

 

You may seek assistance from a Service Organization such as the VFW, BVA or the DAV. A list of all the recognized service organizations is provided in Annex 1 and web address are available in Annex 4. These organizations typically ask the veteran to sign a "Power of Attorney". In this instance this only allows them access to VA paperwork on the veteran. There is a further explanation in Annex 1 also.

 

Blinded Veterans Association Homepage:   www.bva.org

 

For visually impaired veterans, the VIST, Visual Impairment Services Team Coordinator may be of assistance. Legal Blindness has many special provisions and services outside and inside the VA. Each VA medical facility has a VIST Coordinator.

 

The Outpatient Social Worker at your nearest VA medical facility should also prove to be a valuable resource in answering questions.

 

One of the most confusing things about the VA is the fact there are 3 branches and they are not easily connected at any one location.  VA Medical Centers provide health care.  VA Regional Offices provide actions on benefits such as compensation, GI Bill and other entitlements associated with being a veteran.  The Cemetery Service provides for the use and maintenance of National Cemeteries.  In this booklet you are provided key phone numbers and contact points for each of these services.

 

The VA does not connect directly with the Department of Defense.  Retirees may need to do actions in both systems at times.  We have attempted to provide key DOD contacts and phone numbers (refer to Annex 5).

 

 

Return to Table of Contents

 

 

1-3  State Benefits

 

Each state has benefits for veterans. The benefits differ from state to state.  Each state also has a website that can be used to research veteran benefits.

 

There is a combined website for the directors of each state’s Department of Veterans Affairs:     www.nasdva.com

 

Or, you can do a search of the Internet by going to Google (www.google.com) and doing a search.  An example of a search would be:

 

Veterans Benefits + Rhode Island 

 

This is an excellent way to get information on veteran related activities in the state you live in.

 

Return to Table of Contents

 

1-4  Who is a Spouse

Who Is a Spouse?

Under VA definition a spouse is:  A member of the opposite sex who is married to a veteran. 

 

The VA recognizes common law marriage if the state of residence recognizes common law marriages. (Check with your local Regional Office).  You prove you are a spouse by:

 

·        A certified copy of your marriage license

·        An affidavit from the person who married you

·        An affidavit from an eyewitness

 

In the case of common law marriage, there are specific conditions in various states, which must be met in order to legally establish a common law marriage. The VA only recognizes common law marriages in states that legally recognize these relationships. For proof of common law marriage, the VA demands affidavits from two individuals who can attest to the husband and wife relationship.

 

Must you live together?

 

There are acceptable reasons for not living together, and still be considered married. The most common example of this is when one member is in a nursing home.

 

Return to Table of Contents

 

 

 

 

 

1-5  Who is a Dependent?

 

Children are dependents until they reach age 18. Stepchildren in your household, adopted children and illegitimate children fall under the dependent category. The exception to the 18 year old rule is when children marry before the age of 18.

There are also exceptions for individuals being considered dependent children past the age of 18. These can include incapacitation prior to age 18 or VA approved schooling.

 

In some instances parents may be dependent and considered part of the household. One needs to check with RO to clarify if parents can be considered legal dependents.

 

In all cases, proof of relationship will be necessary. This can include a birth certificate, an affidavit from the delivery doctor, two affidavits from persons with knowledge of your relationship to the children, or school records. Again, check with RO for clarification on documentation.

 

Return to Table of Contents

 

 

1-6  Benefits for Having Spouse and Children

 

If the veteran is drawing Compensation from the VA after reaching a rating of 30% there is additional compensation added for each dependent.

 

If the veteran is drawing NSC Pension there is additional money for each dependent, and benefits in medical cost deductions, and possibly schooling deductions. It is important to keep in mind that income of dependents may count as part of the veteran's income used in determining eligibility for NSC Pension. For clarification of a specific family situation it is best to contact your nearest RO.

 

Return to Table of Contents

 

 

 

1-7  Benefits for Care Providers

 

For more information on this topic go to:

 

http://www.armytimes.com/news/2010/04/military_veterans_caregivers_041910w/

 

In 2010 Congress passed a bill that included benefits for Caregivers of very severely injured veterans.   Initially, this bill seemed to cover the caregivers for Operation Enduring Freedom and Operation Iraqi Freedom veterans, with no announcement when or if the bill would cover veterans from other eras.  All the details of this bill were not available at the time this booklet went to press.

 

What is believed to be involved includes:

1.  The veteran may designate one family member to be the primary care provider

2.  That individual will be paid a stipend by the VA

3.  If that individual does not have healthcare, they may be eligible for CHAMPVA

4.  The VA will provide training for the individual to meet the veteran's need

5.  Respite care will be provided at time for the veteran

 

Editor's Note:   The bill included a 9 month implementation period during which the details of the bill's provision would be finalized (the bill was passed in the sprint and is not finalized at the time this went to press).   There is currently no VA website for this topic.

 

It is recommended that an individual check with RO to see what the latest updates are on this benefit.

 

 

 

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SECTION 2:  PAYMENTS

PAYMENTS FROM THE VETERANS ADMINISTRATION

Compensation and Pension

Compensation is different from Pension in some important respects. Compensation is linked to some injury, illness or lingering effect of being in the military. In the case of Dependency Indemnity Compensation, D.I.C., the original eligibility is linked to a veteran's compensation entitlements.  There is more on D.I.C. in a later section.

 

Pension is linked to a veteran's disability (not related to military service), limited income and a veteran having been in the military during a wartime situation.  The nature of military conflicts and wartime service needs to be researched in the post Vietnam era.  Regional Office can clarify who qualifies as a wartime veteran.

 

2-1  Compensation

 

In simplest terms, the VA pays Compensation for some injury, illness, or lingering effect caused by being in the military. The clearest example of this is a battlefield injury. A person was wounded, lost their eyesight; it will never be fixed. The VA pays compensation monthly.

 

There are other conditions for which the VA grants compensation. There are diseases that were first diagnosed during service time, or aggravated during service time. Plus, there are conditions that show after separation from the military, but may still be linked back to service time.

 

Often these diseases are chronic. A disease such as Diabetes Mellitus may progress and the amount of disability increases.  As the disability increases the amount of Compensation may grow (but, the veteran must reopen his or her claim to make this happen).

 

The following outlines the reasons for Compensation:

 

·        Direct line of duty injury

·        Presumptive Diseases

·        Tropical Diseases

·        Diseases Specific to Former POWs

·        Radiation Related Diseases

·        Vietnam Service or Korean (DMZ 1968-69) Agent Orange exposure*

·        Diseases of Naval Personnel Exposed to Mustard Gas (1943-45 Naval Research Lab) Persian Gulf - this is still in the process of being researched and defined.

·        Pre-service Condition Aggravated during time in service

·        Conditions Secondary to Service Connected Disability

·        Asbestosis

·        Injury in a VA facility

·

Compensation is normally awarded in some percentage of disability. This is awarded in increments of 10 percentage points running from 0% to 100%. There may also be special monthly cash awards for certain injuries or conditions.

 

Editor's Note:  Benefits have changed related to Agent Orange Exposure:

 

Most recently the list of presumptive conditions for Agent Orange grew to include 15 items.

 

For more information on Agent Orange go to:

 

http://www.publichealth.va.gov/exposures/agentorange/

 

For more information call the Agent Orange Hotline:  1 800 749 8387

 

Editor’s Note:  We also offer a companion booklet on up to date information on Agent Orange Benefits:  Agent Orange Primer 2011 which can be requested through the VIST Coordinator

 

Gulf War 1, and wars in Iraq and Afghanistan have their own unique set of connected service conditions.

 

For more information go to:

 

http://www.publichealth.va.gov/exposures/gulfwar/

 

From more information on these wars call:  1 800 749 8387 and pick option 2

 

 

Operation Iraqi Freedom/Operation Enduring Freedom, OIF/OEF

 

There are many benefits in the VA, DoD, and private sector for OIF/OEF veterans.  Each VA facility has an OEF-OIF Coordinator. 

 

In 2010 the VA recognized presumptive conditions for service in OEF-OIF and Gulf War 1. 

 

The VA has a helpful homepage for OEF-OIF Veterans at:

 

http://www.oefoif.va.gov/

 

Other Benefit Changes

 

In 2008 the VA recognized Amyotrophic lateral sclerosis (ALS), often referred to as "Lou Gehrig's Disease, as a Presumptive Disease for all veterans.  That means basically that anyone who served in the military who develops a case of ALS should apply for service connection.

 

 

Return to Table of Contents

 

2-2  Filing A Claim

 

Editor's note:  For more information on claims go to the following VA website: 

 

http://www.vba.va.gov/bln/21/

 

The VA is currently converting to a Fast Claim system.  This process was started in the second half of 2010.  This system in the future may be the way all claims are handled.  However, for now most claims are filed in the traditional manner and we recommend that you get assistance in exploring the claim process.

 

Compensation is not automatically granted, you must file a claim for it. This booklet is not meant to be a primer on Compensation, but here are some points to ponder:

 

1. You must have a diagnosis in order to claim disability.*

 

2. You must prove or document that the illness or injury happened during

service time. Remember that records from 50 years ago may be very incomplete.

 

3. The VA will assist you in gathering existing government records.

 

Finally, you can seek assistance in filing a claim from the Regional Office, a Service Organization or people such as your VIST Coordinator.

 

* For Gulf War 1 veterans an official diagnosis may not be needed.  Part of Gulf War Syndrome can be undiagnosed conditions, which have clear affects on health.

 

Editor's Note: In November of 2004 the government announced findings that concluded that Gulf War Syndrome was a real medical condition.  However, findings in 2006 disputed this.  The debate was settled in 2008 favoring that Gulf War Syndrome was indeed real.  Over the next few years there will be further investigations into what can conditions can be permanently linked to Gulf War Syndrome.  There were extensive Congressional Hearings in 2009 on how to address Gulf War Syndrome.  Currently the VA pays compensation for a list of things linked to Gulf War, and these provisions are in place until the end of 2011, but these compensation provisions are not permanent at this time.

