VA Identifies Additional Beneficiaries in Need of Fiduciary Assistance

VA Identifies Additional Beneficiaries in Need of Fiduciary Assistance March 24, 2016, 03:04:00 PM VA Identifies Additional Beneficiaries in Need of Fiduciary Assistance New Technologies Aid VA in Identifying 14,000 Beneficiaries Delayed for Fiduciary Appointments Due to Claims Processing Errors             WASHINGTON – The Department of Veterans Affairs (VA) announced today that an information technology…

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What to Do When a Veteran or Spouse Passes Away: (One from a Couple or Single Claimant)

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…

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Updated Caregiver Agreement and What to do When the Situtation Changes:

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…

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Discharge Documentation and Ordering Discharge Papers

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…

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New ELCO Application Procedures for 2016: Provided by Krause Financial Services

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…

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What the Department of Veterans Affairs (VA) will not tell Veterans about the Improved Pension Benefit for War Period Veterans.

What the Department of Veterans Affairs (VA) will not tell Veterans about the Improved Pension Benefit for War Period Veterans. What every Veteran needs to know about Improved Pension and Death Pension. WWI, WWII, Korean, Vietnam and Gulf War Veterans and surviving spouses are eligible for help with long term care medical expenses. “KNOW THE…

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