DAV Chapter 82 Veteran Resource Center

VA Claims, Decisions & Family Benefits

Practical guidance for developing a claim, building the evidentiary record, preparing for medical disability examinations, reviewing the VA decision, and addressing benefits involving veterans and their families.

This page follows the VA benefits process from initial claim development through the rating decision. It also addresses dependency and family-status matters and provides official referral pathways for programs administered outside the DAV service-officer claims process.

Chapter 82 does not administer health-care programs, education benefits, cemetery services, or memorial programs. Those topics are included to direct veterans and family members to the VA office responsible for the program.

Claims Development

Filing and Developing Claims

A well-developed claim begins by identifying exactly what VA is being asked to decide, then matching the evidence to the facts and legal questions involved in that claim.

Step 1

Choose the Claim Path

The evidence needed depends on what VA is being asked to establish. Begin by identifying the theory of entitlement and the decision the veteran is requesting.

Direct Service Connection

Used when a current disability or recurring symptoms began during service or are connected to an in-service event, injury, disease, duty, or exposure.

The record should address The current condition, what occurred during service, and the relationship between the two.

Secondary Service Connection

Used when an existing service-connected disability causes another condition or causes an additional condition to become worse.

The record should address The secondary condition, the service-connected disability, and medical or factual evidence of causation or aggravation.

Presumptive Service Connection

Used when a statute or regulation provides a presumption based on qualifying service, location, exposure, time period, or diagnosis.

The record should address Qualifying service, the covered condition, and any required timing, location, exposure, or diagnostic facts.

Aggravation During Service

Used when a condition existed before service and the claim is based on worsening during service beyond the condition’s expected natural progression.

The record should address The condition before service, the change during service, and evidence concerning the nature and extent of the worsening.

Increased Evaluation

Used when an already service-connected disability has worsened or now causes greater functional impairment than reflected by the current evaluation.

The record should address Current severity, frequency, duration, treatment, flare-ups, and effects on work and ordinary daily activities.

Individual Unemployability

Used when service-connected disabilities prevent the veteran from securing or following substantially gainful employment.

The record should address Employment history, education, functional limitations, and how the service-connected disabilities affect the ability to work.

More than one theory may apply. A condition may require development under direct, secondary, presumptive, or aggravation principles. Each reasonably raised theory should be supported by the facts and evidence relevant to that theory.

Step 2

Develop the Evidence

The claim file should answer the questions VA must decide. Medical evidence, service records, and lay evidence may each establish different parts of the claim.

1

What condition exists now?

Identify the diagnosed disability, recurring symptoms, functional impairment, treatment history, or other evidence showing the current condition.

2

What happened during service?

Document the event, injury, disease, symptoms, duties, location, exposure, or other service facts relevant to the claim.

3

How are the facts connected?

Address the medical, factual, presumptive, or chronological relationship between the current condition and military service or another service-connected disability.

4

How does it affect the veteran?

Describe frequency, severity, flare-ups, safety concerns, treatment effects, work limitations, and interference with ordinary activities.

Evidence may come from several sources

  • Service treatment and personnel records
  • VA and private medical records
  • Veteran statements and symptom histories
  • Family, buddy, and coworker statements
  • Medical opinions, examinations, and DBQs
  • Employment, attendance, and accommodation records
Step 3

Prepare the Filing

Organize the submission so each claimed issue is clear and the supporting evidence can be connected to the decision VA must make.

1

Identify each claimed issue separately

Use clear condition names and distinguish separate disabilities, body parts, secondary conditions, and requests for increased evaluations.

2

State the applicable claim theory

Identify whether the claim is direct, secondary, presumptive, based on aggravation, or involves another relevant theory supported by the record.

3

Include a clear supporting statement

When the claim depends on symptom history, service events, functional limitations, or other facts personally observed by the veteran, include that information with the initial filing.

4

Review the evidence and retain a complete copy

Confirm that the intended forms and supporting records were submitted, and retain the complete filing package and submission confirmation.

Preparing to file or review a claim?

Gather the relevant decisions, service records, medical evidence, statements, and prior filings before meeting with a Chapter 82 service officer.

This section provides general educational information. The evidence and filing requirements depend on the facts and procedural history of each individual claim.

Building the Record

Evidence for VA Claims

Different evidence serves different purposes. The strongest claim record explains what happened, documents the current condition, and connects the evidence to the specific issue VA must decide.

Part 1

Understand the Types of Evidence

No single document necessarily proves every part of a claim. Service records, medical evidence, statements, examinations, and other records may each establish a different fact VA must consider.

Veteran Statements

A veteran may describe personally experienced symptoms, service events, onset, changes over time, treatment history, flare-ups, and the effects of a condition on work or ordinary activities.

Especially useful for Facts that may not appear fully or accurately in medical or service records.

Witness Statements

Family members, fellow service members, friends, coworkers, and caregivers may describe events, symptoms, changes, and limitations they personally observed.

Especially useful for Corroborating service events, symptom history, frequency, functional loss, and changes in behavior or ability.

Service Records

Service treatment records, personnel records, orders, evaluations, duty assignments, and incident records may document relevant events, duties, symptoms, locations, or exposures.

Especially useful for Establishing military service facts and the circumstances surrounding an injury, disease, duty, or exposure.

Medical Records

VA and private treatment records may document diagnoses, measurements, symptoms, medications, procedures, clinical history, and the progression of a condition.

Especially useful for Documenting the current disability, treatment history, clinical findings, progression, and severity.

Examinations and DBQs

Compensation and pension examinations and Disability Benefits Questionnaires may record clinical findings, functional limitations, severity, and medical opinions relevant to the decision.

Especially useful for Applying medical findings to service-connection questions and the criteria in VA’s rating schedule.

Employment and Other Records

Attendance records, accommodations, performance records, school records, accident reports, photographs, calendars, and similar documents may show the effects of a disability.

Especially useful for Showing effects on employment, education, reliability, safety, and ordinary daily activities.

Evidence should be evaluated according to what it can establish. A treatment record may document a diagnosis, a service record may establish an event or duty assignment, and a statement may preserve first-hand facts that were never recorded elsewhere.

Part 2

Veteran and Witness Statements

Statements are most useful when they provide first-hand facts in clear, ordinary language. The writer should explain what was personally experienced or observed rather than speculate about facts or medical questions outside the writer’s knowledge.

1

Identify the event, condition, or issue

State what happened, what condition is being discussed, and why the statement is relevant to the claim.

2

Use dates or truthful approximate periods

Provide an exact date when known. Otherwise, identify the month, season, deployment, duty station, or period before or after another known event.

3

Describe personally experienced or observed facts

Explain what was felt, seen, heard, or otherwise personally known, including frequency, duration, severity, and changes over time.

4

Explain functional effects

Describe effects on work, sleep, mobility, concentration, relationships, self-care, safety, or other ordinary activities.

5

Address important gaps or changes

When relevant, explain periods without treatment, changes in providers, self-treatment, lack of access, or why the available records may not fully reflect the history.

Both links open official VA form pages in a new browser tab.

Part 3

Medical Evidence

Medical records may establish the existence and severity of a condition, but different medical documents answer different questions. Review each document for what it actually addresses.

Related Medical-Evidence Standards

These resources explain when VA may need to obtain an examination and what is required after VA undertakes to provide one.

When VA may need to provide an examination

McLendon addresses the low threshold for evidence indicating that a disability or recurring symptoms may be associated with service.

Review McLendon v. Nicholson
When a VA examination must be adequate

Barr explains that once VA undertakes to provide an examination, it must ensure that the examination is adequate or explain why an adequate examination cannot be provided.

Review Barr v. Nicholson

Reviewing a Medical Opinion

A conclusion is more useful when the clinician explains how the relevant facts, records, and medical principles support that conclusion.

Identifies the condition being evaluated
Uses an accurate factual and medical history
Answers the relevant medical question
Explains the reasoning behind the conclusion
Addresses favorable and unfavorable evidence
Addresses causation and aggravation when relevant

Ready to submit medical evidence?

Veterans with a pending disability claim can use VA’s claim-status tool to upload medical reports, test results, treatment records, and other supporting evidence.

Upload Supporting Evidence
Part 4

Missing Records, Treatment Gaps, and Final Review

A claim may be incomplete because records were never created, are unavailable, or do not fully document the veteran’s history. Identify the gap and use accurate alternative evidence where possible.

Service Records

When the event was not documented

Describe what occurred, the unit or duty setting, the approximate date, who was present, whether treatment was sought, and what symptoms followed. Personnel records, orders, photographs, letters, witness statements, and other documents may help establish the circumstances.

Buchanan v. Nicholson: Competent lay evidence cannot be rejected solely because it is not accompanied by contemporaneous medical documentation.
Review Buchanan v. Nicholson on KnowVA
Treatment History

When there is a gap in treatment

When true and relevant, explain whether symptoms continued despite no formal treatment, whether the veteran used self-care, lacked access, changed providers, or sought care only when symptoms became severe.

Charles v. Principi: A veteran may be competent to report personally observable symptoms and their continuation over time.
Review Charles v. Principi on KnowVA
Unavailable Records

When records cannot be obtained

Document the provider, facility, date range, attempts made to obtain the records, and any available substitute evidence. Do not represent records as unavailable until reasonable efforts to locate them have been made.

Private treatment records: VA Form 21-4142 authorizes VA to request private medical records from an identified provider or facility.
Open VA Form 21-4142
Relevance

Each document supports a fact VA must decide.

Personal knowledge

Statements distinguish observed facts from assumptions.

Dates and chronology

Known and approximate dates are clearly identified.

Consistency

Major differences between records and statements are reviewed.

Completeness

Relevant pages, attachments, signatures, and identifying labels are included.

Submission record

A complete copy and proof of submission are retained.

Strong evidence is not necessarily the largest volume of evidence. It is evidence that is relevant, accurate, understandable, and connected to the question VA must decide.

Medical Disability Examinations

C&P Examinations

A Compensation and Pension examination gathers medical and functional evidence VA may use to decide service connection, determine the severity of a disability, or review whether a condition has changed.

Understanding the Examination

The examination is one part of the evidence record

The examiner documents findings and may provide a medical opinion. VA reviews the examination together with the other evidence before issuing the claim decision.

Not every claim requires an exam

VA may request an examination when additional medical information is needed to decide the claim. In some cases, the existing record may provide sufficient evidence.

VA or a contractor may conduct it

The appointment may be performed by a VA clinician or an assigned medical-disability examination contractor. Some reviews may occur by telehealth or through the available medical record.

The examiner does not decide the claim

The examination is for evidence gathering, not medical treatment. The examiner does not award service connection, assign the final rating, or issue the VA decision.

Part 1

Before the Examination

Preparation should focus on confirming the appointment, making sure relevant evidence has been submitted, and organizing an accurate history of the condition and its functional effects.

1

Confirm the appointment

Confirm the date, time, location, examination provider, and whether the appointment is in person, by video, by telephone, or based on a records review.

2

Identify the conditions being examined

Review the notice and claim history so the veteran understands which claimed conditions or rating questions the appointment is expected to address.

3

Request accommodations when needed

When confirming the appointment, request needed transportation assistance, mobility access, communication support, or other reasonable accommodations.

4

Resolve scheduling conflicts promptly

Contact the VA medical center or examination contractor as soon as possible when the veteran cannot attend at the scheduled time. Follow the instructions and contact number in the appointment notice.

5

Plan for arrival and exam requirements

Follow the appointment instructions, plan to arrive early for an in-person examination, and wear clothing that permits any necessary movement or physical evaluation.

Organize the Relevant History

Prepare accurate information, not rehearsed answers

The goal is to help the veteran provide a complete and consistent account of the condition. A short outline may help organize memory, but the answers should remain truthful and based on the veteran’s actual experience.

1
Onset and history

When the symptoms or condition began, relevant service events, how the condition developed, and any major changes over time.

2
Current symptoms

The symptoms currently experienced, including their frequency, duration, intensity, recurrence, and typical pattern.

3
Flare-ups and variation

Whether the condition becomes worse during flare-ups, repeated activity, prolonged use, stress, weather changes, or other circumstances.

4
Functional limitations

Effects on standing, walking, lifting, sleeping, concentrating, communicating, working, self-care, and other ordinary activities.

5
Treatment and medication

Current and prior treatment, medications, procedures, therapy, side effects, response to treatment, and reasons treatment may have changed.

6
Devices and assistance

Braces, canes, walkers, hearing devices, respiratory equipment, caregiver assistance, supervision, or accommodations used because of the condition.

Before the Appointment

Submit new non-VA medical evidence

New private treatment records should be submitted to VA before the examination so they can become part of the claim file reviewed during adjudication.

  • Submit records through VA or an accredited representative
  • Retain a copy and proof of submission
  • Do not rely on the examiner to submit evidence for the veteran
  • Identify important records that remain unavailable
Examination Day

Follow the scheduling instructions

VA states that a veteran generally does not need to bring medical records to the examination. Follow the appointment letter regarding identification and any condition-specific instructions.

  • Bring requested identification and appointment information
  • Arrive early enough to complete check-in
  • Wear comfortable clothing that permits movement
  • Bring necessary mobility, hearing, or communication devices

Preparation is not coaching. The purpose is to ensure the veteran understands the appointment, provides an accurate history, and does not omit important symptoms or functional limitations because of uncertainty, stress, or difficulty remembering details.

Part 2

During the Examination

The veteran should provide an accurate history, answer the examiner’s questions directly, and explain how the condition functions over time, including symptoms or limitations that may not be visible during the appointment.

1

Listen to the complete question

Ask the examiner to repeat or explain a question when its meaning is unclear. Answer the question asked, then provide any necessary context.

2

Use accurate dates and history

Give exact dates when known and truthful approximate periods when they are not. Explain uncertainty instead of filling gaps by guessing.

3

Describe the usual pattern over time

Explain frequency, duration, severity, recurrence, and variation. A condition should not be described only according to how it happens to feel during the appointment.

4

Explain flare-ups and repeated-use effects

Describe what causes worsening, how often it occurs, how long it lasts, what symptoms change, and what activities become limited during or after repeated use.

5

Connect symptoms to functional limitations

Explain the effect on work, mobility, sleep, concentration, communication, self-care, household activities, relationships, safety, and other relevant functions.

