21P-534EZ Application for DIC, Death Pension, and/or Accrued Benef

NOTICE TO SURVIVOR OF EVIDENCE NECESSARY TO SUBSTANTIATE A CLAIM FOR DEPENDENCY AND
INDEMNITY COMPENSATION, SURVIVORS PENSION, AND/OR ACCRUED BENEFITS
This notice provides information regarding evidence necessary to substantiate a claim for:
• Survivors Pension
• Dependency Indemnity Compensation (DIC)
• DIC under 38 U.S.C. 1151
• DIC re-evaluation based on PL 117-16 (PACT ACT)
• Increased Survivor Benefits Based on Need for Special Monthly Pension or Special Monthly DIC
• Accrued Benefits
• Benefits Based on a Veteran's Seriously Disabled Child.
If you are making a claim for:
• Parent's DIC and/or accrued benefits for parents use - VA Form 21P-535, Application for Dependency and Indemnity Compensation
by Parent(s) (Including Accrued Benefits and Death Compensation when Applicable)
• Veteran's disability compensation use - VA Form 21-526EZ, Application for Disability Compensation and Related Compensation Benefits
• Veteran's pension benefits use - VA Form 21P-527EZ, Application for Veterans Pension
• Accrued benefits only use - VA Form 21P-601, Application for Accrued Benefits Due a Deceased Beneficiary
If you are not ready to submit a claim for DIC, Survivors Pension, and/or Accrued Benefits, please complete a VA Form 21-0966, Intent
to File a Claim for Compensation and/or Pension, or Survivors Pension and/or DIC, to protect your date of claim. If you complete the
VA Form 21P-534EZ within one year of filing the VA Form 21-0966, your completed application will be considered filed as of the date of
receipt of the VA Form 21-0966.
VA Forms are available at www.va.gov/vaforms.

ASSISTANCE WITH COMPLETING YOUR CLAIM
Veteran Service Officer (VSO)

You may wish to contact an accredited Veteran Service Officer to assist you with your application. For a list of accredited veteran's service
organizations go to https://www.va.gov/vso/. You may also contact your state office of Veterans Affairs at https://www.va.gov/statedva.htm,
should you need further assistance with the application process. To assign a VSO as your power of attorney for the claims process please
submit VA Form 21-22, Appointment of Veteran Service Organization as Claimant Representative.

Private Attorney and Claims Agents

Attorneys and claims agents are available to assist you in completing your application. To verify if your attorney or claims agent is accredited
by the Department of Veterans Affairs go to: https://www.va.gov/ogc/apps/accreditation/index.asp. To assign a private attorney or claims
agent as your power of attorney for the claims process please submit a VA Form 21-22a, Appointment of Individual as Claimant's
Representative.

Fees for Claims: Section 5904, Title 38, United States Code (codified in § 14.636, Title 38, Code of Federal Regulations) contains

provisions regarding fees that may be charged, allowed, or paid for services provided by a VA-accredited attorney or agent in connection
with a proceeding before the Department of Veterans Affairs with respect to a claim for benefits under laws administered by the Department.
Generally, a VA-accredited attorney or agent may charge you a fee for assisting in seeking further review of a claim for VA benefits only
after VA has issued an initial decision on the claim and the attorney or agent has complied with the applicable power-of-attorney and the
fee agreement requirements.

WHEN TO USE THIS FORM

The attached application and the worksheets are needed to submit a claim for DIC, Survivors Pension, and/or Accrued Benefits. This notice
details the evidence necessary to substantiate your claim.

The Application is comprised of 14 sections. Be sure to answer the question(s) in each section as required.
Section I: Veteran's Identification Information

Section VIII: Nursing Home or Increased Survivors Entitlement
Based on a Claim For Special Monthly Pension

Section II: Claimant's Contact Information

Section IX: Income and Assets

Section III: Veteran's Service Information

Section X: Information about Your Medical or Other Expenses

Section IV: Marital Information

Section XI: Direct Deposit Information

Section V: Marital History

Section XII: Claim Certification and Signature

Section VI: Child of the Veteran Information

Section XIII: Witness to Signature

Section VII: DIC

Section XIV: Alternate Signer Certification and Signature

VA FORM
JUL 2022

21P-534EZ

SUPERSEDES VA FORM 21-534EZ, OCT 2018.

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WANT TO GET YOUR CLAIM PROCESSED FASTER?
Participation in the FDC Program is:
• An Optional Expedited process (enrollment is automatic unless you opt-out).
• Will not affect the quality of care you receive or the benefits to which you are entitled.
You will be removed from the FDC program if :
• It is determined that other non-federal records exist, and VA needs the records to decide your claim.
See below for more information.
• If you wish to file your own claim in the FDC Program, see FDC Program.
• If you wish to file your claim under the process in which VA traditionally processes claims, see Standard Claim Process.
FDC Program Criteria
To qualify for the FDC Program you must:
1. Submit your claim on a completed, signed and dated VA Form 21P-534EZ, Application for DIC, Survivors Pension, and/or Accrued
Benefits (Attached).
2. Submit simultaneously with your claim:
• A copy of the veteran's death certificate (unless he or she died on active duty); AND
If claiming Survivor's Pension:
• All necessary income and asset information; AND
• Any additional forms and evidence as the situation requires. Special Circumstances below indicate the most
common circumstances. The application and other VA Forms may require additional evidence.
If claiming DIC:
• All, if any, of the veteran's relevant, private medical treatment records and an identification of any of the veteran's treatment records
available at a Federal facility, such as a VA medical center, that supports your claim that a service-connected disability caused the
veteran's death or the veteran's death was caused by the VA;
• Any and all Service Treatment and Personnel Records in the custody of the veteran's Guard or Reserve Unit(s) if applicable; AND
• Any additional forms and evidence as the situation requires. Special Circumstances below indicate the most common circumstances.
The application and other VA Forms may require additional evidence.
3. Report for any VA examinations VA determines are necessary to decide your claim.
For more information on the FDC Program, visit our website at https://www.choose.va.gov/pensions. For more information on VA benefits,
visit our website at www.va.gov, contact us at https://www.va.gov/contact-us or call us toll-free at 1-800-827-1000. If you use
a Telecommunications Device for the Deaf (TDD), the number is 711.
SPECIAL CIRCUMSTANCES: Additional forms may be needed to remain eligible for the FDC Program.
This includes VA Form 21P-0969, Income and Asset Statement in Support of Claim for Pension or Parents' DIC, which may be required
if you:
• Have multiple income sources
• Have more than $25,000 in assets
• Additional forms as noted on the VA Form 21P-0969 may be required
If claiming Special Monthly Pension or Special Monthly DIC:
• Please have a Physician, Physician Assistant (PA), Certified Nurse Practitioner (CNP), or Clinic Nurse Specialist (CNS) complete
VA Form 21-2680, Examination for Household Status or Permanent Need for Regular Aid and Attendance, OR
• If you are a patient in a nursing home complete VA Form 21-0779, Request for Nursing Home Information in Connection with Claim
for Aid and Attendance
If claiming benefits for a child of the veteran:
• And they are in school between the ages of 18 and 23, a completed VA Form 21-674, Request for Approval of School Attendance
• If the child was adopted, please submit the adoption papers or amended birth certificate
• If claiming benefits for a child of the veteran who became seriously disabled prior to reaching the age of 18, submit all, if any, relevant
private medical treatment records for the child's pertinent disabilities

VA FORM 21P-534EZ, JUL 2022

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WHAT YOU NEED TO DO
You must submit all relevant evidence in your possession and provide VA information sufficient to enable it to obtain all relevant evidence
not in your possession. If your claim involves a disability the veteran had before entering service and that was made worse by service,
please provide any information or evidence in your possession regarding the health condition that existed before the veteran's entry into
service. A substantially complete claim must contain: (1) The claimant's name; (2) His or her relationship to the veteran (3) Sufficient
service information for VA to verify the claimed service, if applicable; (4) The benefit sought and any medical condition(s) on which it is
based; (5) The claimant's signature; (6) A statement of income, if applicable.
FDC Program (Optional Expedited Process)

Standard Claim Process

You must:

You must:

• Submit your claim in accordance with the
"FDC Program Criteria" (see page 2)

• If you know of evidence not in your possession and want
VA to try to get it for you, give VA enough information
about the evidence so that we can request it from the
person or agency that has it
NOTE: If the holder of the evidence declines to give it to VA,
asks for a fee to provide it, or otherwise cannot get the evidence,
VA will notify you and provide you with an opportunity to submit
the information or evidence. It is your responsibility to make
sure we receive all requested records that are not in the
possession of a Federal department or agency.

