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pdfINSTRUCTIONS FOR COMPLETING
HEALTH BENEFITS UPDATE FORM
Please Read Before You Start . . . What is VA Form 10-10EZR used for?
VA Form 10-10EZR is used by VA to update your personal, insurance, or financial information after you are enrolled.
Where can I get help filling out the form and if I have questions? This update form is available for
completion online at www.va.gov/healthbenefits.
You may use ANY of the following to request assistance:
• Ask VA to help you fill out the form by calling us at 1-877-222-VETS (8387).
• Contact the Enrollment Coordinator at your local VA health care facility.
• Contact a National or State Veterans Service Organization.
Definitions of terms used on this form:
SERVICE-CONNECTED (SC): A VA determination that an illness or injury was incurred or aggravated in the line of duty, in the
active military, naval or air service.
COMPENSABLE: A VA determination that a service-connected disability is severe enough to warrant monetary compensation.
NONCOMPENSABLE: A VA determination that a service-connected disability is not severe enough to warrant monetary
compensation.
NONSERVICE-CONNECTED (NSC): A Veteran who does not have a VA determined service-related condition.
SPOUSE: If you are certifying that a person is your spouse for the purpose of VA benefits, your marriage must be recognized by the
place where you and/or your spouse resided at the time of marriage, or where you and/or your spouse reside when you file your claim
(or at a later date when you become eligible for benefits) (38 U.S.C. 103(c)). Additional guidance on when VA recognizes
marriages is available at http://www.va.gov/opa/marriage/.
ALL VETERANS MUST COMPLETE SECTIONS I, II, VII, and VIII
Directions for Sections I - II:
Section I - General Information: Answer all questions.
Section II - Insurance Information: Include information for all health insurance companies that cover you, this includes coverage
provided through a spouse or significant other. If you have more than one health insurer, provide this information on a separate
sheet of paper and attach to the application. If you have access to a copier, attach a copy of your insurance cards, Medicare card
and/or Medicaid card (Medicaid is a federal/state health insurance program for certain low-income people). Bring these cards with
you to each health care appointment.
COMPLETE SECTION III only if you complete Sections IV - VI:
Section III - Dependent Information: Your spouse and dependent social security numbers(s) are required so we can verify their
financial information through a computer-matching program. You may count your spouse as your dependent even if you did not
live together, as long as you contributed support last calendar year. You may count your biological children, adopted children, and
stepchildren as dependents. These children must be unmarried and under the age of 18, or be at least 18 but under 23 and attending
high school, college or vocational school on a full or part-time basis, or have become permanently unable to support themselves
before reaching the age of 18.
Directions for Sections IV - VI:
The following Veterans may provide a financial assessment to update their eligibility for cost-free medication for their NSC conditions,
beneficiary travel eligibility, and/or waiver of the beneficiary travel deductible requirement:
• a former Prisoner of War; or
• those in receipt of a Purple Heart; or
• a recently discharged Combat Veteran; or
• those discharged for a disability incurred or aggravated in the line of duty; or
• those receiving VA SC disability compensation
• those in receipt of Medicaid benefits; or
• those who served in Vietnam between January 9, 1962 and May 7, 1975; or
• those who served in SW Asia during the Gulf War between August 2, 1990 and November 11, 1998; or
• those who served at least 30 days at Camp Lejeune between January 1, 1957 and December 31, 1987.
Veterans rated 50-100% disabled due to SC conditions and Veterans receiving VA pension are not required to provide a financial
assessment.
Veterans who served in a theater of operations (e.g., OEF/OIF/OND), within five years post discharge, may provide income to
determine their financial eligibility for travel assistance, cost-free medications, and/or medical care for services unrelated to military
experience.
All other Veterans (e.g., NSC not listed above and SC 0% non-compensable) must complete this section to determine copay
responsibility for VA health care benefits.
VA FORM
OCT 2013
10-10EZR
Complete only the sections that apply to you; sign and date the form.
Continued ...
Section IV - Previous Calendar Year Gross Annual Income of Veteran, Spouse and Dependent Children.
Report:
• Gross annual income from employment, except for income from your farm, ranch, property or business. Include your wages,
bonuses, tips, severance pay and other accrued benefits and your child's income information if it could have been used to pay
your household expenses.
• Net income from your farm, ranch, property, or business.
