Information Needed to Complete the Aid and Attendance Application

In order to take advantage of veteran aid and attendance benefits, you must apply for this aid.  It’s important to fully understand the requirements, before applying.  In order to prove your needs, you will be required to provide a lot of information.  Take a look at the information below to better prepare yourself for the application process.  If you have any questions, or if you’d like to discuss aid and attendance benefits further, contact an estate planning attorney.

• You will need to provide military records that prove you’re a veteran and prove that you weren’t dishonorably discharged
• You will need to prove your net worth.  This includes listing all information related to bank accounts, stocks, trusts, bonds, etc.
• You will also need to prove all sources of income.  This includes listing pension plans, retirement accounts, etc.
• You will be required to list medical needs and expenses that aren’t covered by health insurance as well as provide insurance information
• You will need to obtain a physician statement that details your current medical and care needs
• If you’re currently under the age of 65, you will need to provide income and employment history
• You will need to include information on all recent doctor and hospital visits

By providing this information, you will be helping to prove your needs.  If you don’t follow through with the application process, you won’t be able to take advantage of this benefit.

It’s recommended that you work alongside an estate planning attorney when applying for these benefits.  Your attorney can better explain all of your options, and can ensure that you’ve taken all of the steps needed to apply for aid and attendance benefits.
If you have any additional questions, or if you’d like assistance with the aid and attendance application, consult with a qualified estate planning attorney.