HOW VA WILL HELP YOU OBTAIN EVIDENCE FOR YOUR CLAIM
VA will retrieve evidence on your behalf in some circumstances. If VA is unable to retrieve the necessary evidence, we will notify you
and provide you with an opportunity to submit the information or evidence. It is your responsibility to make sure we receive all requested
records that are not in the possession of a federal department or agency.
FDC Program (Optional Expedited Process)

Standard Claim Process

VA will:

VA will:

• Retrieve relevant records from a Federal facility, such as
a VA medical center, that you adequately identify and
authorize VA to obtain
• Get a medical opinion if we determine it is necessary to
decide your claim

• Retrieve relevant records from a Federal facility that you
adequately identify and authorize VA to obtain
• Get a medical opinion if we determine it is necessary to
decide your claim
• Make every reasonable effort to obtain relevant
records not held by a Federal facility that you adequately
identify and authorize VA to obtain. These may include
records from state or local governments and privately
held evidence and information you tell us about, such as
private doctor or hospital records or records from current
or former employers

WHEN YOU SHOULD SEND WHAT WE NEED
FDC Program (Optional Expedited Process)
You must:
• Send the information and evidence simultaneously with
your claim

NOTE: If you submit additional information or evidence after you
submit your "fully developed" claim, then VA will remove the
claim from the FDC Program expedited process and process
it in the Standard Claim process. If we decide your claim before
one year from the date we received the claim, you will still have
the remainder of the one-year period to submit additional
information or evidence necessary to support the claim.

VA FORM 21P-534EZ, JUL 2022

Standard Claim Process
You are strongly encouraged to:
• Send any information or evidence as soon as you can

NOTE: You have up to one year from the date we receive the
claim to submit the information and evidence necessary to
support your claim. If we decide the claim before one year from
the date we received the claim, you will still have the remainder
of the one year period to submit additional information or evidence
necessary to support the claim.

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WHAT THE EVIDENCE MUST SHOW TO SUPPORT YOUR CLAIM
If you are claiming...

See Evidence Tables titled...

Survivor's Pension (a needs based benefit based on the
the veteran's wartime service)

• Military Service Verification
• Survivor's Pension

• DIC because the veteran's death was related to his or her
service, OR
• DIC because the veteran was receiving or entitled to receive
benefits for a service-connected disability rated totally disabling

• Dependency and Indemnity Compensation (DIC)

• DIC because the veteran's death was a result of VA medical
treatment, vocational rehabilitation, or compensated work therapy

• DIC under 38 U.S.C. 1151

DIC re-evaluation of a previously denied claim based on
eligibility under PL 117-168 (PACT Act)

• DIC re-evaluation based on PL 117-168 (PACT Act)

DIC that was previously denied by VA

• Supplemental DIC

Special Monthly Pension or Special Monthly DIC based on the
need for aid and attendance or housebound benefits

• Increased Survivor Benefits Based on Special Monthly Pension
or Special Monthly DIC

Benefits that were due to the veteran at the time of the
veteran's death
Benefits because the child of the veteran is severely disabled

• Accrued Benefits
• Child incapable of self-support

EVIDENCE TABLES
Military Service Verification
To support your claim for Survivors benefits, the veteran's military service must be verified. The following evidence can be submitted
to verify the veteran's military service:
• A photocopy of the veteran's DD 214 (or equivalent) for all periods of military service. You may request a copy of the DD 214
through the National Archives' National Personnel Records Center (NPRC) using Standard Form 180 (SF-180, 09/2021 version),
Request Pertaining to Military Records, (available at https://www.gsa.gov/forms) or through your local public custodian of
records.
Fire Related Military Records.
As you may know, there was a fire at the National Archives and Records Administration on July 12, 1973, which destroyed
approximately
• 80 percent of the records NPRC held for veterans who were discharged from the Army between November 1, 1912 and
January 1, 1960 and
• 75 percent of the records NPRC held for veterans with surnames beginning (alphabetically) with Hubbard and running through
the end of the alphabet, and who were discharged from the Air Force between September 25, 1947 and January 1, 1964.
If the veteran's military records were stored there on that date, they may have been destroyed in the fire. If you believe the veteran's
military records may have been destroyed in the fire, NA Form 13075, Questionnaire About Military Service, should be completed
to avoid delays in processing your claim. NA Form 13075 is available at: https://www.archives.gov/files/st-louis/military-personnel/
na-13075-questionnaire-aboutmilitary-service.pdf
NOTE: The Veterans Benefits Administration (VBA) is no longer able to retrieve or return original documents submitted. Please do not
submit original documents to VA since they will not be returned to you.
Survivors Pension
To support your claim for Survivors Pension, the evidence must show:
1. The veteran met certain minimum active service requirements during a period of war.
Generally, those requirements are:
• 90 days of service during a period of war; OR
• 90 days of consecutive service at least one day of which was during a period of war; OR
• 90 days of combined service during more than one period of war
(Note: If the veteran's service began after September 7, 1980, additional length-of-service requirements may apply, typically
requiring two years of continuous service or completion of active-duty obligations.); OR
• any length of active service during a period of war when:
• at the time of death, the veteran was receiving (or entitled to receive) VA disability compensation or
retirement pay for a service-connected disability; OR
• the veteran was discharged from active service due to a service-connected disability.
2. Your income and assets do not exceed certain requirements.
Assets means the fair market value of all property that an individual owns, including all real and personal property (excluding the
value of the primary residence including the residential lot area that does not exceed 2 acres, unless the additional acreage is not
marketable) less the amount of mortgages or other encumbrances specific to the mortgaged or encumbered property. Personal
property means the value of personal effects that are in excess of being suitable and consistent with a reasonable mode of life.
VA FORM 21P-534EZ, JUL 2022

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EVIDENCE TABLES (Continued)
Dependency and Indemnity Compensation (DIC)
To support a claim for Dependency and Indemnity Compensation (DIC) based on a service-connected disability:
• The veteran died while on active service; OR
• The veteran had a service-connected disability(ies) that was either the principal or contributory cause of the veteran's death; OR
• The veteran died from non-service-connected injury or disease AND was receiving, or entitled to receive VA compensation for a
service-connected disability rated totally disabling:
• For at least 10 years immediately before death; OR
• For at least 5 years after the veteran's release from active duty preceding death; OR
• For at least 1 year before death, if the veteran was a former prisoner of war who died after September 30, 1999.
To support a claim for DIC based on a disability that was not service-connected or for which the veteran did not file a claim during
their lifetime, the evidence must show:
• An injury or disease that was incurred or aggravated during active service, or an event in service that caused an injury or disease;
AND
• A physical or mental disability that was either the principle or contributory cause of death. This may be shown by medical evidence
or by lay evidence of persistent and recurrent symptoms of disability that were visible or observable; AND
• A relationship between the disability associated with the cause of death and an injury, disease, or event in service. This may be
shown by medical records or medical opinion or, in certain cases, by lay evidence.
To support your claim for DIC based upon the service person's active duty for training, the evidence must show:
• The service person was disabled during active duty for training due to a disease or injury incurred in the line of duty, and the
disease or injury caused or contributed to the service person's death.
NOTE: If VA granted service connection for a disease or injury during the service person's lifetime, evidence that the
service-connected disease or injury caused or contributed to the service person's death may satisfy this requirement.
To support a claim for DIC based on a disability that was not service-connected or for which the service person did not file a claim
during their lifetime, the evidence must show:
• The service person was disabled during active duty for training due to a disease or injury incurred in the line of duty; AND
• A physical or mental disability that was either the principle or contributory cause of death. This may be shown by medical evidence
or by lay evidence of persistent and recurrent symptoms of disability that were visible or observable; AND
• A relationship between the principal or contributory cause of death and the disability due to injury or disease, incurred in the line of
duty. This may be shown by medical records or medical opinions or, in certain cases, by lay evidence.
To support your claim for DIC based upon the service person's inactive duty training, the evidence must show:
• The service person died during inactive duty training due to an injury incurred or aggravated in the line of duty, or acute myocardial
infarction, cardiac arrest, or cerebrovascular accident during such training; OR
• The service person was disabled during inactive duty training due to an injury incurred or aggravated in the line of duty, or acute
myocardial infarction, cardiac arrest, or cerebrovascular accident that occurred during such training; and that injury, acute myocardial
infarction, cardiac arrest, or cerebrovascular accident caused or contributed to the service person's death
NOTE: If VA granted service connection for an injury, acute myocardial infarction, or cerebrovascular accident during the service
person's lifetime, evidence that the service-connected condition caused or contributed to the service person's death may satisfy this
requirement.
To support a claim for DIC based on a disability that was not service-connected or for which the service person did not file a claim
during their lifetime, the evidence must show:
• The service person was disabled during inactive duty training due to an injury incurred or aggravated in the line of duty, or acute
myocardial infarction, cardiac arrest, or cerebrovascular accident that occurred during such training; AND
• The injury, acute myocardial infarction, cardiac arrest, or cerebrovascular accident caused or contributed to the service
person's death

DIC under 38 U.S.C. 1151:
In order to support your claim for DIC under 38 U.S.C. 1151, the evidence must show:
• The deceased veteran died as a result of undergoing VA hospitalization, medical or surgical treatment,
examination, or training; AND
• The death was:
• the direct result of VA fault such as carelessness, negligence, lack of proper skill, or error in judgment; OR
• the direct result of an event that was not a reasonably expected result or complication of the VA care or treatment; OR
• the direct result of participation in a VA Vocational Rehabilitation and Employment or compensated work therapy program

