M21-1 Manual  /  Part XIII, Subpart ii, Chapter 4, Section B

Request for Information Regarding State Bonus or Tax Exemption

M21-1, Part XIII, Subpart ii, Chapter 4, Section B

Overview

In This Section

 This section contains the topic “Requests to the Department of Veterans Affairs (VA) Concerning a State Bonus or Tax Exemption.”

1. Requests to VA Concerning a State Bonus or Tax Exemption

Introduction

This topic contains information on requests to VA concerning a State bonus or tax exemption, including

  • when to provide information to a State
  • nature of information to provide to a State, and
  • when to provide certification without further rating action.

Change Date

June 11, 2015

XIII.ii.4.B.1.a. When to Provide Information to a State

If a State requests information from Department of Veterans Affairs (VA) records in order to make a determination regarding an individual’s eligibility to a particular State bonus or tax exemption, furnish any available information upon authorization of the

  • Veteran, or
  • next of kin of a deceased Veteran.

XIII.ii.4.B.1.b. Nature of Information to Provide to a State

Restrict the information that is furnished to matters of record. It is

  • proper to state factually that a Veteran is not less than 10-percent disabled and is receiving compensation, but
  • improper to state that
    • a certain person is a dependent of a Veteran, or
    • a Veteran or a certain person is or is not entitled to a tax exemption or State bonus.

    Notes:

    • Whether the Veteran or a certain person is or is not entitled to a tax exemption or State bonus is for determination by the local authorities under applicable State legislation.
    • If a claim for service connection for the cause of disability or death, or for permanent and total (P&T) disability, is pending, but VA has not made a determination, inform the requester of this fact.

XIII.ii.4.B.1.c. When to Provide Certification Without Further Rating Action

 If payment of pension to a Veteran who is age 65 or older is denied or discontinued because of excessive income, VA may certify that a Veteran has a P&T disability rating in effect without a rating decision. Note: Do not
  • make a rating decision unless a claim for VA benefits has been received, or
  • request a rating decision if a denial based on excessive income or some other bar has become final.
Reference: For information on when to rate previously discontinued Veterans’ pension claims, see M21-1, Part IX, Subpart ii, 2.A.4.

Source: VA M21-1 Adjudication Procedures Manual, M21-1, Part XIII, Subpart ii, Chapter 4, Section B (U.S. government work, reproduced for reference). Browse all sections →