 

These symptoms include:

 

·        Chronic Fatigue

·        Signs and symptoms involving skin (including skin rashes and unusual hair loss)

·        Headache

·        Muscle pain

·        Neurologic signs or symptoms (nervous system disorders which could manifest themselves in numbness in one's arm, for instance)

·        Neuropsychological signs or symptoms (including memory loss)

·        Signs or symptoms involving upper or lower respiratory system

·        Sleep disturbances

·        Gastrointestinal signs or symptoms (including recurrent diarrhea and constipation)

·        Cardiovascular signs or symptoms

·        Menstrual disorders

 

Return to Table of Contents

 

 

2-3  Non Service Connected Pension

 

Editor's Note:   For more information on Pension go to the following VA website:

 

http://www.vba.va.gov/bln/21/pension/vetpen.htm

 

Pension is not awarded in connection with service time injury or illness. It is awarded if the veteran can meet all of the following criteria:

 

·        90 days military service (or more), that includes at least one day of wartime.

·        Permanently and totally disabled from work by an NSC medical condition not caused by willful misconduct,

·        Income under set limits and an estate that cannot provide adequate maintenance.

·        If discharged after 1980, you must have served 24 consecutive months of active duty.  Or,

 

·        If service is less than 24 months you must have been discharged under other than dishonorable conditions. 

 

A full explanation of Character of Discharge is given in 38 CFR 3.12.  It is recommended that anyone who did not complete 24 months of service serving after 1980 look at this reference and get assistance from Regional Office on their particular case.

 

Currently, New Law Pension is in effect. Some veterans may be on an older form of pension. It is possible to convert to New Law Pension. There are differences in income deductions. Veterans need to review this with Regional Office to choose what is most advantageous.

 

Pension is meant to add a very basic subsistence income. It provides a target level of income and provides money to bring the veteran to that level.

 

The following is an explanation of how VA NSC Pension works:

 

In this example we are setting single rate Pension at a given year at the 800 dollar per month level.  If you made 799 dollars a month from non VA sources, the VA would contribute that last dollar to bring you to the 800 level. The VA is always to last contributor, and your income will not exceed the target.

 

There is additional money granted for dependents. Also, there is a raise in the target figure based on disability. There is a Housebound and Aid and Attendance level of Pension.

 

Visually impaired veterans with central acuity of 5/200 or less (both eyes, with best possible correction) or visual field constriction to 5 degrees or less concentrically, and who meets the other criteria for NSC Pension, are eligible for the higher A&A award. 

 

There are other medical criteria that can be used to meet the HB* and A&A level, get with your VIST Coordinator, a VBC, or a Service Officer for more information on this.

 

For more information on NSC Pension request the VIST booklet Understanding Your Non Service Connected VA Pension. As always, for more information contact your nearest Regional Office at 1 800 827 1000.

 

* Editor's Note:   In 2006 the criteria for Housebound was redefined for those veterans 65 and older, making it substantially easier for a veteran with a single NSC disability considered at the 60% rate to be awarded Pension at the HB level. Congress at times has considered doing away with this provision.  Check with RO or a local SO for the most up to date information.

 

Return to Table of Contents

 

 

PAYMENTS FROM THE DEPARTMENT OF DEFENSE

 

2-4  Retiree Pay

 

Until 2003 military retirees were not able to draw both their military pay and their VA compensation in total.  A series of laws enacted by Congress has changed this.  Due to the fact that laws have been passed and amended frequently in the intervening years the best source for checking on an individual's DoD portion of entitlements is the Defense Finance Accounting Service, DFAS:

 

http://www.dfas.mil/

 

 

Cleveland Center Retired Pay Department (Code FRCCBB),

PO BX 99191

Cleveland, OH 44199-1126

 

1 800 321 1080

 

The following is a brief synopsis of the Concurrent Receipt programs:

 

Types of Concurrent Retirement and Disability Payments, CRDP

 

CR stands for Concurrent Receipt

 

Editor's Note:   More information on CR can  be found at:

 

http://www.military.com/benefits/military-pay/retired-pay/retired-concurrent-receipt-overview

 

Under the current existing law the following individuals are entitled to CR.

 

·        Individuals who retired from the military after 20 years

·        Individuals who were boarded out medically, but served 20 years of active duty

·        Certain individuals who served 15 or more years, but exited the military on an early out program

·        Reservist with more than 7,200 points*

 

* Due to changes in calculation of Reserve time, we recommend that all individuals check with DoD to find the details of their own case.

 

 

To draw CR they must have the following service connections

 

·        50% or higher for any condition

 

 

CRSC stands for Combat Related Special Pay

 

Editor's note:  More information on CRSC can be found at:

 

http://www.military.com/benefits/military-pay/special-pay/combat-related-special-compensation

 

Under the current existing law the following individuals are entitled to CRSC:

 

·        Individuals who retired from the military after 20 years

·        Individuals who were boarded out medically, but served 20 years of active duty

·        Certain individuals who served 15 or more years, but exited the military on an early out program

·        A Chapter 61 (medically boarded) veteran, if the medical injuries were combat related.  See explanation at the end of this section for more details on Chapter 61.

·        Reservist with more than 7,200 points*

 

* Due to changes in calculation of Reserve time, we recommend that all individuals check with DoD to find the details of their own case.

 

There is a difference between the two.  CR is taxable.  CRSC is not taxable.  CRSC is based on those service connections that are considered combat related (see below).   

 

To draw CRSC they must have the following service connections

 

·        10% or higher for any injury associated with a Purple Heart

·        10% or higher battlefield related condition that can be linked by evidence to the battlefield, these will be decided upon by DOD based on evidence

 

Editor's Note: Agent Orange exposure in Vietnam is considered a battlefield related condition, no Purple Heart is involved.  

 

CRSC must be applied for.  There is an open season at the beginning of every calendar year.  When a veteran applies for CRSC it is supposed to be computed and compared to CR.  The veteran is supposed to be able to elect the one that is higher.

 

The veteran will always receive the amount that is higher between CR and CRSC if they are a combat injured veteran.  However, CRSC must be applied for.  The details on this are given below.

 

As originally projected this was going to be a 10 step incremental increase for retirees to receive their full VA and DoD payments.  There have been many changes and updates to Concurrent Pay over the last few years.  It is best to get with DFAS to discuss your individual case.

 

 

Who is not eligible for CR payments?

 

Retirees who have non-battlefield related service connected disabilities that are rated 40% or lower.

 

Editor’s Note:  There are many terms being tossed around so let us go slowly here. 

 

Below are three cases, all are military retirees, one is not eligible for CRSC under current law:

 

·        Purple Heart battlefield injury:   A gunshot wound in Vietnam (for example).

·        A non-Purple Heart battlefield injury:  Agent Orange exposure in Vietnam.

·        A non-battlefield injury:  A veteran stationed in California breaks their ankle in a basketball game and ends up with a 10% service connected disability.

 

As public law is currently written the last veteran (the broken ankle in California example) drawing military retirement cannot draw compensation on top of the retirement pay.  Their percentage is not high enough to invoke CR pay, and the cause does not make them eligible for CRSC pay.  The individual may choose to take their full retiree payment from DOD, or waive a portion of the military pay in favor of (VA) compensation. Waiving retired pay for compensation is appealing because Compensation is tax-free. In this case a retiree who is 10% Service Connected would waive roughly 100 dollars of their retirement pay and draw this 100 dollars tax free from the VA.

 

It is possible that a person receiving compensation for Post Traumatic Stress Disorder, PTSD, can claim it is battlefield related.  They must submit evidence that shows that the stressors causing PTSD are battlefield related.

 

To file for CRSC a veteran must apply through the branch of service that they saw duty.  The following are the contact numbers:

 

Army                     1-866-281-3254

Navy and USMC            1-877-366-2772

Air Force               1-800-616-3775 or 1-210-565-1600

 

At the time of revision of this booklet the request was filled out on a DD 2860.  This form can be found at the following website (if another source is used, be sure it is the September 2009 version of the form):

 

http://www.dtic.mil/whs/directives/infomgt/forms/eforms/dd2860.pdf  

 

Individual Unemployability:  Beginning Oct. 1, Section 642 of the 2008 National Defense Authorization Act expanded the eligibility requirements for the Concurrent Retirement Disability Payment, or CRDP.

 

Retirees who were rated by the Department of Veterans Affairs as individually unemployable, or IU, and are receiving VA disability compensation as a result of IU status, are eligible to receive full concurrent receipt of both their VA compensation and retired pay.

 

Chapter 61:  In the 2008 National Defense Act those veterans who were medically discharged from the service due to combat injuries became eligible for CRSC on a pro-rated basis.  This means that their time in service affects the percentage of full CRSC payments.  A veteran who served 10 years and was medically boarded out of the military would receive half as much as a veteran who was of the same rank and medically boarded out at 20 years. 

 

Not all individuals injured in the service were medically boarded.  Some, especially during World War 2 were just released.  Your discharge must reflect the Medical Boarding process (Chapter 61) or you are not eligible.  Also, you must have combat injuries.  A motor vehicle accident in theater may not be sufficient if no Purple Heart was awarded. 

 

One final note on CRDP:  An individual with a combined VA compensation and Civil Service retirement is subject to different eligibility and should check with their service branch on eligibility.

 

Return to Table of Contents

 

 

 

2-5  DOD Retirement Due to Disability

 

It is possible for a veteran to draw disability retirement from DOD due to injury that occurred on active duty. Though the rating process and procedure is exactly the same as the VA, the results are not always identical. Plus, the calculation of disability pay is in part based on rank and time in service, with no additional money for dependents. It is to the advantage of the individual to file a claim with the VA and compare which of the disability payments (VA or DOD) is higher.  Based on this information the individual can select which source to draw payment from.

 

A veteran on DOD Disability with over 20 years of active duty should definitely consider filing for VA compensation.  They should also be entitled to the new CR payments (if their disability is 50% or more) in addition to compensation.  And, depending on the cause they may be eligible for CRSC payments. 