• Other income amounts, including retirement and pension income, Social Security Retirement and Social Security Disability
income, compensation benefits such as VA disability, unemployment, Workers Compensation and Black Lung, cash gifts,
interest and dividends, including tax exempt earnings and distributions from Individual Retirement Accounts (IRAs) or
annuities.
Do Not Report:
Donations from public or private relief, welfare or charitable organizations; Supplemental Security Income (SSI) and need-based
payments from a government agency; profit from the occasional sale of property; income tax refunds, reinvested interest on
Individual Retirement Accounts (IRAs); scholarships and grants for school attendance; disaster relief payments; reimbursement
for casualty loss; loans; Radiation Compensation Exposure Act payments; Agent Orange settlement payments; Alaska Native
Claims Settlement Acts Income, payments to foster parent; amounts in joint accounts in banks and similar institutions acquired by
reason of death of the other joint owner; Japanese ancestry restitution under Public Law 100-383; cash surrender value of life
insurance; lump-sum proceeds of life insurance policy on a Veteran; and payments received under the Medicare transitional
assistance program.
Section V - Previous Calendar Year Deductible Expenses.
Report non-reimbursed medical expenses paid by you or your spouse. Include expenses for medical and dental care, medications,
eyeglasses, Medicare, medical insurance premiums and other health care expenses paid by you for dependents and persons for whom
you have a legal or moral obligation to support. Do not list expenses if you expect to receive reimbursement from insurance or other
sources. Report last illness and burial expenses, e.g., prepaid burial, paid by the Veteran for spouse or dependent(s).
Section VI - Previous Calendar Year Net Worth.
Your net worth is the market value of all the interest and rights you have in any kind of property. However, net worth does not
include your single-family residence and a reasonable lot area surrounding it. It also does not include the personal things you use
every day like your vehicle, clothing and furniture.
Section VII and Section VIII - Submitting your update.
1. Read Paperwork Reduction and Privacy Act Information, Section VII Consent to Copays and Assignment of Benefits.
2. Sign and Date the form. You or an individual to whom you have delegated your Power of Attorney must sign and date the form.
If you sign with an "X", 2 people you know must witness you as you sign. They must sign the form and print their names. If the
form is not signed and dated appropriately, VA will return it for you to complete.
3. Attach any continuation sheets, a copy of supporting materials or your Power of Attorney documents to your application.
Where do I mail my update?
Mail the completed VA Form 10-10EZR and any supporting materials to the Health Eligibility Center, 2957 Clairmont Road, Suite
200, Atlanta, GA 30329.
PAPERWORK REDUCTION ACT AND PRIVACY ACT INFORMATION
The Paperwork Reduction Act of 1995 requires us to notify you that this information collection is in accordance with the clearance
requirements of Section 3507 of the Paperwork Reduction Act of 1995. We may not conduct or sponsor, and you are not required to
respond to, a collection of information unless it displays a valid OMB number. We anticipate that the time expended by all individuals
who must complete this form will average 15 minutes. This includes the time it will take to read instructions, gather the necessary facts
and fill out the form.
Privacy Act Information: VA is asking you to provide the information on this form under 38 U.S.C. Sections 1710, 1712, and 1722 in
order for VA to determine your eligibility for medical benefits. Information you supply may be verified from initial submission forward
through a computer matching program. VA may disclose the information that you put on the form as permitted by law. VA may make a
"routine use" disclosure of the information as outlined in the Privacy Act systems of records notices and in accordance with the Notice of
Privacy Practices. Providing the requested information is voluntary, but if any or all of the requested information is not provided, it may
delay or result in denial of your request for health care benefits. Failure to furnish the information will not have any effect on any other
benefits to which you may be entitled. If you provide VA your Social Security Number, VA will use it to administer your VA benefits.
VA may also use this information to identify veterans and persons claiming or receiving VA benefits and their records, and for other
purposes authorized or required by law.
VA FORM
OCT 2013
10-10EZR
OMB Approved No. 2900-0091
Estimated Burden Avg. 15 min
Expiration Date xx/xx/xxxx.
HEALTH BENEFITS UPDATE FORM
SECTION I - GENERAL INFORMATION
Federal law provides criminal penalties, including a fine and/or imprisonment, for any materially false, fictitious, or
fraudulent statement or representation. (See 18 U.S.C. 287 and 1001).
