Last week I passed along some of the common mistakes that our case managers have seen on VA pension applications. Since that blog post has such a positive response I have decided to take the next few weeks to share some of our case managers best advice for a smooth application process.

1. Make a list to put on the front of the file as to what documents you are waiting for.  Remind the family what they are working towards.
2. Remind your client that they need to inform you and give a copy of any letters that come to them.  The VA should send a letter out 4 weeks after the application has been submitted that will provide the file #.
3. Always keep the fax confirmation! When an application is sent back you only have 30 days to resubmit it.  The VA automatically sends out a denial letter on day 29.  The fax confirmation is your proof that you sent it in on time.
4. Once you have completed a caregiver agreement the caregiver should start receiving funds.  Do not wait until the application is approved.   Remember, the client has a caregiver agreement to show that they need help doing daily tasks (that’s the aid in aid & attendance) .  The VA could ask for a copy of the cashed checks showing that you are adhering to the caregiver agreement.

If you have a question about the VA pension process, or an application that is giving you trouble, contact me at michelle.bowman@swainlawfirm.net.