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The VA Form 21P-527EZ is a crucial document designed for veterans seeking pension benefits, which are based on financial need. Veterans must complete this form to provide essential information regarding their income and assets, as well as to submit relevant medical treatment records. If applicable, this includes identification of treatment from federal facilities, such as VA medical centers. The form serves as a notice, informing veterans about the necessary evidence required to substantiate their claims for different types of pension benefits, including the General Veterans Pension, Special Monthly Pension, and benefits related to a seriously disabled child. For those who aim to expedite their claim, participation in the Fully Developed Claim (FDC) Program is encouraged, as it significantly reduces processing times without risking the quality of care and benefits received. Veterans aged 65 or older or those deemed disabled by the Social Security Administration may not need to provide extensive medical evidence unless applying for special monthly pension benefits. Furthermore, the form guides applicants through the submission process, detailing additional forms and medical evidence needed for specific circumstances. Understanding the requirements of VA Form 21P-527EZ is pivotal in ensuring that veterans receive the support they deserve in a timely manner.

21 527Ez Example

All necessary income and asset information; AND
All, if any, relevant, private medical treatment records and an identification of any relevant treatment records available at a Federal facility, such as a VA medical center.

NOTICE TO VETERAN OF EVIDENCE NECESSARY TO SUBSTANTIATE A CLAIM FOR

VETERANS PENSION BENEFITS

(This notice is applicable to veterans claims for: Veterans Pension (a needs based benefit) • Special Monthly Pension

• Benefits Based on a Veteran's Seriously Disabled Child)

Use this notice and the attached application to submit a claim for veterans pension.

This notice informs you of the evidence necessary to substantiate your claim.

Want your claim processed faster? The Fully Developed Claim (FDC) Program is the fastest way to get your claim processed and there is no risk to participate! To participate in the FDC Program, if you are making a claim for veterans pension, simply submit your claim in accordance with the "FDC Criteria" shown below. If you are making a claim for veterans disability compensation or related compensation benefits, use VA Form 21-526EZ, Application for Disability Compensation and Related Compensation Benefits. If you are making a claim for survivor benefits, use

VA Form 21P-534EZ, Application for DIC, Survivors Pension, and/or Accrued Benefits.

VA forms are available at www.va.gov/vaforms.

FDC Criteria (Claim(s) for Veterans Pension Benefits

1. Submit your claim on a signed and completed VA Form 21P-527EZ, Application for Veterans Pension (attached).

2. Submit simultaneously with your claim:

..

`

Note: Read the Important note below and attach current medical evidence showing that you are permanently and totally disabled, if necessary.

IMPORTANT: If you are a veteran who is claiming pension and you are age 65 or older, or determined to be disabled by the Social Security Administration, you DO NOT have to submit medical evidence with your application unless you are claiming special monthly pension. Special monthly pension is an increased amount paid to individuals who, due to mental or physical disability, require the aid of another person to perform activities of daily living, are a patient in a nursing home, have severe visual problems, or are substantially confined to his or her home.

Special Circumstances

Under. the special circumstances shown below, you must also submit simultaneously with your claim:

If claiming veterans pension with special monthly pension, a completed VA Form 21-2680, Examination for Housebound Status or Permanent Need for Regular Aid and Attendance, or (if a patient in a nursing home) a completed VA Form 21-0779, Request for Nursing Home Information in Connection with Claim for Aid

.and Attendance;

If claiming a child in school between the ages of 18 and 23, a completed VA Form 21-674, Request for

.Approval of School Attendance;

If claiming benefits for a seriously disabled child, all, if any, relevant, private medical treatment records for the child's pertinent disabilities.

3. Report for any VA medical examinations VA determines are necessary to decide your claim.

VA FORM

21P-527EZ

SUPERSEDES VA FORM 21P-527EZ, OCT 2018.

Page 1

 

JAN 2021

 

 

WHERE TO SEND COMPLETED APPLICATION AND EVIDENCE

When you have completed this application, 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 all supporting material you submit to

VA before mailing it.

MAIL: Department of Veterans Affairs

Pension Intake Center

P. O. Box 5365

Janesville, WI 53547-5365

The Fully Developed Claim (FDC) Program is the fastest way to get your claim processed, and there is no risk to participate! Participation in the FDC Program is optional and will not affect the quality of care you receive or the benefits to which you are entitled. If you file a claim in the FDC Program and it is determined that other records exist and VA needs the records to decide your claim, then VA will simply remove the claim from the FDC Program (Optional Expedited Process) and process it in the Standard Claim Process. See below for more information. If you wish to file your claim in the FDC Program, see FDC Program (Optional Expedited Process). If you wish to file your claim under the process in which VA traditionally processes claims, see Standard Claim Process.

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.

FDC Program (Optional Expedited Process)

Standard Claim Process

 

 

You must:

•Submit your claim in accordance with the "FDC Criteria" (see page 1)

You must:

•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

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.