1. VETERAN'S NAME (Last, First, Middle Name)
4. DATE OF BIRTH (mm/dd/yyyy) 5. HOME TELEPHONE NUMBER (Include area code)
3. GENDER
MALE
2. SOCIAL SECURITY NUMBER
6. MOBILE TELEPHONE NUMBER (Include area code)
FEMALE
7. PERMANENT ADDRESS (Street)
8. CITY
11. COUNTY
9. STATE
10. ZIP CODE
12. E-MAIL ADDRESS
13. CURRENT MARITAL STATUS
MARRIED
NEVER MARRIED
SEPARATED
WIDOWED
DIVORCED
SECTION II - INSURANCE INFORMATION (Use a separate sheet for additional information)
1. ENTER YOUR HEALTH INSURANCE COMPANY NAME, ADDRESS AND TELEPHONE NUMBER (include coverage through spouse or other person)
2. NAME OF POLICY HOLDER
3. POLICY NUMBER
4. GROUP CODE
5. ARE YOU ELIGIBLE
FOR MEDICAID?
YES
NO
6. ARE YOU ENROLLED IN MEDICARE HOSPITAL
INSURANCE PART A?
YES
7. EFFECTIVE DATE (mm/dd/yyyy)
NO
SECTION III - DEPENDENT INFORMATION (Use a separate sheet for additional dependents)
1. SPOUSE'S NAME (Last, First, Middle Name)
6. CHILD'S NAME (Last, First, Middle Name)
2. SPOUSE'S SOCIAL SECURITY NUMBER
7. CHILD'S DATE OF BIRTH (mm/dd/yyyy)
3. SPOUSE'S DATE OF BIRTH (mm/dd/yyyy)
9. DATE CHILD BECAME YOUR DEPENDENT (mm/dd/yyyy)
4. DATE OF MARRIAGE (mm/dd/yyyy)
10. CHILD'S RELATIONSHIP TO YOU (Check one)
5. SPOUSE'S ADDRESS AND TELEPHONE NUMBER
(Street, City, State, ZIP - if different from Veteran's)
11. WAS CHILD PERMANENTLY AND TOTALLY DISABLED BEFORE THE AGE OF 18?
SON
YES
DAUGHTER
8. CHILD'S SOCIAL SECURITY NUMBER
STEPSON
STEPDAUGHTER
NO
12. IF CHILD IS BETWEEN 18 AND 23 YEARS OF AGE, DID CHILD ATTEND
SCHOOL LAST CALENDAR YEAR?
YES
NO
13. EXPENSES PAID BY YOU FOR YOUR DEPENDENT CHILD FOR COLLEGE,
VOCATIONAL REHABILITATION OR TRAINING (e.g., tuition, books, materials)
14. IF YOUR SPOUSE OR DEPENDENT CHILD DID NOT LIVE WITH YOU LAST
YEAR, DID YOU PROVIDE SUPPORT?
YES
NO
REMEMBER TO SIGN AND DATE THE FORM ON THE REVERSE PAGE
VA FORM
OCT 2013
10-10EZR
PREVIOUS EDITIONS OF THIS FORM ARE NOT TO BE USED
PAGE 1
VETERAN'S NAME (Last, First, Middle)
HEALTH BENEFITS UPDATE FORM
SOCIAL SECURITY NUMBER
SECTION IV - PREVIOUS CALENDAR YEAR GROSS ANNUAL INCOME OF VETERAN, SPOUSE AND DEPENDENT CHILDREN
(Use a separate sheet for additional dependents)
VETERAN
SPOUSE
CHILD 1
1. GROSS ANNUAL INCOME FROM EMPLOYMENT (wages, bonuses, tips, etc.)
EXCLUDING INCOME FROM YOUR FARM, RANCH,
PROPERTY OR BUSINESS
$
$
$
2. NET INCOME FROM YOUR FARM, RANCH, PROPERTY OR BUSINESS
$
$
$
3. LIST OTHER INCOME AMOUNTS (e.g., Social Security, compensation, pension
interest, dividends) EXCLUDING WELFARE.