VA FORM 21P-534EZ, JUL 2022

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EVIDENCE TABLES (Continued)
DIC Re-evaluation Based on PL 117-168 (PACT Act)
Public Law 117-168 (PACT ACT) was signed into law on August 10, 2022. This resulted in a substantial expansion of a veteran's
military service that qualifies for presumptive toxic exposure and new presumptive conditions linked to that exposure. The law allows
prior claimants for DIC to request a re-evaluation based on the expanded eligibility within the PACT Act. More information about the
PACT Act can be found at https://www.va.gov/resources/the-pact-act-and-your-va-benefits/.
In order to support your claim for DIC re-evaluation based on PL 117-168 (PACT Act) the evidence must show:
• A claim was submitted and denied prior to August 10, 2022, the date the PACT Act went into effect; AND
• The claimant has elected re-evaluation of the previously denied claim.
Supplemental DIC:
In order to reopen a claim previously denied by VA, we need:
• The prescribed supplemental claim form, VA Form 20-0995, Decision Review Request: Supplemental Claim; AND
• New and relevant evidence. New and relevant evidence must raise a reasonable possibility of substantiating your claim.
The evidence cannot simply be repetitive or cumulative of the evidence we had when we previously decided your claim. VA will
make reasonable efforts to help you obtain currently existing evidence. However, we cannot provide a medical examination or
obtain a medical opinion until your claim is successfully reopened.
• To qualify as new, the evidence must currently exist and be submitted to VA for the first time
• In order to be considered relevant, the additional existing evidence must pertain to the reason
your claim was previously denied
Increased Survivor Benefits Based on Special Monthly Pension or Special Monthly DIC
In order to support your claim for increased survivor benefits based on the need for aid and attendance, the evidence must
show:
• you have corrected vision of 5/200 or less in both eyes; OR
• you have concentric contraction of the visual field to 5 degrees; OR
• you are a patient in a nursing home due to mental or physical incapacity; OR
• you require the aid of another person to perform personal functions required in everyday living, such as
bathing, feeding, dressing yourself, attending to the wants of nature, adjusting prosthetic devices, or protecting
yourself from the hazards of your daily environment (38 Code of Federal Regulations 3.352(a)); OR
• you are bedridden, in that your disability or disabilities requires that you remain in bed apart from any prescribed
course of convalescence or treatment (38 Code of Federal Regulations 3.352(a)); OR
In order to support your claim for increased benefits based on being housebound, the evidence must show:
• you are substantially confined to your immediate premises because of permanent disability
Accrued Benefits
To support a claim for accrued benefits, the evidence must show:
• Benefits were due the veteran based on existing ratings, decisions, or evidence in VA's possession at the
time of death, but the benefits were not paid before the veteran's death; AND
• You are the surviving spouse, child, or dependent parent of the deceased veteran
VA pays accrued benefits in the following order of priority:
1. Spouse
2. Children of the veteran (in equal shares)

3. Dependent parents (in equal shares)

NOTE: Child means an unmarried child of the veteran who is under 18 years of age, or at least 18 but under 23 years of age and
pursuing an approved course of education or became incapable of self-support prior to reaching age 18.
If there are no living persons who are entitled on the basis of relationship, accrued benefits may be used to reimburse the person or
persons who paid for or are responsible to pay the expenses of last illness and burial of a beneficiary. The claim should be filed by
the person or persons whose funds were or will be used to pay such expenses using VA Form 21P-601, Application for Accrued
Amounts Due a Deceased Beneficiary.
Child Incapable of Self-Support
To support a claim for benefits based on a veteran's child being incapable of self-support, the evidence must show that the child,
before their 18th birthday became permanently incapable of self-support due to mental or physical disability. The information
necessary to establish the extent of the child's disability includes:
• the extent to which the child is and was, prior to reaching their 18th birthday, physically or mentally deficient as evidenced by factors
such as their ability to perform self-care functions, and ordinary tasks expected of a child of that age
• whether or not the child attended school and, if so, the maximum grade attended
• if any material improvement in the child's condition has occurred
• if the child has ever been employed and, if so, the nature and dates of such employment, and amount of pay received
• whether or not the child has ever been married, and
• a description of the child's present condition

VA FORM 21P-534EZ, JUL 2022

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IMPORTANT INFORMATION REGARDING MARRIAGE:
If you are certifying that you are married 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 resided when you filed
your claim (or a later date when you became 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/.
HOW VA DETERMINES THE EFFECTIVE DATE
If we grant a claim for Survivors benefits, the beginning date of your entitlement will generally be the date we received your
claim. However, if VA receives your claim within one year after the date of the veteran's death, entitlement will be from the
first day of the month in which the veteran died. The veteran's death certificate is evidence relevant to determining the
effective date of any benefits we award.
Special monthly pension may be available for a veteran's surviving spouse who is unable to perform certain activities of
daily living, are a patient in a nursing home, or are substantially confined to their immediate premises. Special monthly
pension may be effective from the date medical evidence first shows entitlement.
WHERE TO SEND COMPLETED APPLICATION AND EVIDENCE
When you have completed this application, you can either submit online or mail it to the Pension Intake Center listed below.
Be sure to attach any materials that support and explain your claim. Also, make a photocopy of your application and any
evidence you send to VA before submitting.
MAIL TO
Department of Veterans Affairs
Pension Intake Center
PO Box 5365
Janesville, WI 53547-5365

VA FORM 21P-534EZ, JUL 2022

SUBMIT ONLINE
VA gov: www.va.gov
Direct Upload
via access.va.gov

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TERMS AND CALCULATIONS FOR SURVIVOR’S PENSION
Maximum Annual Pension Rate (MAPR)
This is the maximum payable amount of the benefit. Your MAPR is based on how many dependents you have and if
your disabilities qualify you for Housebound or Aid and Attendance benefits. The MAPR is reviewed each year for cost ofliving adjustments.
Medical Deductible
The unreimbursed expenses must exceed 5 percent of the applicable MAPR. The deductible increases based on the
number of dependents but is not adjusted for aid and attendance (A&A) or housebound.
Countable Medical Expenses
Your countable unreimbursed medical expenses are only those expenses that exceed the medical deductible. Medical
expenses are typically considered on a calendar year basis.
• Recurring Medical Expenses
Examples may include Medicare Part B, Medical Insurance, In-Home Care Provider, or care provided by a care facility
• One-time Medical Expenses
Examples include Medical Co-Payments, Prescription Medications, and Durable Medical Equipment.
Countable Income
We count the income you report or the income we discover from data matching programs with other federal sources. If
our data match shows a significant discrepancy, you will be removed from the FDC program and asked to clarify the
discrepancy. We count incomes in three ways:
• One-time income is income that you receive once, and the VA will count it for one year from the receipt date.
Examples include Lottery winnings, gifts, capital gains from property sales, irregular IRA or stock disbursements
• Irregular-income is income that you receive at different time or in irregular amounts throughout the year and VA will
count it for one year from the receipt date.
Examples include odd job or contract work and interest income from fluctuating rates.
• Recurring income is counted continuously until we are informed that you are no longer in receipt of it.
Examples include wages from employment, retirement payments, required minimal distributions from an IRA.
Income for VA Purposes (IVAP)
The VA counts all your income and considers any unreimbursed medical expenses reported when determining your
IVAP. The following calculation is a way for you to estimate your IVAP.
Countable Yearly Income – Countable Medical Expenses (less medical deductible) = Income for VA Purposes
Pension Rate
Your maximum annual benefit is the difference of the current MAPR and what the VA calculates as your IVAP. To convert
into a monthly benefit, take this amount and divide by 12 then rounded down to the nearest dollar.
Maximum Annual Pension Rate - Income for VA purposes = Annual Pension Rate.
Net Worth
The net worth limit is increased by the same percentage as the Social Security increase when there is a cost-of-living
adjustment. For purposes of entitlement to VA pension, net worth includes your assets and your and your dependent’s
annual income. If your child has net worth that exceeds the limit, VA won't consider them to be a dependent when
determining your pension entitlement.
Additional information about how VA calculates net worth, income, and benefit rates can be found at:
https://www.va.gov/pension/survivors-pension-rates/

VA FORM 21P-534EZ, JUL 2022

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SURVIVORS BENEFITS APPLICATION CHECKLIST
In addition to your application, VA may require some of the evidence described in this checklist. Failure to provide needed
evidence, may delay the decision on your claim. This checklist does not apply to claims for Accrued benefits. Please
carefully read pages 5 and 6 of the Instructions if you are claiming service-connected death (Dependency and Indemnity
Compensation (DIC) only. Please note, the items marked with an asterisk (*) are required.
VERIFICATION OF VETERANS DEATH* (Requested on page 2 of Instructions)

A Death certificate for the veteran, clearly showing the primary cause(s) of death and any contributing factors or
conditions (If the veteran's death certificate lists the cause of death as "Pending," please have the medical examiner
submit evidence that shows the cause of death).
SERVICE VERIFICATION* (Requested on page 4 of Instructions and Section III of the form)

Copy of the veteran's DD Form 214 (or equivalent) for all periods of military service. Must demonstrate military service
dates, type of service and character of discharge.
INCOME AND NET WORTH (Requested on page 2 of Instructions and Section IX of the form)

VA Form 21P-0969, Income and Asset Statement in Support of Claim for Pension or Parents' DIC, is required if
instructed in Section IX of this application form.
NOTE: If you have specific types of income or assets the VA Form 21P-0969 requires additional evidence:
Farm - VA Form 21P-4165, Pension Claim Questionnaire for Farm Income
Business - VA Form 21P-4185, Report of Income from Property or Business
Rental Property - VA Form 21P-4185, Report of Income from Property or Business
Royalties - VA Form 21-4138, Statement in Support of Claim, (provide details, such as Royalty source, joint owners, etc.)
Trust - submit complete trust documents to include the Schedule of Assets
Interest, Dividends or Financial Investments - Current account statements from financial institutions (Bank, Investment,
Annuity, etc.
SPECIAL CIRCUMSTANCES REGARDING YOUR MEDICAL CARE (Requested on page 2 of Instructions and in Sections VIII and X
of the form)

Claim for Special Monthly Pension (SMP) - Aid and Attendance or Housebound Status
VA Form 21-2680, Examination for Housebound Status or Permanent Need for Regular Aid and Attendance

Claim for Medicare Nursing Home and/or $90.00 Rate Reduction Request
VA Form 21-0779, Request for Nursing Home Information in Connection with Claim for Aid and Attendance

Claim for Fiduciary Assistance
VA Form 21-2680, Examination for Housebound Status or Permanent Need for Regular Aid and Attendance

Statement of Medical Care
Care worksheets (found on pages 19 and 20 of the form).
Proof of Payment from care provided (canceled checks, bank statements, etc.).
Signed verification from care service provider.