What May Happen During the Appointment

The examination depends on the condition and the questions VA asked

Not every appointment includes every type of review. The examiner generally completes the portions of the examination or DBQ needed for the disabilities and medical questions assigned by VA.

Medical and service history

The examiner may ask about onset, relevant service events, prior injuries, treatment, diagnoses, progression, medication, and other medical history.

DBQ questions

Questions may address symptoms, diagnoses, treatment, flare-ups, functional impairment, assistive devices, work effects, and condition-specific rating information.

Physical examination

Depending on the condition, the examiner may observe movement, posture, gait, strength, tenderness, sensation, breathing, scars, or other physical findings.

Measurements and testing

The examination may include range-of-motion measurements, repetitive testing, strength testing, hearing tests, pulmonary testing, laboratory work, imaging, or other indicated procedures.

Mental and cognitive functioning

A mental health or neurological examination may address memory, mood, behavior, judgment, communication, orientation, social functioning, occupational effects, and safety concerns.

Medical opinion questions

The examiner may be asked whether a condition is related to service, caused or aggravated by another disability, or otherwise connected to a medical question identified by VA.

During Movement, Measurement, or Physical Testing

Physical testing should reflect the veteran’s actual ability. Follow the examiner’s instructions while clearly communicating pain, weakness, fatigue, dizziness, instability, or other limitations.

1
Follow the instructions

Ask for clarification when the requested movement or test is not understood before attempting it.

2
Report when symptoms begin

State when pain, weakness, numbness, shortness of breath, instability, dizziness, or another symptom begins or increases.

3
Use the actual safe ability

Do not intentionally restrict normal ability, but do not force a movement beyond what can be performed safely.

4
Explain what happens afterward

Describe increased symptoms, recovery time, loss of endurance, or reduced function caused by repeated activity or prolonged use.

Avoid Minimizing

A better day does not erase recurring impairment

When symptoms vary, explain the overall pattern. Describe the usual level of impairment, how often better and worse periods occur, and the additional limitations present during flare-ups or repeated use.

Avoid Overstatement

The most severe episode may not describe every day

Clearly distinguish the ordinary baseline from flare-ups, severe episodes, and periods of improvement. Frequency and duration provide the context necessary to understand the condition accurately.

  • Correct misunderstandings Politely clarify an answer when the examiner appears to have misunderstood an important fact.
  • Mention significant omitted information Ask whether the examiner needs information about an important symptom, flare-up, limitation, assistive device, or treatment history that was not discussed.
  • Follow instructions for additional testing Confirm whether another appointment, laboratory test, imaging study, or other examination has been requested.
  • Keep the focus on evidence The examiner documents findings and opinions. The final decision is made later by VA after reviewing the complete claim record.

The examination is not a test the veteran must pass. It is an evidence-gathering appointment. The objective is a complete, accurate account of the condition and the limitations it causes.

Part 3

After the Examination

After the appointment, the examiner completes the examination report and sends it to VA. The veteran can preserve an accurate record of what occurred, monitor the claim, request the final report, and review how the examination addresses the claimed condition.

1

The examiner completes the report

The provider documents the examination findings and, when requested, provides a medical opinion addressing the questions assigned by VA.

2

The report is sent to VA

The veteran generally does not receive the examination results from the examiner. The completed report is returned to VA for use in the claim.

3

VA reviews the complete evidence record

VA considers the examination report, medical records, military records, test results, and statements from the veteran and other witnesses.

4

Additional development may occur

VA may request clarification, another medical opinion, additional evidence, further testing, or another examination before completing the decision.

5

VA issues the decision

When the record is ready, VA determines entitlement and any applicable evaluation, then provides a written decision explaining the result.

Practical Post-Exam Documentation

Create a record while the examination is still fresh

A short factual summary prepared soon after the appointment may help preserve details that are difficult to reconstruct later. Record what occurred without assuming what the examiner ultimately wrote.

1
Appointment details

Record the date, location, provider or contractor, appointment format, approximate start and end times, and conditions examined.

2
Questions discussed

Note the medical history, symptoms, service events, treatment, flare-ups, and functional limitations that were discussed.

3
Examination and testing

Record physical testing, measurements, repetitive movement, diagnostic tests, observations, or other procedures completed.

4
Reported limitations

Note symptoms, pain, weakness, dizziness, fatigue, instability, cognitive problems, or other limitations reported during testing.

5
Information not addressed

Identify significant history, symptoms, functional effects, or evidence that the veteran attempted to explain but that were not meaningfully discussed.

6
Follow-up instructions

Record any additional appointments, tests, imaging, laboratory work, records requests, or other instructions given at the end of the examination.

This summary is not a substitute for the examination report. It is a contemporaneous factual record that may help evaluate the final report or explain a specific concern later.

Request and Review the Final Examination Report

VA states that the final report must be requested through a Freedom of Information Act or Privacy Act request using VA Form 20-10206. The examiner does not provide the final result during the appointment.

  • Assigned condition and question Confirm that the report addresses the correct disability and the medical or rating issue VA requested.
  • Factual and medical history Compare the history in the report with the service records, treatment records, claim, and veteran’s account.
  • Symptoms and flare-ups Check whether frequency, duration, severity, worsening episodes, and repeated-use effects were accurately recorded.
  • Testing and measurements Review range-of-motion findings, diagnostic results, physical testing, observations, and other condition-specific findings.
  • Functional impact Determine whether the report addresses effects on work and ordinary activities rather than listing symptoms alone.
  • Medical opinion and rationale When an opinion was requested, identify the conclusion, supporting explanation, evidence discussed, and theories actually addressed.

While the Claim Is Pending

VA generally advises that no additional action is required unless it requests more information. Continue monitoring the claim and respond promptly to any new evidence request or examination notice.

1
Monitor the claim status

Check whether the claim remains in evidence gathering, has moved to evidence review or rating, or has returned to an earlier stage for additional development.

Check Claim Status
2
Respond to VA requests

Review correspondence carefully and respond by the requested date when VA asks for records, clarification, forms, another medical opinion, or an additional examination.

3
Retain a complete record

Keep copies of correspondence, evidence, appointment notices, records requests, uploaded documents, submission confirmations, and the eventual decision letter.

Review the report for what it actually says. The duration of the appointment or the veteran’s impression of the examiner does not, by itself, establish whether the report is favorable, unfavorable, complete, or adequate.

Part 4

Missed, Rescheduled, or Problematic Examinations

A missed examination can affect the claim, while an incomplete or inaccurate examination can affect the evidence VA uses to decide it. Address scheduling problems and examination concerns promptly and preserve a clear written record of what occurred.

1

Call the scheduling office

Contact the VA medical center or contractor identified in the appointment notice. Record the date, time, telephone number, and the name or identifier of the person contacted.

2

Explain why the appointment cannot be attended

Provide an accurate explanation and identify whether the conflict involves illness, hospitalization, transportation, homelessness, family emergency, or another circumstance.

3

Confirm the rescheduling instructions

Ask whether the contractor will issue a new appointment or whether VA must create a new examination request. Confirm any required follow-up action.

4

Submit a written explanation to the claim file

When an examination was missed, submit a concise statement explaining the circumstances, the contacts made, and the veteran’s willingness to attend a rescheduled examination.

Examples VA identifies as possible good cause

Whether good cause exists depends on the facts. VA’s public guidance and the governing regulation provide examples rather than an exclusive list.

  • Illness
  • Hospitalization
  • Death of an immediate family member
  • Homelessness
  • Terminal illness
  • Other documented circumstances

38 C.F.R. § 3.655

The consequence depends on the type of claim or examination

When a required examination is missed without good cause, the governing regulation directs different outcomes depending on the procedural posture of the claim.

1
Original compensation claim

When an examination scheduled with an original compensation claim is missed without good cause, the claim is decided based on the evidence already in the record.

2
Other claims and claims for increase

The regulation provides for denial when the missed examination concerns another original claim, a qualifying supplemental claim for a previously denied benefit, or a claim for increase.

3
Reexamination of a running award

When continued entitlement is being reviewed, the regulation establishes notice and response procedures that may lead to reduction or discontinuance if the claimant does not report.

Review 38 C.F.R. § 3.655

Identify the Nature of the Concern

A bad experience and an inadequate report are not necessarily the same issue

Professional-conduct concerns should be reported, but the claim also requires a separate review of whether the final report contains the facts, findings, and explanation necessary to decide the assigned question.

Examination Experience
Conduct or appointment concerns

These concerns involve how the appointment was managed or how the veteran was treated during the examination.

  • Disrespectful or inappropriate conduct
  • Failure to provide an approved accommodation
  • Unsafe or improper examination procedures
  • Privacy or communication concerns
  • Appointment or contractor service problems
Evidentiary Adequacy
Report or medical-opinion concerns

These concerns involve whether the resulting report accurately and sufficiently addresses the condition and the questions assigned by VA.

  • Incorrect factual or medical history
  • Missing required findings or measurements
  • Failure to address an assigned medical question
  • Unsupported or unexplained medical conclusions
  • Failure to discuss relevant functional impairment

Reviewing the Completed Report

Issues that may require closer examination

A short appointment alone does not establish inadequacy. Compare the completed report with the examination request, DBQ, medical records, statements, testing, and the factual history of the claim.

1
Wrong condition or question

The report addresses a different disability, body part, diagnosis, theory, or medical question than the one assigned by VA.

2
Material factual error

The examiner relies on an inaccurate service history, symptom history, diagnosis, treatment history, or description of the claimed event.

3
Missing required findings

The DBQ or report omits measurements, testing, observations, or other findings needed to evaluate the condition.

4
Flare-ups not addressed

The report does not meaningfully address reported flare-ups, repeated-use effects, frequency, duration, or additional functional loss.

5
Relevant evidence omitted

Significant medical records, statements, testing, or favorable evidence are not considered or are inaccurately characterized.

6
Conclusion without explanation

A medical opinion states a conclusion but does not explain how the facts, evidence, and medical reasoning support it.

Preserving the Issue

Document and report specific concerns

VA encourages veterans to report a bad examination experience right away. A factual written statement placed in the claim file also preserves the concern for adjudication and later review.

  1. Identify the examination Include the date, location, provider or contractor, conditions examined, and appointment format.
  2. Describe the specific conduct or omission State what happened, what question or testing was omitted, and what information the veteran attempted to provide.
  3. Explain the effect on the report or claim Connect the concern to an incorrect history, missing finding, incomplete medical question, or unrecorded functional limitation.
  4. Submit the statement to the claim file Upload or submit a written account while the claim is pending and retain proof that it was received.
  5. Report service or conduct concerns separately Use the contractor survey, call the scheduling contractor, contact VA, or contact the appropriate VA regional office.
  6. Review the final report and decision Determine whether the concern actually appears in the report and whether VA relied on it when deciding the claim.

Be specific about the actual defect. The strongest examination challenge identifies the incorrect fact, missing finding, unanswered medical question, or unsupported reasoning and explains why that defect matters to the decision VA must make.

Official VA and Federal Sources

C&P Examination Resources

Use these primary sources to confirm current VA examination procedures, review condition-specific examination forms, request claim records, monitor a pending claim, and examine the applicable regulatory standards.

Primary-source distinction: VA.gov and the Veterans Benefits Administration provide the agency’s current public examination guidance, forms, and online services. The Electronic Code of Federal Regulations provides the governing regulatory text. The practical recommendations elsewhere on this page are Chapter 82 educational guidance intended to help veterans prepare and preserve an accurate record.

Understanding the Rating Decision

Reviewing the VA Decision

A decision should be reviewed issue by issue. Identify what VA granted, denied, deferred, or did not address, then compare the stated findings and reasoning with the evidence and benefit actually claimed.

Begin With the Decision Itself

Do not choose an appeal option before identifying the error

The correct next step depends on what VA decided, why it reached that result, what evidence was already in the record, and what must change to obtain the benefit sought.

Separate each issue

A single decision may grant one condition, deny another, defer a third, and assign disputed ratings or effective dates to additional issues.

Identify the disputed element

Determine whether the disagreement concerns service connection, severity, effective date, dependency, employability, or another required element.

Match the response to the defect

A missing fact, overlooked record, inadequate examination, legal error, or need for new evidence may require different corrective action.

Part 1

Identify What VA Decided

Begin by creating an issue-by-issue inventory of the decision. Record the exact benefit considered, the result for that issue, and every rating, effective date, or other element VA assigned.

1

Record the decision date

Identify the date of the decision notice and retain the complete notice, rating decision, enclosures, and review-option instructions.

2

List every issue exactly as VA identified it

Use the wording in the decision. Separate distinct conditions, body parts, claimed theories, evaluations, effective dates, and other benefits.

3

Record the outcome for each issue

Mark each issue as granted, denied, deferred, or partially granted. Do not rely only on the new combined evaluation.

4

Identify every downstream element assigned

For a grant, record the evaluation, effective date, payment information, and any staged or temporary evaluation described in the decision.

5

Compare the decision with the benefit claimed

Determine whether VA addressed every claimed condition, theory, increase, secondary issue, and additional benefit reasonably presented by the filing and record.

Classify Each Result

The outcome determines what must be reviewed next

Use the specific result for each issue rather than treating the entire decision as simply favorable or unfavorable.

1
Granted

VA awarded the benefit or recognized entitlement. The assigned evaluation, effective date, and scope of the grant must still be reviewed separately.

2
Denied

VA determined that one or more required elements were not established. The next review should identify the exact element and stated reason for denial.

3
Deferred

VA has not completed its decision on the issue and intends further development or review. Monitor the claim for additional requests, examinations, or a later decision.

4
Partially Granted

VA awarded some portion of the benefit but not everything sought. The disputed issue may involve the evaluation, effective date, duration, or extent of entitlement.

Issue-by-Issue Inventory

Record the essential information for every issue

Use one line or worksheet entry for each distinct issue. This creates the foundation for reviewing favorable findings, evidence, reasons, ratings, effective dates, and possible errors.

