Explain the Service Officer process flow.
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Greet the Veteran.
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Establish Rapport with the Veteran or Family Member.
Get on overview of why they are there.
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Fill out 21-22 Power of Attorney (POA) form and Establish Type of Claim. (Use form 21-4138, Statement in Support of Claim to do so).
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Service Connected Compensation and Pension Use 21-526 series form
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Non-Service Connected Claim,
use 21-527 series form.
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Is it an Application for Burial Benefits?
Use form 21-530.
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Is it a Dependency & Indemnity Compensation (DIC) Claim? Use 21-534. VSO: Obtain death certificate from surviving family member.
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If the Veteran needs assistance from a 3rd party, fill out 21-0845.
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If the Veteran needs assistance from a 3rd party, fill out 21-0845.
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Assemble Documents for processing.
Transmittal Cover Sheet; Claim Document; Supporting Documents.
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Note: Use the "EZ" form for families that have information with them. Death certificate, finances, etc.
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If the Veteran has a civilian doctor use form 21-4142 for release of information to the VA.
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If the Veteran has a civilian doctor use form 21-4142 for release of information to the VA.
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Assemble Documents for processing.
Transmittal Cover Sheet; Claim Document; Supporting Documents.
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If it is a pension claim, VSO can use form 21P-8416 for page #9 of this form.
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Note: Use the "EZ" form for veterans that have all of the information with them. Marriage/Divorce certificates, SSNs, medical records, finances, etc.
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Note: Use the "EZ" form for veterans that have all of the information with them. Marriage/Divorce certificates, SSNs, medical records, finances, etc.
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Assemble Documents for processing.
Transmittal Cover Sheet; Claim Document; Supporting Documents.
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Assemble Documents for processing.
Transmittal Cover Sheet; Claim Document; Supporting Documents.
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Service Officer