Dependent Children* (Requested on page 2 of Instructions and Section VI of the form)
A birth certificate must be included clearly showing the veteran as the parent if you do not reside within the U.S. or
its territories. (A state includes the District of Columbia, Puerto Rico and other territories and possessions of the U.S.)
If child(ren) is/are adopted the adoption decree or a revised birth certificate is required.
If your child is over 18 but under 23 please submit VA Form 21-674, Request for Approval of School Attendance.
Medical records for each seriously disabled child.

Medical Expenses (Requested in Section X of the form)
If additional space is needed, submit VA Form 21P-8416, Medical Expense Report.
VA FORM 21P-534EZ, JUL 2022

Page 9

OMB Control No. 2900-0004
Respondent Burden: 40 minutes
Expiration Date: 07/31/2025

VA DATE STAMP

(DO NOT WRITE IN THIS SPACE)

APPLICATION FOR DIC, SURVIVORS PENSION,
AND/OR ACCRUED BENEFITS

INSTRUCTIONS: Before completing this form, read the Privacy Act and Respondent Burden on page
18. Use this form to submit a claim for DIC, Survivors Pension, and/or Accrued Benefits. For additional
information or questions contact us online at https://www.va.gov/contact-us or call us toll-free at
1-800-827-1000 (TTY: 711). VA forms are available at www.va.gov/vaforms. If submitting by mail,
send completed form to: Department of Veterans Affairs, Pension Intake Center, P.O. Box 5365,
Janesville, WI 53547-5365.

SECTION I: VETERAN'S IDENTIFICATION INFORMATION (MUST COMPLETE)
NOTE: You may either complete the form by typing the information in on the computer or by hand. If completed by hand, print the information requested in
ink, neatly, and legibly to expedite processing of the form.
1A. VETERAN'S NAME (First, Middle Initial, Last)

1C. VETERAN'S DATE OF BIRTH (MM/DD/YYYY)

1B. VETERAN'S SOCIAL SECURITY NUMBER

1E. VA FILE NUMBER (If known)

1F. DID THE VETERAN DIE WHILE ON ACTIVE DUTY?
YES

1D. HAS THE VETERAN, SURVIVING SPOUSE,
CHILD, OR PARENT EVER FILED A CLAIM
WITH VA?
(If "YES," provide the file
NO
YES
number in Item 1E)
1G. VETERAN'S SERVICE NUMBER

NO

1H. VETERAN'S DATE OF DEATH? (MM/DD/YYYY)

SECTION II: CLAIMANT'S IDENTIFICATION INFORMATION (MUST COMPLETE)
2A. YOUR NAME (First, Middle Initial, Last)

2B. WHAT IS YOUR RELATIONSHIP TO THE VETERAN? (Check one)
CUSTODIAN FILING FOR CHILD UNDER 18

CHILD 18-24 IN SCHOOL

SURVIVING SPOUSE

2C. YOUR SOCIAL SECURITY NUMBER

2D. YOUR DATE OF BIRTH (MM/DD/YYYY)

HELPLESS ADULT CHILD
2E. ARE YOU A VETERAN?
YES

NO

2F. MAILING ADDRESS (Number and street or rural route, P.O. Box, City, State, ZIP Code and Country)
No. &
Street
Apt./Unit Number

City

State/Province

ZIP Code/Postal Code

Country

2G. YOUR TELEPHONE NUMBER (Include Area Code)
Enter International Phone Number (If applicable)
2H. E-MAIL ADDRESS (Optional)

2I. WHAT ARE YOU CLAIMING? (Check all that apply)
DEPENDENCY AND INDEMNITY COMPENSATION (DIC)

SURVIVORS PENSION

ACCRUED BENEFITS

SECTION III: VETERAN'S SERVICE INFORMATION

(Skip to Section IV if the veteran was receiving VA compensation or pension benefits at the time of their death)
NOTE: Please refer to instructions page 4, Military Service Verification for more information pertaining to service information and relevant documents.
3A. DID THE VETERAN SERVE UNDER ANOTHER NAME?
YES

VA FORM
JUL 2022

NO

(If "YES," list other names the veteran served under below)

21P-534EZ

SUPERSEDES VA FORM 21-534EZ, OCT 2018.

Page 10

VETERAN'S SOCIAL SECURITY NUMBER

SECTION III: VETERAN'S SERVICE INFORMATION (Continued)
3C. DATE VETERAN RELEASED FROM ACTIVE DUTY (MM/DD/YYYY)

3B. DATE VETERAN ENTERED ACTIVE DUTY (MM/DD/YYYY)

3E. PLACE OF LAST SEPARATION

3D. BRANCH OF SERVICE
ARMY

AIR FORCE

NAVY

COAST GUARD

SPACE FORCE

MARINE CORPS
NOAA

USPHS

3F. WAS THE VETERAN ACTIVATED TO FEDERAL/ACTIVE DUTY UNDER AUTHORITY OF
TITLE 10, U.S.C. (National Guard)
YES

NO

3G. DATE OF ACTIVATION (MM/DD/YYYY)

(If "NO," skip to Item 3J)

3H. WHAT IS THE NAME AND ADDRESS OF THE VETERAN'S RESERVE/NATIONAL GUARD UNIT?

3J. WAS THE VETERAN EVER A PRISONER OF WAR?
YES

NO

(If "NO," skip to Section IV)

3I. WHAT IS THE TELEPHONE NUMBER OF THE
RESERVE/NATIONAL GUARD UNIT? (Include Area Code)

3K. DATES OF CONFINEMENT (MM/DD/YYYY)
START:
END:

SECTION IV: MARITAL INFORMATION
(COMPLETE ONLY IF CLAIMING BENEFITS AS THE SURVIVING SPOUSE OF THE VETERAN)
(Skip to Section VI if you are NOT claiming benefits as the surviving spouse of the veteran)
TELL US ABOUT YOUR MARRIAGE TO THE VETERAN
4A. AT THE TIME OF YOUR MARRIAGE TO THE VETERAN, WERE YOU AWARE OF ANY REASON THE MARRIAGE MIGHT NOT BE LEGALLY VALID?
YES

NO

(If "YES," provide explanation below)

4B. WERE YOU MARRIED TO THE VETERAN AT THE TIME
OF HIS/HER DEATH?
YES

NO

4C. HOW DID YOUR MARRIAGE TO THE VETERAN END?
DEATH

(If "NO," complete Item 4C)

DIVORCE

OTHER (Explain)

4E. PLACE OF MARRIAGE (City/State or Country)

4D. DATES OF YOUR MARRIAGE TO THE VETERAN
(MM/DD/YYYY)

4F. PLACE OF MARRIAGE TERMINATION
(City/State or Country)

START:
END:
4G. TYPE OF MARRIAGE (Ceremonial, Common-Law, Proxy, Tribal, etc.)
CEREMONIAL

OTHER (Explain):

4H. WAS A CHILD BORN TO YOU AND THE VETERAN
DURING YOUR MARRIAGE OR PRIOR TO YOUR
MARRIAGE?
YES

4I. ARE YOU EXPECTING THE BIRTH OF
THE VETERAN'S CHILD?

