July 31, 2014
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VA Pension with Aid & Attendance

DOCUMENTS NEEDED FOR VA PENSION WITH AID & ATTENDANCE

VETERAN AND SPOUSE.

THIS BENEFIT IS BASED ON TOTAL INCOME AFTER DEDUCTING MEDICAL NON-REIMBURSED EXPENSES, INCLUDING ASSISTED LIVING AND NURSING HOME COSTS.

VETERAN ALONE  $12,652.00*, $21,107.00      WIDOW OF VETERAN $8,484.00     

VETERAN & SPOUSE  $16,569.00*, $2,022.00                                    $13,562.00

* Lower dollar amount limit required without need of Aid & Attendance.

 ****Must have less than $80,000.00 in assets, not including the home*****

 *****Please read the entire check list: All documents must be submitted at time of appointment.*****

VETERANS MILITARY DISCHARGE/(DD214) VA REQUIRES certified copy of military discharge.   NOT A DISCHARGE CERTIFICATE. If DD-214 was recorded in Lehigh County, contact Recorder of Deeds at 610-782-3162 to obtain a certified copy or use the following website: WW II Veterans have a Report of Separation.   MUST HAVE WAR TIME SERVICE.

Website to obtain DD214 or Report of Separation:  www.vetrecs.archives.gov

COPY OF MARRIAGE LICENSE/DIVORCE DECREE/DEATH CERTIFICATS: Copies of current marriage license (if applicable) and death certificates (if applicable) as required by VA. If any prior marriages for either veteran or spouse, then we need to show proof that the marriage has been terminated, via divorce decree or death certificate.

LETTER FROM ATTENDING PHYSICIAN OR VDVA FM 10:   If providing a letter from attending physician, letter must be DETAILED as to the patient’s prognosis/diagnosis including competency. Letter MUST be on physician’s letterhead. A PRESCRIPTION PAD IS NOT AN ACCEPTABLE LETTER.

LETTER FROM ASSISTED LIVING/PERSONAL CARE/NURSING HOME:   Letter from nursing facility MUST include individual’s name, date individual entered into home, cost per month, (room rate), amount individual has paid the facility as of date of letter and date paid. Or Use VA Statement by Assisted Living (ALF) form.

VERIFICATION OF ALL INCOME:   Includes current statement from Social Security, pension(s), dividend(s). Current bank statements for both checking & saving (all accounts). (Needs account number and routing number) Proof of all income even if it is direct deposit need statement for source. Include current net worth of all stocks, bonds, deposits, CD’s IRA, etc. Prior year’s taxes are not needed. 

MEDICAL EXPENSES:   Verification of ALL medical expenses paid out of pocket that are not covered by insurance and/or reimbursed.   Prescription drug, if possible a printout from the pharmacy. If married, needed for both. Including health care premiums. If previously applied for Medicaid (MA) need those documents as well.

FINANCIAL INSTITUTION:   Must provide financial institution in which benefit check should be deposited after granted benefits including account number and routing number.

MISC ITEMS:   Social Security Numbers for both Veteran & Spouse.   If dependant child(ern), date of birth and social security numbers for each dependant.

PLEASE CALL LEHIGH COUNTY VETERANS AFFAIRS FOR ANY QUESTIONS (610) 782-3295, AND TO SET UP AN APPOINTMENT AFTER RECEIVING ALL REQUIRED DOCUMENTATION. Office hours are 8:00 AM – 4:00 PM, Monday thru Friday.  

Please click here for a list of possible medical expenses.

Lehigh County Government Center

Office of Veterans Affairs

17 South Seventh Street

Allentown, PA 18101

Phone (610) 782-3295 Fax (610) 820-2026

  
 
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