Survivors Benefits Widows Pension Dependency Indemnity Compensation Veteran Pension and Survivor Benefits Widow Dependency and Indemnity Compensation DIC Widow of Service member who died while on active duty ID: 726961
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Veterans: non-service connected pensionSurvivors Benefits:Widows PensionDependency Indemnity Compensation
Veteran Pension and
Survivor BenefitsSlide2
Widow - Dependency and Indemnity Compensation (DIC)Widow of: Service member who died while on active duty Veteran who was 100% SCD for 10 yrs. or longer Veteran who died of SCD (or should have been SCD) “
BASIC” ELIGIBILITY FACTORS
Veteran
Non Service Connected Pension
Age: 65 and older Under 65 if deemed P/T DisabledService: Active duty wartime serviceIncome: Adjusted Income must be less than Maximum Annual Pension RateNetWorth To be discussed on next slide
Widow Survivors PensionAge: No age requirementService: Active duty wartime serviceIncome: Adjusted Income must be less than Maximum Annual Pension Rate NetWorth: To be discussed on next slideSlide3Slide4
NET WORTHNet worth includes assets such as:bank accountsStocksBondsmutual fundsAnnuitiesAny property other than your residence and a reasonable lot area.You should report all of your net worthVA will determine whether your assets are of a sufficiently large amount that you could live off of them for a reasonable period of time.
Net worth threshold is $80,000.00. For a married Veterans $80,000.00 each.Slide5
INCOMECOUNTABLE INCOME Countable income includes income from most sources as well as from any eligible dependents. Earnings Social Security Disability and retirement payments Interest and dividend payments from annuities
Net income from farming, business, rentals,
ect
.
Veterans Service Connected Disability Payments are NOT countable incomeADJUSTED INCOME Adjusted income is calculated by subtracting out of pocket medical expenses from the countable income.Slide6
OUT OF POCKET MEDICAL EXPENSESPayments made by the claimant for Regularly Occurring Medical: Treatment(s) Medications
Equipment
Care
*If in doubt, submit the expenses and let Milwaukee determine if the expense is countable.
The VA determines the out of pocket expenses based on supporting documents submitted with the claim.Slide7Slide8
BASE RATE CALCULATIONSVeteran’s Income: $1100.00/mo. SS $200.00/mo. Ret. Total Income: $1300.00/mo.Out of Pocket Med. $100.00/mo. Scripts $300.00/mo. Sup. Ins.
Total Med. Exp. $400.00/mo.
Total Income: $1300.00/mo.Total Med. Exp. $400.00/mo. (Subtract)Adjusted Income $900.00(monthly)Adjusted Income $10,800.00 (Annual)Base Pension Rate $12,868.00 (Vet w/ no dependents)Subtract
Adjusted Income $10,800.00Difference $2068.00 Divided by 12(months)Benefit $172.30/moExample:Slide9
PENSION ATTACHMENTSA&A and HouseboundVeterans and survivors who are eligible for a VA pension and require the Aid & Attendance
of another person, or are
Housebound
, may be eligible for additional monetary
payment.These benefits are paid in addition to monthly pension, and they are not paid without eligibility to PensionThe VA awards the attachment based on the VA Form 21-2680This form is filled out by the claimant’s doctor and must be submitted to have the attachments consideredSlide10
AID & ATTENDANCE (A&A)A&A attachment may be added to monthly pension if it is shown the claimant requires:Custodial Care.Custodial Care:For VA pension purposes as requiring the aid of another person in order to perform (2) or more:
Activities of Daily Living (ALDs).
ADLs
are defined needing regular assistance with requirements in everyday living: Bathing Adjusting prosthetic devices Dressing Attending to the wants of nature FeedingThe Following conditions will also be considered for A&A:You are bedridden, in that your disability or disabilities requires that you remain in bed apart from any prescribed course of convalescence or treatmentYou are a patient in a nursing home due to
mental or physical incapacityYour eyesight is limited to a corrected 5/200 visual acuity or less in both eyes; or concentric contraction of the visual field to 5 degrees or lessSlide11
HOUSEBOUNDClaimant is:Substantially confined to your immediate premises because of permanent disability.Slide12
A&A and HOUSEBOUND CALCULATIONSAttachments to the pension benefits the claimant in (2) ways:The available yearly income rate is increased(ref. Pension Rate Tables)2) Any out of pocket expenses for the Custodial Care is now deductable Slide13
CALCULATIONS WITH ATTACHMENTSVeteran’s Income: $1100.00/mo. SS $200.00/mo. Ret. Total Income: $1300.00/mo.Out of Pocket Med. $100.00/mo. Scripts $300.00/mo. Sup. Ins.
$3000.00/mo. Facility
Total Med. Exp. $3400.00/mo. Total Income: $1300.00/mo.Total Med. Exp. $3400.00/mo. (Subtract)Adjusted Income NEG $2100.00(monthly)Adjusted Income $0.00 (Annual)
A&A Pension Rate $21,466.00 (Vet w/ no dependents)SubtractAdjusted Income $0.00Difference $21,466.00 Divided by 12(months)Benefit (Full Amount) $1,788.80/moExample, veteran with A&A attachment in nursing care:Slide14
Standardize your MethodUtilize/create a standard way for your office to:inform you veterans, dependants and communitycollect information and supporting documentsReview provided booklets.
Use you resources:
Milwaukee Pension Management Center (414) 902-5062
The Claimants Service Organization
Your fellow CVSOsSlide15
Widows Pension and Veterans Pension FormsWidows
Pension
21-534ez
21-22
21-0845
21-268021-0779Care Giver AffidavitSubmittal LetterSupporting Documentation
Veterans
Pension
21-527ez
21-22
21-0845
21-2680
21-0779
Care Giver Affidavit
Submittal Letter
Supporting Documentation
Claim Form
Appointment of Org.
Disclosure
Doctor Form
Care Facility Form
Care Giver Form
To Appointed Org.
Marriage Cert./DD 214
Death Cert./Med Exp
Income & Net WorthSlide16Slide17
Q&A Question:Comments:“I had a veteran…”