$
$
$
SECTION V - PREVIOUS CALENDAR YEAR DEDUCTIBLE EXPENSES
1. TOTAL NON-REIMBURSED MEDICAL EXPENSES PAID BY YOU OR YOUR SPOUSE (e.g., payments for doctors, dentists, medications, Medicare,
health insurance, hospital and nursing home) VA will calculate a deductible and the net medical expenses you may claim.
$
2. AMOUNT YOU PAID LAST CALENDAR YEAR FOR FUNERAL AND BURIAL EXPENSES (INCLUDING PREPAID BURIAL EXPENSES) FOR
YOUR DECEASED SPOUSE OR DEPENDENT CHILD (Also enter spouse or child's information in Section III.)
$
3. AMOUNT YOU PAID LAST CALENDAR YEAR FOR YOUR COLLEGE OR VOCATIONAL EDUCATIONAL EXPENSES (e.g., tuition, books, fees,
materials) DO NOT LIST YOUR DEPENDENTS' EDUCATIONAL EXPENSES.
$
SECTION VI - PREVIOUS CALENDAR YEAR NETWORTH (Use a separate sheet for additional dependents)
VETERAN
SPOUSE
CHILD 1
1. CASH AMOUNT IN BANK ACCOUNTS (e.g., checking, savings accounts, certificates of deposit,
individual retirement accounts, stocks and bonds)
$
$
$
2. MARKET VALUE OF LAND AND BUILDINGS MINUS MORTGAGES AND LIENS. (e.g.,
second home and non-incoming producing property. Do not count your primary home.)
$
$
$
3. VALUE OF OTHER PROPERTY OR ASSETS (e.g., art, rare coins, collectables) MINUS THE
AMOUNT YOU OWE ON THESE ITEMS. INCLUDE VALUE OF FARM, RANCH OR BUSINESS
ASSETS. Exclude household effects and family vehicles.
$
$
$
SECTION VII - CONSENT TO COPAYS AND TO RECEIVE COMMUNICATIONS
By submitting this application you are agreeing to pay the applicable VA copays for treatment or services of your NSC conditions as required by law. You also
agree to receive communications from VA to your supplied email or mobile number.
ASSIGNMENT OF BENEFITS
I understand that pursuant to 38 U.S.C. Section 1729 and 42 U.S.C. 2651, the Department of Veterans Affairs (VA) is authorized to recover or collect from my health plan
(HP) or any other legally responsible third party for the reasonable charges of nonservice-connected VA medical care or services furnished or provided to me. I hereby
authorize payment directly to VA from any HP under which I am covered (including coverage provided under my spouse's HP) that is responsible for payment of the
charges for my medical care, including benefits otherwise payable to me or my spouse. Furthermore, I hereby assign to the VA any claim I may have against any person or
entity who is or may be legally responsible for the payment of the cost of medical services provided to me by the VA. I understand that this assignment shall not limit or
prejudice my right to recover for my own benefit any amount in excess of the cost of medical services provided to me by the VA or any other amount to which I may be
entitled. I hereby appoint the Attorney General of the United States and the Secretary of Veterans' Affairs and their designees as my Attorneys-in-fact to take all necessary
and appropriate actions in order to recover and receive all or part of the amount herein assigned. I hereby authorize the VA to disclose, to my attorney and to any third
party or administrative agency who may be responsible for payment of the cost of medical services provided to me, information from my medical records as necessary to
verify my claim. Further, I hereby authorize any such third party or administrative agency to disclose to the VA any information regarding my claim.
SECTION VIII - SUBMITTING YOUR UPDATE
ALL APPLICANTS MUST SIGN AND DATE THIS FORM. REFER TO INSTRUCTIONS WHICH DEFINE WHO CAN SIGN ON BEHALF OF THE VETERAN.
Federal law provides criminal penalties, including a fine and/or imprisonment, for any materially false, fictitious, or fraudulent statement or representation.
(See 18 U.S.C. 287 and 1001).
l declare under penalty of perjury that the foregoing is true and accurate to the best of my knowledge. I understand that any materially false, fictitious, or
fraudulent statement or representation, made knowingly, is punishable by a fine and/or imprisonment pursuant to title 18, United States Code, Sections 287
and 1001.
SIGNATURE OF APPLICANT
VA FORM
OCT 2013
10-10EZR
DATE
PAGE 2
File Type | application/pdf |
File Modified | 2014-06-20 |
File Created | 2014-06-13 |