FDC Program (Optional Expedited Process)

Standard Claim Process

 

 

VA will:

•Retrieve relevant records from a Federal facility, such as a VA medical center, that you adequately identify and authorize VA to obtain

•Provide a medical examination for you, or get a medical opinion, if we determine it is necessary to decide your claim

VA will:

• Retrieve relevant records from a Federal facility such as a VA medical center, that you adequately identify and authorize VA to obtain

• Provide a medical examination for you, or 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

VA FORM 21P-527EZ, JAN 2021

Page 2

WHEN YOU SHOULD SEND WHAT WE NEED

 

FDC Program (Optional Expedited Process)

Standard Claim Process

 

 

You must:

You are strongly encouraged to:

 

 

• Send the information and evidence simultaneously with

 

• Send any information or evidence as soon as you can

 

 

your claim

 

 

 

 

If you submit additional information or evidence after you

You have up to one year from the date we receive the claim to

 

 

submit your "fully developed" claim, then VA will remove the

submit the information and evidence necessary to support your

 

 

claim from the FDC Program Expedited Process and process

claim. If we decide the claim before one year from the date we

 

 

it in the Standard Claim Process. If we decide your claim before

receive the claim, you will still have the remainder of the one

 

 

one year from the date we receive the claim, you will still have

year period to submit additional information or evidence

 

 

the remainder of the one-year period to submit additional

necessary to support the claim.

 

 

information or evidence necessary to support the claim.

 

 

 

 

 

 

 

WHAT THE EVIDENCE MUST SHOW TO SUPPORT YOUR CLAIM

 

 

 

 

 

 

If you are claiming...

 

See the evidence table titled...

 

Veterans Pension (a needs-based benefit)

 

Veterans Pension

 

Special Monthly Pension

 

Veterans Pension with Special Monthly Pension

 

 

 

 

 

Benefits because your child is severely disabled

 

Child Incapable of self-support

 

 

 

 

 

EVIDENCE TABLES

Veterans Pension

To support a claim for veterans pension, the evidence must show:

1.You 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 your 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 obligation)

• OR, any length of active service during a period of war with a discharge due to a service-connected disability

2. You are age 65 or older or are permanently and totally disabled. Your disability or disabilities do not have to be related to your military service. You are considered permanently and totally disabled if medical evidence shows you are:

• A patient in a nursing home for long-term care or medical foster home; OR

• Receiving Social Security disability benefits; OR

• Unemployable due to a disability reasonably certain to continue throughout your lifetime; OR

• Suffering from a disability that is reasonably certain to continue throughout your lifetime that would make it impossible for an average person to follow a substantially gainful occupation; OR

• Suffering from a disease or disorder that VA determines causes persons who have that disease or disorder to be permanently and totally disabled

3. Your income and assets are within established limits. You must report income and assets for:

• Yourself

• Your spouse (unless you live apart and you are estranged and you do not contribute to your spouse's support)

• Your child (unless custody has been legally removed by a court and you do not contribute to your child's support or the child's income is not reasonably available to you).

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, not to exceed 2 acres) 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-527EZ, JAN 2021

Page 3

EVIDENCE TABLES (Continued)

Veterans Pension with Special Monthly Pension

To support a claim for increased pension eligibility based on the need for aid and attendance, the evidence must show:

• You have corrected visual acuity of 5/200 or less in both eyes; OR

• You have concentric contraction of the visual field to 5 degrees or less; OR

• You are a patient in a nursing home due to mental or physical incapacity; OR

• You need the aid of another person to perform activities of daily living (ADLs), such as bathing or showering, dressing, eating, toileting, and transferring (e.g. getting in and out of bed); OR

• You require regular supervision because you are unsafe if you are left alone due to a mental disorder, OR

• You are bedridden, in that your disability requires that you remain in bed apart from any prescribed course of convalescence or treatment.

To support your claim for increased pension eligibility based on being housebound, the evidence must show:

•You have a single permanent disability evaluated as 100 percent disabling; AND due to such disability, you are permanently and substantially confined to your immediate premises; OR

•You have a single permanent disability evaluated as 100 percent disabled, AND you have an additional disability or disabilities rated 60 percent or higher.

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 his or her 18th birthday, became permanently incapable of self-support due to a mental or physical disability.

IMPORTANT

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 recognized marriages is

available at http://www.va.gov/opa/marriage/.

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.

How VA Determines the Effective Date

If we grant your claim, the beginning date of your entitlement will generally be based on when we received your claim.

Special monthly pension may be assigned for disabilities that affect your ability to perform certain activities of daily living or the ability to leave your home. Special monthly pension may be effective from the date the medical evidence first shows entitlement.

For more information on the FDC Program, visit our web site at http://benefits.va.gov/transformation/fastclaims/.

For additional information or questions contact us online through Ask VA: 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.

IMPORTANT

If you wish to make a claim for veterans disability compensation and/or related compensation benefits, use VA Form 21-526EZ, Application for Disability Compensation and Related Compensation Benefits. VA forms are available at www.va.gov/vaforms. If you cannot access this form, write the words "Will claim compensation - send VA Form 21-526EZ" in Item 8 or at the top of the attached application and VA will send you the form.

