VAFORMS.NET – VA Form 21P-0969 – Income and Asset Statement in Support of Claim for Pension or Parents’ Dependency and Indemnity Compensation (DIC) – Whether you’re a veteran or you’re just looking to apply for a new job, you’ll need to complete the VA Form 21P-0969. This form is used to report your income and assets, as well as any changes in your financial status. It’s important to be sure to complete the form correctly because the IRS can use this information to determine if you qualify for certain benefits. Fortunately, there are several resources you can use to help you complete the form, and you don’t have to be a financial expert to complete the form correctly.
Download VA Form 21P-0969 – Income and Asset Statement in Support of Claim for Pension or Parents’ Dependency and Indemnity Compensation (DIC)
Form Number | VA Form 21P-0969 – |
Form Title | Income and Asset Statement in Support of Claim for Pension or Parents’ Dependency and Indemnity Compensation (DIC) |
Edition Date | March 2022 |
File Size | 1 MB |
What is a VA Form 21P-0969?
Using VA Form 21P-0969 to the best of your ability will help you land your dream job. With the proper feng shui and a bit of luck, you’ll be well on your way to a coveted post-retirement job. The best part is that the forms are free to fill out online. With an average of twenty-five minutes to spare you’ll be well on your way to the golden arches in no time. You’ll also have a leg up on your peers with regard to job security and benefits. So why not claim your own slice of the VA pie today?
Where Can I Find a VA Form 21P-0969?
Applicants who wish to claim benefits for veterans’ pensions will need to complete VA Form 21P-0969. This form will allow the VA to determine whether you are eligible for aid and attendance pensions. This pension is paid to veterans who require assistance with daily living activities. This form can be found at the VA Pension Intake Center.
If you are applying for an aid and attendance pension, you will need to include all income sources and assets on the form. You will also need to indicate whether you are housebound or confined to a nursing home. Applicants who are applying for pensions should also include their prior-year 1099-R. Applicants who are receiving retirement benefits should also include a statement from their pension provider.
For veterans with a security award letter, you will also need to include a copy of the letter along with the application. You will also need to report the value of your primary residence. You must also indicate whether you were granted retroactive payments.
VA will also deduct out-of-pocket payments to VA care facilities. If you are married and have children, you may qualify for DIC payments. If you are a child of a deceased veteran, you can claim money owed to the veteran on VA Form 21P-527EZ.
VA Form 21P-0969 – Income and Asset Statement in Support of Claim for Pension or Parents’ Dependency and Indemnity Compensation (DIC)
Applicants submitting VA Form 21P-0969 should include both an income and asset statement, along with an explanation of why the item is important to them. Those with significant income should also include a 1099-R for the prior year. Those with substantial assets should include current balances in all financial accounts.
The key to a successful claim is to include the proper supporting documentation. For example, if you are applying for a pension, include a statement from the pension provider. If you are claiming retirement benefits, including a copy of your prior year’s 1099-R. Similarly, if you are making a claim for an aid and attendance pension, include a copy of your most recent statement from the Veterans Administration. Lastly, if you are submitting a complex form, consider using an automated tool such as EaZy Apps, which simplifies the process. Using an automated tool saves time and energy, and helps you to focus on what you do best.
The best part is, if you have a good understanding of the program requirements, you should be able to submit your claim without a hitch. A thorough application may take a week, but the experience will be worth it in the long run.