 

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2-6  INCOME FOR SURVIVORS

 

When a veteran dies, any benefit that was being received by the veteran from the VA is terminated.  Any checks received from the VA or Social Security Administration after death should be returned. If checks are direct deposited to a bank, the bank should be notified to return the check. The survivors will be issued a new check that covers the last month of the veteran's life, but the check will be prorated to reflect the date of death in the month.

 

When a veteran dies the spouse and family may be entitled to certain benefits. To receive survivor benefits the spouse or other dependents must apply for benefits. The following looks at some of these possibilities.

 

Remember:  To receive survivor benefits, the spouse must apply.

 

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2-7  Survivors Benefits Plan (SBP)

 

For more information on SBP go to:

 

http://www.military.com/benefits/survivor-benefits/survivor-benefit-plan-explained

 

Eligibility: Spouse of retired military member.

 

SPB is a contributory plan that pays the surviving spouse up to 55% of the military member's retirement pay. Deductions are taken from retirement pay. Contributions are made even if the retiree is drawing VA compensation instead of retirement pay.

 

Editor's Note:   There is no longer an offset between SBP and Social Security.  A surviving spouse receives his or her full entitlements.

 

Dependency Indemnity Compensation, D.I.C., (see section below) has also caused a dollar for dollar decrease in SBP in the past.  Many veterans waived SBP coverage because of this fact.  The 2004 law that did away with the Social Security offset did not address Dependency Indemnity Compensation offset, which is still in affect.  As part of the 2008 National Defense Act the first offset for SBP – D.I.C. was enacted.  This allowed collection of 50 dollars a month, with a slight increase for each of the next 5 years.  The amount is not nearly as significant as this being the first step in the total removal of the SBP – D.I.C. drop in payments. 

 

Note:  This formula was amended and slightly increased by Congress in 2009, with an updated increased total amount.   This provision is due to sunset in 2017 unless Congress revisits the matter. 

 

DoD has made past opportunities to buy back into SBP, for those who waived the program.   For individuals who have wishing to buy back in at a future date, they will need review the cost and their case to weight the monetary benefit.

 

For more information on this topic or other information for surviving spouses:

 

www.militarywidows.org

 

Or you can contact them at:

 

Society of Military Widows
National Headquarters
5535 Hempstead Way
Springfield, VA 22151
1-800-842-3451

 

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2-8  Dependency and Indemnity Compensation (D.I.C.)

 

Editor's Note:   For more information on D.I.C. go to:

 

http://www.vba.va.gov/bln/dependents/spouse.htm

 

Covered Under: P.L. 102-568 Veterans Benefit Act of 1992

 

Eligibility: Spouse of Veteran who dies of a SC disability or who dies of any cause after being permanently and totally disabled due to SC causes for over 10 years.  Or, a spouse of a deceased veteran who fits one of the following criteria:

 

·        Married to a veteran getting VA Compensation for total disability continuously since released from active duty and for at least 5 years.

·        Married to a veteran who was a former prisoner of war, who was receiving VA Compensation for a total disability for at least one year before death, and died after September 30, 1999.  

·        Married to a veteran who elected to receive military retirement or disability pay instead of the VA Compensation for permanent and total disability for a period of at least 10 years.

 

The spouse must be a legal spouse at the time of the veteran's death and was married to the veteran for: one year or more, or any period of time if a child was born of the marriage (or before the marriage). The spouse must prove cohabitation from marriage until death unless the separation was through no fault of the spouse, such as residence in a nursing home.

 

Editor's Note:  The one year of marriage represents a recent change in public law, and past cases excluded due to the time requirements may reapply. Further, though the 10 year rule for a veteran rated Permanent and Total allows a survivor to collect D.I.C. for any cause of death (that is not willful), it does not entitle the veteran to Service Connected burial allowances for Non Service Connected causes of death. See section on Burial Allowances below.

 

Until 2004 remarriage ended spouse eligibility for D.I.C.  However, now a spouse over the age of 57 is entitled retain D.I.C. when they remarry. Annulment, divorce or death may reestablish eligibility for a former spouse who does not meet this age criteria. A divorced individual being considered for reinstatement reflects a 1998 change in Public Law. The VA may consider living with someone else remarriage if the state of residence recognizes common law relationships.

 

If a person applies for D.I.C., they must show proof that the veteran has died, and that the death was due to a service connected cause. If the veteran was rated Permanent and Totally disabled (100%) for more than 10 years (or meets one of the other criteria listed above), non-service connected causes of death are also covered. 

 

Editor's Note:  Willful or neglectful causes of death might not be covered for D.I.C..

Also, the new law covering D.I.C. eligibility on remarriage after age 57 also covers the maintaining of education, home loan, and burial benefits.

 

Under the 1992 law all new cases of D.I.C. are paid at the same monthly rate. Prior to 1992 rank at time of separation was used in computing rate. D.I.C. is not taxable, and rate paid is not affected by other sources of income.

 

D.I.C. can allow payments for dependent parents based on their income and the fact that the veteran claimed them as a dependent while still living.  A dependent parent must file for D.I.C. payments.

 

Editor's Note:   There are two additional levels of payment above the basic D.I.C. rate based on the spouse’s health.  These levels are Housebound and Aid and Attendance levels.  The medical criteria for these are the same as the ones that govern Compensation and Pension payments for veterans.  The spouse must open a claim and show proof of health status.  There may be a Compensation and Pension exam at a VA facility.  Check with RO for rates and requirements.

 

As of 2005 there is also an additional 250 dollar stipend in D.I.C. for surviving spouses with dependent children under 18.

 

Those covered under the pre 1993 plan can convert to the current plan. The change is irrevocable so careful study of the benefits of each plan is necessary.

 

FINAL NOTE ON D.I.C.: There may be instances when it is not clear if cause of death is service connected or not. D.I.C. is filed for on a VA Form 21 534, if there is question on the cause of death a spouse may check yes for box 7. The VA will determine if the cause of death is linked to service connection or not. Obvious items, like being struck by lightning there is no way around. Often "Natural Causes" is listed as the cause of death, especially if the official presiding was not a doctor. It may be necessary to obtain a more precise cause of death to identify if the Service Connected disability was a contributing factor to the cause of death.

 

It is recommended that you use Box 48, Remarks, for additional information on the cause of death.  You will also need to include a Death Certificate and other medical information to corroborate your claim.

 

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2-9  Non Service Connected Death Pension

 

Editor's Note:  For more information on Death Pension go to:

 

http://www.vba.va.gov/bln/dependents/spouse.htm

 

Non Service Connected Pension was discussed earlier. A veteran is eligible if they meet certain criteria. This includes:

 

·        90 days military service (or more), at least one day during wartime.

·        Permanently and totally disabled from work by an NSC medical condition not caused by willful misconduct,

·        Income under set limits and an estate that cannot provide adequate maintenance.

And

·        Twenty-four months of continuous services, if the service time is after 1980.  Or discharge under other than dishonorable conditions (see earlier reference).

 

There is a counterpart of NSC Pension for survivors. It is often referred to as Death Pension or Non Service Connected Death Pension.

Eligibility is based on income; period of veteran's service time, nature of discharge and the criteria for marriage must be met. With this pension there is also increased payment for increased incapacitation, though the individual (spouse) does not need to be disabled to receive the basic pension entitlement. There are also benefits for children under the age of 18 (23 if in approved schooling) and physically or mentally incapacitated children if the deficits occurred before the age of 18.

 

 

Special Notes:

 

In initially filing for benefit it is important to file within 45 days of death. This allows back pay to the date of death. Insurance received in this time frame counts as income, but medical costs count towards spending down income. Check with a VBC or Service Officer, each case has unique potential benefits and drawbacks.

 

Remarriage ends benefits, but a spouse can apply again if second marriage (and subsequent veteran death) is to another veteran fitting the eligibility criteria stated above (and spouse must meet the financial eligibility also).

 

A 2004 change to the law excludes insurance payments at death as income.  When filing it is best to check with RO.

 

Return to Table of Contents

 

2-10  D.I.C. and SBP

 

Presently there is an offset for D.I.C. and SBP referred to as Special Survivor Indemnity Allowance.  There is a 50 dollar a month offset initiated in 2008.  This means when you collect D.I.C. you may also draw an additional 50 dollars per month from SBP.  This is scheduled to increase slightly on a fixed schedule (see below).   

 

In 2009 separate legislation updated the offset.  This will eventually raise the rate to a approximately 4000 dollars a year.  This law for payment from both D.I.C. and SBP is due to sunset in 2017, and if it is not updated, we will return to the same dollar for dollar reduction that existed prior to the 2008 change.

 

In 2009 a Federal Court case ruled in favor of a remarried (after the death of the service member) spouse 57 or over retaining D.I.C. and SBP.  Any spouse in this situation should check with DFAS on their SBP eligibility.

 

 

 

 

Special Survivor Indemnity Allowance, SSIA

 

SSIA payments terminate after FY2017.

 

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2-11  Social Security

 

NOTE: All Social Security questions are best answered by the Social Security Administration, do not depend on the information below, which is general in nature, to answer questions in your individual case.  You need to speak with an SSA representative.

 

Up until 2007 rises in cost of MEDICARE were not supposed to be greater than the amount of Social Security increase in a given year.  This changed in 2007.  There will be a scale of contribution range to MEDICARE based on income.  The target income threshold for 2007 is 80,000 dollars.  Also, for consideration is that some individual pay into MEDICARE Part D (prescription drugs).  This contribution also adds to the cost of MEDICARE premiums for individuals enrolled in MEDICARE Part D.

 

The following is an overview of benefits with 2006 dollar amounts.  You need to check with Social Security for current amounts.

 

Widow - Currently there is a $255 dollar lump sum payment upon death of a spouse. Other monthly payment is dependent on age, work history and other conditions.

 

Working - You are covered by your own Social Security plan. Retirement age and needed quarters of work is gradually increasing. Check with your company or Social Security for you target amounts and date of eligibility.