VA FORM 21P-527EZ, JAN 2021

Page 4

OMB Control No. 2900-0002

Respondent Burden: 25 minutes

Expiration Date: 01/31/2023

VA DATE STAMP

(DO NOT WRITE IN THIS SPACE)

APPLICATION FOR VETERANS PENSION

IMPORTANT: Please read the Privacy Act and Respondent Burden on page 12 before completing the form.

SECTION I: VETERAN'S PERSONAL INFORMATION (MUST COMPLETE)

1.VETERAN'S NAME (First, Middle Initial, Last)

 

2. SOCIAL SECURITY NUMBER

 

 

 

 

 

 

3. DATE OF BIRTH (MM-DD-YYYY)

4. HAVE YOU EVER FILED A CLAIM WITH VA?

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

YES

(If "Yes," provide your file number

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

NO

in Item 5)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

5.VA FILE NUMBER (If applicable)

6A. MAILING ADDRESS

No. &

Street

Apt./Unit Number

 

 

 

 

 

City

 

 

 

 

 

 

 

State/Province

Country

ZIP Code/Postal Code

6B. TELEPHONE NUMBERS (Include Area Code)

 

 

DAYTIME

EVENING

CELL PHONE

7.PREFERRED E-MAIL ADDRESS (If applicable)

8.WHAT DISABILITY(IES) PREVENTS YOU FROM WORKING?

A. DISABILITY(IES)

B. DATE DISABILITY(IES) BEGAN

9.LIST ANY VA MEDICAL CENTERS WHERE YOU RECEIVED TREATMENT FOR YOUR CLAIMED DISABILITY(IES) AND PROVIDE TREATMENT DATES

A. NAME AND LOCATION OF VA MEDICAL CENTER

B. DATE(S) OF TREATMENT

SECTION II: VETERAN'S SERVICE INFORMATION (MUST COMPLETE)

10A. DID YOU SERVE UNDER ANOTHER NAME?

YES (If "Yes," complete Item 10B)

NO (If "No," skip to Item 11A)

10B. PLEASE LIST THE OTHER NAME(S) YOU SERVED UNDER

VA FORM

21P-527EZ

SUPERSEDES VA FORM 21P-527EZ, OCT 2018.

Page 5

JAN 2021

 

SECTION II: VETERAN'S SERVICE INFORMATION (MUST COMPLETE) (CONTINUED)

 

11A. I ENTERED ACTIVE SERVICE ON (MM-DD-YYYY)

 

11B. BRANCH OF SERVICE

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

ARMY

NAVY

 

 

MARINE CORPS

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

AIR FORCE

COAST GUARD

 

 

SPACE

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

FORCE

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

11C. RELEASE DATE FROM ACTIVE SERVICE (MM-DD-YYYY)

 

11D. SERVICE NUMBER

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

11E. PLACE OF LAST SEPARATION

12A. HAVE YOU EVER BEEN A PRISONER OF WAR?

12B. DATES OF CONFINEMENT ON (MM-DD-YYYY)

YES

(If "Yes," complete Item 12B)

From:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

NO

(If "No," skip to Item 13A)

To:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

SECTION III: VETERAN'S DISABILITY(IES) AND BACKGROUND (MUST COMPLETE)

NOTE: You do not have to submit medical evidence or list disabilities if you are age 65 or older, unless you are housebound, or require the regular assistance of another person.

 

13A. WHAT DISABILITY(IES) PREVENT YOU FROM WORKING?

 

13B. WHEN DID THE DISABILITY(IES) BEGIN? (MM-DD-YYYY)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

14A. ARE YOU CLAIMING SPECIAL MONTHLY PENSION BECAUSE YOU NEED THE REGULAR ASSISTANCE OF ANOTHER PERSON, HAVE SEVERE VISUAL PROBLEMS, OR ARE GENERALLY CONFINED TO YOUR IMMEDIATE PREMISES?

YES

NO

(If "Yes," complete and attach with this application, VA Form 21-2680, Exam 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), or Clinical Nurse Specialist (CNS.))

14B. ARE YOU NOW OR HAVE YOU RECENTLY BEEN HOSPITALIZED OR GIVEN OUTPATIENT OR HOME CARE DUE TO THE DISABILITY(IES) LISTED IN ITEM 13A?

YES NO

15A. DATE(S) OF RECENT HOSPITALIZATION OR CARE (MM-DD-YYYY)

15B. NAME AND MAILING ADDRESS OF FACILITY OR DOCTOR

NOTE: In the table below, tell us about all of your employment, including self-employment, for one year before you became disabled to the present.

16A. ARE YOU NOW EMPLOYED?

 

16B. WHEN DID YOU LAST WORK? (MM-DD-YYYY)

16C. WERE YOU SELF-EMPLOYED BEFORE BECOMING TOTALLY

YES

NO

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

DISABLED?

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

YES

NO (If "Yes," complete Items 16D and 16E)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

16D. WHAT KIND OF WORK DID YOU DO?

16E. ARE YOU STILL SELF-EMPLOYED?

