VA Aid and Attendance Benefit

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VA Aid & Attendance Benefit


VA Aid & Attendance Benefit

Long-term care benefit to reimburse care expenses for veterans who served during a wartime, and for their surviving spouses.

Qualifications:

1. Military2. Medical3. Income4. Asset


2012 Maximum Rates(Tax-Free)

$1,094Surviving Spouse

$1,703Single Veteran

$2,019Married Veteran

Monthly BenefitVeteran Status


Military:• 90 days of active duty service

• 1 day during a war period• Honorable Discharge:

• General• Medical


War Periods:

• World War II: 12/07/1941 - 12/31/1946

• Korean Conflict: 06/27/1950 - 01/31/1955

• Vietnam Era: 02/28/1961 - 05/07/1975* 02/28/1961 – 08/05/1964 for veterans who

served “in country”


Medical:

Need to be in a protected environment:

• Home Care• Assisted Living• Nursing Home• Adult Day Care• Independent Living with care needs


Income:

105% of income = max. benefit

Need to be spending majority of income on care expenses


Assets:

How much is too much? It depends.

“If a claimant’s assets are sufficiently large that the claimant could live off these assets for a reasonable period of time, deny pension for excessive net worth.”

M21-1MR, Part V, Subpart iii,Chapter 1, Section J, Page 1J4


Required Documentation

• Military Discharge / Record of Separation• Marriage Certificate (if applicable)• Death Certificate (if applicable)• Medical Statement (completed by medical doctor)• Care Expense Statement (completed by care facility)• Income Statements (Social Security, Pension)• Asset Statements (Checking, Savings, Stocks, etc.)


Honorable Discharge / Separation• Original or certified copy• www.archives.gov


Marriage Certificate• Photocopy acceptable• Available from County Clerk• Married Veterans• Surviving Spouses


Death Certificate of Veteran• Photocopy acceptable• Available from County Clerk• Surviving Spouses• Backup of previous marriages

Documents

VA Aid and Attendance Benefit