NO

YES

NO

4J. DID YOU LIVE CONTINUOUSLY WITH THE VETERAN
FROM THE DATE OF MARRIAGE TO THE DATE OF
HIS/HER DEATH?
YES

NO

(If "YES," skip to Item 4L)

4K. WAS THE SEPARATION DUE TO MARITAL DISCORD?
(If "YES," provide explanation in
space provided)
NOTE: Give, the reason, date(s), and duration of the separation
(If the separation was by court order, attach a copy of the order)
YES

NO

TELL US ABOUT YOUR REMARRIAGE AFTER THE VETERAN'S DEATH
4L. HAVE YOU REMARRIED SINCE THE DEATH OF THE VETERAN?
YES

NO

(If "NO," skip to Item 5A)

4M. WHAT ARE THE DATES OF YOUR REMARRIAGE? (MM/DD/YYYY)
START:
END:

4N. HOW DID YOUR REMARRIAGE END?
DIVORCE

DEATH

DID NOT END

OTHER (Explain)

4O. DID YOU HAVE ADDITIONAL MARRIAGES AFTER THE VETERAN'S DEATH?
YES

NO

(If "YES," please submit a VA Form 21-4138, Statement in Support of Claim, as needed to provide the information for each marriage)

VA FORM 21P-534EZ, JUL 2022

Page 11

VETERAN'S SOCIAL SECURITY NUMBER

SECTION V: MARITAL HISTORY
TELL US ABOUT ANY OTHER MARRIAGES YOU AND/OR THE VETERAN HAD. IF YOU AND THE VETERAN DID NOT HAVE ANY ADDITIONAL
MARRIAGES SKIP TO SECTION VI.
VETERAN'S PRIOR MARRIAGES (If none skip to Item 5L)
5A. NAME OF PERSON VETERAN WAS PREVIOUSLY MARRIED TO (First, Middle Initial, Last)

5B. HOW DID THE VETERAN'S PREVIOUS MARRIAGE END?
DEATH

DIVORCE

OTHER (Explain below)

5C. WHAT ARE THE DATES OF THE VETERAN'S PREVIOUS MARRIAGE?
(MM/DD/YYYY)
START:
END:

5D. PLACE OF MARRIAGE (City/State or Country)

5E. PLACE OF MARRIAGE TERMINATION (City/State or Country)

5F. NAME OF PERSON VETERAN WAS PREVIOUSLY MARRIED TO (First, Middle Initial, Last)

5G. HOW DID THE VETERAN'S PREVIOUS MARRIAGE END?
DEATH

DIVORCE

OTHER (Explain below)

5H. WHAT ARE THE DATES OF THE VETERAN'S PREVIOUS MARRIAGE?
(MM/DD/YYYY)
START:
END:

5I. PLACE OF MARRIAGE (City/State or Country)

5J. PLACE OF MARRIAGE TERMINATION (City/State or Country)

5K. DO YOU HAVE ADDITIONAL MARRIAGES TO REPORT FOR THE VETERAN?
YES

NO

(If "YES," please submit a VA Form 21-686c, Application to Request to Add And/Or Remove Dependents, or VA Form 21-4138, Statement in
Support of Claim, as needed to provide the information for additional marital history)

TELL US ABOUT YOUR MARRIAGES PRIOR TO MARRYING THE VETERAN (If none skip to Section VI)
5L. NAME OF PERSON YOU WERE MARRIED TO PRIOR TO MARRYING THE VETERAN (First, Middle Initial, Last)

5M. HOW DID THE YOUR PREVIOUS MARRIAGE END?
DEATH

DIVORCE

OTHER (Explain below)

5N. WHAT ARE THE DATES OF YOUR PREVIOUS MARRIAGE?
(MM/DD/YYYY)
START:
END:

5O. PLACE OF MARRIAGE (City/State or Country)

5P. PLACE OF MARRIAGE TERMINATION (City/State or Country)

5Q. NAME OF PERSON YOU WERE MARRIED TO PRIOR TO MARRYING THE VETERAN (First, Middle Initial, Last)

5R. HOW DID THE YOUR PREVIOUS MARRIAGE END?
DEATH

DIVORCE

OTHER (Explain below)

5S. WHAT ARE THE DATES OF YOUR PREVIOUS MARRIAGE?
(MM/DD/YYYY)
START:
END:

5T. PLACE OF MARRIAGE (City/State or Country)

5U. PLACE OF MARRIAGE TERMINATION (City/State or Country)

5V. DO YOU HAVE ADDITIONAL MARRIAGES TO REPORT?
YES

NO

(If "YES," please submit a VA Form 21-686c, Application to Request to Add And/Or Remove Dependents, or VA Form 21-4138, Statement in
Support of Claim, as needed to provide the information for additional marital history)

VA FORM 21P-534EZ, JUL 2022

Page 12

VETERAN'S SOCIAL SECURITY NUMBER

SECTION VI: CHILD OF THE VETERAN INFORMATION
(COMPLETE ONLY IF CLAIMING BENEFITS FOR A CHILD(REN) OF THE VETERAN)
(Skip to Section VII if you are NOT claiming benefits for a child(ren) of the veteran)
NOTE: Please refer to instructions page 2, under "Special Circumstances" for what is considered a dependent child. In most circumstances,
children over the age of 23 are not considered dependent for VA purposes.
6A. HOW MANY DEPENDENT CHILDREN DO YOU HAVE?
(NOTE: Please complete a VA Form 21-686c, Application Request to Add and/or Remove Dependents, if you need more space for additional dependents)
6B. CHILD'S NAME (First, Middle Initial, Last)

6C. CHILD'S DATE OF BIRTH (MM/DD/YYYY)

6D. CHILD'S SOCIAL SECURITY NUMBER

6E. PLACE OF BIRTH (City/State or Country)

6F. WHAT IS THE CHILD'S STATUS? (Check all that apply)
BIOLOGICAL

ADOPTED

STEPCHILD

18-23 YEARS OLD (in school)

CHILD PREVIOUSLY MARRIED

SERIOUSLY DISABLED

DOES NOT LIVE WITH YOU AND MONTHLY AMOUNT YOU CONTRIBUTE TO CHILD'S SUPPORT

$

,

.00

6G. CHILD'S NAME (First, Middle Initial, Last)

6H. CHILD'S DATE OF BIRTH (MM/DD/YYYY)

6I. CHILD'S SOCIAL SECURITY NUMBER

6J. PLACE OF BIRTH (City/State or Country)

6K. WHAT IS THE CHILD'S STATUS? (Check all that apply)
BIOLOGICAL

ADOPTED

STEPCHILD

18-23 YEARS OLD (in school)

CHILD PREVIOUSLY MARRIED

SERIOUSLY DISABLED

DOES NOT LIVE WITH YOU AND MONTHLY AMOUNT YOU CONTRIBUTE TO CHILD'S SUPPORT

$

,

.00

6L. CHILD'S NAME (First, Middle Initial, Last)

6M. CHILD'S DATE OF BIRTH (MM/DD/YYYY)

6N. CHILD'S SOCIAL SECURITY NUMBER

6O. PLACE OF BIRTH (City/State or Country)

6P. WHAT IS THE CHILD'S STATUS? (Check all that apply)
BIOLOGICAL

ADOPTED

STEPCHILD

18-23 YEARS OLD (in school)

CHILD PREVIOUSLY MARRIED

SERIOUSLY DISABLED

DOES NOT LIVE WITH YOU AND MONTHLY AMOUNT YOU CONTRIBUTE TO CHILD'S SUPPORT

$

,

.00

6Q. DO YOUR CHILDREN WHO DO NOT LIVE WITH YOU (If listed above) RESIDE AT THE SAME ADDRESS?
YES

NO

(If "YES," please complete Item 6R)

(If "NO," please complete a VA Form 21-4138, Statement in Support of Claim, with the following information.
Name of person the child is currently living with, and the full address where the child resides)

6R. PLEASE PROVIDE THE NAME AND ADDRESS OF THE CHILD(RENS) CUSTODIAN BELOW:
Custodian's Name (First, Middle Initial, Last)

Custodian's Mailing Address (Number and street or rural route, P.O. Box, City, State, ZIP Code and Country)
No. &
Street
City

Apt./Unit Number
State/Province
VA FORM 21P-534EZ, JUL 2022

Country

ZIP Code/Postal Code

Page 13

VETERAN'S SOCIAL SECURITY NUMBER

SECTION VII: DEPENDENCY AND INDEMNITY COMPENSATION (DIC)
(Skip to Section VIII if you are NOT claiming DIC)

7A. WHAT BENEFIT ARE YOU CLAIMING? (Check one)

DIC under 38 U.S.C. 1151 (Note: DIC under 38 U.S.C.
is a rare benefit. Please refer to Instructions page 5 for
guidance on 38 U.S.C 1151)

DIC

DIC due to claimant election of a re-evaluation of a previously denied claim based on expanded
eligibility under PL 117-168 (PACT Act) (Note: Please refer to Instructions page 6 for guidance on
PACT Act)

7B. LIST ANY VA MEDICAL CENTERS WHERE THE VETERAN RECEIVED TREATMENT PERTAINING TO YOUR CLAIM AND PROVIDE TREATMENT DATES
DATE(S) OF TREATMENT (MM/DD/YYYY)

NAME AND LOCATION OF VA MEDICAL CENTER
START:
END:

START:
END:

START:
END:

SECTION VIII: NURSING HOME OR INCREASED SURVIVORS ENTITLEMENT
8A. ARE YOU CLAIMING SPECIAL MONTHLY PENSION OR SPECIAL MONTHLY DIC BECAUSE YOU NEED THE REGULAR ASSISTANCE OF ANOTHER PERSON,
HAVE SEVERE VISUAL PROBLEMS, OR ARE GENERALLY CONFINED TO YOUR IMMEDIATE PREMISES?
(If "YES," please complete a VA Form 21-2680, Examination for Housebound Status or Permanent Need for Regular Aid and Attendance. Please
make sure every box is complete and signed by a Physician, Physician Assistant (PA), Certified Nurse Practitioner (CNP/CRNP), or Clinical Nurse
Specialist (CNS))
8B. ARE YOU NOW IN A NURSING HOME?
YES

NO

YES

NO

(If "YES," complete VA Form 21-0779, Request for Nursing Home Information in Connection with
Claim for Aid and Attendance. For additional information see Instructions, page 6 under "Increased
Survivor Benefits Based on Special Monthly Pension or Special Monthly DIC")

(If "NO," skip to Item 9A)

SECTION IX: INCOME AND ASSETS
(Skip to Section X if you are NOT claiming survivors pension benefits)
NOTE: Assets are all the money and property you or your dependents own. Assets do not include your/your family's primary residence or personal
effects such as appliances and vehicles you or your dependents need for transportation.
IMPORTANT:
• If you are a surviving spouse claimant, you must report income and assets for yourself and for any child of the veteran
who lives with you or for whom you are responsible unless a court has decided you do not have custody of the child.
• If you are a surviving child claimant (which means the child is not in the custody of a surviving spouse), you must report
income and assets for yourself, your custodian, and your custodian's spouse.
9A. DO YOU OR YOUR DEPENDENTS HAVE OVER $25,000.00 IN ASSETS? (NOT INCLUDING THE VALUE OF YOUR PRIMARY RESIDENCE)
YES

NO

(If "YES," please submit a VA Form 21P-0969, Income and Asset Statement in Support of Claim for Pension or Parent's
Dependency and Indemnity Compensation (DIC))

(If "No," provide an estimate of the total value of your assets below)

,

$

.

