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VA Form 21P-527EZ Printable, Fillable in PDF – Veterans may utilize VA Form 21P-527EZ, Application for Pension, to submit a claim for a pension from the United States Department of Veterans Affairs (VA). The VA will assess whether or not you are qualified for the associated pension benefits based on the information you supply in your application and any supporting documentation you provide. The most recent version of the form, which was issued on October 1, 2018, replaced the now-outdated VA Form 21P-527EZ, Fully Developed Claim, which was previously in use (Pension). A fillable VA Form 21P-527EZ that is up to date and may be downloaded is available for download below.
With the help of this document, you may submit your application via the Fully Developed Claim (FDC) Program. FDC is the most efficient method of having your claim handled. Participation in the program is completely risk-free and risk-free. If your claim is found to be ineligible for FDC, your claim will still be handled, but it will go via the Standard Claim Procedure instead of the FDC process.
Instructions For Completing VA Form 21P-527EZ
The VA Form 21P-527EZ is made up of 12 pages. The first four pages provide the FDC criteria, an explanation of FDC benefits, a comparison of the FDC and the Standard Claim Process, and a list of proof that must be provided to establish the pension claim. The remaining pages are devoted to the pension claim itself. The application, which may be found on pages 5 through 9, is what you need to complete. On page 10, you will discover the addresses of the Pension Centers to which you should send your application. If you are claiming reimbursement for expenditures such as an in-home attendant, an assisted living facility, an adult day care facility, or other comparable charges, the last two pages of the document include supplementary spreadsheets. The following are the filing instructions:
- Section I is where you should enter your basic identity, contact, and claim information. You must identify any impairments that prohibit you from working, as well as the name of the place where you had treatment if you are claiming a pension based on disability rather than being 65 or older at the time of filing your claim.
- Section II of your application must include all of your military service information. Each of the fields in this section is self-explanatory.
- Section III should provide specifics regarding the limitations that restrict you from working. It is also recommended that you give detailed details about all of your jobs for the preceding year before you become incapacitated.
- A description of your previous married status and present marital status is required in Sections IV and V of the application form, respectively. Item 19A will be skipped if you have never been married; otherwise, select the appropriate box in Item 19A.
- If you have any dependent children (including biological, adopted, or stepchildren), whether or whether they live with you, you must provide this information in Section VI of your application.
- Include the income and assets of you and your dependents (if any) in Section VII of your tax return. If you feel that the space supplied is insufficient, you may attach an additional sheet.
- Section VIII of the tax return must provide a breakdown of unreimbursed medical costs from the previous year. If you want more space, you may attach VA Form 21P-8416, Medical Expense Report, to your application. Expenses for which you or your dependents have received or will receive reimbursement are not permitted to be included in this section.
- Section IX contains information on direct deposit. If you do not have a bank account, you must receive your pension payments using Direct Express Debit MasterCard to receive benefits.
- It is necessary to hand-sign and submit or fax the completed VA Form 21P-527EZ to a local Pension Center when it has been completed. If you sign with an “X,” the form should also contain the names and addresses of two witnesses, as well as your signature.