va aid and attendance benefit
TRANSCRIPT
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VA Aid & Attendance Benefit
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VA Aid & Attendance Benefit
Long-term care benefit to reimburse care expenses for veterans who served during a wartime, and for their surviving spouses.
Qualifications:
1. Military2. Medical3. Income4. Asset
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2012 Maximum Rates(Tax-Free)
$1,094Surviving Spouse
$1,703Single Veteran
$2,019Married Veteran
Monthly BenefitVeteran Status
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Military:• 90 days of active duty service
• 1 day during a war period• Honorable Discharge:
• General• Medical
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War Periods:
• World War II: 12/07/1941 - 12/31/1946
• Korean Conflict: 06/27/1950 - 01/31/1955
• Vietnam Era: 02/28/1961 - 05/07/1975* 02/28/1961 – 08/05/1964 for veterans who
served “in country”
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Medical:
Need to be in a protected environment:
• Home Care• Assisted Living• Nursing Home• Adult Day Care• Independent Living with care needs
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Income:
105% of income = max. benefit
Need to be spending majority of income on care expenses
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Assets:
How much is too much? It depends.
“If a claimant’s assets are sufficiently large that the claimant could live off these assets for a reasonable period of time, deny pension for excessive net worth.”
M21-1MR, Part V, Subpart iii,Chapter 1, Section J, Page 1J4
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Required Documentation
• Military Discharge / Record of Separation• Marriage Certificate (if applicable)• Death Certificate (if applicable)• Medical Statement (completed by medical doctor)• Care Expense Statement (completed by care facility)• Income Statements (Social Security, Pension)• Asset Statements (Checking, Savings, Stocks, etc.)
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Honorable Discharge / Separation• Original or certified copy• www.archives.gov
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Marriage Certificate• Photocopy acceptable• Available from County Clerk• Married Veterans• Surviving Spouses
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Death Certificate of Veteran• Photocopy acceptable• Available from County Clerk• Surviving Spouses• Backup of previous marriages