  • Issue wording Copy the condition or benefit exactly as identified in the decision.
  • Outcome Record whether the issue was granted, denied, deferred, or partially granted.
  • Evaluation Record the percentage, staged evaluation, temporary rating, or noncompensable evaluation assigned.
  • Effective date Record the date assigned to service connection, the evaluation, or the additional benefit.
  • Reason stated Briefly identify the element VA found established or not established.
  • Disagreement State precisely what part of the result appears incorrect or incomplete.
When the issue was granted, review the entire award

A grant resolves entitlement only to the extent stated in the decision. Record each component of the award before concluding that the issue is fully resolved.

Condition recognized Confirm the diagnosis, disability, body part, or benefit VA actually granted.
Evaluation assigned Record the percentage and any separate, staged, or temporary evaluations.
Effective date assigned Record when entitlement or the assigned level of compensation begins.
Payment consequences Review the resulting combined evaluation, payment information, and dependency status.
1
Decision notice

Retain the cover notice, payment information, review rights, and all enclosures sent with the decision.

2
Rating decision

Retain the issue list, evidence considered, favorable findings, reasons for decision, evaluations, and effective dates.

3
Prior claim record

Keep the application, statements, examinations, evidence submissions, prior decisions, and proof of filing available for comparison.

First identify the decision; then evaluate whether it is correct. An effective review begins with a complete list of the issues, outcomes, evaluations, and effective dates before moving to VA’s evidence and reasoning.

Part 2

Favorable Findings and Evidence Considered

Review what VA has already accepted as established, then compare the evidence identified in the decision with the records, statements, examinations, and other materials that were actually submitted or obtained.

1

Locate the favorable findings for each issue

Review each claimed condition separately and copy the favorable findings exactly as written in the decision.

2

Identify what element each finding establishes

Determine whether the finding establishes a current disability, an in-service event, qualifying service, an exposure, a medical relationship, or another required fact.

3

Review the evidence considered section

Compare the listed evidence, dates, providers, examinations, and record categories with the evidence in the veteran’s claim file.

4

Record omissions and material discrepancies

Identify missing submissions, incorrect date ranges, mislabeled records, or evidence discussed in a way that does not match the underlying document.

Understanding Favorable Findings

Identify the part of the claim VA has already accepted

The exact findings depend on the issue. The examples below show common types of facts that may be identified as favorable; they are not an exhaustive list.

1
Current disability

VA may find that the veteran has a current diagnosis, qualifying symptoms, or other evidence establishing a present disability.

2
Service event or exposure

VA may accept an in-service injury, illness, duty, location, hazardous exposure, combat event, or other relevant service fact.

3
Qualifying service or relationship

VA may accept qualifying dates of service, presumptive exposure, dependent status, or another threshold eligibility fact.

4
Medical or factual connection

VA may find that medical evidence supports causation, aggravation, chronicity, severity, or another relationship relevant to the claimed benefit.

Legal Effect
Favorable findings generally carry forward

Under VA’s governing regulation, a favorable finding binds later agency and Board adjudicators unless it is rebutted under the applicable legal standard.

Scope
The finding applies only to what it actually establishes

A favorable finding that confirms a diagnosis does not automatically establish service connection. Another required element may remain disputed.

Preservation
Retain the exact wording

Copy the favorable finding into the issue worksheet and retain the complete decision. Avoid rewriting the finding more broadly than VA stated it.

Reviewing the Decision Record

Compare the evidence considered with the actual claim file

The decision notice must summarize the evidence VA considered. Review the listed materials against the complete filing history and the records available when VA made the decision.

  • Applications and claim forms Confirm the original claim, supplemental filing, review request, and any issue-specific forms.
  • Veteran and witness statements Check that each submitted statement is identified or otherwise reflected in the decision record.
  • Service records Review service treatment records, personnel records, orders, exposure records, and relevant duty documentation.
  • VA medical records Confirm the correct VA facilities and treatment date ranges were available for review.
  • Private medical evidence Check provider names, medical opinions, DBQs, diagnostic reports, and treatment records submitted from outside VA.
  • C&P examinations and opinions Confirm the examination dates, conditions evaluated, addenda, and medical opinions used in the decision.
  • Employment and functional records Review employer forms, attendance records, accommodations, vocational evidence, and unemployability materials.
  • Prior decisions and procedural records Identify prior rating decisions, review decisions, Board decisions, intentions to file, and relevant filing dates.

Evidence-to-Decision Comparison

Look beyond whether a document appears on the list

Compare the underlying evidence with the facts described in the decision and with the element VA found unsatisfied.

1
Correct document

Confirm that VA identified the intended statement, opinion, examination, or record rather than a different document with a similar date or title.

2
Complete date range

Determine whether the relevant months or years were included, especially when the claim depends on onset, continuity, progression, or worsening.

3
Accurate factual summary

Compare VA’s description of the evidence with the actual language, findings, measurements, diagnosis, and history in the document.

4
Relevant favorable information

Identify favorable symptoms, findings, medical reasoning, service facts, or functional effects that are not meaningfully addressed.

5
Conflicting evidence

Determine whether VA recognized and resolved meaningful differences between statements, examinations, medical opinions, and treatment records.

6
Connection to the denied element

Identify whether the evidence addresses the specific diagnosis, event, nexus, severity, date, or other element VA found lacking.

Avoid Incorrect Conclusions

What the decision sections do and do not establish

Favorable Finding
Not the same as a complete grant

A favorable finding establishes the fact described. Other required elements may remain unresolved or may have been decided against the claimant.

Listed Evidence
Not proof of accurate evaluation

A document may appear in the evidence list while its material contents are misunderstood, incompletely summarized, or not connected to the correct issue.

Unlisted Evidence
A reason for further review

An omission should be compared with the claim file and decision reasoning. The omission alone does not establish every possible error, but it may identify an important evidentiary issue.

Controlling Standards

Decision notice and favorable-finding authorities

Preserve what VA accepted and isolate what remains disputed. Favorable findings narrow the unresolved questions. The evidence considered section helps determine whether the decision was based on the correct and complete record.

Part 3

Analyze the Reasons for Decision

Identify the exact element VA found unsatisfied, the facts and evidence VA relied on, the legal standard it applied, and whether the stated conclusion logically follows from the record described in the decision.

1

Copy the stated denial reason

Record VA’s wording before paraphrasing it. Include the claimed issue, the unsatisfied element, and the conclusion VA reached.

2

Identify the factual premise

Determine what VA believes happened or did not happen, such as no current diagnosis, no qualifying event, no relationship to service, or insufficient severity.

3

Identify the evidence VA relied on

Locate the examination, treatment record, statement, service record, medical opinion, or absence of documentation cited in support of the conclusion.

4

Identify the legal or rating standard

Determine whether VA applied a service-connection element, rating criterion, effective-date rule, dependency requirement, or another governing standard.

5

Test whether the conclusion follows

Compare VA’s factual premise and cited evidence with the actual record, favorable findings, applicable law, and the issue that was adjudicated.

Read the Paragraph by Function

Separate the conclusion from the facts supporting it

A reasons-for-decision paragraph may contain several different kinds of statements. Separating their functions makes the actual logic easier to review.

1
Conclusion

The ultimate result, such as service connection is denied, an increase is not warranted, or an earlier effective date cannot be assigned.

2
Accepted facts

Facts VA acknowledges, including favorable findings, diagnoses, service events, qualifying service, symptoms, or existing ratings.

3
Adverse factual finding

The disputed factual premise, such as no chronic condition, no medical relationship, no qualifying limitation, or no earlier pending claim.

4
Supporting rationale

VA’s explanation of why the cited evidence, medical opinion, regulation, or rating criterion supports the adverse finding and conclusion.

Map the Unsatisfied Element

Determine what type of problem the decision presents

The examples below identify common decision elements. The actual requirement depends on the benefit and theory under review.

Current Disability
Existence of the claimed condition

VA may conclude that the record does not establish a diagnosis, current symptoms, chronic disability, or qualifying functional impairment.

Review question What evidence establishes the condition or impairment during the relevant claim period?

Service Fact
Event, injury, disease, duty, or exposure

VA may conclude that the claimed service event, symptoms, duty, location, injury, disease, or hazardous exposure is not established.

Review question Did VA address service records, personnel records, and competent first-hand statements?

Medical Connection
Nexus, causation, or aggravation

VA may accept the disability and service facts but conclude that the evidence does not connect the condition to service or another service-connected disability.

Review question Did the medical opinion address the correct facts, theory, and medical question with an explained rationale?

Severity
Rating criteria and functional impairment

VA may conclude that symptoms, measurements, frequency, duration, occupational effects, or functional loss do not meet a higher evaluation.

Review question Did VA apply all relevant criteria and address the disability’s actual pattern over the rating period?

Effective Date
Claim date, entitlement, or continuous pursuit

VA may conclude that no earlier claim, qualifying filing, entitlement date, or continuously pursued review supports an earlier award.

Review question Does the procedural history include an earlier filing or review action that VA did not address?

Eligibility
Threshold benefit requirement

VA may conclude that service dates, relationship status, income, dependency, discharge status, or another eligibility requirement is not established.

Review question Is VA’s threshold factual determination accurate and supported by the governing eligibility rule?

Test the Decision Logic

Determine whether the stated rationale is complete and supportable

The purpose is not to disagree generally. Identify the specific fact, evidentiary judgment, legal standard, or reasoning step that appears incorrect.

  • Correct issue Did VA decide the condition, theory, evaluation, date, or benefit that was actually claimed or reasonably raised?
  • Correct facts Are the service history, diagnosis, symptoms, treatment history, claim dates, and other material facts accurate?
  • Correct legal standard Did VA apply the appropriate service-connection, rating, effective-date, or eligibility requirement?
  • Complete evidence review Did VA address the material favorable and unfavorable evidence relevant to the disputed element?
  • Reasoned explanation Does the decision explain why the cited evidence supports its factual finding rather than merely state a conclusion?
  • Internal consistency Is the denial rationale consistent with the favorable findings, evidence list, examination reports, and other parts of the decision?

Common Problems to Examine

Reasoning patterns that may require closer review

These patterns do not automatically establish reversible error. Compare the stated rationale with the complete record and the governing rule.

Factual Premise
Reliance on an incorrect history

The decision or underlying medical opinion uses an inaccurate service history, onset date, diagnosis, treatment history, symptom pattern, or procedural fact.

Missing Documentation
Absence treated as affirmative proof

VA relies on the absence of a record without addressing whether the event or symptom normally would have been documented or whether competent alternative evidence exists.

Medical Opinion
Conclusion without adequate explanation

The decision relies on a medical conclusion that does not explain how the evidence and medical principles support the opinion or does not answer the assigned question.

Claim Theory
Only one theory was addressed

VA discusses direct service connection but does not address a reasonably raised secondary, aggravation, presumptive, or other theory supported by the record.

Lay Evidence
First-hand evidence was not meaningfully evaluated

Veteran or witness statements are dismissed, ignored, or characterized as medical speculation even though they describe personally observed symptoms or events.

Internal Conflict
The rationale conflicts with another finding

The stated denial reason appears inconsistent with a favorable finding, accepted diagnosis, acknowledged service event, evidence summary, or other conclusion in the same decision.

Define the Disputed Point

State the disagreement as precisely as possible

The review request will be developed later. At this stage, create a concise issue statement identifying the decision’s specific factual, evidentiary, medical, or legal defect.

  • Identify the issue Name the condition, evaluation, effective date, dependency issue, or other benefit being reviewed.
  • Identify VA’s finding State the factual or legal conclusion that produced the denial or partial grant.
  • Identify the defect Explain whether the problem is an incorrect fact, missing evidence, inadequate opinion, incomplete theory, or misapplied standard.
  • Identify the supporting record Cite the statement, medical record, examination, service record, filing, regulation, or favorable finding that addresses the defect.
  • Identify what must change State the finding or element that must be corrected, developed, or reevaluated to resolve the issue.

Official Standards

Decision notice and evidence-evaluation authorities

Challenge the reason, not merely the result. A focused decision review identifies the unsatisfied element, the factual or legal finding that produced the denial, and the specific evidence or authority showing why that finding should be reconsidered.

Part 4

Review the Rating and Effective Date

A grant should be reviewed beyond the award of service connection. Confirm the diagnostic code and percentage assigned, the calculation of the combined evaluation, the effective date of the award, and the date from which payment begins.

1

Record the diagnostic code and individual percentage

Identify the condition, diagnostic code, evaluation, and effective date assigned to each disability or separately rated residual.

2

Compare the findings with the rating criteria

Match the symptoms, measurements, frequency, duration, functional loss, and occupational effects to the criteria VA applied.

3

Recalculate the combined evaluation

Confirm that all compensable evaluations were included in the proper order and that the bilateral factor was applied when applicable.

4

Reconstruct the effective-date history

Review the claim date, intent to file, date entitlement arose, prior decisions, review requests, and any continuous pursuit of the issue.

5

Separate the effective date from the payment date

Identify the date legal entitlement begins and the later date from which monetary payment is authorized under the applicable payment rule.

Individual Disability Evaluation

Review how VA selected the percentage

Begin with the diagnostic code and criteria identified in the decision. Compare the criteria with the entire disability picture during the period being evaluated.

Diagnostic Code
Correct condition and rating criteria

Confirm that VA evaluated the disability under the diagnostic code applicable to the diagnosed condition, symptoms, residuals, and anatomical area involved.

Review question Does the code evaluate the disability actually granted?

Medical Findings
Symptoms, testing, and measurements

Compare the examination findings, medical records, diagnostic testing, and reported symptoms with each potentially applicable evaluation level.

Review question Did VA accurately describe the findings that control the rating?

Functional Loss
Effects beyond isolated measurements

Determine whether VA addressed flare-ups, repeated use, pain, weakness, fatigue, endurance, occupational effects, and interference with ordinary activities.

Review question Does the assigned evaluation reflect the disability’s actual functional pattern?

Higher Evaluation
Which criteria are more nearly approximated?

When the disability picture falls between two evaluations, determine whether the overall evidence more nearly approximates the higher or lower criteria.

Review question Did VA evaluate the whole disability picture rather than require every word of the higher criteria?

Separate Evaluations
Distinct symptoms and residuals

Review whether separate manifestations, neurological residuals, scars, complications, or other distinct disabilities require separate evaluation without duplicating the same impairment.

Review question Did VA overlook a separately compensable residual or complication?

