Checklist of Needed Documentation for Veterans Benefits
Generous benefits are available to help pay for assisted living, in-home care, and nursing home care.
Aging veterans who have served their country in a time of war may be eligible for the VA Aid & Attendance benefit program. If eligible, a veteran and/or their surviving spouse will receive a monthly pension payment to help pay for long-term care. Use the checklist below to ensure you have all the documents we need to expedite an application for VA benefits on your behalf.
VA Aid & Attendance Documentation Checklist
For a printable PDF version of this checklist, please click here.
- Original DD-214 military discharge form q Social Security card or number
- Marriage certificate(s)
- Death certificate of Spouse
- Death certificate of Veteran
- Proof of in-home healthcare costs including care provider information (name and phone number)
- Proof of facility costs, such as a copy of a recent bill
- Proof of monthly health insurance premiums
- Current bank statement from ALL accounts (all pages)
- Current financial statement from brokerage accounts, annuities, IRA accounts, etc.
- Proof of all fixed income sources, such as a SS award letter and pension 1099’s, Etc.
- Approximate home value and lot size
- Legal documents (will, living will, POA’s)
- Most current year federal tax return
- Information regarding current and all previous marriages. Must include the city/state of marriage, divorce or death
Documents for the Surviving Spouse
- Social Security card or number
- Maiden name (copy of birth certificate)
- Information regarding current and all previous marriages. Must include the city/state of marriage, divorce or death
Please don’t hesitate to call with any questions you may have about the above items.
Senior Solutions Consulting, Inc.
Phone: 317-863-0213
Fax: 317-436-7695
Senior Solutions Consulting: Helping to Navigate Complex Long-Term Care
Applying for the different health care programs in the state can be complex, overwhelming, and frustrating. Senior Solutions Consulting is here to help. We have assisted more than 1,500 families with the benefit process while protecting the maximum amount of their assets allowed. Please give us a call at 317-863-0213 or schedule an appointment online!
When you have questions about benefits for long-term care, SSC has answers!