YES NO

(If "Yes," complete Item 16F)

16F. WHAT KIND OF WORK DO YOU DO NOW?

17A. ARE YOU NOW IN A NURSING HOME?

YES NO

(If "Yes," complete Items 17B and 17C and submit a statement from an official of the nursing home that tells us that you are a patient in the nursing home because of a physical or mental disability. The statement should include the monthly charge you are paying out-of-pocket for your care.)

17B. WHAT IS THE NAME AND COMPLETE MAILING ADDRESS OF THE FACILITY?

17C. DOES MEDICAID COVER ALL OR PART OF YOUR NURSING HOME COSTS?

17D. HAVE YOU APPLIED FOR MEDICAID?

YES

NO (If "No," complete Item 17D)

YES

NO

 

 

 

VA FORM 21P-527EZ, JAN 2021

 

Page 6

SECTION III: VETERAN'S DISABILITY(IES) AND BACKGROUND (MUST COMPLETE) (CONTINUED)

18A. WHAT WAS THE NAME AND ADDRESS OF YOUR EMPLOYER?

 

18B. WHAT WAS YOUR JOB TITLE?

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

18C. WHEN DID YOUR JOB BEGIN?

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

18E. HOW MANY DAYS WERE

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

LOST DUE TO DISABILITY?

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

18D. WHEN DID YOUR JOB END?

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

18F. WHAT WERE YOUR TOTAL

$

 

 

 

 

 

 

,

 

 

 

 

 

 

 

.00

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

ANNUAL EARNINGS?

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

18A. WHAT WAS THE NAME AND

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

ADDRESS OF YOUR

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

EMPLOYER?

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

18B. WHAT WAS YOUR JOB TITLE?

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

18C. WHEN DID YOUR JOB BEGIN?

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

18E. HOW MANY DAYS WERE

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

LOST DUE TO DISABILITY?

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

18D. WHEN DID YOUR JOB END?

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

18F. WHAT WERE YOUR TOTAL

$

 

 

 

 

 

 

,

 

 

 

 

 

 

 

.00

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

ANNUAL EARNINGS?

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

SECTION IV: MARITAL STATUS (MUST COMPLETE)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

19A. WHAT IS YOUR MARITAL STATUS? (Check one)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

MARRIED

DIVORCED

 

WIDOWED

 

 

NEVER MARRIED (Skip to Section VI if never married)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

TELL US ABOUT YOUR MARRIAGE/PREVIOUS MARRIAGES

19B. HOW MANY TIMES HAVE YOU BEEN MARRIED? (Including current marriage)

20A. DATE (MM-DD-YYYY) AND PLACE OF MARRIAGE (City and State or Country)

20B. TO WHOM MARRIED

(First, Middle, Last Name)

20C. TYPE OF MARRIAGE (Ceremonial,

Common-Law, Proxy, Tribal, or Other)

20D. HOW MARRIAGE ENDED (Death, Divorce,

Marriage Has Not Ended)

20E. DATE (MM-DD-YYYY) AND PLACE MARRIAGE ENDED (City and State or Country)

20A. DATE (MM-DD-YYYY) AND PLACE OF MARRIAGE (City and State or Country)

20B. TO WHOM MARRIED

(First, Middle, Last Name)

20C. TYPE OF MARRIAGE (Ceremonial,

Common-Law, Proxy, Tribal, or Other)

20D. HOW MARRIAGE ENDED (Death, Divorce,

Marriage Has Not Ended)

20E. DATE (MM-DD-YYYY) AND PLACE MARRIAGE ENDED (City and State or Country)

20F. IF YOU INDICATED "OTHER" AS TYPE OF MARRIAGE IN ITEM 20C, PLEASE EXPLAIN:

VA FORM 21P-527EZ, JAN 2021

Page 7

SECTION V: CURRENT MARITAL INFORMATION (COMPLETE ONLY IF YOU ARE CURRENTLY MARRIED) Note - Skip to Section VI if not currently married.

TELL US ABOUT YOUR SPOUSE'S MARRIAGE/PREVIOUS MARRIAGES

21. HOW MANY TIMES HAS YOUR SPOUSE BEEN MARRIED? (Including current marriage)

22A. DATE (MM-DD-YYYY) AND PLACE OF MARRIAGE (City and State or Country)

22B. TO WHOM MARRIED

(First, Middle, Last Name)

22C. TYPE OF MARRIAGE (Ceremonial,

Common-Law, Proxy, Tribal, or Other)

22D. HOW MARRIAGE ENDED (Death, Divorce,

Marriage Has Not Ended)

22E. DATE (MM-DD-YYYY) AND PLACE MARRIAGE ENDED (City and State or Country)

22A. DATE (MM-DD-YYYY) AND PLACE OF MARRIAGE (City and State or Country)

22B. TO WHOM MARRIED

(First, Middle, Last Name)

22C. TYPE OF MARRIAGE (Ceremonial,

Common-Law, Proxy, Tribal, or Other)

22D. HOW MARRIAGE ENDED (Death, Divorce,

Marriage Has Not Ended)

22E. DATE (MM-DD-YYYY) AND PLACE MARRIAGE ENDED (City and State or Country)

22F. IF YOU INDICATED "OTHER" AS TYPE OF MARRIAGE IN ITEM 22C, PLEASE EXPLAIN:

23A. WHAT IS YOUR SPOUSE'S DATE OF BIRTH? (MM-DD-YYYY)

23D. WHAT IS YOUR SPOUSE'S VA FILE NUMBER (If any)?