Staged or Temporary Rating
Changes during the claim period

Determine whether the evidence supports different evaluation levels during separate periods or a temporary evaluation based on hospitalization, surgery, treatment, or convalescence.

Review question Did VA apply the same rating to a period in which the severity materially changed?

Review the entire rating period. The examination closest to the decision may be important, but the assigned evaluation should be tested against the complete relevant history, including changes in severity and periods of greater or lesser impairment.

Combined Evaluation

Verify VA’s combined-rating calculation

Individual evaluations are not ordinarily added together. VA combines them in order of severity and rounds the final combined value after all applicable evaluations have been included.

  • List every active evaluation Include each compensable disability and the period during which that evaluation was in effect.
  • Arrange ratings by severity Confirm that the highest evaluation was combined first, followed by the remaining evaluations in descending order.
  • Review bilateral disabilities Identify compensable disabilities affecting paired upper extremities, lower extremities, or paired skeletal muscles.
  • Apply the most favorable bilateral treatment Confirm whether removing a disability from the bilateral-factor calculation would produce a higher combined evaluation.
  • Round only at the final step Intermediate combined values should remain unrounded until the final degree of disability is determined.
  • Check each effective-date period Recalculate when an individual evaluation begins, ends, increases, decreases, or is temporarily assigned.
Use the Chapter 82 VA Combined Rating Calculator

Enter the individual evaluations and identify bilateral disabilities to review the combined value, bilateral-factor treatment, and final rounded evaluation.

Open Rating Calculator

Effective-Date Review

Reconstruct the full procedural and evidentiary timeline

The general effective-date rule is subject to numerous benefit- and claim-specific provisions. Identify every potentially relevant date before deciding whether the assigned date is correct.

1
Claim or intent to file

Identify the date VA received the claim and any valid intent to file that may establish an earlier protected filing date.

2
Date entitlement arose

Determine when the disability, qualifying severity, dependency, eligibility fact, or other basis for entitlement was established.

3
Prior decision

Identify earlier decisions on the same issue and the date VA notified the claimant of each decision.

4
Review or appeal filing

Record each supplemental claim, Higher-Level Review request, Board appeal, or other review action and whether it was filed on time.

5
Change in severity

For an increased evaluation, identify when the evidence first shows that the disability met the criteria for the higher level.

Initial Award
Claim date versus entitlement date

Compare the date VA received the claim with the date the evidence establishes entitlement, applying the specific rule governing the type of award.

Separation From Service
Claim filed soon after discharge

Review whether a qualifying claim was received within the period that permits an award beginning the day after separation from active service.

Increased Evaluation
When did the increase become ascertainable?

Review the claim date and the evidence of worsening during the applicable period before and after the claim was received.

Continuous Pursuit
Was the same issue continuously reviewed?

Determine whether each permitted review option was filed within the applicable one-year period following notice of the preceding decision.

Staged Evaluation
Different severity during different periods

Review whether the evidence supports an earlier or later date for each change in the assigned percentage during the claim period.

Special Rule
Does a specific exception apply?

Consider whether the award involves a liberalizing law, corrected military records, newly received service records, dependency, pension, Aid and Attendance, or another specialized effective-date provision.

Payment Review

Distinguish the effective date from the commencement of payment

The legal effective date and the first month for which compensation is payable may differ. Review both before calculating retroactive benefits.

Effective date

The date assigned to service connection, the evaluation, or another awarded benefit under the applicable effective-date rule.

Commencement of payment

For many monetary awards, payment begins on the first day of the calendar month following the month in which the award became effective.

Retroactive payment calculation

Calculate each period using the evaluation, dependency status, compensation rate, and payment commencement applicable during that period.

Official Standards

Rating, effective-date, and payment authorities

Review the percentage, combined value, effective date, and payment date separately. A grant is fully correct only when VA has recognized the proper disability, assigned the proper evaluation for each period, calculated the combined rating correctly, and used the correct award date.

Part 5

Missing, Deferred, and Unadjudicated Issues

Compare the complete filing and claim history with the issues identified in the decision. Determine whether each requested benefit was granted, denied, deferred for further action, only partially addressed, or potentially omitted from the adjudication.

1

List every issue submitted or under review

Begin with the claim form, review request, accompanying statements, and prior procedural history rather than relying only on the new decision’s issue list.

2

Match each issue to a stated outcome

Identify where the decision grants, denies, defers, partially grants, withdraws, or otherwise resolves each listed matter.

3

Check for a later or separate decision

Confirm whether VA issued another notice, Higher-Level Review decision, deferred-rating decision, or other document addressing the apparently missing matter.

4

Distinguish an issue from a theory or evidence argument

An unaddressed theory, favorable record, or legal argument may indicate incomplete reasoning without necessarily constituting a separately omitted benefit.

5

Record the unresolved procedural question

State precisely whether the concern involves a deferred issue, omitted claimed benefit, incomplete adjudication, missing residual, or unclear decision notice.

Classify the Apparent Gap

Different situations require different follow-up

Do not use “missing,” “deferred,” and “unadjudicated” interchangeably. Identify what the decision and claim record actually show.

1
Explicitly deferred

The decision identifies the issue but postpones a final outcome while VA obtains evidence, an examination, clarification, or completes other development.

2
Potentially omitted

The filing identifies a distinct condition or benefit, but the decision does not list it as granted, denied, deferred, withdrawn, or otherwise adjudicated.

3
Partially addressed

VA decides one part of the matter but may not address another claimed period, body part, residual, complication, evaluation, or downstream element.

4
Unaddressed theory or evidence

The benefit was adjudicated, but VA did not discuss a theory, statement, medical opinion, or legal provision relevant to that benefit.

Filing-to-Decision Comparison

Reconstruct the scope of the claim

Determine what VA was asked to decide and what the claim record reasonably placed before the adjudicator.

1
Application form

Review every condition and benefit entered on the prescribed claim or review form, including separate body parts and secondary conditions.

Review question Does every listed matter appear in a decision or documented withdrawal?

2
Supporting statement

Review how the veteran described the claimed disability, cause, symptoms, residuals, periods, and additional benefits being sought.

Review question Did the decision capture the actual scope of the veteran’s request?

3
Prior procedural history

Identify prior claims, decisions, supplemental claims, Higher-Level Reviews, Board appeals, remands, and deferred issues involving the same benefit.

Review question Was an earlier unresolved matter carried into the current adjudication?

4
Examination requests

Review the conditions and medical questions VA assigned for examination, including secondary conditions, residuals, and aggravation questions.

Review question Did VA develop an issue that does not appear in the final decision?

5
Complications and residuals

Determine whether the evidence identifies separately compensable residuals, neurological findings, scars, complications, or secondary disabilities.

Review question Did VA address the distinct manifestation or only the primary condition?

6
Ancillary and downstream benefits

Review whether the record raises unemployability, dependency, Special Monthly Compensation, temporary evaluations, or another benefit connected to the adjudicated disability.

Review question Does the record require closer examination of an additional benefit?

Deferred Issues

Track the development until VA issues a final outcome

A deferred issue remains unresolved in the current notice. Identify why it was deferred, what additional development is expected, and whether VA later issues a separate decision.

  • Record the reason for deferral Copy any explanation identifying the examination, opinion, records, clarification, or development VA still requires.
  • Monitor scheduling and evidence requests Watch for examination notices, records authorizations, requests for statements, or other development correspondence.
  • Respond within the requested period Submit requested information promptly and retain copies and proof of receipt.
  • Track the claim status Confirm whether the issue returns to evidence gathering, rating, decision preparation, or another development stage.
  • Obtain the later decision Review the eventual grant, denial, evaluation, and effective date as a new decision on that issue.
Do not allow a deferred issue to obscure deadlines on decided issues

A decision may deny or partially grant some issues while deferring another. Review periods for the issues actually decided generally run from the notice of that decision. Do not assume that all deadlines wait until VA resolves the deferred matter.

Potentially Omitted Issues

Confirm the omission before selecting corrective action

The procedural effect of an apparent omission can depend on the filing, decision language, notice, review system, subsequent VA actions, and complete claim history.

Exact Filing
Was the benefit actually claimed?

Confirm that the prescribed form and accompanying materials identify the condition or benefit with enough specificity to place it before VA.

Decision Language
Was the issue resolved under different wording?

Compare diagnoses, symptoms, body parts, residuals, and broader or narrower issue descriptions that may refer to the same claimed disability.

Separate Notice
Was another decision issued?

Review online decision letters, mailed notices, Higher-Level Review decisions, Board actions, and later rating decisions for the apparently missing issue.

Withdrawal
Was the issue withdrawn or excluded?

Check for a written withdrawal, amended filing, review-lane limitation, or communication that changed the issues remaining before VA.

Procedural Status
Does VA still show the issue as pending?

Review claim status information and correspondence for evidence that VA is continuing development or preparing another decision.

Corrective Path
What action preserves the veteran’s position?

Before submitting a duplicate claim, determine whether the matter requires a status inquiry, written clarification, review of a decision, supplemental claim, or other procedural action.

Avoid Incorrect Classification

Three distinctions that often control the review

Issue vs. Theory
A new theory may concern the same benefit

Direct, secondary, presumptive, and aggravation theories may support the same claimed disability. Failure to discuss a theory may present a reasoning or development problem rather than a separate omitted claim.

Issue vs. Evidence
Unaddressed evidence is not automatically an omitted issue

A statement, medical opinion, or treatment record may support an issue VA decided. The concern may be failure to evaluate material evidence rather than failure to adjudicate the benefit.

Issue vs. Residual
A distinct residual may require separate analysis

A complication or residual may be part of the primary evaluation, separately compensable, or a separate secondary disability. Review the rating criteria and medical findings before classifying it.

Preserve the Procedural Record

Document the issue and the action taken

Maintain a written record that distinguishes matters awaiting VA action from matters requiring action by the veteran or representative.

  • Claimed issue Identify the exact condition, benefit, evaluation, date, or residual believed to remain unresolved.
  • Source document Identify the application, statement, examination, prior decision, or review request that placed the matter before VA.
  • Current status Mark the issue as deferred, potentially omitted, partially adjudicated, pending clarification, or decided.
  • Outstanding VA action Record any expected examination, opinion, records request, development action, or later decision.
  • Required claimant action Record any evidence request, response deadline, review deadline, inquiry, or form that must be completed.
  • Follow-up record Retain copies of correspondence, call notes, uploads, confirmation numbers, later decisions, and status changes.

Official Standards and Status Resources

Decision notice, pending-claim, and review authorities

Every issue should have a documented status. Determine whether VA decided the benefit, deferred it for further development, addressed only part of it, or may have omitted it. Then protect the deadlines for decided issues while separately tracking every matter that remains unresolved.

Part 6

Decision Review Checklist

Complete the review issue by issue before selecting a decision-review option. The objective is to identify exactly what VA decided, what remains disputed, what evidence was available, and what factual, medical, legal, or procedural problem must be addressed.

1

Identify the issue and outcome

Record the exact benefit considered and whether it was granted, denied, deferred, partially granted, or omitted.

2

Identify the disputed element

Determine whether the disagreement concerns entitlement, severity, effective date, payment, dependency, or another element.

3

Identify the defect and supporting record

State the factual, evidentiary, medical, legal, or procedural problem and identify the record or authority that addresses it.

4

Identify what must occur next

Determine whether the issue requires correction of the existing record, development of new evidence, clarification, or continued monitoring of a deferred matter.

Complete Review

Check each component of the decision

The checkboxes are for review organization. They do not save personal information to Chapter 82 or Navigating VA.

1
Decision Inventory

Confirm what VA decided for each issue.

2
Findings and Evidence

Preserve accepted facts and verify the record reviewed.

3
Reasons for Decision

Isolate the finding and logic producing the result.

4
Rating and Effective Date

Review every component of a granted award.

5
Missing and Deferred Issues

Account for every matter placed before VA.

6
Procedural Readiness

Define what is needed before selecting the next step.

Do not delay deadline review while completing the analysis

Record the notice date and applicable filing period immediately. Some issues may already be decided and subject to a review deadline even though VA is still developing or adjudicating another issue from the same claim.

Issue Summary

Reduce the review to one defined issue statement

Complete a separate issue summary for every denied, partially granted, disputed, or potentially omitted matter.

Issue or Benefit
VA Outcome
Disputed Finding or Element
Evidence or Authority
Specific Defect in the Decision
Corrective Result Sought
Filing Deadline

Review Result

Identify what remains necessary

The completed review should lead to one or more clearly defined procedural needs.

1
Existing record may support correction

The issue appears to involve an incorrect fact, overlooked evidence, inadequate examination, or misapplied standard within the record VA already possessed.

2
Additional evidence may be required

The record may need a new statement, medical opinion, treatment record, service record, employment record, or other evidence addressing the unsatisfied element.

3
Procedural clarification may be needed

The issue may be deferred, omitted, only partially adjudicated, or otherwise unclear from the decision and claim-status record.

4
Decision-review option must be selected

Once the record and defect are defined, compare the available review options according to the evidence allowed, decision-maker, procedural goal, and deadline.

Keep the complete review with the veteran’s decision records

Retain the decision, issue worksheet, favorable findings, evidence inventory, examination reports, procedural history, and proof of any later filing or submission.

The decision review should produce a defined problem, not merely a general disagreement. Once the issue, evidence, defect, requested correction, and deadline are clear, the available review options can be evaluated against the needs of that specific issue.

Downloadable Chapter 82 Form

VA Decision Review Checklist

Download the three-page form to review one denied, partially granted, disputed, deferred, or potentially omitted issue before selecting a VA decision-review option.

  • Issue worksheet
  • Six-part review checklist
  • Decision defect analysis
  • Next-step planning
Download the PDF Form

PDF may open in a new browser tab depending on browser settings.

Family Status and Additional VA Benefits

Dependency and Family Status

Family changes can affect entitlement, payment amounts, effective dates, and overpayments. Report changes accurately and review the evidence VA requires for each spouse, child, school-age child, or dependent parent.

Understanding Dependency Benefits

Family status is a benefit issue with its own evidence requirements

VA must determine both whether a person qualifies as a dependent and when the dependent may be added to or removed from the award.

Compensation awards

Veterans with a qualifying disability evaluation may receive additional compensation for eligible spouses, children, or dependent parents.

