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Service Officer Training . Death Pension & Burial Benefits. Alex Jones Veterans Benefit Representative Alexander.jones@tn.gov. DEATH PENSION. What is VA Death Pension: Death pension is a benefit paid to eligible dependents of deceased wartime veterans. How to apply:
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Service Officer Training Death Pension & Burial Benefits Alex Jones Veterans Benefit Representative Alexander.jones@tn.gov
DEATH PENSION • What is VA Death Pension: • Death pension is a benefit paid to eligible dependents of deceased wartime veterans. • How to apply: • Fill out VA Form 21-534EZ (Application for Dependency and Indemnity Compensation, Death Pension and Accrued Benefits by Surviving Spouse or Child)
DEATH PENSION • Definition of a spouse • Married to the vet at time of death • Continuous Cohabitation • Married while in service or, if after service, before applicable dates: • One year OR within 10 yrs of wartime period. (Since WWII)
DEATH PENSION • Exclusions – 38 CFR 3.272 • Medical Expenses • Last Illness and Burial Expenses • Just Debts • Life Insurance – No longer counts as income. Can affect net worth.
DEATH PENSION • Additional Benefits • Housebound or Aid & Attendance • For dependents; up to 23 if unmarried and in school. • (Note – dependents income counts as well as surviving spouses)
DEATH PENSION • Report all changes, even if they appear minor. • Importance of accurate income reporting. • Cross matches, IRS, Civil Service, Social Security, Railroad Retirement, Black Lung.
BURIAL BENEFITS • VA Burial Allowance 38 CFR 3.1600 • Vet must have been in receipt of VA pension or compensation OR • Would have been in receipt of compensation but for military retired pay OR • Properly hospitalized by VA
BURIAL BENEFITS • Requirement for SC burial benefit • Service connected disability either direct or contributory cause of death. • Note: Surviving spouse may be entitled to DIC and SC burial benefits not payable. • (Automatic DIC for 10 yrs at 100% or 1 yr for former POW, etc.)
BURIAL BENEFITS • Amounts • Service connected up to $2,000 • Transportation to nearest national cemetery • Non-service connected • Burial allowance $700 if Hospitalized by VA or $300 if not hospitalized by VA • Plot Allowance $700 if not buried in a National Cemetery