Understanding VA Pension: When to Apply and How to Get Started

If you’re a wartime Veteran or the surviving spouse of one, and you’re facing financial challeIf you’re a wartime Veteran or the surviving spouse of one, and you’re facing financial challenges, you might be eligible for a VA Pension. Unlike disability compensation, which is based on service-connected disabilities, the VA Pension is a need-based benefit designed to provide financial assistance to Veterans with limited income and assets.

Who Qualifies for a VA Pension?

To qualify for the VA Pension, you must meet these basic criteria:

• Served at least 90 days of active military service, with at least one day during a recognized wartime period
• Have a limited income and net worth below the VA-set thresholds.
• Be age 65 or older, or permanently disabled.
• Surviving spouses must have been married to the Veteran at the time of death and meet certain income and net worth requirements.

When Should You Apply?

You can apply for a VA Pension anytime once you meet eligibility requirements, especially when your income and assets are low enough that you could benefit from additional financial support. Common triggers for applying include retirement, increased medical expenses, or loss of other income sources.

How to Apply

Applying for a VA Pension is straightforward:

1. Gather your documents — service records (DD-214), financial statements, medical records (if disabled), and proof of income/assets.
2. Complete VA Form 21P-527EZ — the application for pension benefits.
3. Submit your application online at VA.gov, by mail, or visit a VA regional office for assistance.

What Happens Next?

After you apply, the VA reviews your financial information and service records to determine your eligibility and benefit amount. The pension is paid monthly and can help cover everyday living expenses, including housing, food, and medical costs.

Need Help?

If you’re unsure about your eligibility or need assistance with your claim, Veterans Service Organizations (VSOs) and VA representatives are available to guide you through the process.

In summary, the VA Pension is a valuable lifeline for Veterans and surviving spouses who need financial assistance. Don’t wait—if you think you qualify, start your application today to get the support you deserve

Do you need a VSO/VSR?
Video appointments are available!
To request a video appointment, please call the office or send
an email to Barbara.Sotorodriguez@dvs.virginia.gov. 
In-person appointments available at the Virginia
Department of Veteran Services – Springfield Benefits Office.

VDVS – https://vesa.dvs.virginia.gov/