 

In cases were the husband worked and the wife was non-working, Social Security is based on the husband's work record. The following categories apply:

 

Non Working Women - You can receive benefits on spouse's record if.

 

1. He gets retirement payments and you are 62 or older

2. Receives payments because of disability and your are 62 or older

3. Receives retirement or disability payment and you regardless of age are caring for spouse's under age 16 (or disabled) child who is entitled to benefits.

 

Widow With Young Children - You can receive a widow's benefit at any age if you are caring for a (deceased's) child under age of 16, older if disabled, who is entitled to benefits. Your unmarried children under the age of 18 (19 if in high school) can receive monthly benefits also.

 

Remarried Widow - If you receive widows or widower's benefits, checks are no longer terminated or reduced if you remarry at age 60 or above. A disabled widow may remarry at age 50 with no change to benefits. This is relatively new in the law.

 

Divorcee - If you are divorced at 62 or older, you can receive benefits on your spouse's Social Security record for the next year provided that you have been married for at least 10 years.

 

Divorcee who's Ex Husband Dies: If you are the surviving divorced spouse benefits can start as early as age 60 or 50 if disabled. Again, the 10 year rule is in place.

 

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2-12  Other Social Security Programs

Social Security runs two programs that assists visually impaired (defined as legally blind) individuals:

Social Security Disability (SSD): Disabled workers under 65 and their families are eligible for Social Security Disability payments provided that the worker has worked long enough to be insured and is no longer gainfully employed.

 

Supplemental Security Income (SSI): For blind and disabled and for people over the age of 65, SSI is valuable for those who have little or no income and very limited resources.

 

SSI is not counted as income by the VA in Means testing or against NSC Pension eligibility. Pension does affect eligibility for SSI in some instances.  SSI is often linked to MEDICAID eligibility – so be careful in applying for NSC Pension if you are dependent on MEDICAID health benefits.  Speak with Social Security Office to ensure that NSC Pension will not ruin your MEDICAID eligibility (if you are on MEDICAID).

 

The VA does count SSD as income. This can be a problem with means testing.

 

Editor's Note:  There has been talk of keeping MEDICAID benefits as a disabled person transitions into higher income.  You need to check current laws if you are affected.  This can be done at the Social Security Office.

 

The rules on disability and working changed substantially in 2001.   Congress passed the “Ticket to Work and Work Incentives Improvement Act of 1999”, which substantially expands opportunities for people with disabilities.

 

Thirteen states started the “Ticket to Work” program in 2001.  By the end of 2003 the entire United States was scheduled to be covered by the program.

 

For more information call the MAXIMUS Ticket to Work Help Line:

 

1-866-968-7842  (TTY 1-866-833-2967).

 

If you do not live in a ticket state but would like more information about the law, you may call the Social Security toll-free number, 1-800-772-1213, and ask for the fact sheet:

 

The Ticket to Work and Work Incentives Improvement Act of 1999.

 

There are additional rules and benefits for Blindness.  For more information request the following booklet:

 

If You Are Blind Or Have Low Vision—How We Can Help (Publication No. 05-10052).

 

Excellent online source for reviewing Social Security disability programs and procedures are:

 

www.ssa.gov/disability/professionals/bluebook/

 

http://www.yourtickettowork.com/program_info

 

If you are applying for Social Security Benefits for the first time, they will ask you for the following:

 

·        Proof of death-either from funeral home or death certificate;

·        Your Social Security number, as well as the number of the deceased family member;

·        Your birth certificate;

·        Your marriage certificate if you're the widow or widower;

·        Your divorce papers if you're applying as a surviving divorced spouse;

·        Dependent children's Social Security numbers, if available;

·        Deceased worker's most recent W-4 forms or federal self-employment tax return;

·        The name of your bank and your account number so your benefits can be directly deposited into your account.

 

Public records like your birth certificate and marriage or divorce records must be the originals or copies certified by the issuing agency.

 

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SECTION 3:  HEALTH INSURANCE

3-1  TRICARE  Eligibility

 

Formerly CHAMPUS Civilian Health and Medical Plan of the Uniformed Services

 

Editor's Note:   TRICARE has an excellent website with many helpful links and a thorough explanation of benefits, providers, etc.  To access the TRICARE online website go to:  http://www.tricare.org/ .  

 

TRICARE is evolving to an online service also.  Go to TRICARE Online (the link is on the website above).  If you are TRICARE eligible you may choose to enroll and use their online service.

 

Eligibility:

 

·        Spouse and unmarried (minor) children of active duty members.

·        Retirees, their spouses and unmarried children (minor).

·        Unmarried spouses and unmarried children of active duty or retired service members who have died.

·        Unmarried former spouses (divorced or with the marriage annulled), without employer sponsored health plan coverage, who were divorced on or after

February 1, 1983, after 20 years of marriage to service member who was on active duty during those twenty years.

·        Unmarried children covered to age 21 or 23 if in school. There may be   additional provisions for incapacitated children.

 

Editor's Note:  TRICARE coverage ends at age 65 or once the individual becomes eligible for MEDICARE.  The individual can enroll in TRICARE for Life, then TRICARE becomes a secondary payer.   If a retiree is ineligible for MEDICARE, it is possible that they remain enrolled in regular TRICARE  for the rest of their life. 

 

Individuals under the age of 65 should check at the nearest military facility with the TRICARE Coordinator or call the numbers provided below for updates on TRICARE.

 

Return to Table of Contents

 

 

3-2  TRICARE Update

 

There were significant changes in TRICARE in 2001.

 

In April of 2001 the TRICARE Senior Pharmacy Program began.

 

In October of 2001 TRICARE Senior became TRICARE for Life.  This is an enrollment program open to retired military and their spouses who are age 65 or older if they are eligible for MEDICARE Part A and they pay into MEDICARE Part B.

 

For retirees under the age of 65 TRICARE can be selected at 3 levels:

 

Prime

Extra

Standard

 

Editor's Note:   There are other TRICARE programs, such as TRICARE Plus.  Check the website (provided below) for more in-depth information on these plans and where they are available.

 

You need to check with the TRICARE representative for the details and costs of each plan.  New in 2006 was a TRICARE Standard Newsletter.  It is published once a year and will go automatically to those enrolled in TRICARE Standard. 

 

TRICARE for Life

 

This form of TRICARE appears to be comparable to MEDICARE gap insurance.  TRICARE is a second payer and the individual must pay the remaining expenses.

 

Cost:  MEDICARE Part B premiums will go to DOD and you are not able to enroll in other HMOs.  As of 2005 you must be enrolled in MEDICARE part B to participate in TRICARE for Life.

 

Eligibility:  Uniformed Service retirees and family members, age 65 or older enrolled in MEDICARE Part B, and other retirees (regardless of age) who are MEDICARE eligible and enrolled in MEDICARE Part B. 

 

 

Service:

 

For services payable by TRICARE and MEDICARE, TRICARE will be the second payer.

 

For service payable by TRICARE but not MEDICARE, TRICARE will pay and you pay annual deductible and cost share

 

For services payable by MEDICARE but not TRICARE, MEDICARE pays as usual, and TRICARE pays nothing.

 

For services not payable by MEDICARE or TRICARE, you are responsible for the cost.

 

Note:  In February 2008 TRICARE for Life, TFL, went to an electronic Explanation of Benefits, EOB option. TFL beneficiaries (should have) received letters notifying them of the changes, either with their current EOB's or any other correspondence.  If there are any questions about the registration process beneficiaries can call toll-free at 1-866-773-0404.  Those requiring a Telecommunications Device for the Deaf (TDD) can call 1-866-773-0405.

 

 

TRICARE Pharmacy

 

One of the big improvements in TRICARE is the new pharmacy services these include prescriptions filled at the following:

 

Military Treatment Facilities                          no cost

 

National Mail Order Pharmacy                        $3 for generic 90 day supply

                                                                   $9 for brand name 90 day supply

                                                                   $22 for a 90 day supply of certain high                                                            cost drugs.

 

Civilian Retail Network                                   Same cost as Mail Order

 

Civilian Retail Non-Network                          $9 or 20% of the cost for 30 day supply

 

In 2005 TRICARE went to a three tier pharmacy system.  Certain non-formulary  medications were provided at a $22 copay.  The number of medications in this category has steadily increased. 

 

Note:  In 2009 and 2010 Congress froze hikes in TRICARE costs, however DoD has already proposed increases for FY 2011. 

 

MEDICARE considers TRICARE as a recognized provider of prescription medications.  This means that if a veteran decides to enroll in a private plan in the future (MEDICARE Part D) there is no penalty.

 

TRICARE has a dental plan, but costs vary with section of the country that you live in.  You need to check the details with a TRICARE Dental representative.

 

A spouse can be enrolled in TRICARE for Life and the retired veteran not enrolled in TRICARE for Life. 

 

TRICARE for Life excluded enrollment in other HMOs.  A person needs to carefully look at the pros and cons of this system.  TRICARE has guidelines on what it will and will not pay for. 

 

The following are key TRICARE phone numbers (and links if you are reading electronically):

 

Eligibility (DEERS) 1-800-538-9552

To access different TRICARE plans:

 

http://www.tricare.mil/mybenefit/home/overview/Plans/PrimeRemote

Mail-Order Pharmacy 1-877-363-1303

 

http://www.tricare.mil/mybenefit/home/Prescriptions/PharmacyProgram

Dental    

 

http://www.tricaredentalprogram.com/tdptws/home.jsp

 

 

 

TRICARE for Life

 

1-866-773-0404

http://www.tricare.mil/mybenefit/home/overview/Plans/LearnAboutPlansAndCosts/TRICAREForLife?

 

The TRICARE website is a search engine for benefits throughout the country.  This can be accessed at:

 

http://www.tricare.osd.mil/faqs/default.aspx; under "Word Search" type in "TRICARE For Life" or under the "Advanced Search" use the drop down menu, and choose category "TRICARE For Life/Dual eligible", subcategory "All" and then hit "GO".