23B. WHAT IS YOUR SPOUSE'S SOCIAL SECURITY NUMBER?

23E. DO YOU LIVE WITH YOUR SPOUSE?

YES NO (If "Yes," skip to Section VI) (If "No," complete Items 23F, 23G and 23H)

23C. IS YOUR SPOUSE ALSO A VETERAN?

YES

NO (If "Yes," complete Item 23D)

23F. WHAT IS YOUR SPOUSE'S ADDRESS? (Number and street or rural route, P.O. Box, City, State, ZIP Code and Country)

No. &

Street

Apt./Unit Number

City

State/Province

Country

ZIP Code/Postal Code

23G. TELL US THE REASON YOU ARE NOT LIVING WITH YOUR SPOUSE (i.e.; illness, work, etc.)

23H. HOW MUCH DO YOU CONTRIBUTE MONTHLY TO YOUR SPOUSE'S SUPPORT?

$ , .00

VA FORM 21P-527EZ, JAN 2021

Page 8

SECTION VI: DEPENDENT CHILDREN (COMPLETE IF YOU HAVE DEPENDENT CHILDREN)

Note - Skip to Section VII if you have no dependent children.

24A. NAME OF DEPENDENT CHILD

(First, Middle initial, Last)

24B. DATE AND PLACE OF BIRTH

(City and State or Country)

24C. SOCIAL SECURITY NUMBER

(Check all that apply)

24D. BIOLOGICAL

24E. ADOPTED

24F. STEPCHILD

24G. 18-23 YEARS OLD (in school)

24H. SERIOUSLY DISABLED

24I. CHILD MARRIED

24J. CHILD PREVIOUSLY MARRIED

 

24A. NAME OF DEPENDENT CHILD

(First, Middle initial, Last)

24B. DATE AND PLACE OF BIRTH

(City and State or Country)

24C. SOCIAL SECURITY NUMBER

(Check all that apply)

24D. BIOLOGICAL

24E. ADOPTED

24F. STEPCHILD

24G. 18-23 YEARS OLD (in school)

24H. SERIOUSLY DISABLED

24I. CHILD MARRIED

24J. CHILD PREVIOUSLY MARRIED

 

24A. NAME OF DEPENDENT CHILD

(First, Middle initial, Last)

24B. DATE AND PLACE OF BIRTH

(City and State or Country)

24C. SOCIAL SECURITY NUMBER

 

 

(Check all that apply)

 

 

 

 

 

24D. BIOLOGICAL

24E. ADOPTED

 

24F. STEPCHILD

 

 

 

 

24G. 18-23 YEARS OLD (in school)

 

 

 

 

 

 

 

24H. SERIOUSLY DISABLED

 

 

 

24I. CHILD MARRIED

 

 

24J. CHILD PREVIOUSLY MARRIED

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Note - In Items 25A through 25D, tell us about the children listed in Item 24A who do not live with you.

 

25A. NAME OF DEPENDENT CHILD (First, middle initial, last)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

25B. CHILD'S COMPLETE ADDRESS (Number and street or rural route, city or P.O., city, State, ZIP Code and country)

No. &

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Street

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Apt./Unit Number

 

 

 

 

 

 

 

 

 

 

 

 

City

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

State/Province

Country

ZIP Code/Postal Code

25C. NAME OF PERSON THE CHILD LIVES WITH (If applicable) (First, middle initial, last)

25D. MONTHLY AMOUNT YOU CONTRIBUTE TO THE CHILD'S SUPPORT $

,

.00

25A. NAME OF DEPENDENT CHILD (First, middle initial, last)

25B. CHILD'S COMPLETE ADDRESS (Number and street or rural route, city or P.O., city, State, ZIP Code and country)

No. &

Street

Apt./Unit Number

 

 

 

 

 

City

 

 

 

 

 

 

 

State/Province

Country

ZIP Code/Postal Code

25C. NAME OF PERSON THE CHILD LIVES WITH (If applicable) (First, middle initial, last)

25D. MONTHLY AMOUNT YOU CONTRIBUTE TO THE CHILD'S SUPPORT $

,

.00

VA FORM 21P-527EZ, JAN 2021

Page 9

SECTION VI: DEPENDENT CHILDREN (COMPLETE IF YOU HAVE DEPENDENT CHILDREN) (CONTINUED)

25A. NAME OF DEPENDENT CHILD (First, middle initial, last)

25B. CHILD'S COMPLETE ADDRESS (Number and street or rural route, city or P.O., city, State, ZIP Code and country)

No. &

Street

Apt./Unit Number

State/Province

Country

City

ZIP Code/Postal Code

25C. NAME OF PERSON THE CHILD LIVES WITH (If applicable) (First, middle initial, last)

25D. MONTHLY AMOUNT YOU CONTRIBUTE TO THE CHILD'S SUPPORT $

,

.00

SECTION VII: QUESTIONS REGARDING INCOME AND ASSETS (If you need more space, attach a separate sheet.)