Pension and survivor awards

Dependency information may also affect Veterans Pension, Survivors Pension, DIC, and other qualifying survivor-benefit awards.

Changes must be reported

Marriage, divorce, death, birth, adoption, school-status changes, and other events may change who qualifies and the amount payable.

Part 1

Adding and Removing Dependents

Submit dependency changes using the correct VA process and provide complete, accurate information about each spouse or child. Prompt reporting helps VA determine the correct family status, award amount, and period of entitlement.

1

Disability compensation

A veteran with a combined service-connected disability evaluation of at least 30% may qualify for additional compensation for eligible dependents.

2

Veterans Pension

Dependency status may affect the pension award and the applicable income and payment calculations.

3

Survivor benefits

A qualifying surviving spouse receiving survivor benefits may need to add or remove an eligible child or report another change in family status.

4

Other dependency categories

Children attending school after age 18 and dependent-parent claims require additional information addressed in later sections of this page.

Filing the Dependency Change

Use a separate review process for adding and removing

The same VA form may be used for both actions, but the event, effective date, evidence, and information required will depend on whether the person is being added to or removed from the award.

Add a Dependent

Establish the relationship and qualifying event

Identify the dependent, the relationship to the claimant, and the event that created or established the dependency.

  1. Identify the person being added State whether the person is a spouse, biological child, adopted child, stepchild, or another qualifying dependent category.
  2. Identify the qualifying event Record the marriage, birth, adoption, entry into the household, or other event relevant to the request.
  3. Provide complete relationship history Include prior marriages and terminations when required and make sure names and dates are consistent throughout the filing.
  4. Submit the prescribed form and supporting evidence Use VA’s online dependency process or the applicable paper form, then retain the complete submission and confirmation.

Remove a Dependent

Report when the relationship or eligibility ends

Identify the dependent, the event ending or changing the qualifying status, and the date the event occurred.

  1. Identify the person being removed Use the dependent’s complete name and relationship to the veteran or surviving beneficiary.
  2. Identify the terminating event Report the divorce, death, change in custody or household, school-status change, or other event affecting eligibility.
  3. Provide the actual event date Use the exact date when known. Do not substitute the filing date, separation date, or date VA learned of the event.
  4. Retain evidence that the change was reported Keep the submitted form, uploaded records, mailing information, confirmation number, and later VA dependency decision.

Family Events

Review dependency status after a qualifying change

These events may require a new dependency filing or closer review of the existing award.

1
Marriage or remarriage

Review whether an eligible spouse may be added and whether complete prior-marriage information is available for both parties.

2
Birth or adoption

Review whether a biological or adopted child may be added and what identifying and relationship information VA requires.

3
Divorce or death

Report when a marriage ends or a dependent dies so VA can determine the correct termination date and award adjustment.

4
Change in a child’s status

Review age, school attendance, marriage, household, and other circumstances that may affect whether a child remains eligible.

Before Filing

Gather the complete dependency information

Incomplete names, dates, marriage histories, and relationship information can delay the decision or produce an incorrect dependency record.

  • Claimant information Confirm the veteran or survivor’s identifying information and the benefit under which dependency is being claimed.
  • Dependent’s legal identity Gather the dependent’s full legal name and the identifying information required by the VA form.
  • Relationship to the claimant Identify whether the person is a spouse, child, adopted child, stepchild, or another recognized category.
  • Event date and location Record the date and place of marriage, birth, adoption, divorce, death, or other relevant family event.
  • Prior relationship history Gather information about earlier marriages and how each marriage ended when required.
  • Supporting records Identify certificates, decrees, court orders, adoption records, or other documentation needed to resolve the relationship.

After Submission

Preserve the filing and verify VA’s dependency decision

A submitted dependency request should remain part of the veteran’s working record until VA has correctly updated the award.

1
Retain the complete submission

Keep the form, supporting records, online confirmation, upload receipt, mailing evidence, and notes of any contact with VA.

2
Monitor the dependency request

Review VA correspondence and claim-status information for evidence requests, processing updates, or a completed dependency decision.

3
Review the resulting award

Confirm the dependent added or removed, the event date used, the award adjustment, the effective date, and any resulting payment or debt calculation.

Official VA Filing Resources

Add or remove a dependent through VA

Use VA’s current dependency-management pages and prescribed form to submit the change.

Report the correct person, event, and date. Dependency decisions often turn on the legal relationship and when that relationship began or ended. Preserve the filing record and review VA’s resulting award for accuracy.

Part 2

Marriage, Divorce, and Remarriage

A dependency claim involving a spouse should identify the current marriage and provide a complete history of every prior marriage for both parties. VA must be able to determine when each marriage began, how every prior marriage ended, and whether the current marriage is legally recognized.

1

Identify the current marriage

Record the complete names of both parties, the date and location of marriage, and the type of marriage being claimed.

2

List the claimant’s prior marriages

Include each former spouse, marriage date and location, and the date, location, and method by which the marriage ended.

3

List the current spouse’s prior marriages

Complete the same history for the spouse being added, even when the prior marriage did not involve the veteran.

4

Resolve discrepancies before filing

Compare dates, names, locations, and termination information with the available certificates, decrees, prior forms, and VA records.

Build Both Marital Histories

Prepare one chronological history for each party

Begin with the earliest marriage and proceed in order through the current marriage. Do not combine two marriages into one entry or omit a marriage because it occurred many years ago.

Veteran or Claimant

Complete the claimant’s marriage history

Account for every ceremonial, civil, religious, or otherwise claimed marital relationship.

  1. Former spouse’s complete name Use the legal name associated with the marriage and identify known name changes when relevant.
  2. Date and place the marriage began Record the month, day, and year when known, together with the city, county, state, territory, or country.
  3. How and when the marriage ended Identify divorce, annulment, or death and provide the actual event date and location.
  4. Compare with earlier VA filings Resolve differences between the current history and prior dependency forms, pension forms, survivor filings, or decisions.

Current Spouse

Complete the spouse’s marriage history

VA may require the same prior-marriage information for the spouse being added to the award.

  1. Identify every prior spouse Include all prior marriages even when the veteran was not involved and no VA benefit was previously claimed.
  2. Record each marriage separately Provide the beginning date and location for every prior marriage.
  3. Document the termination of each marriage Record the divorce, annulment, or death date and the location of the terminating event.
  4. Confirm eligibility to enter the current marriage Make sure each prior marriage ended before the current marriage began.

Events Affecting Marital Status

Identify the legal event and its actual date

The filing date is not a substitute for the date the marriage began or ended.

1
Marriage

Record the legal names of the parties, date and place of marriage, and the jurisdiction or authority under which it occurred.

2
Divorce

Record the final divorce date and the location or court that ended the marriage. Keep the final decree or public record when available.

3
Annulment

Identify the date and court or authority issuing the annulment and retain the final decree or record.

4
Death of a spouse

Record the spouse’s date and place of death and retain the death certificate or other official record when available.

Before Completing VA Form 21-686c

Gather the information for every marriage

VA may initially accept a sufficiently complete claimant statement, but additional documents may be required when the information is incomplete, inconsistent, questionable, or conflicts with the existing record.

  • Complete legal names Record the names used by each party during the marriage and identify known variations where relevant.
  • Marriage date Provide the month, day, and year when known.
  • Marriage location Identify the city, county, state, territory, or country.
  • Termination method State whether the marriage ended by divorce, annulment, or death.
  • Termination date and place Record the actual event date and the court, jurisdiction, or place of death.
  • Supporting document status Note whether the certificate, decree, public record, or other evidence is available, requested, or unavailable.

Common Problem Areas

Resolve inconsistencies before they delay the dependency decision

The issue is often not whether a marriage occurred, but whether the entire marital history is complete and internally consistent.

Missing Date
Only a year or approximate period is known

Search available court, vital-record, family, military, and prior VA records. When the exact date remains unavailable, state what is known and explain the efforts made to locate it.

Missing Location
The jurisdiction cannot be recalled

Review residence history, service records, prior applications, court indexes, family records, and library or state-record searches before concluding that the location is unknown.

Name Difference
Records use different names or spellings

Identify maiden names, prior married names, middle-name differences, spelling variations, and aliases that connect the records to the same person.

Prior Marriage
The termination is not established

Determine whether a final divorce, annulment, or death occurred before the later marriage. A separation alone does not establish that the earlier marriage legally ended.

Conflicting Record
Earlier VA forms contain different information

Compare each version, identify the accurate history, and explain why an earlier date, location, spouse name, or termination entry was incomplete or incorrect.

Foreign or Unavailable Record
The document is difficult to obtain

Identify the country or jurisdiction, the record requested, the custodian contacted, and whether an authenticated, certified, or alternative record is available.

Additional Marital-Relationship Evidence

When the relationship is not established by a conventional marriage record

VA may require additional information when the claimed marriage is common-law, non-ceremonial, or otherwise cannot be established by the usual marriage documentation. Recognition depends on the applicable law and the facts of the relationship.

Official Forms and Evidence Standards

VA marital-status forms and governing evidence rules

A complete marital history should leave no unexplained overlap or gap. Identify every marriage for both parties, document how each prior marriage ended, explain genuine uncertainties, and preserve the records used to support the dependency request.

Part 3

Children, School Attendance, and Helpless-Child Claims

VA child-dependency rules change when a child reaches age 18. Review the child’s relationship, age, marital status, school attendance, and capacity for self-support, then submit the forms and evidence required for the applicable dependency category.

1

Unmarried child under age 18

This may include a qualifying biological child, adopted child, stepchild, or other child relationship recognized under VA’s governing definition.

2

Unmarried child age 18 through 22 attending school

Continued dependency may be established while the child pursues an approved course of instruction, but not after reaching age 23.

3

Child permanently incapable of self-support before age 18

VA must determine whether a physical or mental condition made the child permanently incapable of self-support as of the 18th birthday.

Children Under Age 18

Establish the child’s identity and relationship

Review how the child is related to the veteran or surviving beneficiary, when the relationship began, and whether additional custody, household, or adoption evidence is required.

1
Biological child

Provide the child’s legal identity, date and place of birth, and the parental information required by the dependency application.

Review Confirm that names and birth information match the supporting records and prior VA filings.

2
Adopted child

Identify the adoption date, type of adoption or placement, court or agency involved, and whether the final or interlocutory order is available.

Review Foreign adoptions and adoption placements may require additional evidence concerning residence, custody, and support.

3
Stepchild

Identify the child of the veteran’s spouse, the marriage creating the stepchild relationship, and any household or custody facts relevant to the benefit.

Review A divorce may also affect whether a stepchild remains on the veteran’s award.

4
Posthumous child

When a child is born after the veteran’s death, review the date of birth, relationship evidence, and the filing period that may affect the award date.

Review Retain birth records and evidence establishing the relationship to the deceased veteran.

5
Child living outside the household

Residence apart from the veteran does not necessarily resolve dependency. Review legal custody, support obligations, and the rules applicable to the specific benefit.

Review Do not assume that physical residence alone determines whether the child qualifies.

6
Change in child status

Marriage, death, adoption out of the family, custody changes, or other events may affect continued dependency and should be reported promptly.

Review Preserve the event date and proof that the change was reported to VA.

School Attendance After Age 18

Reestablish or continue dependency based on school attendance

VA generally removes a child from the award at age 18 unless qualifying school-attendance information is submitted. Review the child’s age, school, course dates, expected graduation, and any later change in attendance.

  • Confirm the child is unmarried Review the child’s marital status throughout the period for which school-based dependency is claimed.
  • Confirm the child is under age 23 School-based dependency does not continue after the child reaches age 23.
  • Identify the educational institution Provide the school name, location, course or program, and the information requested by the current VA form.
  • Record course dates Identify when attendance began, the current term dates, and the anticipated completion or graduation date.
  • Review vacation periods A vacation period may remain covered when the child attended at the end of the prior term and resumes at the beginning of the next term.
  • Retain the school-attendance decision Confirm the effective date, award period, expected termination date, and any payment adjustment.
1
Attendance ends

Report when the child stops attending before the expected completion date.

2
School changes

Update VA when the child transfers to another educational institution or changes programs.

3
Graduation date changes

Report changes to the anticipated completion date that may alter the authorized dependency period.

4
Marriage or age 23

Marriage or reaching age 23 may end eligibility under the school-attendance category.

Permanent Incapacity for Self-Support

Develop the helpless-child claim around the child’s condition at age 18

The controlling question is whether a physical or mental condition made the child permanently incapable of self-support by the date of the 18th birthday. A diagnosis by itself does not necessarily answer that functional question.

Relevant Date
Capacity at the 18th birthday

Evidence should address the child’s physical or mental condition, functional ability, education, employment, and capacity for self-support before and at age 18.

Functional Standard
Ability to provide reasonable self-support

VA evaluates whether the child could provide sufficient income for reasonable support through the child’s own efforts.

Employment
Work history must be evaluated in context

Meaningful self-supporting employment may weigh against the claim, but casual, intermittent, trial, unsuccessful, or disability-ended work may not have the same effect.

Daily Activities
Home and community functioning

Review whether the child’s activities were comparable to work that could provide reasonable support, including supervision, assistance, reliability, and independence.

Later Evidence
Records created after age 18 may still matter

Later medical opinions or records may help explain the earlier condition when they address functioning and incapacity that existed before the 18th birthday.

Lack of Employment
Unemployment alone does not establish incapacity

The record should connect the inability to support oneself to the physical or mental condition rather than relying only on the fact that the child did not work.

  • Medical records before age 18 Diagnoses, treatment, testing, hospitalizations, developmental history, prognosis, and functional restrictions.
  • Medical opinion addressing self-support A clinician’s explanation of how the condition affected the child’s ability to function and support themselves at age 18.
  • School and special-education records Attendance, individualized education plans, accommodations, evaluations, functional testing, and transition planning.
  • Employment and vocational records Work attempts, hours, earnings, accommodations, supervision, absences, unsuccessful placements, and reasons employment ended.
  • Family and caregiver statements First-hand descriptions of supervision, daily living, judgment, safety, communication, reliability, and assistance needs.
  • Public-benefit and support records Relevant disability determinations, vocational assessments, or other records explaining the child’s functional limitations.