9B. IN THE THREE CALENDAR YEARS BEFORE THIS YEAR, DID YOU OR YOUR DEPENDENTS TRANSFER ANY ASSETS? (Examples of asset transfers include giving
assets away, selling assets, purchasing an annuity, or using assets to establish a trust)
(If "YES," please submit a VA Form 21P-0969, Income and Asset Statement in Support of Claim for Pension or Parent's
Dependency and Indemnity Compensation (DIC))
9D. IS THE VALUE OF THE LOT ON WHICH THE PRIMARY RESIDENCE SITS OVER
9C. DO YOU OR YOUR DEPENDENTS OWN YOUR/YOUR FAMILY'S
2 ACRES (87,120 SQ FT)?
PRIMARY RESIDENCE?
YES

NO

YES

NO

(If "NO," skip to Item 9G)

9E. IF PRIMARY RESIDENCE SITS ON A LOT OVER 2 ACRES (87,120
SQ FT), WHAT IS THE VALUE OF THE LAND OVER 2 ACRES?
(Do NOT include the value of the residence or the first 2 acres)

,

$

,

NO

(If "YES," please submit a VA Form 21P-0969, and
ONLY report your Social Security income in Item 9I)

VA FORM 21P-534EZ, JUL 2022

NO

(If "NO," skip to Item 9H)

9F. IS THE LAND OVER 2 ACRES (87,120 SQ FT) MARKETABLE?
YES

NO

(If "YES," please submit a VA Form 21P-0969)

.

9G. DO YOU OR YOUR DEPENDENTS HAVE MORE THAN FOUR (4)
SOURCES OF INCOME?
YES

YES

9H. OTHER THAN SOCIAL SECURITY, DID YOU OR YOUR DEPENDENTS RECEIVE ANY
INCOME LAST YEAR THAT YOU NO LONGER RECEIVE?
YES

NO

(If "YES," please submit a VA Form 21P-0969)

Page 14

VETERAN'S SOCIAL SECURITY NUMBER

SECTION IX: INCOME AND ASSETS (CONTINUED)
(Skip to Section X if you are not claiming survivors pension benefits)
Please use the space below to report any income you currently receive.
IMPORTANT: If you have been directed to complete a VA Form 21P-0969, Income and Asset Statement in Support of Claim for
Pension or Parents' DIC, in previous Items 9A through 9H, VA only requires that Social Security income be reported below in Items 9I
through 9L. All other income should be reported on the VA Form 21P-0969 and will be counted as reported, do not duplicate.
NOTE: Gross income is defined as any income you received prior to deductions. If reporting income in Items 9I through 9L, any items
skipped or left blank will be considered as unspecified income and could require a request for additional information potentially delaying
your claim. If you leave entire question blank we will assume you have no income to report.
(1) WHO IS THE INCOME
RECIPIENT?

NO.

SURVIVING SPOUSE
CHILD (Provide name below)

9I

(3) WHAT IS THE CURRENT GROSS
MONTHLY INCOME?

(2) WHAT IS THE TYPE/SOURCE OF INCOME?
SOCIAL SECURITY

PENSION/RETIREMENT

CIVIL SERVICE

INTEREST/DIVIDENDS

$

,

.

$

,

.

$

,

.

$

,

.

OTHER (Specify Source
i.e., inheritance, etc.)
SURVIVING SPOUSE
CHILD (Provide name below)

9J

SOCIAL SECURITY

PENSION/RETIREMENT

CIVIL SERVICE

INTEREST/DIVIDENDS

OTHER (Specify Source
i.e., inheritance, etc.)
SURVIVING SPOUSE
CHILD (Provide name below)

9K

SOCIAL SECURITY

PENSION/RETIREMENT

CIVIL SERVICE

INTEREST/DIVIDENDS

OTHER (Specify Source
i.e., inheritance, etc.)
SURVIVING SPOUSE
CHILD (Provide name below)

9L

SOCIAL SECURITY

PENSION/RETIREMENT

CIVIL SERVICE

INTEREST/DIVIDENDS

OTHER (Specify Source
i.e., inheritance, etc.)

SECTION X: INFORMATION ABOUT YOUR MEDICAL OR OTHER EXPENSES
Family medical expenses and certain other expenses you actually paid may be deductible from your income. Show the amount of
unreimbursed medical expenses, including the Medicare deduction, you paid over the last year (or expect to pay and continue
indefinitely) for yourself or relatives who are members of your household. Also, show unreimbursed last illness and burial expenses and
educational or vocational rehabilitation expenses you paid.
Last illness and burial expenses are unreimbursed amounts you paid for the last illness and burial of a spouse or child, educational or
vocational rehabilitation expenses are amounts you paid for courses of education including tuition, fees, and materials. Do not include
any expenses for which you were/will be reimbursed. Please make sure to complete all criteria below (if applicable). If you need more
space, complete and attach a separate VA Form 21P-8416, Medical Expense Report.
IMPORTANT: Out of pocket expenses paid by you or a VA-approved dependent may be claimed. Do NOT include expenses paid by other family
members, insurance, etc.
10A. ARE YOU OR YOUR DEPENDENTS CLAIMING UNREIMBURSED MEDICAL EXPENSES OR OTHER EXPENSES?
YES

NO

(If "NO," skip to Section XI)

IN-HOME CARE OR CARE FACILITY
IMPORTANT: If you are claiming expenses for in-home care or assisted living, adult day care, or similar facility, you must complete the applicable
worksheet(s) on pages 19 and 20 for each provider.
10B (1). WHOSE EXPENSES WERE PAID?

10B (2). NAME OF PROVIDER AND TYPE OF CARE

SURVIVING SPOUSE
OTHER (Specify below)

10B (3). IF THIS IS AN IN-HOME CARE PROVIDER
WHAT IS THE:
Payment Rate
$
.00
(Per Hour)

CHECK ONE:
CARE FACILITY
10B (4). PROVIDER START AND END DATE (MM/DD/YYYY)
START:
END:

Hours Worked
(Per Week)

IN-HOME CARE ATTENDENT
10B (5). PAYMENT FREQUENCY
MONTHLY

ANNUALLY

10B (6). AMOUNT YOU PAY (Based on frequency
selected in Item 10B (5))

$

,

.

NO END DATE
VA FORM 21P-534EZ, JUL 2022

Page 15

VETERAN'S SOCIAL SECURITY NUMBER

IN-HOME CARE OR CARE FACILITY (Continued)
IMPORTANT: If you are claiming expenses for in-home care or assisted living, adult day care, or similar facility, you must complete the applicable
worksheet(s) on pages 19 and 20 for each provider.
10C (1). WHOSE EXPENSES WERE PAID?

10C (2). NAME OF PROVIDER AND TYPE OF CARE

SURVIVING SPOUSE
OTHER (Specify below)

10C (3). IF THIS IS AN IN-HOME CARE PROVIDER
WHAT IS THE:
Payment Rate
$
.00
(Per Hour)

CHECK ONE:
CARE FACILITY

10C (4). PROVIDER START AND END DATE (MM/DD/YYYY)

10C (5). PAYMENT FREQUENCY

START:
MONTHLY

END:

Hours Worked
(Per Week)

IN-HOME CARE ATTENDENT

ANNUALLY

10C (6). AMOUNT YOU PAY (Based on frequency
selected in Item 10C (5))

$

,

.

NO END DATE
10D (1). WHOSE EXPENSES WERE PAID?

10D (2). NAME OF PROVIDER AND TYPE OF CARE

SURVIVING SPOUSE
OTHER (Specify below)

10D (3). IF THIS IS AN IN-HOME CARE PROVIDER
WHAT IS THE:
Payment Rate
$
(Per Hour)

CHECK ONE:
CARE FACILITY

10D (4). PROVIDER START AND END DATE (MM/DD/YYYY)
START:

MONTHLY

END:

Hours Worked
(Per Week)

IN-HOME CARE ATTENDENT
10D (5). PAYMENT FREQUENCY
ANNUALLY

.00

10D (6). AMOUNT YOU PAY (Based on frequency
selected in Item 10D (5))

$

,

.