26. DO YOU OR YOUR DEPENDENTS RECEIVE SOCIAL SECURITY BENEFITS?

 

 

YES

 

NO (If "Yes," complete Items A and B) (If "No," skip to Item 27)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

A. SOCIAL SECURITY RECIPIENT (First, middle initial, last)

B. GROSS MONTHLY AMOUNT

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

$

 

,

 

.00

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

$

 

,

 

.00

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

$

 

,

 

.00

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

$

 

,

 

.00

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

$

 

 

 

,

 

 

 

.00

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

27. DO YOU OR YOUR DEPENDENTS OWN YOUR/YOUR FAMILY'S PRIMARY RESIDENCE?

 

 

 

 

 

YES

NO (If "Yes," complete Items 28A and 28B)

(If "No," skip to Item 29A)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

28A. IS THE SIZE OF THE LOT ON WHICH THE PRIMARY

 

28B. IF PRIMARY RESIDENCE SITS ON A LOT OVER 2 ACRES (87,120 SQ FT), WHAT IS

RESIDENCE SITS, OVER 2 ACRES (87,120 SQ FT)?

 

THE VALUE OF LAND OVER 2 ACRES?

 

YES

NO

(If "Yes," complete Items 28B and 28C) (If

 

$

 

 

 

,

 

 

 

.00

(Do not include the value of the residence or the first

 

 

 

 

 

 

 

"No," skip to Item 29A.)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

2 acres.)

 

 

 

 

 

 

 

 

 

 

 

 

 

28C. IS THE LAND OVER 2 ACRES (87,120 SQ FT) LISTED IN ITEM 28B MARKETABLE?

 

 

 

 

 

 

YES

NO

 

 

 

 

 

 

 

 

 

 

 

 

IMPORTANT: VA matches income information reported with Federal tax information. Report all income you and your dependents receive on the appropriate sections of this form and VA Form 21P-0969, Income and Asset Statement, if appropriate.

29A. OTHER THAN SOCIAL SECURITY, DO YOU OR YOUR DEPENDENTS RECEIVE ANY INCOME?

YES NO

29B. OTHER THAN SOCIAL SECURITY, DID YOU OR YOUR DEPENDENTS RECEIVE ANY INCOME LAST YEAR?

YES NO

29C. DO YOU OR YOUR DEPENDENTS HAVE MORE THAN $10,000 IN ASSETS? (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).

YES NO

29D. IN THE THREE CALENDAR YEARS BEFORE THIS YEAR, DID YOU OR YOUR DEPENDENTS TRANSFER ANY ASSETS? (Examples of asset transfers include

giving them away, selling them, purchasing an annuity, or using them to establish a trust.)

YES

NO

 

 

29E. DID YOU ANSWER "YES" TO ANY OF THE ITEMS IN 29A - 29D?

YES

NO

(If "Yes," you must also complete VA Form 21P-0969, Income and Asset Statement)

VA FORM 21P-527EZ, JAN 2021

Page 10
Get 21 527Ez PDF Form

Form Characteristics

Fact Name Description
Form Purpose The VA Form 21P-527EZ is used by veterans to apply for pension benefits, including the Special Monthly Pension.
Requirements for Claim Applicants must provide all necessary income and asset information, along with relevant medical treatment records.
Eligibility Criteria Veterans age 65 or older or those determined permanently and totally disabled are eligible without needing to submit medical evidence unless claiming special monthly pension.
Special Monthly Pension Increased benefits are available for veterans requiring aid for daily activities. Relevant medical documentation must support this claim.
FDC Program The Fully Developed Claim Program offers a quicker process for claims but requires all necessary evidence to be submitted together.
Mailing Address Completed applications and supporting materials should be sent to the Pension Intake Center in Janesville, WI.
Governing Law The claims process is governed by Title 38 U.S. Code, particularly sections addressing veterans' benefits and claims procedures.

Guidelines on Utilizing 21 527Ez

The process of completing the VA Form 21P-527EZ requires gathering pertinent information about income, assets, and medical treatment history. Ensure that all necessary documents are at hand before you start filling out the form. This will save time and help streamline your application for veterans pension benefits.

  1. Obtain the VA Form 21P-527EZ from the official VA website or from a VA office.
  2. Fill out your personal information in Section I. This includes your name, social security number, date of birth, and contact details.
  3. Indicate whether you have previously filed a claim with the VA by checking "Yes" or "No." If applicable, provide your VA file number.
  4. List any disabilities that prevent you from working, along with the date these disabilities began.
  5. Record the name and location of any VA medical centers where you received treatment for your claimed disabilities, along with the dates of treatment.
  6. Complete Section II by providing details about your military service, including any other names you may have served under.
  7. Collect any relevant income and asset information required for your claim. Be sure to include details about your spouse and dependents, if applicable.
  8. Gather any necessary private medical treatment records and documents related to your disabilities.
  9. If claiming special monthly pension, complete the appropriate additional forms such as VA Form 21-2680 or VA Form 21-674 if applicable.
  10. Before submission, create photocopies of the completed form and all supporting documents for your records.
  11. Mail the completed application and all supporting materials to the Pension Intake Center at the address provided on the form. Ensure you have the correct postage.

