What to Do When a Veteran or Spouse Passes Away: (One from a Couple or Single Claimant) Although Social Security will notify the VA of the passing of a veteran or surviving spouse, it is always a good idea to notify the VA on form 21-4138.  This should be sent by the designated representative and…

A NOTE ABOUT CAREGIVER AGREEMENTS We have updated the Personal Caregiver Agreement and posted it to the Members section of the website. When using a caregiver agreement as a medical expense, do not send in the agreement with the application, only the Attendant Affidavit.  The Attendant Affidavit should reflect what the doctor has stated on the…

We have found that two out of the three Pension Centers are requiring a certified copy of the discharge paper DD214.  We recommend that your order one on line as soon as you have a new VA Pension client.  This can be done even before your first consult as the procedure is very easy and there…

NEW ELCO APPLICATION PROCEDURES FOR 2016: PROVIDED BY KRAUSE FINANCIAL SERVICES   This is provided by Krause Financial Services. If your clients utilize ELCO Mutual Life and Annuity Company (ELCO) for Medicaid Complaint Annuities, please read this e-mail very carefully, as ELCO has implemented new application procedures for 2016. Effective Immediately In the following States…