 

Final Note On TRICARE

 

DEERS = Defense Enrollment Eligibility Reporting System

 

TRICARE may refuse to pay claims if the individual has not kept their DEERS information up to date. 

 

To update your DEERS information:

 

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3-3  CHAMPVA

 

CHAMPVA Civilian Health and Medical program of the Department of Veterans Affairs.

 

Editor's Note:  In 2005 the CHAMPVA website underwent radical change.  It is now a much more informative, user friendly package.  To access the website go to:

http://www.va.gov/hac/forbeneficiaries/champva/champva.asp

 

There is now a way to electronically monitor many aspects of your own healthcare through the use of MyCHAMPVA.  It is an online service.  The link to this is on the main CHAMPVA website.

 

Eligibility:

1. Spouse, or child of a veteran who has a total disability resulting from a service connected disability.  In plainer terms, a veteran who is 100% SC.

 

2. The surviving spouse or child of a veteran who dies as a result of a service connected disability, or who at the time of death had a total disability resulting from service connected disability.

 

Editor's Note:   Individuals are not eligible for both TRICARE and CHAMPVA.  Once an individual has TRICARE, CHAMPVA is not an option.

 

 

Benefits:

1. Functions like health insurance

2. Care usually provided in non-VA facilities.

3. VA facilities may be used if they are equipped to provide care.

 

MEDICARE terminates coverage at age 65, unless the individual enrolls CHAMPVA for Life, details given below.

 

In limited instances the spouses of veterans are provided health care at a VA under the CITI program.  You need to check with CHAMPVA to see if these services are available in your area.

 

A web resource on CITI contacts can be found at:

 

http://www.va.gov/HAC/forbeneficiaries/champva/docs/CITIFacilityPhoneNumbersList.pdf

 

Change in CHAMPVA in 2002:  Remarriage use to end a spouse’s CHAMPVA eligibility, however now remarriage at age 55 or older allows the individual to remain in the CHAMPVA program.

 

 

CHAMPVA for Life

 

The 2001 law change on CHAMPVA in many ways mirrors the changes in TRICARE for Life.  The program allows enrollment and excludes the individual from being enrolled in another HMO.

 

To be eligible a person must meet the following conditions:

 

Turned 65 prior to June 5, 2001 and only have MEDICARE Part A, you will be eligible for CHAMPVA without having to have MEDICARE Part B.

 

If you turned 65 before June 5, 2001 and have MEDICARE Parts A and B, you must keep both parts.

 

If you turn age 65 on or after June 5 2001, you must be enrolled in MEDICARE Parts A and B to be eligible.

 

Editor's Note:   A disabled child of a veteran might be considered eligible for this program.  It is possible that a non eligible for MEDICARE individual who is over 65 and the spouse of a veteran is eligible for CHAMPVA for Life. 

 

As with TRICARE for Life, CHAMPVA for Life always pays after MEDICARE.

 

CHAMPVA does have a Pharmacy System.

 

If you have a Pharmacy Plan under another provider CHAMPVA may pay the deductible.

 

There is a “Meds by Mail” options that is supposed to provide medications for free.

 

There is also a Medical Matrix of 45,000 pharmacies that require a 25% cost share after an initial deductible.

 

CHAMPVA has some quirks.  It will pay the MEDICARE Deductible for an inpatient stay.  This is very positive.  However, like any HMO there are patient costs.  These need to be carefully researched before choosing any health option.

 

For more information on CHAMPVA or CHAMPVA for Life contact:

 

Recorded explanation of

CHAMPVA  (24 hours a day)                       888 289 2411

 

Address                                                       The Health Administration Center

                                                                   PO Box 469028

                                                                   Denver, CO 80246-9028

 

Email                                                           hac.inq@med.va.gov

 

Phone                                                                    1 800 733 8387

 

Phone times:  9 a.m. – 1:30 p.m. and 2:30 – 5:00 p.m.   (all Eastern Time)

 

Website:   http://www.va.gov/hac/forbeneficiaries/champva/champva.asp

 

Return to Table of Contents

 

 

3-4  MEDICARE

 

You can enroll for the MEDICARE program at your local Social Security Office. This is not meant to be an in-depth look at MEDICARE, so direct your questions to the Social Security Office.

 

MEDICARE Part A. This helps with hospital bills. You are eligible for Part A (and Part B) if you are 65 or older, or if you are disabled and have been receiving Social Security Disability for a period of two years. Part A is free for those who have contributed to Social Security. Part A can be purchased for those who have not, but it is expensive.

 

MEDICARE Part B. This goes towards the paying of other medical bills (besides hospital coverage). There is a premium involved with this coverage. Only if you have received SSD for 24 months will you be offered Part B without the premium.

 

NOTE:  In 2007 income has effect on the amount paid to MEDICARE.  Individuals earning over 80,000 dollars (160,000 for individual and spouse) will be paying higher premiums.  There is a three year phase in portion to this program.

 

MEDICARE Part D.  This is prescription drug coverage.  This went into effect on January 1, 2006.   Part D coverage was increased greatly in the Health Bill passed in 2010.   The coverage for medications is supposed to be total eventually if the bill remains unaltered.

 

MEDICARE recognizes TRICARE and VA enrollment as enrollment in a recognized prescription drug plan.  This means there will be no penalty down the road if one enrolls in an outside drug plan.

 

Editor's Note:   For those veterans on NSC Pension, legitimate medical deductions that are not reimbursed are paid for by the VA once a specific cost threshold has been crossed.

 

 

Return to Table of Contents

 

3-5  MEDICAID

 

MEDICAID is a state run program. It can pay hospital, doctor and prescription bills at fixed rates determined by the state. This means the entire bill may not be covered. Eligibility is based on need as determined by income and other resources. People on SSI automatically qualify for MEDICAID. Others who are legally blind or visual impaired may qualify, but this is based on finances.

 

Return to Table of Contents

 

 

 

3-6  VA Health Care

 

The Veterans' Health Care Eligibility Reform Act of 1996 widened coverage of Veterans by the VA.   The current administration has further increased the envelope. Veterans who are not service connected,  not on NSC Pension, or over a certain income limit, may have to pay a copay for services.*  You need to check with your local VA to get more details.

 

The rules on amount charged for copay changed in 2001 with different levels for different types of visits (treatment received).  The maximum fee is still based on MEDICARE Part B deduction of inpatient stays, or outpatient office visits.

 

All veterans who are not 50% service connected or higher, or not on NSC pension, or with income level below a prescribed amount may be required to pay a medications copayment.  The only exception is when the medication is for a service connected condition or if the medications are related to a specific study that the veteran has agreed to be involved with and it is stipulated that there is no copayment for medications.

 

Editor's Note:   If a veteran is service connected at 0% they do not pay a copay for their service connection.  At the time this was written, there are no visit or medication copayments for those veterans who are categorized as catastrophically injured.  Legal blindness is considered a catastrophic condition.  Catastrophic designation must be filed for and is not automatically granted.

 

VA prescription copays are currently 8 dollars for medications, 9 dollars for those veterans in Priority groups 7 and 8.  The level of copay for medical visits is dependent on the specialty rating of the clinic.  There is no copay cost to see your VIST Coordinator, but there is a $15 charge to see the Blind Rehab Outpatient Specialist.  There is a 50 dollar copay to be seen in a specialty clinic.

 

Veterans serving after 1980 must meet the criteria of 24 consecutive months of active duty or be service connected, fulfilled a full Reserve or National Guard term on active duty, or currently on NSC Pension to be eligible for VA health care.  Check with your local VA's business office to verify eligibility.

 

For more information on Copayments go to: 

 

http://www4.va.gov/healtheligibility/costs/OutpatientPrescriptionCopay.asp

 

 

 

 

Veterans should consider enrollment in the electronic page for veteran health care.  It is a great way to order medications and to find medical information.  The website is:

 

http://www.myhealth.va.gov/

 

Return to Table of Contents

 

3-7  Nursing Home Benefits

 

The VA pays for nursing home care in some circumstances.  Payment for such care is usually linked to service connected disabilities, or other conditions linked to VA care.

 

In May 2004 the pilot program for Nursing Home coverage was extended to 2008 for the certain service connected veterans.  Check with your local VA for more information. Veterans covered by this program include:

 

·        Is seeking nursing home care for a SC disability, or

·        Is rated 60 percent SC and unemployable, or

·        Is rated 60 percent SC and P&T, or

·        Has a combined SC disability rating of 70 percent or more.

 

Return to Table of Contents


SECTION 4:  VA EDUCATION BENEFITS

Survivors' and Dependents' Educational Assistance Program (DEA)

 

For more information on Dependents Education go to:

 

http://www.gibill.va.gov/post-911/other-programs/dea.html

 

 

The entire program is found in Chapter 35 of 38 CFR (Code of Federal Regulations). There are a few ins and outs here so we will try to highlight the most important.  All education programs are handled by RO.  Check with them for more information about your specific case.

 

For additional information on Chapter 35 benefits go to:

 

http://www.gibill.va.gov/pamphlets/CH35/CH35_Pamphlet_General.htm

 

 

4-1  For Spouses

 

Eligibility:

 

·        Spouse of any veteran who died of a service connected disability.

·        Spouse of veteran who is totally and permanently disabled (from a service connected disability).  Normally, this is a 100% SC veteran.

·        Spouse of service member listed as missing in action.

·        Spouse of veteran who died of a disability while the disability was being evaluated for service connection (and subsequently found SC).

 

Eligibility Window:

 

* Time: For the spouse there is a 10 year window based on the veteran becoming

100% Service Connected and permanently and totally disabled, or death due to a Service Connected condition. If the person became permanent and total in 1990 the window would extend 10 years from that date. It would not be extended by death from a Service Connected cause in 1995.

 

As of 2005 this 10 year window has been extended to 20 years for any spouse when the veteran’s death occurs on active duty. 