What You Should Know About This Form

What is the VA Form 21P-527EZ used for?

The VA Form 21P-527EZ is used to apply for Veterans Pension benefits. This form allows eligible veterans to submit their claims for needs-based financial assistance. It’s important to include all necessary income and asset information, as well as any relevant medical treatment records, particularly if you are permanently and totally disabled. By accurately completing this form, veterans can access crucial benefits that provide financial support during challenging times.

What is the Fully Developed Claim (FDC) Program?

The Fully Developed Claim (FDC) Program allows veterans to submit claims in a way that can speed up processing times. By providing all the required evidence at the time of submission, you can expedite your claim. Participation in the FDC Program is optional, but many find it beneficial. If another document is needed after your claim is submitted, it will then move to the standard claim process, which takes longer. So, gather your documents carefully to take full advantage of the FDC Program.

Do I need to submit medical evidence with my application?

If you are a veteran 65 years or older or if you are determined to be disabled by the Social Security Administration, you generally do not need to submit medical evidence with your VA Form 21P-527EZ. However, you must include medical documents if you are specifically requesting a special monthly pension. This applies to those needing assistance with daily activities due to severe disabilities. Be mindful of these distinctions when submitting your claim.

Where should I send my completed VA Form 21P-527EZ?

After completing your application, mail it to the Pension Intake Center. The correct address to send your form is: Department of Veterans Affairs Pension Intake Center, P.O. Box 5365, Janesville, WI 53547-5365. Remember to make a photocopy of your application and any supporting materials before mailing them for your own records. This can come in handy if you need to follow up on your claim.

Common mistakes

Filling out the VA Form 21P-527EZ can be a crucial step in securing veterans pension benefits. However, many applicants make common mistakes that can delay their claims. Understanding these pitfalls can help ensure a smoother process.

One frequent error is failing to gather all required income and asset information. Applicants often overlook reporting income for family members, such as spouses or children, which can lead to complications and delays. Ensure you accurately document not only your income but also your spouse's and any dependent children’s income, unless certain exclusions apply.

Another mistake involves neglecting to submit medical evidence when required. Many veterans mistakenly assume they don’t need to include medical records. If you are under 65 and not receiving Social Security disability benefits, it is critical to attach current medical evidence showing permanent and total disability. Always verify whether you meet the criteria for medical evidence before submitting your application.

Some individuals also forget to report their total assets comprehensively. It's essential to include the fair market value of all property owned except for your primary residence, and this includes personal property that exceeds what’s considered necessary. Inaccurate asset reporting can result in a denial or significant delays in processing your claim.

Confusion regarding additional forms is another common misstep. If you are claiming special monthly pension due to specific conditions, it’s necessary to include forms like the VA Form 21-2680 or 21-0779, as applicable. Failing to submit these additional forms will postpone your claim.

Many applicants do not keep copies of their submitted forms and evidence, leading to unnecessary setbacks. Always make photocopies of everything you send to the VA. This practice ensures you have a record of your submission should anything go missing or if further information is requested.

Some veterans also overlook the process of participating in the Fully Developed Claim (FDC) Program. This program is designed to expedite claims, but only applies if you submit all necessary evidence at the onset. Missing this step can slow down the review process substantially, so ensure you are aware of this option.

Finally, one of the most significant errors made is failing to provide accurate and complete contact information. Errors in personal details like phone numbers or mailing addresses can hinder VA's ability to reach you for further information. Always double-check these details before submitting your application.

By being mindful of these common mistakes when completing the VA Form 21P-527EZ, you can streamline your application process and avoid unnecessary complications. Take the time to collect all required documents and review your application to ensure accuracy and completeness.

Documents used along the form

The VA Form 21P-527EZ serves as the foundation for veterans seeking pension benefits. However, several additional forms and documents may be required to strengthen a claim and ensure a smoother application process. Below is a list of other forms that are often used in conjunction with the 21P-527EZ, along with a brief description of each.

  • VA Form 21-526EZ: This form is used for veterans seeking disability compensation and related benefits. It helps veterans outline their disabilities and the support needed for their claims.
  • VA Form 21-0789: This form is used to gather information about a veteran’s dependents. Providing accurate details about a spouse or children can impact the benefits awarded.
  • VA Form 21-2680: This examination form assesses a veteran’s need for regular aid and attendance. It is crucial for veterans claiming special monthly pension due to crippling conditions.
  • VA Form 21-0779: This document requests information from nursing homes regarding a veteran's care. It is particularly relevant when a veteran is claiming aid and attendance benefits.
  • VA Form 21-674: This request for approval pertains to a child attending school between ages 18 and 23. It verifies the educational enrollment of a dependent child when filing for benefits.
  • VA Form 21-4142: This form allows veterans to authorize the release of private medical records. Sharing these records may support claims for pensions or disability benefits.
  • VA Form 21-22: This designates a representative or accredited individual to assist with claims. Having a knowledgeable representative can enhance the claim process and outcomes.
  • VA Form 21-0958: This appeal form is used when a veteran disagrees with a VA decision. It is necessary for pursuing a reconsideration of any denied claims.