Official Forms and Governing Standards

Child-dependency, school-attendance, and incapacity resources

Identify the correct child-dependency category before filing. A child under 18, a student between 18 and 23, and a child permanently incapable of self-support before age 18 require different evidence and may involve different award periods, forms, and effective-date rules.

Part 4

Dependent Parents

A veteran receiving qualifying disability compensation may seek an additional allowance for a parent who meets VA’s relationship definition and is financially dependent on the veteran. The claim requires a complete picture of the parent’s household finances, expenses, assets, marital status, and support.

1

Qualifying compensation award

The veteran must generally be receiving disability compensation based on a combined service-connected evaluation of at least 30%.

2

Recognized parent relationship

The person must qualify as a natural, adoptive, or qualifying foster parent under VA’s parent definition.

3

Financial dependency

VA reviews the parent’s income, property and assets, living expenses, household members, marital status, and available support.

Parent Relationship

Determine whether VA recognizes the claimed parent

The relationship must satisfy VA’s definition before financial dependency is considered.

1
Natural parent

A natural mother or father may qualify, subject to the relationship provisions that apply to the particular facts.

2
Adoptive parent

A mother or father through legal adoption may qualify as the veteran’s parent.

3
Person who stood as a parent

A person may qualify after standing in the relationship of a parent to the veteran for at least one year before the veteran entered active service.

4
Foster-parent limitation

A qualifying foster relationship must have begun before the veteran’s 21st birthday, and VA will recognize no more than one father and one mother.

A stepparent is not automatically a dependent parent merely because of marriage to the veteran’s natural parent. The claimed relationship must satisfy VA’s definition, including the requirements applicable to a person who stood in the relationship of a parent.

Financial Dependency

Document the parent’s complete financial circumstances

VA evaluates whether the parent has sufficient income and resources to provide reasonable maintenance for the parent and qualifying members of the household.

Income
Report income from all relevant sources

Include wages, Social Security, retirement, pensions, interest, dividends, rents, business or farm income, insurance payments, and contributions from people outside the household.

Net Worth
Identify property and financial assets

Report the parent’s interest in real property, bank accounts, investments, cash, and other assets requested by the form, together with debts or encumbrances.

Expenses
Document actual household costs

Report housing, utilities, food, clothing, medical care, taxes, maintenance, repairs, transportation, and other recurring or necessary expenses.

Veteran Support
Document the veteran’s contributions

Identify cash payments, bills paid directly, housing, food, transportation, medical costs, and other support provided by the veteran.

Parent’s Spouse
Include the current household arrangement

When a parent is married or remarried, VA may require the spouse’s income, assets, expenses, and whether the parent and spouse are living together.

Other Dependents
Identify people relying on the parent

Report other household members who are solely dependent on the parent or whose incapacity creates an additional support obligation.

  • Housing Rent, mortgage obligations, property costs, repairs, maintenance, and the actual living arrangement.
  • Food and household needs Groceries, household supplies, clothing, utilities, and ordinary necessities.
  • Medical care Insurance, medications, treatment, equipment, transportation, and unreimbursed health-related expenses.
  • Available resources Income, liquid assets, property, family contributions, and other resources available for the parent’s support.
  • Household obligations The needs of minor family members or dependent adults whose incapacity creates a support obligation.
  • Financial shortfall When expenses exceed income, explain how the difference is paid and whether the parent uses savings, debt, or veteran support.

VA Form 21-509

Prepare the Statement of Dependency of Parent(s)

The form should present a complete and internally consistent financial picture for the period requested by VA.

1
Parent identity and relationship

Provide each parent’s legal name, identifying information, relationship to the veteran, address, and the date financial dependency began.

2
Net worth

List the requested property, accounts, investments, market values, and encumbrances for the parent and, when applicable, the parent’s spouse.

3
Income

Report income for the requested 12-month period and the calendar month immediately preceding completion of the form.

4
Expenses

Itemize monthly and annual household expenses rather than entering one unexplained total.

5
Income and expense difference

When expenses exceed reported income, explain whether the difference is covered by savings, borrowing, property sales, veteran contributions, or another source.

6
Household dependents and signatures

Identify people solely dependent on the household and obtain all required signatures from the parent or parents and the veteran.

Continued Entitlement

Report changes affecting the parent’s dependency status

Financial dependency and household status may change after VA adds a parent to the award.

1
Marriage or remarriage

Report the event and provide updated household income, assets, and expenses when required.

2
Separation or reunion

Report when two parents, or a parent and spouse, stop living together or resume living together.

3
Divorce or death of spouse

Report the month and year and review how the change affects the parent’s household finances.

4
Death of the dependent parent

Notify VA promptly so the parent can be removed from the veteran’s award and continued overpayment can be avoided.

Common Problem Areas

Review the form for missing or inconsistent financial information

Most development problems arise from an incomplete household picture, unsupported relationship, or figures that do not reconcile.

Relationship
Foster-parent history is not documented

The record does not establish when the relationship began, how long the person acted as a parent, or whether the relationship existed before active service.

Income
Income sources are omitted or reported net

Wages, benefits, contributions, business receipts, retirement, or spouse income are missing or not reported in the manner requested by the form.

Expenses
One total is entered without itemization

The form does not show the separate housing, medical, food, utilities, maintenance, and other expenses supporting the claimed financial need.

Shortfall
Expenses exceed income without explanation

The filing does not identify whether the parent is using savings, debt, family assistance, veteran contributions, or another resource to meet the deficit.

Household
Parent’s spouse or household members are omitted

The submission does not accurately describe who lives with the parent, whose resources are available, or who depends on the household for support.

Certification
Required signatures or dates are missing

The parent, parents, or veteran did not complete all required certification fields, delaying review of an otherwise complete financial statement.

Official Forms and Governing Standards

Dependent-parent filing and eligibility resources

A dependent-parent claim requires both a qualifying relationship and a documented financial need. Present a complete household financial picture, explain the veteran’s support, reconcile income with expenses, and retain the signed form and proof of submission.

Part 5

Effective Dates and Overpayments

A dependency decision should be reviewed for more than whether VA added or removed the correct person. Confirm the qualifying event, date VA received notice and evidence, effective date, payment-start date, termination date, retroactive payment, and any resulting debt.

1

Adding a dependent

VA generally uses the latest applicable date under the dependency effective-date rule, not automatically the date of marriage, birth, or adoption.

2

Beginning monthly payment

Even after an effective date is established, payment generally begins on the first day of the following month.

3

Removing a dependent

VA applies a discontinuance rule based on the event that ended dependency. A delayed report can produce a retroactive award adjustment and debt.

Adding a Dependent

Identify every date considered under the effective-date rule

Additional compensation or pension for a dependent is generally effective from the latest of the applicable dates below.

  • Date of claim This may be the date of marriage, birth, or adoption when evidence of the event is received within one year. Otherwise, it may be the date VA receives notice of the dependent’s existence, provided the requested evidence is timely submitted.
  • Date dependency arose Identify when the person first satisfied the relationship and status requirements for the benefit being claimed.
  • Effective date of the qualifying rating The qualifying disability-rating date may apply when VA receives dependency evidence within one year after notifying the veteran of that rating action.
  • Date the veteran’s award commenced Additional dependency compensation cannot begin before the underlying award supports payment for dependents.
1
Qualifying event

Marriage, birth, adoption, qualifying school attendance, or another event creates the factual basis for dependency.

2
Effective date

VA applies the governing effective-date rule to the event, claim, evidence, rating, and underlying award.

3
Payment commencement

Monthly payment generally begins on the first day of the month following the effective date.

Example of the distinction: When an effective date is established as June 15, monthly payment generally begins July 1. The effective date and payment-start date should therefore appear as separate dates in the award review.

Removing a Dependent

Match the termination date to the event that ended dependency

Different events may have different discontinuance rules. Do not use the date VA processed the change as a substitute for the legally controlling event date.

Divorce or Annulment
Spousal dependency ends based on the legal termination

For a divorce or annulment occurring on or after October 1, 1982, VA generally discontinues the dependent-spouse allowance effective the last day of the month in which the marriage ended.

Review: Confirm the final decree date rather than a separation date, filing date, or date the parties stopped living together.

Death of a Dependent
Use the actual date of death

The death of a spouse, child, or dependent parent may require removal from the award under the applicable discontinuance rule.

Review: Compare the death date, VA notification date, removal date, and last month included in the payment calculation.

Child Reaches Age 18
Determine whether another child category applies

A child generally leaves the under-18 category at the 18th birthday, but qualifying school attendance or permanent incapacity for self-support may support continued recognition.

Review: Determine whether VA received a school-attendance or helpless-child claim affecting continued payment.

School Attendance Ends
Apply the school-attendance termination rule

Graduation, withdrawal, transfer, a change in attendance, marriage, or reaching age 23 may affect school-based dependency.

Review: Use the school dates and applicable regulation rather than assuming the child must be removed on the date VA received notice.

Child Marries
Marriage may end recognition as a child

The general VA definition of child requires the person to be unmarried. Report the marriage date and review the resulting discontinuance.

Review: Verify the actual marriage date and the period included in VA’s debt or award adjustment.

Parent Dependency Changes
Household or financial changes may affect entitlement

Marriage, remarriage, separation, reunion, income changes, or the death of a dependent parent may require award review.

Review: Identify the event, when VA was notified, and the financial period used to adjust the award.

Review the Dependency Decision

Reconstruct the award month by month

A correct dependency decision should identify the person affected, controlling event, effective date, payment change, and resulting retroactive amount or debt.

  • Dependent identified Confirm the complete name and relationship of the person added or removed.
  • Controlling event identified Confirm the marriage, birth, adoption, divorce, death, school change, age, or other event used by VA.
  • Event date verified Compare VA’s date with the certificate, decree, school record, court order, or other supporting evidence.
  • Claim and evidence dates verified Identify when VA first received notice and when it received the evidence required to decide the request.
  • Effective date verified Determine which regulation controls and why that date was selected.
  • Payment-start or termination month verified Confirm the first or last month included in the actual payment.
  • Monthly rates verified Compare each affected period with the applicable historical VA payment rate.
  • Retroactive amount or debt recalculated Reconstruct the months affected rather than relying only on the total shown in the notice.

Dependency Overpayments

Separate the benefit decision from the debt-collection question

A retroactive dependency adjustment may create a debt, but the underlying award, existence and amount of the debt, waiver, and repayment terms are separate matters.

1
Late report of divorce

VA continued paying for a spouse after the marriage legally ended and later removed the spouse retroactively.

2
Child-status change

VA continued paying after school attendance ended, the child married, reached an ending age, or otherwise stopped qualifying.

3
Delayed VA processing

The beneficiary reported the event, but VA did not adjust the award until later and then calculated a retroactive reduction.

4
Incorrect date or calculation

VA used the wrong event date, termination month, dependency rate, household status, or number of months in the debt period.

Benefit Decision

Challenge the dependency determination

Use the appropriate VA decision-review process when the underlying dependency decision used an incorrect event, relationship, effective date, or termination date.

Question addressed: Was the benefit award correctly changed?

Debt Validity

Dispute the existence or amount of the debt

Submit a written dispute when no debt should exist or when the dates, monthly rates, credits, payments, or total amount are incorrect.

Question addressed: Does the claimed debt legally exist, and is the amount correct?

Waiver

Request forgiveness of a valid debt

A waiver asks VA not to recover some or all of an otherwise valid debt. VA may require a Financial Status Report and supporting explanation.

Question addressed: Even if the debt is valid, should collection be waived?

Repayment or Hardship

Request manageable collection terms

VA may offer a repayment plan, compromise, or temporary hardship suspension depending on the debt and the beneficiary’s financial circumstances.

Question addressed: How should a debt that remains collectible be repaid?

30 days
Early action may prevent collection from beginning

VA states that submitting a written dispute within 30 days of the debt notice can prevent collection action while the dispute is reviewed, subject to the notice and applicable exceptions.

1 year
General deadline to request waiver

VA currently states that a benefit-debt waiver request must generally be submitted within one year after receipt of the first debt letter.

Use the actual letters as the controlling deadline record. Record the date of the benefit decision, date of the first debt letter, date received, proposed collection date, and every response submitted.

Record Preservation

Keep the evidence needed to reconstruct the dependency history

The strongest protection against an incorrect effective date or debt is a complete record showing the event, report, evidence, VA action, and payments.

1
Event evidence

Keep marriage certificates, divorce decrees, death certificates, birth records, adoption records, and school documentation.

2
Dependency submissions

Retain every VA Form 21-686c, VA Form 21-674, statement, attachment, and later correction.

3
Proof VA received notice

Preserve upload receipts, confirmation numbers, certified-mail records, fax confirmations, and dated representative submissions.

4
Dependency decisions

Keep the complete notices identifying who was added or removed, effective dates, payment dates, and appeal rights.

5
Payment history

Retain award summaries, payment records, rate tables, bank deposits, and any month-by-month debt calculation.

6
Debt correspondence

Keep the first debt letter, later notices, disputes, waiver requests, financial reports, collection decisions, and proof of receipt.

Official VA and Regulatory Resources

Effective-date, discontinuance, and debt resources

Do not reduce the review to one date or one total. Identify the family event, applicable rule, effective date, payment period, monthly rates, evidence of notice, and every available remedy before accepting a dependency award adjustment or overpayment.

Part 6

Dependency Overpayments

A dependency overpayment may follow a divorce, death, school-status change, marriage of a child, delayed dependency update, incorrect effective date, or payment-calculation error. Review the underlying benefit decision and the resulting debt separately before selecting the response.

1

VA benefit decision

Review the dependent affected, event used, event date, termination date, evidence considered, reasons for decision, and available VA decision-review options.

2

Debt Management Center notice

Review the debt amount, period charged, proposed collection date, monthly withholding, dispute rights, waiver deadline, repayment options, and instructions for requesting financial relief.

How Dependency Debts Arise

Identify the event that caused VA to recalculate the award

The event and its actual date establish the starting point for reviewing whether VA used the correct dependency period.

1
Divorce or death

VA continued paying for a spouse or other dependent after the marriage ended or the dependent died.

2
Child-status change

A child married, left school, reached the applicable age, or otherwise stopped qualifying as a dependent.

3
Delayed VA action

The change was reported, but VA continued issuing the prior payment amount before adjusting the award.