NO END DATE

OTHER MEDICAL, LAST, AND/OR BURIAL EXPENSES
10E (1). WHOSE EXPENSES WERE PAID?
(Check one)
SURVIVING SPOUSE
CHILD (Specify below)

10E (2). PAID TO (Name of Provider, Insurance company, etc.)
AND PURPOSE (Insurance premium, medical supplies, etc.)
Provider:
Purpose:

10E (3). DATE COSTS INCURRED (MM/DD/YYYY)

10E (4). PAYMENT FREQUENCY
MONTHLY

ANNUALLY

10E (5). AMOUNT YOU PAY (Based on frequency
selected in Item 10E (4))

$

ONE-TIME
10F (1). WHOSE EXPENSES WERE PAID?
(Check one)
SURVIVING SPOUSE
CHILD (Specify below)

Provider:
Purpose:
10F (4). PAYMENT FREQUENCY
MONTHLY

ANNUALLY

10F (5). AMOUNT YOU PAY (Based on frequency
selected in Item 10F (4))

$

ONE-TIME

SURVIVING SPOUSE
CHILD (Specify below)

,

.

10G (2). PAID TO (Name of Provider, Insurance company, etc.)
AND PURPOSE (Insurance premium, medical supplies, etc.)
Provider:
Purpose:

10G (3). DATE COSTS INCURRED (MM/DD/YYYY)

10G (4). PAYMENT FREQUENCY
MONTHLY
ONE-TIME

VA FORM 21P-534EZ, JUL 2022

.

10F (2). PAID TO (Name of Provider, Insurance company, etc.)
AND PURPOSE (Insurance premium, medical supplies, etc.)

10F (3). DATE COSTS INCURRED (MM/DD/YYYY)

10G (1). WHOSE EXPENSES WERE PAID?
(Check one)

,

ANNUALLY

10G (5). AMOUNT YOU PAY (Based on frequency
selected in Item 10G (4))

$

,

.
Page 16

VETERAN'S SOCIAL SECURITY NUMBER

OTHER MEDICAL, LAST, AND/OR BURIAL EXPENSES (Continued)
10H (1). WHOSE EXPENSES WERE PAID?
(Check one)

10H (2). PAID TO (Name of Provider, Insurance company, etc.)
AND PURPOSE (Insurance premium, medical supplies, etc.)
Provider:

SURVIVING SPOUSE
CHILD (Specify below)

Purpose:

10H (3). DATE COSTS INCURRED (MM/DD/YYYY)

10H (4). PAYMENT FREQUENCY
MONTHLY

ANNUALLY

ONE-TIME
10I (1). WHOSE EXPENSES WERE PAID?
(Check one)
SURVIVING SPOUSE

10H (5). AMOUNT YOU PAY (Based on frequency
selected in Item 10H (4))

$

,

.

10I (2). PAID TO (Name of Provider, Insurance company, etc.)
AND PURPOSE (Insurance premium, medical supplies, etc.)
Provider:

CHILD (Specify below)

Purpose:

10I (3). DATE COSTS INCURRED (MM/DD/YYYY)

10I (4). PAYMENT FREQUENCY
MONTHLY

ANNUALLY

ONE-TIME
10J (1). WHOSE EXPENSES WERE PAID?
(Check one)
SURVIVING SPOUSE

10I (5). AMOUNT YOU PAY (Based on frequency
selected in Item 10F (4))

$

,

.

10J (2). PAID TO (Name of Provider, Insurance company, etc.)
AND PURPOSE (Insurance premium, medical supplies, etc.)
Provider:

CHILD (Specify below)

Purpose:

10J (3). DATE COSTS INCURRED (MM/DD/YYYY)

10J (4). PAYMENT FREQUENCY
MONTHLY
ONE-TIME

ANNUALLY

10J (5). AMOUNT YOU PAY (Based on frequency
selected in Item 10J (4))

$

,

.

SECTION XI: DIRECT DEPOSIT INFORMATION (MUST COMPLETE)
The Department of Treasury requires all Federal benefit payments be made by electronic funds transfer (EFT), also called direct deposit. To enroll in
direct deposit, provide the information requested below, and attach either a voided personal check or a deposit slip. If you do not have a bank account,
please visit https://www.benefits.va.gov/benefits/banking.asp. This website provides information about the Veterans Benefits Banking Program (VBBP),
and a link to banks and credit unions that may fit your needs. You may also call 1-800-827-1000. If you elect not to enroll, you must contact
representatives handling waiver requests for the Department of Treasury at 1-888-224-2950. They will encourage your participation in EFT and address
any questions or concerns you may have.
11A. NAME OF FINANCIAL INSTITUTION (Please provide the name of the bank where you
want your direct deposit)

11B. ROUTING OR TRANSIT NUMBER (The first nine numbers
located at the bottom left of your check)

11C. ACCOUNT NUMBER (Check the appropriate box and provide the account number, or simply write "Established" if you have a direct deposit with VA.)
CHECKING

SAVINGS

I CERTIFY THAT I DO NOT HAVE AN ACCOUNT WITH A FINANCIAL INSTITUTION OR CERTIFIED PAYMENT AGENT

Account No.:

SECTION XII: CLAIM CERTIFICATION AND SIGNATURE (MUST COMPLETE)
I certify and authorize the release of information. I certify that the statements in this document are true and complete to the best of my knowledge. I
authorize any person or entity, including but not limited to any organization, service provider, employer, or government agency, to give the Department of
Veterans Affairs any information about me except protected health information, and I waive any privilege which makes the information confidential.
I certify I have received the notice attached to this application titled Notice to Survivor of Evidence Necessary to Substantiate a Claim for
Dependency Indemnity Compensation, Death Pension, and/or Accrued Benefits.
I certify I have enclosed all the information or evidence that will support my claim, to include an identification of relevant records available at a Federal
facility, such as a VA medical center; OR, I have no information or evidence to give VA to support my claim; OR, I have checked the box in Item 12A,
indicating that I DO NOT want my claim considered for rapid processing in the Fully Developed Claim (FDC) Program because I plan to submit further
evidence in support of my claim.
12A. The FDC Program is designed to rapidly process compensation or pension claims received with the evidence necessary to decide the claim. VA
will automatically consider a claim submitted on this form for rapid processing under the FDC Program. Check the below box ONLY if you DO NOT
want your claim considered for rapid processing under the FDC Program because you plan to submit further evidence in support of your claim.
I DO NOT want my claim considered for paid processing under the FDC Program because I plan to submit further evidence in support of my claim.
VA FORM 21P-534EZ, JUL 2022

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VETERAN'S SOCIAL SECURITY NUMBER

SECTION XII: CLAIM CERTIFICATION AND SIGNATURE (MUST COMPLETE) (Continued)
12B. CLAIMANT'S SIGNATURE OR MARK WITH AN "X" IF UNABLE TO SIGN (REQUIRED)

12C. DATE SIGNED (MM/DD/YYYY)

SECTION XIII: WITNESSES TO SIGNATURE

(TWO (2) WITNESS SIGNATURES ARE REQUIRED ONLY IF ITEM 12B IS SIGNED WITH AN "X")
13A. SIGNATURE OF WITNESS (Sign in INK) (NOTE: Only sign if claimant signed
in Item 12B using an "X")

13B. PRINTED NAME AND ADDRESS OF WITNESS
Name:

Address:

13C. SIGNATURE OF WITNESS (Sign in INK) (NOTE: Only sign if claimant signed
in Item 12B using an "X")

13D. PRINTED NAME AND ADDRESS OF WITNESS
Name:

Address:

SECTION XIV: ALTERNATE SIGNER CERTIFICATION AND SIGNATURE
(NOTE: REQUIRED ONLY IF ITEM 12B IS BLANK)

I certify that by signing on behalf of the claimant, that I am a court-appointed representative; OR, an attorney in fact or agent authorized to act
on behalf of a claimant under a durable power of attorney; OR, a person who is responsible for the care of the claimant, to include but not
limited to a spouse or other relative; OR, a manager or principal officer acting on behalf of an institution which is responsible for the care of
an individual; AND, that the claimant is under the age of 18; OR, is mentally incompetent to provide substantially accurate information
needed to complete the form, or to certify that the statements made on the form are true and complete; OR, is physically unable to sign this
form.
I understand that I may be asked to confirm the truthfulness of the answers to the best of my knowledge under penalty of perjury. I also
understand that VA may request further documentation or evidence to verify or confirm my authorization to sign or complete an application
on behalf of the claimant if necessary. Examples of evidence which VA may request include: Social Security Number (SSN) or Taxpayer
Identification Number (TIN); a certificate or order from a court with competent jurisdiction showing your authority to act for the claimant
with a judge's signature and a date/time stamp; copy of documentation showing appointment of fiduciary; durable power of attorney showing
the name and signature of the claimant and your authority as attorney in fact or agent; health care power of attorney, affidavit or notarized
statement from an institution or person responsible for the care of the claimant indicating the capacity or responsibility of care provided; or
any other documentation showing such authorization.
14A. ALTERNATE SIGNER SIGNATURE

14B. DATE SIGNED (MM/DD/YYYY)