Overall, these forms and documents play critical roles in submitting a comprehensive claim for veterans’ benefits. Ensuring that each necessary document is submitted can lead to a more efficient review process and potentially successful outcomes for veterans seeking the support they deserve.

Similar forms

The VA Form 21P-527EZ, Application for Veterans Pension, has similarities with several other forms used in the process of claiming veterans benefits. The following documents are closely related:

  • VA Form 21-526EZ: This form is utilized for veterans applying for disability compensation and related compensation benefits. Both forms require comprehensive personal information and documentation of income and assets to assess eligibility.
  • VA Form 21P-534EZ: This form is intended for claims regarding survivor benefits, including Dependency and Indemnity Compensation (DIC) and Survivors Pension. Similar to the 21P-527EZ, it demands details about income and assets and necessitates submission of supporting evidence.
  • VA Form 21-2680: This is required when claiming special monthly pension benefits based on the need for aid and attendance. Both forms require medical evidence to substantiate claims related to disability and the need for assistance.
  • VA Form 21-0779: Used to request nursing home information for claims related to aid and attendance. It shares the requirement for providing thorough medical and personal information similar to the 21P-527EZ.
  • VA Form 21-674: This form is specifically for requesting approval of school attendance for children between the ages of 18 and 23. Like the 21P-527EZ, it requires documentation of the child’s status and relevant income details.
  • VA Form 21-530: This form is utilized for burial benefits claims. While focused on a different benefit, it similarly requires details about the claimant’s relationship to the veteran and relevant financial documentation.
  • VA Form 22-1990: This application form is for education benefits. Both forms necessitate personal information and details about the veteran's service, although they cater to different types of benefits.

Dos and Don'ts

When filling out the VA Form 21P-527EZ, here are some important guidelines to follow:

  • Ensure all required personal information is complete, including your name, social security number, and date of birth.
  • Submit your application with all necessary supporting documents, including medical evidence if applicable.
  • Double-check your application for accuracy to avoid delays in processing.
  • Send a photocopy of your completed form and all attachments for your records before mailing them.

Avoid these common mistakes:

  • Do not send in incomplete applications; ensure every section is addressed.
  • Do not wait until the last minute to submit your claim, as it may take time to gather required documents.
  • Avoid providing outdated medical evidence or missing documentation, as this can slow down the process.
  • Do not forget to sign the form; an unsigned application will be rejected.

Misconceptions

  • Misconception 1: The VA Form 21P-527EZ is not required for veterans over 65.

    • This form is essential for veterans 65 or older petitioning for pension benefits. While age may exempt some from providing medical evidence, the form itself is still required for submitting the claim. It is crucial to complete and send this form to initiate the process.

  • Misconception 2: Medical evidence is always necessary when applying for benefits.

    • Not all claims require medical evidence. Specifically, veterans who are 65 years of age or older or those determined to be disabled by the Social Security Administration generally do not have to submit medical evidence unless they seek special monthly pension benefits. This misunderstanding can lead to unnecessary confusion and delays.

  • Misconception 3: Submitting the application early guarantees quicker processing.

    • While timely submission is important, it is equally essential to ensure that the application is fully developed before it is sent. Claims submitted without complete evidence may be subject to delays. Utilizing the Fully Developed Claim (FDC) Program can accelerate processing, but claims must still meet specific criteria to qualify.

  • Misconception 4: Participation in the FDC Program limits the assistance one can receive.

    • On the contrary, participating in the FDC Program does not diminish access to support or resources from the VA. The program is designed to expedite the claims process without compromising the quality of care or benefits veterans deserve. Support remains available throughout the claim journey.

Key takeaways

When filling out and using the VA Form 21P-527EZ for veterans pension benefits, keep the following key takeaways in mind:

  • Complete Information Required: Provide all necessary income and asset details, along with relevant private medical treatment records. This data helps substantiate your claim effectively.
  • Age and Disability Considerations: Veterans aged 65 or older or those disabled as determined by the Social Security Administration do not need to submit medical evidence unless applying for a special monthly pension.
  • Simultaneous Submission: When submitting your claim, include all relevant documentation at the same time. This includes completed forms specific to your claim type, such as VA Form 21-2680 for aid and attendance.
  • Claim Processing Options: You can choose to participate in the Fully Developed Claim (FDC) Program for faster processing or opt for the traditional claim process. Each method has different requirements regarding evidence submission.
  • Medical Examinations: Be prepared for any VA medical examinations that may be required, as this can impact the decision regarding your claim.

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