4
Incorrect date or calculation

VA used the wrong event date, ending month, historical rate, dependency category, or number of months.

Available Response Paths

Match the requested action to the issue being challenged

A debtor may need more than one action. Disputing the amount, seeking waiver, challenging the benefit decision, and requesting repayment terms answer different questions.

Benefit Review
Challenge the dependency decision

Use the appropriate VA decision-review process when VA removed the wrong person, used an incorrect event or date, overlooked evidence, or otherwise made an incorrect dependency determination.

  • Identify the specific factual or legal error.
  • Preserve favorable findings and evidence already accepted.
  • Determine whether additional evidence is required.
  • Track the deadline shown in the dependency decision.

Question answered: Was the dependency award correctly changed?

Debt Dispute
Dispute the existence or amount of the debt

Submit a written dispute when the debt should not exist or when the event date, debt period, payment rates, credits, or total amount are incorrect.

  • State whether all or only part of the debt is disputed.
  • Identify the months or amounts believed to be incorrect.
  • Attach the supporting dependency and payment records.
  • Request a written audit or month-by-month calculation.

Question answered: Does the claimed debt exist, and is the amount correct?

Waiver
Request forgiveness of a valid debt

A waiver asks VA not to recover some or all of a debt even when the underlying overpayment is otherwise valid.

  • Submit VA Form 5655 when required.
  • Provide a personal statement supporting waiver.
  • Address fault, hardship, purpose, and fairness.
  • Request an oral hearing when appropriate.

Question answered: Should VA forgive collection of the debt?

Collection Relief
Request repayment or hardship options

When a debt remains collectible, contact VA about a repayment plan, compromise offer, or temporary hardship suspension.

  • Verify the current balance before making full payment.
  • Propose a monthly amount that can be maintained.
  • Document hardship or unusual expenses.
  • Report later financial changes affecting the arrangement.

Question answered: How should a collectible debt be resolved?

Time-Sensitive Actions

Early filing can prevent collection while VA reviews the request

30 days
Written debt dispute

VA states that disputing the benefit overpayment within 30 days of receiving the first debt letter stops collection while VA decides the dispute.

90 days
Compensation or pension waiver

VA currently states that a waiver request submitted within 90 days of the first compensation or pension debt letter stops collection while VA makes its waiver decision.

1 year
General waiver filing deadline

A waiver request must generally be received within one year from receipt of the first debt letter.

Use the actual notices as the deadline record. Record the dependency-decision date, date the first debt letter was received, proposed collection date, and date every response was submitted.

Validate the Debt

Reconstruct the calculation before accepting the balance

Compare the dependency decision, payment history, historical rates, and debt notice month by month.

  • Correct dependent Confirm the debt concerns the person named in the dependency decision.
  • Correct event Confirm the divorce, death, marriage, age, school, or other event used to end dependency.
  • Correct event date Compare VA’s date with the decree, certificate, school record, or other controlling evidence.
  • Correct termination month Determine the last month for which the dependent was legally included in the award.
  • Correct historical rates Verify the monthly payment difference for each affected rate period.
  • Correct debt period Confirm the beginning and ending month used in the calculation.
  • Credits and repayments Confirm that returned funds, prior withholding, offsets, or payments have been credited.
  • Correct total Add the monthly differences and compare the result with the balance claimed by VA.

Sole Administrative Error

Review whether the beneficiary timely reported the dependency change

VA delay does not automatically eliminate a debt. The record must be reviewed to determine whether the erroneous payment resulted solely from VA administrative error or whether an act, omission, or knowledge of the beneficiary contributed to the payment.

Beneficiary act, omission, or knowledge

Review whether the beneficiary failed to report the event, provided incomplete information, knew the payment was incorrect, or otherwise contributed to continuation of the erroneous award.

VA processing or judgment error

Review whether VA had complete and timely information but failed to process it, used the wrong dependency record, or continued payment through an internal administrative mistake.

Effective-date consequence

Under the sole-administrative-error rule, the discontinuance date may be the date of last payment rather than an earlier retroactive date. The determination depends on the complete facts and governing exceptions.

Waiver Preparation

Address the equity-and-good-conscience factors

A waiver request should explain why recovery would be unfair after considering the conduct of both parties, financial hardship, the purpose of the benefit, any unfair gain, and detrimental reliance.

1
Fault of the debtor

Explain what the beneficiary knew, what was reported, when it was reported, and whether any act or omission contributed to the debt.

2
Balancing of faults

Compare any beneficiary fault with VA’s delay, processing error, incorrect advice, or failure to act on information already received.

3
Undue hardship

Show whether collection would deprive the beneficiary or family of food, housing, utilities, medical care, or other basic necessities.

4
Defeat the purpose

Explain whether recovery through benefit withholding would undermine the purpose for which the VA benefit is being paid.

5
Unjust enrichment

Address whether retaining the overpaid funds would produce an unfair gain and how the payments were actually used.

6
Detrimental reliance

Explain whether reliance on the VA payments caused the beneficiary to give up a valuable right or incur a legal or financial obligation.

Supporting Record

Preserve the records needed for each remedy

1
Dependency event evidence

Keep divorce decrees, death certificates, marriage records, school records, dependency forms, and other evidence establishing the event and date.

2
Proof of reporting

Preserve upload receipts, certified-mail records, fax confirmations, Ask VA messages, representative submissions, and VA acknowledgments.

3
Benefit decisions

Keep the complete dependency decisions, enclosures, evidence lists, effective dates, payment changes, and decision-review rights.

4
Debt correspondence

Keep the first debt letter, later notices, collection dates, proposed offsets, dispute instructions, and waiver information.

5
Payment and audit records

Retain award histories, payment records, historical rate tables, bank deposits, audits, credits, and prior repayments.

6
Financial hardship evidence

Keep VA Form 5655, income evidence, bank statements, housing costs, utilities, medical expenses, debts, and unusual household obligations.

DAV Chapter 82 assistance

Chapter 82 can help review the dependency decision, identify the disputed issue, organize supporting evidence, and determine whether the matter involves benefit review, debt validity, waiver, or more than one action. Contact Chapter 82.

VA Debt Management Center

The Debt Management Center administers benefit-debt balances, collection, repayment plans, compromise requests, hardship suspensions, disputes, and waiver processing. Open VA Debt Management .

Official VA and Regulatory Resources

Debt disputes, waivers, collection options, and governing standards

Official VA.gov
Manage VA Debt

Review benefit-overpayment balances, dispute instructions, payment methods, collection information, and available debt-help options.

Open Debt Management
Debt Dispute
Dispute a VA Benefit Debt

Submit a written dispute when all or part of a benefit overpayment is believed to be incorrect.

Open the Dispute Process
Waiver Guidance
Waivers for VA Benefit Debt

Review waiver deadlines, required submissions, oral-hearing requests, possible outcomes, and appeal rights.

Open Waiver Guidance
Collection Relief
Options for Help With VA Debt

Review repayment plans, compromise offers, waiver requests, hardship suspensions, and online or mail submission methods.

Open Debt-Help Options
VA Form 5655
Financial Status Report

Download the form used for waiver, compromise, hardship, and certain extended repayment-plan requests.

Open the Form Page
38 C.F.R. § 1.911
Benefit-Debt Rights and Remedies

Review the rights to dispute a debt, request waiver, seek a hearing, and appeal the VA decision underlying the debt.

Open the Regulation
38 C.F.R. § 1.963
Waiver and Filing Period

Review the waiver standard, general one-year filing period, and limited provisions for delayed receipt of a debt notice.

Open the Regulation
38 C.F.R. § 1.965
Equity and Good Conscience

Review the waiver factors and the fraud, material misrepresentation, and bad-faith limitations.

Open the Regulation
38 C.F.R. § 3.500
Error and Discontinuance

Review the effective-date rules involving beneficiary action, beneficiary knowledge, and sole VA administrative error.

Open the Regulation

Define the problem before selecting the remedy. Determine whether the dependency decision is wrong, the debt calculation is wrong, recovery should be waived, collection terms are unaffordable, or several of those issues apply. Preserve every deadline wile the review is completed.

Part 7

Official Forms and VA Resources

Use the official VA forms and secure online services below to add or remove dependents, report school attendance, claim a dependent parent, monitor a pending request, contact VA, or address a dependency overpayment.

Core Dependency Forms

Forms for spouses, children, school attendance, and parents

Open the official VA form page to review the current revision, download the PDF, and see available submission options.

VA Form 21-686c
Application Request to Add and/or Remove Dependents

Use this form to add or remove a spouse or child and to report qualifying changes in dependency status.

Common uses: marriage, divorce, birth, adoption, death, and helpless-child claims.

Open the Official Form Page
VA Form 21-674
Request for Approval of School Attendance

Use this form to request continued dependency recognition for an unmarried child who is at least 18, under 23, and attending school.

This concerns dependency status, not Chapter 35 or another VA education benefit.

Open the Official Form Page
VA Form 21-674b
School Attendance Report

Use this form to report that school attendance ended or another event changed the child’s school-based dependency status.

Common uses: withdrawal, graduation changes, transfer, marriage, or termination of attendance.

Open the Official Form Page
VA Form 21P-509
Statement of Dependency of Parent(s)

Use this form to establish the claimed parent relationship and provide the household income, assets, expenses, and support information required by VA.

Complete the financial information fully and explain any difference between income and expenses.

Open the Official Form Page
VA Form 5655
Financial Status Report

VA may require this financial form when a beneficiary requests waiver, compromise, hardship relief, or certain extended repayment arrangements for a benefit debt.

Report current income, assets, expenses, debts, and household financial obligations accurately.

Open the Official Form Page
Supporting Forms
Statements and Supporting Evidence

Review VA’s supporting-form directory when the dependency filing requires a claimant statement, witness statement, authorization, or other supplemental evidence.

Use the form prescribed for the specific statement or evidence being submitted.

Open Supporting Forms

VA Online Services and Contacts

Track the request, contact VA, and address benefit debt

Key Governing Regulations

Official dependency definitions and evidence rules

These links open the current electronic Code of Federal Regulations.

Before Submitting

Determine whether the need is filing, evidence development, decision review, or debt relief

Chapter 82 service-officer assistance

Chapter 82 can help identify the correct dependency form, organize marital or child history, review supporting evidence, analyze a dependency decision, and distinguish an effective-date issue from an overpayment issue.

Contact Chapter 82
Official VA filing and account assistance

VA handles online accounts, form submission, claim processing, dependency award changes, benefit-debt balances, repayment arrangements, and official status information.

Open VA Contact Information

Use the current form, submit a complete record, and retain proof of receipt. After VA acts, review the person added or removed, event date, effective date, payment period, and any resulting retroactive payment or debt.

Referral and Navigation Resources

Programs Handled by Other VA Offices

Some benefits and services affecting veterans, service members, survivors, caregivers, and family members are administered outside the DAV service-officer claims process. Chapter 82 provides official referral information so visitors can reach the VA office responsible for the program.

Chapter 82’s role

Identify the general program, provide the official VA starting point, and direct the veteran or family member to the office that handles the request.

The responsible VA office’s role

Determine program eligibility, accept applications, process program-specific claims or requests, provide status information, and resolve administrative issues.

Referral 1

CHAMPVA and Family Health Benefits

CHAMPVA is a VA health-benefit program for certain spouses, dependents, survivors, and qualifying family caregivers. The official VA resources below provide eligibility, enrollment, coverage, claims, Medicare, other-insurance, and contact information.

Chapter 82 can direct you

Chapter 82 can identify the appropriate official resource and distinguish a CHAMPVA question from a separate VA disability, dependency, survivor, or caregiver-program issue.

CHAMPVA must handle the request

CHAMPVA determines enrollment, coverage, coordination with other insurance, claims reimbursement, identification cards, and health-benefit decision reviews.

Select the Correct CHAMPVA Path

Start with the reason you need assistance

Use the official VA page that matches enrollment, current coverage, reimbursement, or insurance-coordination needs.

General Eligibility Orientation

These circumstances may lead to CHAMPVA eligibility

This summary identifies common pathways only. CHAMPVA makes the official eligibility determination.

  • Spouse or dependent child The sponsor is a veteran rated permanently and totally disabled because of a service-connected disability.
  • Surviving spouse or dependent child The veteran died from a service-connected disability or was rated permanently and totally disabled at death.
  • Qualifying surviving family member Certain survivors of service members who died in the line of duty may qualify when they are not eligible for TRICARE.
  • Primary Family Caregiver A qualifying Primary Family Caregiver under PCAFC may receive CHAMPVA through the caregiver program when the caregiver does not have other health insurance.

Changes That May Affect CHAMPVA

Report eligibility and insurance changes to the responsible office

Family status, school status, Medicare, and other insurance changes may affect enrollment or claims processing.

1
New child or dependent

Complete the required dependency and CHAMPVA enrollment steps before expecting CHAMPVA to pay the child’s medical claims.

2
Child turns 18

School attendance or permanent incapacity may affect continued eligibility. Submit the documentation CHAMPVA requests.

3
Marriage or remarriage

Marriage of a child or remarriage of a surviving spouse may affect eligibility depending on the person’s age and circumstances.

4
Medicare or other insurance

Report new, changed, or terminated health and prescription coverage so CHAMPVA can coordinate benefits correctly.

Official CHAMPVA Resources

Applications, claims, insurance updates, and program guidance

Contact CHAMPVA directly

Call 800-733-8387 and use TTY 711. VA currently lists telephone assistance Monday through Friday, 8:00 a.m. to 7:30 p.m. Eastern Time.

Call CHAMPVA
Related Chapter 82 claims assistance

Contact Chapter 82 when the issue concerns the underlying VA disability rating, permanent-and-total status, dependency record, DIC award, or another compensation or survivor-benefit decision. Chapter 82 does not handle CHAMPVA coverage or medical-claim administration.

Contact Chapter 82

Direct CHAMPVA questions to the CHAMPVA program. Use Chapter 82 only when a separate VA compensation, dependency, survivor, permanent-and-total, or caregiver-program decision may be affecting access to the health benefit.

Referral 2

VA Education Benefits

VA education and training programs may assist veterans, service members, qualifying survivors, spouses, and children with approved college, vocational, apprenticeship, on-the-job, licensing, certification, and other training programs. Use the official pathways below to identify the program, apply, select an approved school, manage enrollment, and resolve payment or debt questions.