 

 

Entitlement:

 

* Training: College, Junior College, Normal school, Professional School, Technical Institute, and other institutions that function at the secondary school level or above. Receiving a high school diploma may be part of the education process (or a G.E.D.). Remedial or refresher training may also be included. Also, apprenticeship programs, for on the job training, apprenticeship and farm cooperative training may be approved.  This scope was expanded in 2005.  It is advisable to check with VA Vocational Rehab on individual programs.

 

Counseling can be provided and there is tutor assistance with stipulations.

 

Money, a person in college full time would draw a monthly stipend (check RO for current dollars per month). Even more significant is the fact that you can concurrently draw D.I.C. and other pension or compensation. This greatly enhances dollar amounts.

 

Finally, being 100% SC does not automatically guarantee this entitlement to spouses. Service connection for Paired Organs excludes this benefit.

 

Editor's Note:   A person cannot just one day decide to go to college and use these benefits.  They must make an appointment with RO and establish eligibility.  Then they must present an education plan.  The best approach is to make contact with RO early and go through the steps of developing and getting approval of an education plan.

 

Return to Table of Contents

 

 

4-2  For Dependent Children

 

Eligibility:

* Children between 18 and 26 (remember the veteran must be eligible through SC for the Dependent Education entitlement). Younger than 18 may be allowed if high school is completed. The 26 may be waived also, but 31 is currently the absolute limit.

 

 

 

Entitlement:

 

* 45 months of schooling. Part time schooling may not count as a full month to month basis. Other VA schooling eligibility may affect this.

 

Schooling Possibilities: These are the same as for spouse except, obtaining a high school degree is not covered. Makes sense if you think about it.

 

Restorative training, for handicaps is allowed.

 

* Money:  Check with RO for current amounts and conditions.

 

Other information:

 

Marriage, child's marriage does not curtail benefit.

 

Only 2 changes are allowed in program, or major.

 

Foreign schools must be approved prior to enrollment.

 

Use of the education benefit might have consequence in regards to future compensation or pension entitlement (of the dependent child).  A veteran cannot draw dependent compensation while the child is drawing educational benefits.  Even though Dependent Education is handled by RO, they depend on the veteran to notify them of the education status of the child.  If this is not done the veteran may be overpaid.  The VA will take this money back when they discover the error.  This is a consideration that should be researched and resolved with RO prior to commencing an educational program.

 

The forms that are used to file for the education benefit:

 

VA Form 22 5490 for children

VA Form 22 5490W for spouses

 

To get these forms online go to: http://www.va.gov/vaforms/search_action.asp

 

Editor’s Note:  There is now a class of Service Connected children based on the veteran parent being exposed to Agent Orange.  This is different than dependent children.  These children draw VA compensation at a special rate due to their own disabilities, and are entitled to VA Health Care, and Vocational Rehabilitation Training. 

Return to Table of Contents

 

4-3  Chapter 33 Benefits

 

In July of 2008 the newest form of GI Bill was enacted.  It is referred to as Chapter 33, and is only available to those veterans who served after 9/11.  It began paying benefits in August of 2009.  It provides 36 months of benefits and many other allowances for the veteran.  This is the first GI Bill which is transferable for use by the spouse or children (this was triggered when the servicemember re-enlisted.  The ability to transfer the benefit does not exist for a single enlistment).  Not all of the entitlements are transferable.   Portions such as the housing stipend are not provided if a dependent uses these benefits.

 

For those dependents who may be eligible for both Chapter 33 and Chapter 35 benefits there is still a ceiling on the total number of months of eligibility and provisions that must be followed to switch between plans.  Check with RO for more details.

 

Return to Table of Contents

 

 

The VA website for GI Bill

 

www.gibill.va.gov

 

1-888-GIBILL-1

(1-888-442-4551)

 

 

 

 

 

 

SECTION 5:  IN THE EVENT OF DEATH                                                         

5-1  What A Spouse Should Do

When a veteran dies, the spouse or family must take care of certain arrangements. The following is a suggest guideline for doing this:

 

·        Contact Funeral Director

·        Contact your Clergy

·        Furnish the funeral director a copy of the veteran's discharge, DD 214, Veterans Administration claim number, if known, and the veteran's social security number.

·        The funeral director will apply for the amount allowed from the VA toward burial expenses and also the allowed amount from Social Security for burial.

·        The funeral director will apply for the US Flag to drape the casket or contact local postmaster for a flag.

 

 

·        Funeral director will request military honors if the family desire.

·        Spouse can use a Veterans Benefits Counselor, a Post Service Officer for assistance to apply for the following if appropriate:

 

·        Widow or children compensation

·        Widow or children pension

·        VA Death benefits:

·

-Death Benefit

-Burial Plot allowance

-Headstone or Grave Marker

Note: There are details on these programs in this book, or check at your local Regional Office for more information.  If the veteran is drawing Compensation or NSC Pension from the VA, you will want to contact the VA immediately.  To do this phone:

 

1 800 827 1000

 

Important documents to have available for the VA and Social Security:

 

·       DD 214

·       Marriage License

·       Birth Certificate

·       Death Certificate

·       Veterans social security card and number, VA claim number

·       Divorce papers (if applicable)

·       Adoption papers (if applicable)

·       Proof of age.

 

(See earlier section on Social Security to see what they require in filing).

 

Social Security Hotline:  1 800 772 1213

 

County or State benefits: This varies from state to state and county to county. Individual must check in the area of residence.

 

Insurance: A death certificate is always required to receive payment.

 

Note: If Veteran is drawing Retired Duty Pay from the Department of Defense there is a need to contact DOD.  You may need to contact the following Departments:

 

Defense Finance and Accounting Service

Cleveland Center Retired Pay Department (Code FRCCBB),

PO BX 99191

Cleveland, OH 44199-1126

 

1 800 321 1080

 

If there is a death notify:

 

The Retired Casualty Section:    1 800 269 5170

 

 

Return to Table of Contents

 

 

5-2           Burial Benefits

 

The VA has an excellent website on Burial Benefits at: 

http://www.cem.va.gov/CEM/bbene_burial.asp

 

The following is a series of questions and answers on various burial benefits. It can be complicated to separate out the entitlement. Death causes stress in all families and it is best to obtain assistance when filing for these benefits.

 

* Who can be buried in a National Cemetery?

 

http://www.cem.va.gov/bbene/bbene.asp

 

1. A vet who served on active duty and discharged under other than dishonorable conditions.

 

2. Persons who die on active duty.

 

3. A reservist who dies while hospitalized or undergoing treatment at government expense or dies as a result of an injury or disease contracted while on active duty (Reserve includes National Guard)

 

4. Member of Army, Navy or Air Force ROTC that dies traveling to or attending authorized training camp or practice cruise, or you die while hospitalized or under treatment at government expense for an injury or a disease incurred at camp or in travel to camp.

 

5. Those who served during war with an allied force and are a U.S. citizen when you die.

 

6. Unmarried spouse who survived the veteran, and remarried spouse over the age of 57.

 

Editor’s note:  This reflects a 2003 change in the law.  Up to this time remarriage to a non-veteran terminated burial rights.

 

7. Veteran's minor child.

 

Remember that there are people in your medical facility that deal specifically with death and burial. Usually, this is called Decedent Affairs.

 

* Can anyone eligible to be buried in a National Cemetery be buried in any National Cemetery that they want?

 

The answer to the question is No. Some of the existing National Cemeteries are already full, and it is impossible to be buried in them.

 

Currently the VA maintains well over 100 National Cemeteries. You cannot specify the cemetery in which you want to be buried; it is a matter of space availability in an existing cemetery. You cannot reserve a space in advance. Estimates run as high as 10% of veterans eligible for this service utilize it.

 

The VA is attempting to expand its cemetery capacity.  To reach the VA Cemetery Service call:

 

1 800 697 6947

 

Or go to: http://www.cem.va.gov/bbene/need.asp

 

* Are there cash payments from the VA when a veteran dies?

 

1. For deaths prior to December 18, 1989 there was a cash allowance for grave markers for those that did not use government-furnished headstones. This was in the 100 dollar range. In cases of death after this date, there is no allowance. Originally there was a two year window to apply, but General Counsel reversed this, and there is no time limit for application.  The rule for the provision of markers for graves with existing markers was modified in 2008.  The wording on the regulation is very, very confusing. It is worthwhile for an individual to obtain assistance at RO.  Or called VA headquarters on this:

 

Director of Memorial Programs Service (MPS), National Cemetery Administration,

Department of Veterans Affairs, 810 Vermont Avenue, NW., Washington, DC

20420. Telephone: (202) 501-3060 (this is not a toll-free number).

 

 

2. Reimbursement for Burial Allowances. There are 4 different kinds:

 

For more details on this go to:

 

http://www.cem.va.gov/bbene/benvba.asp  

 

a.      Service Connected Death

a.

There is a payment, but the VA must agree that the death was linked to an SC cause. The amount is about $2000. And since it is reimbursement it probably should be stated as up to $2000.

 

b. Non Service Connected Death

 

Please note, you must be drawing compensation or pension from the VA or have a claim pending and the claim must be sufficient to allow the awarding of benefits. If the death is from a non-service connected cause the amount is about $300.

 

This dollar amount can be available in two other instances:

 

- A veteran with a non SC disability dies in a VA hospital, a VA nursing home (or one paid for by the VA) or a domiciliary (VA)

 

- The CFR (Code of Federal Regulations) at 3.1600 makes this payment allowable to vets with no next of kin.

 

c. Plot Allowance

 

There is a $300* allowance for a vet discharged from active duty due to a disability, died while receiving pension or compensation, or died while in a VA facility. This is not paid when a National Cemetery is used. This allowance is not available if the cause of death is service connected, and then it is covered under the first allowance mentioned.

 

* This amount will increase to 700 dollars on 1 October 2011, and then be recalibrated yearly.

 

There is a 2 year window in filing for this.

 

d. Transportation Expenses to a National Cemetery

 

This allowance covers shipping, permits, shipping case, cost of sealing the case and two pickups by a hearse. It is covered by 38 CFR 3.1606.

