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Veterans Appointment Information

Information to bring to your VSO appointment

Please bring the following documents to your appointment.  If you are missing documents on the list that are needed to process your claim, we will help you get them.


Proof of Military Service, preferably veteran’s original DD214 or discharge document.  We can make a certified copy for the VA claim if you show us the original.  If you do not have the discharge document, please attempt to know the dates of active duty service or the veteran’s service number.

 A current bank statement showing all sources of family income including Social Security, retirement pensions, IRA, interest or dividend income, etc.  Needed for pension claims only.

Financial information showing the value all assets, including stocks, bonds, annuities, IRAs, CDs, rental property income, etc.  Needed for pension claims only. 

A summary of all out of pocket, unreimbursed medical expenses paid each month by the veteran and/or spouse or widow.  This can include expenses for medical insurance premiums, prescriptions, medical co-pays and cost of care in home or in a facility, etc.  You may bring a listing of these expenses for the year previous to the date of your appointment.  In some cases, VA may be able to establish eligibility a year earlier than the date of claim.  Needed for pension claims only.

 Please provide your doctor’s name, address, and telephone number. We will obtain the necessary medical information about current disabilities and/or limitations.  If you have private medical records, please bring these to your appointment.

A Marriage Certificate for your current marriage.  If veteran or current spouse or widow had previous marriages, a complete marital history is necessary for all parties, to include when a marriage began and when it ended and the name of the individual to whom you were married.

For a widow’s claim, a Death Certificate for the veteran or the date and place of death.

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