Chapter 82’s role

Direct veterans and family members to the correct VA Education, Veteran Readiness and Employment, school-certification, payment, or debt resource.

The responsible office’s role

Determine eligibility and remaining entitlement, approve a VR&E plan, certify enrollment, calculate payments, process changes, and resolve education-benefit or school-account issues.

Select the Correct Education Path

Begin with the benefit or service being requested

GI Bill programs, survivor and dependent benefits, transferred benefits, and VR&E have different eligibility and application processes.

Who Handles the Question

Direct each issue to the office responsible for it

1
VA Education

Handles GI Bill and related education applications, eligibility decisions, entitlement, payments, enrollment verification, education-benefit correspondence, and benefit-related questions.

2
School Certifying Official

Certifies enrollment to VA, reports schedule and program changes, corrects school-submitted information, and helps reconcile the student’s enrollment with the school record.

3
VR&E counselor

Determines Chapter 31 entitlement, evaluates employment barriers, develops the rehabilitation plan, and authorizes services required under the approved plan.

Before Enrolling

Verify the benefit, school, program, and expected cost

Do not assume that every school, program, course, or expense is approved or covered.

  • Identify the benefit program Determine whether the student is using the Post-9/11 GI Bill, another GI Bill program, DEA, the Fry Scholarship, transferred benefits, or VR&E.
  • Review the VA decision Confirm eligibility, percentage level when applicable, remaining entitlement, delimiting information, and other conditions stated in the education decision.
  • Verify school and program approval Use the GI Bill Comparison Tool and contact the school’s certifying official before enrolling.
  • Compare expected costs Review tuition, fees, housing, books, supplies, Yellow Ribbon participation, scholarships, financial aid, and out-of-pocket obligations.
  • Meet the School Certifying Official Confirm when and how the school submits enrollment certification and how later schedule changes must be reported.
  • Retain the complete record Keep the VA decision, school bill, certification, schedule, financial-aid records, payment notices, and enrollment-change confirmations.

Enrollment, Payments, and Debt

Report schedule and program changes promptly

Enrollment changes can affect tuition, housing, book, subsistence, and other payments and may create a student or school debt.

Certification
Match certification to the actual schedule

Review the certified credit hours, term dates, tuition and fees, program, and training status with the School Certifying Official.

Verification
Complete monthly verification when required

Some GI Bill recipients must verify enrollment each month to continue receiving applicable monthly payments.

Schedule Change
Report withdrawals and reduced enrollment

Tell VA and the School Certifying Official about withdrawals, dropped courses, changes in training time, school transfers, or ending the program.

Overpayment
Review any education debt separately

Compare the enrollment record, payment period, mitigating circumstances, school account, VA notice, and Debt Management Center calculation.

Official VA Education Resources

Applications, approved programs, enrollment, and benefit management

VA Education
Education and Training Benefits

Use VA’s central education page to explore, apply for, and manage GI Bill and other education benefits.

Open VA Education
Application Guide
How to Apply for Education Benefits

Review application pathways for veterans, service members, survivors, dependents, transferred benefits, and related programs.

Review Application Steps
VA Form 22-1990
Apply for GI Bill Benefits

Apply online for qualifying GI Bill and other education benefits as a veteran or service member.

Start the Application
VA Form 22-5490
Apply for DEA or the Fry Scholarship

Use the dependent and survivor application for qualifying Chapter 35 or Fry Scholarship benefits.

Start the Application
VA Form 22-1990E
Apply to Use Transferred Benefits

Apply as a spouse or child after the military service department has approved the transfer of education entitlement.

Start the Application
VA Form 28-1900
Apply for VR&E

Apply for Veteran Readiness and Employment services as a qualifying veteran or service member.

Start the VR&E Application
Comparison Tool
Compare Approved Schools and Programs

Search approved schools and employers, compare estimated benefits, review program information, and locate school contacts.

Open the Comparison Tool
Yellow Ribbon
Yellow Ribbon Program

Review eligibility and school participation for certain tuition and fee costs not fully covered by the Post-9/11 GI Bill.

Review Yellow Ribbon
Enrollment
Enrollment Verification

Review who must verify enrollment, when verification is required, and what to do when the enrollment record is incorrect.

Open Verification Guidance
Education Debt
VA Debt Management

Review education overpayment prevention, debt balances, repayment, dispute, waiver, and financial-relief information.

Open Debt Management
Ask VA
Contact VA Education Online

Submit an education-benefit question or supporting information through VA’s official online contact system.

Open Ask VA
Choosing a School
Choose a GI Bill-Approved School

Review school approval, comparison tools, institutional information, and considerations before enrolling.

Review School Guidance
Contact VA Education

Call the GI Bill hotline at 888-442-4551. Students outside the United States may call +1-918-781-5678. Telecommunications Relay Service is available through 711.

Call VA Education
Contact the school

Contact the school’s School Certifying Official for enrollment certification, schedule corrections, program changes, and school-submitted information. Contact the school’s financial office for tuition charges, refunds, scholarships, and the student account.

Find an Approved School

Direct education questions to the office that controls the record. VA Education controls benefit eligibility and payments, VR&E controls Chapter 31 plans and services, and the school controls enrollment certification and the student account. Chapter 82 provides referral information but does not administer these programs.

Referral 3

Burial and Memorial Services

VA burial and memorial programs may provide national-cemetery burial, pre-need eligibility decisions, burial allowances, memorial products, burial flags, gravesite information, and other honors for eligible veterans, service members, and family members. Use the official pathways below to reach the office responsible for each service.

Chapter 82’s role

Identify whether the need involves cemetery burial, a burial allowance, a memorial item, a military funeral honor, or a cemetery or gravesite search, then provide the correct official referral.

The responsible office’s role

Determine eligibility, schedule burial, process reimbursement, approve memorial products, maintain cemetery records, and provide official status information.

Select the Correct Path

Begin with the service or benefit being requested

Cemetery eligibility, burial scheduling, reimbursement, memorial products, and military funeral honors involve different offices and procedures.

Who Handles the Request

Direct the issue to the office that controls the service

1
National Cemetery Administration

Handles national-cemetery eligibility and scheduling, cemetery operations, headstones, markers, medallions, Presidential Memorial Certificates, commemorative products, cemetery searches, and gravesite records.

2
Veterans Benefits Administration

Processes burial-allowance and transportation-benefit applications and provides benefit-decision and claim-status information for those reimbursement requests.

3
Funeral director, cemetery, or military service

Coordinates funeral arrangements, prepares remains, handles private-cemetery requirements, assists with burial flags, and requests military funeral honors from the appropriate service branch.

Planning in Advance and Time of Need

Use the process that matches the current circumstances

Planning in Advance

Apply for a pre-need eligibility decision

A pre-need determination can establish eligibility before death and reduce the records the family must gather during a time of loss.

  1. Review national-cemetery eligibility Determine whether the veteran, service member, spouse, or dependent may qualify.
  2. Submit VA Form 40-10007 Apply online or submit the current Application for Pre-Need Determination of Eligibility.
  3. Include military-service evidence Provide the DD214 or other discharge records when available.
  4. Retain the decision letter Keep the eligibility determination with other estate and funeral planning records.
  5. Do not treat the letter as a reservation A pre-need decision does not reserve a particular cemetery, gravesite, date, or burial time.

Time of Need

Contact the Scheduling Office after a death

A family does not need to apply separately for a pre-need determination after the veteran or eligible family member has died.

  1. Select a funeral director The funeral director can help gather records and coordinate with the family and cemetery.
  2. Gather discharge records Locate the DD214 or other military-service evidence when available.
  3. Call 800-535-1117 Contact the National Cemetery Scheduling Office to request burial and determine time-of-need eligibility.
  4. Confirm cemetery and service details Coordinate available burial times, committal-service information, memorial items, and military honors.
  5. Contact the specific cemetery when directed Certain changes, cancellations, local policies, and cemetery- specific questions are handled directly by the cemetery.

Memorial Products and Honors

Select the memorial item that matches the burial arrangement

Eligibility, applicant requirements, supporting documents, and placement rules vary by memorial product.

Official VA Burial and Memorial Resources

Eligibility, scheduling, allowances, memorial products, and records

Official VA.gov
Burial Benefits and Memorial Items

Use VA’s central page for eligibility, advance planning, burial scheduling, allowances, memorial products, and cemetery resources.

Open Burial Resources
Eligibility
National-Cemetery Burial Eligibility

Review general eligibility for veterans, service members, spouses, surviving spouses, and dependent children.

Review Eligibility
VA Form 40-10007
Apply for Pre-Need Eligibility

Submit an online application for a pre-need determination of eligibility for burial in a VA national cemetery.

Start the Application
Paper Application
VA Form 40-10007

Download the current paper application for a pre-need burial- eligibility determination.

Open the Form Page
Time of Need
Schedule a National-Cemetery Burial

Review the documents, information, contacts, and steps required after a veteran or eligible family member has died.

Open Scheduling Guidance
Online Application
Apply for Burial Benefits

Apply online for qualifying burial, funeral, plot, cremation, or transportation reimbursement.

Start the Application
VA Form 21P-530EZ
Application for Burial Benefits

Download the current paper application for burial allowances and qualifying transportation benefits.

Open the Form Page
Cemetery Search
Find a Veterans Cemetery

Locate VA national cemeteries and VA-funded state, territorial, and tribal veterans cemeteries and view contact information.

Find a Cemetery
Gravesite Locator
Search Burial Records

Search available VA and participating cemetery burial records for veterans and eligible family members.

Search Gravesites
Online Memorial
Veterans Legacy Memorial

Find available online memorial pages and submit tributes, images, historical documents, and other approved memorial content.

Open Legacy Memorial
Funeral Honors
Military Funeral Honors

Review how a funeral director or personal representative requests honors from the appropriate military service branch.

Review Funeral Honors
Private Cemetery
Burial in a Private Cemetery

Review government memorial products, possible cemetery charges, application responsibilities, and private-cemetery considerations.

Review Private Burial
National Cemetery Scheduling Office

Call 800-535-1117, TTY 711, for time-of-need national-cemetery eligibility, burial scheduling, and pre-need questions.

Call the Scheduling Office
Memorial Products Assistance

Call 800-697-6947, TTY 711, for questions about headstones, markers, medallions, Presidential Memorial Certificates, commemorative urns, plaques, or product status.

Call Memorial Products
VA Burial-Allowance Questions

Call the VA benefits hotline at 800-827-1000, TTY 711, for questions about burial-allowance applications, benefit decisions, and reimbursement status.

Call VA Benefits

Direct the request to the office that controls the service. National Cemetery Administration handles cemetery eligibility, scheduling, cemetery records, and memorial products. Veterans Benefits Administration handles burial-allowance claims. Funeral directors, cemeteries, and military service branches coordinate funeral arrangements and military honors. Chapter 82 provides referral information but does not administer these programs.

Official Referral Directory

Official VA Contacts

Contact the VA office that administers the program. The directory below provides direct telephone and online pathways for CHAMPVA, education benefits, burial scheduling, memorial products, general benefit questions, and VA-wide referral assistance.

1

Start with the specific program

Use the direct contact for eligibility, application, status, payment, scheduling, or program-administration questions.

2

Use a general VA contact when uncertain

MyVA411 and the VA benefits hotline can identify the responsible office when the correct program or contact is unclear.

Family Health Benefits

CHAMPVA

800-733-8387

Monday–Friday
8:00 a.m.–7:30 p.m. ET
TTY: 711

Contact CHAMPVA about enrollment, identification cards, eligibility records, claims, reimbursement, coverage, other health insurance, Medicare coordination, and program-specific decisions.

Education and Training

VA Education

888-442-4551

Monday–Friday
8:00 a.m.–7:00 p.m. ET
TTY: 711

Students outside the United States: +1-918-781-5678

Contact VA Education about eligibility, remaining entitlement, applications, enrollment verification, decision letters, payment information, school changes, and education-benefit claims.

Cemetery Scheduling

National Cemetery Scheduling Office

800-535-1117

Monday–Friday
8:00 a.m.–7:30 p.m. ET
TTY: 711

Contact the Scheduling Office for time-of-need eligibility review, burial scheduling in a VA national cemetery, available burial times, and related scheduling instructions.

Memorial Products

Headstones, Markers, and Medallions

800-697-6947

Monday–Friday
8:00 a.m.–5:00 p.m. ET
TTY: 711

Contact Memorial Products Service for application assistance, receipt confirmation, status questions, replacements, and problems involving government headstones, markers, or medallions.

VA Benefits

VA Benefits Hotline

800-827-1000

Monday–Friday
8:00 a.m.–9:00 p.m. ET
TTY: 711

Contact the benefits hotline about compensation, pension, survivor benefits, dependency changes, claim or appeal status, benefit letters, reporting a death, and burial or mortuary benefit questions.

General VA Information

MyVA411

800-698-2411

TTY: 711

Use VA’s main information line when the responsible program or office is unclear. MyVA411 can provide information and route callers to the appropriate VA contact center.

Before Contacting VA

Prepare enough information to identify the issue

Keep a written record of the contact and do not rely only on memory after the call or online inquiry.

1
Identify the program

State whether the issue concerns CHAMPVA, education, burial scheduling, memorial products, or another specific VA benefit.

2
Have the relevant notice

Keep the application, decision, claim notice, enrollment record, scheduling letter, or memorial-product correspondence available.

3
State the requested action

Explain whether the need is an application, status update, correction, payment review, scheduling request, or replacement.

4
Preserve the contact record

Record the date, office, representative, reference number, information provided, promised action, and expected response time.

Contact the administering VA office

Use these contacts for CHAMPVA coverage and claims, education eligibility and payment, cemetery scheduling, memorial-product applications, and other program-specific administration.

Open VA Contact Information

Contact Chapter 82 for a related benefit claim

A separate compensation, dependency, pension, DIC, accrued-benefits, substitution, or decision-review issue may remain appropriate for service-officer assistance even when the underlying program is administered elsewhere.

Contact Chapter 82

Use the contact that controls the program record. Chapter 82 provides navigation and referral information for these programs but does not administer CHAMPVA, education benefits, cemetery scheduling, or memorial products.