 

This is not available to everyone. It is available when a person: Dies of a service connected death, and is in receipt of compensation, or could be (they may be drawing military retirement instead). Or, the vet dies in VA facility.

 

There is no deadline on filing for this.

 

Cremation

There are certain benefits and reimbursement related to cremation. It is suggested you contact Regional Office for further details on entitlements, to include interment at a National Cemetery.

 

Requesting a Ceremonial Flag

 

http://www.cem.va.gov/bbene/bflags.asp

 

Flags may be obtained by going through:

 

·        VA Regional Office

·        National Cemetery And

·        Most Post Offices

 

A Presidential Memorial Certificate can be obtained from Regional Office.

 

Eligibility for a Ceremonial flag includes other than dishonorable discharge and any of the following:

 

·        Veteran of any war

·        Served at least one enlistment

·        Discharged for active service for a disability incurred or aggravated in the line of duty

·        Served after January 31, 1955

 

The VA will not reimburse for privately purchased flags.

 

 

 

 

PLEASE NOTE:  In the event of death, VA checks for the month of death must be returned to Regional Office. As of October 1996 the family will be paid for the final month (prorated). The original check must be returned because there is no one to legally endorse it.

 

Return to Table of Contents

 

 

5-3  Life Insurance

 

A veteran may have many types of life insurance. First, there is any type of private insurance purchased. Second, the veteran may have elected to keep Servicemen's Group Life Insurance after discharge from the military.    This would have eventually been converted into term National Servicemen's Life Insurance, NSLI, or United States Group Life Insurance. Currently, only NSLI is used for new enrollees.

 

For more information on Life Insurance go to:

 

http://www.insurance.va.gov/miscellaneous/

 

After a successful claim for Service Connected disability there is a two year window to file for Service Disabled Veterans Insurance. This is done through Regional Office. The insurance offered is term insurance.

 

Editor's Note:  To be eligible for insurance connected with a claim you must have left the service after April 1951.  It is important to note that a Will will not change the beneficiary prescribed on an insurance policy. It is important to check policy to ensure that information is current.

 

A veteran can sign for life insurance at the Regional Office, but two offices monitor policies nationally. To reach the office handling life insurance nearest you use the following number:    1 800 669 8477.

 

The office for SGLI is:

 

Office of SGLI

213 Washington St.

Newark, NJ 07102-9990

 

Return to Table of Contents


SECTION 6:  OTHER CONSIDERATIONS                              

 

6-1  BX and Commissary

Military retirees have access to BX and Commissary privileges on military bases. Individuals collecting 100% VA compensation also have these privileges. In the event of death of the veteran the spouse retains these privileges.

 

As of 2005 permanent ID cards will be issued to dependents 75 years of age and older.

 

Return to Table of Contents

 

6-2  Divorce

 

The VA:

 

The law for remarried spouses has changed numerous times. Prior to Nov. 1, 1990 a spouse divorced from a veteran and remarried could regain status as a surviving spouse if the second marriage ended in a divorce. The law on this changed from 1990 - 1998, the spouse during this time period could not regain benefits if he or she ended the remarriage through divorce.

 

In the summer of 1998 the law changed back to the pre November 1990 status in regards to D.I.C.. Once again a spouse could regain their benefits by divorcing.

 

Annulment does restore your status as surviving spouse. This is true even after the Nov. 1, 1990 date.

 

Due to the changes in the law during the last decade it is strongly recommended that a spouse who has remarried and divorced, go to Regional Office or a Veterans Benefits Officer to clarify their exact benefit status.

 

DOD:

 

There are rules in the case of divorce, for military members these include:

 

It is foregone conclusion that after a certain period of marriage a court can award a portion of retirement pay after 10 years of marriage. The amount can vary from nothing to 65% dependent on children, the split of community property, debt, etc.

 

Without the veteran's consent, disability retirement cannot be sent to the spouse even if there is a court order that it must go.

 

The spouse may have medical benefits and commissary and exchange privileges based on:

 

The 20 20 20 rule.

20 Years of marriage Servicemember spent

20 years on active duty

20 years of marriage occurred while vet was on active duty

Remarriage ends these benefits, but death, divorce or annulment ending second marriage can lead to restoring BX and commissary privileges.

 

The spouse may have medical care for life after divorce based on the 20 20 15 rule:

 

20 years of marriage the vet spent 20 years on active duty.

Between 15 and 20 years of marriage occurred during the active duty period.

The final divorce decree was before April 1, 1985

 

Remarriage ends this benefit.

 

The spouse may get I year of medical care if they meet only some of the 20 20 15 provisions.

 

These rules are complicated, assistance is recommended.

 

There is a support group and information center for divorced military wives:

 

EX-PARTNERS OF SERVICEMEN/WOMEN

FOR EQUALITY (EX-POSE) PO Box 11191

Alexandria, VA 22312

 

(703) 941 5844

 

www.EX-POSE.org 

 

Editor's Note:   It would seem logical that a spouse who meets the 20 20 20 rule qualifications would be eligible for TRICARE for Life, however we could not clarify this point at the time of publication.

 

Return to Table of Contents

 

6-3  Bigamy

The VA may find for the second wife it can be established that she had no knowledge of the first wife or the illegality of the marriage. This is complicated if the first wife asks for benefits; double payments go down hard with the government.   In the case of dependent children, illegitimate offspring are recognized as dependents.

 

Return to Table of Contents

 

6-4  Lost Pension or Compensation Checks:

What to do if a check from the VA is lost:

1. Notify RO. You may be told that you have to put this in writing requesting a replacement check. Replacement can take weeks.

 

2. If the person needs the money for basic things, such as buying food, paying the rent ET. Cetera,, the vet can go to RO and speak with the Agent Cashier. They may or may not help. A person has the right to call their local Congressman and ask for favorable treatment.

 

VA checks are invalid after one year. You would write to Regional Office for a Replacement checks if you had been hoarding them in a mattress etc.

 

Checks are mailed to arrive at the first or second of the month. A vet should be concerned if a check is not received by the fifth.

 

The best action is to sign up for direct deposit. This is a very easy, safe process.

 

 

Return to Table of Contents

 

 

6-5  Widow's Income Tax

 

IRS rules are always being updated.  Verify the following with IRS to ensure that you are following current law.

 

In the year of the veteran's death the spouse and veteran will be considered as though they had been married for the entire year. If the spouse does not remarry in that tax year, there is the option for filing a joint return and claiming exemptions for both.

 

The surviving spouse may be entitled to the surviving spouse benefit. This enables the spouse to compute taxes using the tax rate schedule under the heading "married taxpayers filing joint returns and certain widows and widowers". There is the potential of substantial tax savings.

 

To qualify you must:

 

1. You must be entitled to file a joint return for the year of death. (You don't have to actually file jointly).

 

2. You have not remarried

 

3. You have a child or stepchild who qualifies as your dependent; and

 

4. You furnish over half the maintenance of your home, which is the principal abode of your dependent child or stepchild, except for temporary absences.

 

Check with the IRS for eligibility to file in this category.

 

Return to Table of Contents

 

6-6  Point Preference in Government Employment

 

There are instances where a spouse can use the points that a disabled veteran has towards a government position. Normally, the veteran's SC disability must stop them from returning to their normal line of work.

 

 

 

 

 

Questions on eligibility to claim this point preference by the spouse should be researched with your nearest Regional Office. They must certify that you are eligible before you can use the benefit.

 

Return to Table of Contents

 

 

6-7 Non-Competitive Federal Employment

 

In October of 2008 President Bush signed an executive order directing federal agencies and departments to bypass competitive hiring rules and directly hire certain military spouses to civilian federal jobs. The spouses covered are those who are either:

 

·  Spouses of military service members who are on active duty under orders that authorize a permanent change of station move — assuming the spouse is moving, too.

·  Spouses of totally disabled retired or separated members of the armed forces.

·  Widows or widowers (who have not remarried) of service members killed on active duty.

 

It is not fully clear how this will impact federal employment.   However, our recommendation for a spouse who is seeking employment and meets the criteria above would be to go the Human Resource Office of a facility such as a VA Medical Center (or other federal agency) and inquire about the procedure.

 

Return to Table of Contents


 ANNEX 1 SERVICE ORGANIZATIONS

 

Veterans Service Organizations may be of great assistance to a veteran or the family of a veteran in filing a claim, or assisting in other paperwork.  Normally they request the signing of a "Power of Attorney" form.  This is not an actual Power of Attorney if they use a VA Form 21- 22, Appointment of Veterans Service Organization As Claimant's Representative.  If they want you to sign other legal documents you should review with a lawyer.

 

A service organization needs the VA Form 21-22 form signed so that they can (with the proper release of information form signed) review a veterans claim file.

 

If the veteran has a guardian, the guardian must sign. If the veteran dies the form is revoked. If dealing with a dependent's benefits, and they are over 18, they must sign.

 

Due to the current war, there has been the formation of a number of non-profit groups that have focused on assisting veterans from the Global War on Terrorism.  Be careful and try to check out every organization before dealing with them, especially in the area of release of information.  They may be very willing to help you, but you may find your story on their website.  They may not be bound by the same release of information rules that the VA or DoD adhere to.

 

There is a list of service organizations below, however it is not likely that they all have offices in the area where you reside.  Check and see what organizations have offices in your area. 

 

The following are service organizations that the VA  recognizes:

 

American Legion

American Red Cross

American Vets Committee

ANWETS

American Ex-Prisoners of War, INC.

American Defenders of Bataan and Corregidor

American G I Forum

Army and Navy Union, U.S.A.

Army and Air Force Mutual Aid Association

Blinded Veterans Association

Catholic War Vets of the U.S.A.

Congressional Medal of Honor Society of the U.S.A.

Disabled American Veterans, D.A.V.

Economic Opportunity Military Justice Clinic

Fleet Reserve Association

The Forty & Eight Gold Star Wives of America

Iraq and Afghanistan Veterans of America

Jewish War Veterans of the U.S.

Legion of Valor of the U.S.A. Inc

Marine Corps League

Military Order of the Purple Heart

National Amputation Foundation, Inc

NCOA of the U.S.A.