PRIVACY ACT NOTICE: The form will be used to determine allowance to pension benefits (38 U.S.C. 5101). The responses you submit are
considered confidential (38 U.S.C. 5701). VA may disclose the information that you provide, including Social Security numbers, outside VA if the
disclosure is authorized under the Privacy Act, including the routine uses identified in the VA system of records, 58VA21/22/28, Compensation,
Pension, Education, and Veteran Readiness and Employment Records - VA, published in the Federal Register. The requested information is
considered relevant and necessary to determine maximum benefits under the law. Information submitted is subject to verification through computer
matching programs with other agencies. VA may make a "routine use" disclosure for: civil or criminal law enforcement, congressional
communications, epidemiological or research studies, the collection of money owed to the United States, litigation in which the United States is a
party or has an interest, the administration of VA programs and delivery of VA benefits, verification of identity and status, and personnel
administration. Your response is required in order to obtain or retain benefits. Information that you furnish may be utilized in computer matching
programs with other Federal or State agencies for the purpose of determining your eligibility to receive VA benefits, as well as to collect any amount
owed to the United States by virtue of your participation in any benefit program administered by the Department of Veterans Affairs. Social Security
information: You are required to provide the Social Security number requested under 38 U.S.C. 5101(c)(1). VA may disclose Social Security
numbers as authorized under the Privacy Act, and, specifically may disclose them for purposes stated above.
RESPONDENT BURDEN: We need this information to determine your eligibility for pension. Title 38, United States Code, allows us to ask for
this information. We estimate that you will need an average of 40 minutes to review the instructions, find the information, and complete this form.
VA cannot conduct or sponsor a collection of information unless a valid OMB control number is displayed. You are not required to respond to a
collection of information if this number is not displayed. Valid OMB control numbers can be located on the OMB Internet Page at www.reginfo.gov/
public/do/PRAMain. If desired, you can call 1-800-827-1000 to get information on where to send comments or suggestions about this form.
VA FORM 21P-534EZ, JUL 2022

Page 18

WORKSHEET FOR A RESIDENTIAL CARE, ADULT DAYCARE, OR A SIMILAR FACILITY
NOTE: This worksheet is to be completed by an administrator or licensed medical professional from a residential care, adult daycare, or similar facility. To
count this medical provider as an expense, they must be claimed on your application for benefits or VA Form 21P-8416, Medical Expense Report. In
addition, VA Form 21-2680, Examination for Housebound Status or Permanent Need for Regular Aid and Attendance may be needed to count these
expenses.
1. WHO ARE YOU COMPLETING THIS WORKSHEET FOR? (Name of Care Recipient, either the Claimant or Dependent)

2. WHO IS COMPLETING THIS WORKSHEET? (Name of Provider, either an Administrator or Licensed Medical Professional)

3. WHAT ROLE OR POSITION DO YOU PERFORM AT THE FACILITY?

4. WHAT IS THE NAME OF THE FACILITY? (As shown on facility license or official website)

International Phone Number (If applicable)

5. WHAT IS THE FACILITY TELEPHONE NUMBER?

6. WHAT IS THE MAILING ADDRESS OF THE FACILITY'S ADMINISTRATIVE OFFICE?
No. &
Street
City

Apt./Unit Number
State/Province

Country

ZIP Code

7. WHAT IS THE FACILITY'S WESITE ADDRESS?
8. PLEASE SELECT EACH ACTIVITY OF DAILY LIVING (ADL) THAT THE FACILITY IS PROVIDING TO THE CARE RECIPIENT.
A. EATING

B. BATHING/SHOWERING

C. TRANSFERRING IN OR OUT OF BED OR CHAIR

D. DRESSING

E. USING THE TOILET

F. AMBULATING WITHIN HOME OR LIVING AREA

9. PLEASE CHECK THE APPROPRIATE BOX IF THIS STATEMENT IS TRUE:
THE STATE OR COUNTRY REQUIRES THIS FACILITY TO BE LICENSED
THE FACILITY IS LICENSED
THE FACILITY IS RESIDENTIAL
THE FACILITY IS STAFFED 24 HOURS
10. DOES THE FACILITY'S STAFF PROVIDE THE CARE RECIPIENT WITH HEALTH CARE OR CUSTODIAL CARE OR BOTH.
(Custodial Care is regular assistance with two or more ADLs (Question 8), or supervision because an individual with a physical, mental, developmental, or cognitive disorder
requires care or assistance on a regular basis to protect the individual from hazards or dangers incident to his or her daily environment.)
YES

NO, Care is being provided by a third-party provider.

NO, Care is not being provided to this claimant.

If care is provided by a third-party provider, please ensure the claimant has each In-Home provider complete an In-Home Attendant Worksheet.
11. PLEASE PROVIDE THE DATE OF ADMISSION FOR THE CARE RECIPIENT
STAYING AT THE FACILITY. (MM/DD/YYYY)

12. ON WHAT DATE DO YOU EXPECT THIS CARE TO END? (MM/DD/YYYY)
(Select "Indefinite" if the care you provide is not temporary.)
INDEFINITE

13. PLEASE PROVIDE THE MONTHLY CHARGES THE CARE RECIPIENT STAYING AT THE FACILITY IS RESPONSIBLE FOR PAYING.
$

,

.

PER MONTH

FACILITY CERTIFICATION
I CERTIFY that the information stated within this WORKSHEET FOR A RESIDENTIAL CARE, ADULT DAYCARE, OR SIMILAR FACILITY is accurate and
reflects the current environment of the Care Recipient and the facility.
14. SIGNATURE OF PROVIDER (From question 2)

VA FORM 21P-534EZ, JUL 2022

15. DATE SIGNED (MM/DD/YYYY)

Page 19

WORKSHEET FOR IN-HOME ATTENDANT EXPENSES
NOTE: This worksheet is to be completed by your in-home care provider -OR- if an agency is providing you in-home care please have an agency
administrator complete this form. These expenses must be claimed on your application for benefits or VA Form 21P-8416, Medical Expense Report. In
addition, VA Form 21-2680, Examination for Housebound Status or Permanent Need for Regular Aid and Attendance may be needed to count these
expenses.

1. WHO ARE YOU COMPLETING THIS WORKSHEET FOR? (Name of Care Recipient, either the Claimant or Dependent)

2. WHO IS COMPLETING THIS WORKSHEET? (In-Home Care Attendant or Agency Administrator, Provider)

4. DO YOU WORK FOR AN AGENCY OR
ORGANIZATION?

3. IS THE IN-HOME CARE PROVIDED BY A LICENSED MEDICAL PROFESSIONAL?
(A licensed health care provider refers to a person licensed to furnish health services by the State or country
in which the services are provided.)
YES

NO

YES

5. WHAT IS THE NAME OF THE AGENCY OR ORGANIZATION?

NO (If "NO," skip to question 7)

6. WHAT IS THE AGENCY TELEPHONE NUMBER?

7. WHAT IS YOUR MAILING ADDRESS OR THAT OF YOUR AGENCY'S ADMINISTRATIVE OFFICE?
No. &
Street
Apt./Unit Number

City

State/Province

Country

ZIP Code

8. PLEASE SELECT EACH ACTIVITY OF DAILY LIVING (ADL) THAT THE IN-HOME CARE ASSISTANT PROVIDED TO THE CARE RECIPIENT.
A. EATING

B. BATHING/SHOWERING

C. TRANSFERRING IN OR OUT OF BED OR CHAIR

D. DRESSING

E. USING THE TOILET

F. AMBULATING WITHIN HOME OR LIVING AREA

9. PLEASE SELECT EACH INSTRUMENTAL ACTIVITY OF DAILY LIVING (IADL) THAT THE IN-HOME CARE ASSISTANT PROVIDES TO THE CARE RECIPIENT.
A. SHOPPING

B. FOOD PREPARATION

C. NON-MEDICAL TRANSPORTATION

D. LAUNDERING

E. USING TELEPHONE

F. MANAGING FINANCES

G. HOUSEKEEPING

H. HANDLING MEDICATIONS

10. IS THE PRIMARY RESPONSIBILITY OF THE IN-HOME ATTENDANT TO PROVIDE THE CARE RECIPIENT WITH HEALTH CARE OR CUSTODIAL CARE? (Custodial
Care is regular assistance with two or more ADLs (Question 8), or supervision because an individual with a physical, mental, developmental, or cognitive disorder requires care
or assistance on a regular basis to protect the individual from hazards or dangers incident to his or her daily environment.)
YES

NO

11. PLEASE PROVIDE THE DATE CARE BEGAN FOR THE
CARE RECIPIENT. (MM/DD/YYYY)

12. ON WHAT DATE DO YOU EXPECT THIS CARE TO END? (MM/DD/YYYY)
(Select "Indefinite" if the care you provide is not temporary.)
INDEFINITE

13. PLEASE PROVIDE THE HOURLY CHARGES THE CARE RECIPIENT IS
RESPONSIBLE FOR PAYING.

$

.

14. PLEASE PROVIDE THE TOTAL HOURS PER MONTH THAT YOU PROVIDE
CARE TO THE CARE RECIPIENT.
HOURS PER MONTH

PER HOUR

CERTIFICATION
I CERTIFY that the information stated within this WORKSHEET FOR IN-HOME ATTENDANT EXPENSES is accurate and reflects the current environment
of the care recipient and the care services listed in questions eight and nine (8-9) above.
15. SIGNATURE OF PROVIDER (From question 2)

VA FORM 21P-534EZ, JUL 2022

16. DATE SIGNED (MM/DD/YYYY)

Page 20