Navy mutual Aid Association

Paralyzed Vets of America, Inc.

Polish Legion of American Vets, U.S.A.

Regular Veterans Association

Retired Enlisted Association

Seattle Vets Action Center

Sword to Plowshares

United Spanish War Veterans

Veterans of Foreign Wars, V.F.W.

Veterans of World War I of the U.S.A.

Vietnam Era Veterans Association of Rhode Island

Vietnam Vets of America

Wounded Warrior Project

Also, there are Veteran State Service Officers who may assist you with VA benefits matters.

 

Return to Table of Contents

 

 

 

 

 

 

 

 

 

 

 

 

 

ANNEX 2 FORMS COMMONLY USED

To obtain VA forms online go to:  http://www.va.gov/vaforms/search_action.asp

*VAF 21-526 Veterans Application for Compensation or Pension

          Used to apply for a Service Connected disability or NSC Pension

VAF 21-4138 Statement in Support of Claim

Used to reopen an existing claim.

 

VAF 21-8940 Veterans Application for increased Compensation Based on Unemployability

Used to apply for Unemployability based on SC disability.

 

VAF 21-8678 Application for Clothing Allowance

Used to claim clothing allowance based on wear caused by SC disability.

 

VAF 10-10d Civilian Health and Medical Program of the VA (CHAMPVA)

Used to apply for CHAMPVA benefits.

 

VAF 21-534 Application for Dependency and Indemnity Compensation, Death Pension and Accrued Benefits By A surviving Spouse or Child

Used to apply for benefits from SC death.

 

NOTE: A parent who is a dependent files for D.I.C. they use VAF 21-535. Rules on outside income and payment are different for dependent parents as compared to spouses. Checking with Regional Office is strongly recommended.

 

VAF 21-530 Application for Burial Allowance

Used to apply for burial allowance for NSC Veterans

 

VAF 40-1330 Headstone

 

VAF 10-10 Applications for Medical Benefits

Must be submitted at VA medical facility to establish health care eligibility

 

VA Form 22-5490

       Used for dependent children to apply for education benefits (based on veteran's Service Connected disability).

 

VA Form 22-5490 W

     Used for spouses to apply for education benefits (based on veteran's Service Connected disability or SC death).

 

 

OTHER FORMS

DD 214 Department of Defense form used to record military discharges. Often used in applying for VA and other benefits.

SF 180 Request Pertaining to Military Records

Standard Form 180 used in applying for a new copy of a DD 214. Directions how to fill out and where to sent come on the form.

 

* A veteran may include Civilian, DOD, or VA medical records along with a claim.  RO has access to VA records and can request DOD records.  RO may ask you to sign a release of information to request civilian medical records.  You may also use sworn statements from individuals as part of your case.

 

You might choose to have representation from a Service Officer – such as a representative from the DAV or the BVA (see list of service organizations in earlier annex).  The advantage of this is that they can give you advice, help monitor the paperwork coming back from RO, and represent you if there are hearing or appeals.  To work with a Service Officer you must sign what is commonly referred to as a POA, Power of Attorney you have to sign a VA Form 21-22.  This is not an official name for the document, and it is not like the POA’s family members sign.  It only gives an SO the right to see your VA paperwork in regards to your claim.

 

A VBC at RO can also assist you in filing a claim.  But, a VBC cannot represent you at a hearing.  You can now file online.  The downside is that you have to mail in support material.  There is a section of the VA home page devoted to filing online.

 

Use:  www.va.gov to access this option. 

 


ANNEX 3 IMPORTANT ADDRESSES AND PHONE NUMBERS

 

VA Regional Office                              1 800 827 1000

 

VA Veteran's Life Insurance               1 800 419 1473

         

VA Payment and Collections            1 800 827 0648

(Used when payments are owed to VA)

CHAMPVA                                          1 800 733 8387

CHAMPVA Registration Center

4500 Cherry Creek Dr. South

Box 74

Denver, Colorado 80222

1 800 733 8387

1 800 843 5710 (in Colorado).

Defense Finance and Accounting Service

Cleveland Center

Retired Pay Department (Code FRCCBB),

PO BX 99191

Cleveland, OH 44199-1126

 

1 800 321 1080

 

FAX 1 800 469 6559

 

Remember faxes must have complete name and social security number, plus signature.

 

If there is a death notify:  The Retired Casualty Section  1 800 269 5170

 

 

 

EX-PARTNERS OF SERVICEMEN/WOMEN

FOR EQUALITY (EX-POSE)

PO Box 11191

Alexandria, VA 22312

(703) 941 5844

 

 

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ANNEX 4:  USEFUL WEBSITES

 

The VA is changing its own Website.  One of the most useful benefits website is the My VA homepage at: 

 

http://www1.va.gov/opa/myva/index.asp

 

And the E Benefits Website at:

 

https://www.ebenefits.va.gov/ebenefits-portal/appmanager/eb/veterans

 

 

Blinded Veterans Association                               www.bva.org

 

Disabled American Veterans                                   www.dav.org

 

Veterans of Foreign Wars                               www.vfw.org

 

American Legion                                                         www.legion.org

 

Military Officer Association                               www.moaa.org

 

National Association of Uniformed Services           www.naus.org

 

Military Widows                                                       www.militarywidows.org

 

Ex-Partners of Servicemen/Women for Equality           www.ex-pose.org

                  

Organization of State Veterans Directors               www.nasdva.com

 

To research current compensation and pension pay rates for 2011 go to the following website:                                                      

           

http://www.vba.va.gov/bln/21/rates/index.htm

 

The VA has an excellent website for survivors at:

 

http://www.vba.va.gov/survivors/index.htm

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ANNEX 5:  EXTENSIVE CONTACT INFORMATION

 

 

Source: California VFW VSO Scott Langhoff

 

Agent Orange Info www.vba.va.gov/bln/21/benefits/herbicide/index.htm 

1 800-749-8387

Appeals Management Center          Appeals Management Center Public Cont

1-866-258-0341

Arlington National Cemetery          www.arlingtoncemetery.org 

703-607-8000

Board Of Veterans Appeals          www.va.gov/vbs/bva/ 

202-565-5436

Civil Service Retired Pay          Office Of Personnel Mgmt www.opm.gov/retire/ 

1-888-767-6738

Court Of Appeals/Vets Claims          http://www.vetapp.uscourts.gov/ 

202-501-5970

CRSC - USAF          http://www.afpc.randolph.af.mil/library/combat.asp 

1-800-616-3775

CRSC - USA          https://www.hrc.army.mil/site/crsc/index.html 

1-866-281-3254

CRSC - USN/USMC          http://www.donhq.navy.mil/corb/crscb/crscmainpage.htm 

1-877-366-2772

DEERS           http://www.tricare.mil/mybenefit/home/overview/Eligibility/DEERS 

1-800-538-9552

Direct Deposit          VA National Direct Deposit Center

1-877-838-2778

Education Claims          Regional Processing Office – Atlanta

1-888-442-4551

EDU Verifications Of Pursuit          https://www.gibill.va.gov/wave/ 

1-877-823-2378

Fraud, Waste, And Abuse          VA Inspector General http://www.va.gov/oig/ 

1-800-488-8244

Gulf War Veterans Illnesses          www.va.gov/GulfWar 

1-800-749-8387

Headstones And Markers          http://www.cem.va.gov/CEM/hm_hm.asp 

1-800-697-6947

Health Care Benefits          www.va.gov/health 

1-877-222-8387

Health Care Eligibility           www.va.gov/healtheligibility 

1-800-929-8387

Health Care Overseas          www.va.gov/hac/forbeneficiaries/fmp/ 

1-877-345-8179

Health Revenue Service          Information On Debts Owed To Vamcs

1-866-793-4591

Information          Federal Citizen Information Ctr  www.info.gov 

1-800-333-4636

Insurance – SGLI/VGLI  www.insurance.va.gov/sgliSite/default 

1-800-419-1473

Insurance, VA    VA Insurance Center   www.insurance.va.gov/ 

1-800-669-8477

Insurance - Fax For Loan Apps          VA Insurance Center

1-888-748-5828

Loan Guaranty COE  Eligibility Center - Winston-Salem www.homeloans.va.gov/ 

1-888-244-6711

Loan Guaranty Helpline          www.vba.va.gov/ro/south/spete/RLC/index.htm 

1-888-611-5916

Military Records          National Archives  www.archives.gov/ 

1-866-272-6272

Overpayments       Debt Management Center, St Paul

1-800-827-0648

Pension           Pension Maintenance Center

1-877-294-6380

Prop Management (Va Repos)          Ocwen Financial Corp www.ocwen.com 

1-800-523-9479

Retired Pay, Military (EXC CG) DFAS

1-800-321-1080

Retired Pay, Coast Guard          CG SVC CTR  www.uscg.mil/hq/cg1/psc/ras/ 

1-800-772-8724

Retired Pay, Reporting Death DFAS

1-800-321-1080

SBP Info Line DFAS

1-800-321-1080

SBA Small Business Admin  www.sba.gov/aboutsba/sbaprograms/ovbd/index.html  

1-800-827-5722

Small Business - VA    VA Ctr For Vets Enterprise http://www.vetbiz.gov/ 

1-866-584-2344

Social Security          www.ssa.gov 

1-800-772-1213

Spina Bifida VHA Center www.va.gov/hac/forbeneficiaries/spina/spina.asp 

1-888-820-1756

Suicide Prevention          www.suicidepreventionlifeline.org/ 1-800-273-8255

Telecommunications Device For The Deaf          VARO Chicago

1-800-829-4833

TRICARE          www.tricare.mil/ 

1-800-444-5445

VA Central Office - VBA          http://www.vba.va.gov/VBA/ 

202-273-5400

VA Central Office - VHA VHA Patient Advocate

202-461-7252

VA Secretary Telephone Unit   VA Central Office

202-273-5674

Work Study           Work Study Office 1-800-827-1000 EXT 5951

 

 

 

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