Updated Dec 06, 2024
In This Section |
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This section contains the following topics:
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Introduction |
This topic covers changing the claimant’s contact or direct deposit information, including
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Change Date |
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September 25, 2024
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II.iii.3.B.1.a. Receiving Valid Notice of a Change of Contact or Direct Deposit Information |
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Claims processors may receive valid change of contact information or direct deposit notification via one of the methods identified in the table below.
Exception: Only fiduciary hub (hub) employees are able to change an address or direct deposit information if the beneficiary has a fiduciary.
Note: Update addresses, other contact details, and direct deposit and payment information in Veterans Benefits Management System (VBMS) when possible.
References: For more information on
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II.iii.3.B.1.b. Updating Contact and/or Direct Deposit Information in VBMS |
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Changes to contact and/or direct deposit information should be made in VBMS when possible. Updates can be performed outside of claims establishment by clicking the VETERAN drop-down menu and selecting
Note: The Enterprise Management of Payments Workload and Reporting for VA allows VA to prevent fraudulent mailing or payment address updates for beneficiaries who have been repeated targets of such incidents. Employees will receive an error message when attempting to update a profile of a beneficiary that has been the target of a confirmed incident. Follow the instructions in the message to complete the necessary update.
References: For more information on
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II.iii.3.B.1.c. Changing Contact or Direct Deposit Information When a Fiduciary Is Assigned |
Veterans Service Center (VSC) and pension management center (PMC) employees must notify the hub of jurisdiction when a valid change of contact or direct deposit information is received for a beneficiary that has a fiduciary.
Fiduciary appointment is documented on the
Use the table below to route the system update to the hub of jurisdiction.
References: For more information on
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Introduction |
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This topic contains information on changing a claimant’s name and gender identity in the systems, including
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Change Date |
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September 25, 2024
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II.iii.3.B.2.a. Evidence Required for Name Changes |
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Unless otherwise noted in M21-1, Part II, Subpart iii, 3.B.4.b, VA requires the claimant or appointed VSO, agent, or attorney representing the claimant to submit a signed request and sufficient evidence of a legal name change before the claimant’s name can be changed in VA systems.
Exception: A signed request and evidence is not required when VA is correcting a clerical mistake made by an employee when entering information into VA systems.
References: For more information on
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II.iii.3.B.2.c. Updating Gender Identity |
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Claims processors may receive a request by a claimant, dependent, or beneficiary to update their gender identity in VA systems. While there are no special evidentiary requirements for updating a self-identified gender identity, requests by the individual (or their appointed VSO, agent, or attorney) must be documented.
Notes:
References: For more information on
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3. Updating Military Service Information
Introduction |
This topic contains information on updating military service information, including
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Change Date |
September 25, 2024
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II.iii.3.B.3.a. Military Service Verification |
All periods of active service must be verified and updated in VBMS. Verified service is shown on the VBMS MILITARY SERVICE page by
In some situations, service connection (SC) is awarded for a death, disease, or injury incurred or aggravated during a period of duty other than full-time active duty in the Armed Forces. In these situations, the period of duty during which the death, disease, or injury occurred is considered active military service for VA compensation purposes.
Example: SC may be awarded for an injury incurred in the line of duty during inactive duty for training (IADT). Once it is determined that SC is in order for that injury, the period of IADT is considered active military service for VA compensation purposes.
Important:
Exceptions:
References: For more information on
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II.iii.3.B.3.b. Information Required to Verify Military Service |
To properly verify active military service, the following information must be available:
Note: When available, include the claimant’s service number when entering service information in VBMS.
References: For more information on
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II.iii.3.B.3.c. Updating VA Systems for Active Service Based on a Single Day of ADT or IADT |
When SC for disability or death has been established based on a single day of ADT or IADT, the rating activity will update VBMS to reflect that the period of service is active service.
Note: The corporate record will not allow entry of the same date as both EOD and RAD. The rating activity will utilize the day following as the end date of service but clearly indicate in the SPECIAL NOTATION box on the rating Codesheet (as directed in M21-1, Part III, Subpart i, 1.A.2.k) that the service was actually only one single day of service.
Reference: For more information on rating activity documentation of the period of ADT/IADT upon which a grant of SC is based, see M21-1, Part III, Subpart i, 1.A.2.
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II.iii.3.B.3.d. Updating VA Systems for Active Service Based on Multiple Periods of ADT or IADT |
In circumstances where a claimed disability or death arises as a result of injuries, diseases, or covered conditions incurred in or aggravated during multiple periods of ADT or IADT, only the specific periods of ADT or IADT are considered active service.
Example: SC is warranted for hearing loss based on noise exposure sustained during a claimant’s 20-year career in the Reserves. The entire 20-year span is not considered active service. Rather, only the individual periods of ADT and or IADT during which the noise exposure (which is the conceded in-service injury in these situations) occurred are considered active service.
For certain situations, such as claims for hearing loss granted based on multiple periods of ADT or IADT, VA systems may not have the capacity to accept entry of all individual periods of service. Additionally, if the injury, such as acoustic trauma, is being conceded based on the entire span of the ADT and IADT, specific verification of each period of ADT or IADT is not necessary unless
When multiple periods of ADT or IADT are utilized to establish SC for a disability or death, the rating activity will
Exception: If the periods of service are concurrent with the receipt of VA benefits and the Veteran’s eligibility to benefits is impacted, then all periods impacting payment of benefits must be verified and entered into VBMS.
References: For more information on
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II.iii.3.B.3.e. Updating VA Systems for Claims When ADT or IADT Is the Only Service |
When a Veteran with only ADT and/or IADT service submits a claim for compensation, enter the period(s) of ADT and/or IADT upon which the claim is based as verified service in VBMS.
Important:
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II.iii.3.B.3.f. Updating VA Systems for Active Service Based on Multiple Title 10 Activations of Seven Days or Less |
Veterans may be activated multiple times under 10 U.S.C for periods of seven days or less during their career. VA systems may not have the capacity to accept entry of all individual periods of service.
Claims processors are only required to enter the latest period of service that is seven days or less unless SC is granted based on
When multiple periods of Title 10 service are utilized to establish SC for a disability or death, the rating activity will
Reference: For more information on updating periods of active service in appropriate VA systems, see
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4. Evidence Required to Change or Correct Existing Vital Information About a Beneficiary
Introduction |
This topic contains information about changing or correcting existing vital information about a beneficiary, including |
Change Date |
September 25, 2024
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II.iii.3.B.4.a. Evidence Requirement to Change or Correct Existing Vital Information About a Beneficiary |
VA requires documentation to update vital information about a beneficiary that currently exists in VA records. Vital information with special evidentiary requirements includes:
Exceptions:
Note: A “beneficiary,” for the purpose of this block, is limited to the following individuals who are in receipt of VA benefits:
References: For more information on
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II.iii.3.B.4.b. Types of Acceptable Evidence for Vital Information Changes |
The table below contains a description of the evidence required to change or correct the vital information about a beneficiary identified in M21-1, Part II, Subpart iii, 3.B.4.a.
References: For more information on
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5. Reviewing and Updating the Veteran’s Cause of Death
Introduction |
This topic contains information on reviewing and updating the Veteran’s cause of death within VBMS, including
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Change Date |
December 6, 2024
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II.iii.3.B.5.b. Populated Cause of Death Information in VBMS |
When a death certificate is received, automated extraction of information may occur during mail intake and populate cause(s) of death into the VETERAN PROFILE screen.
The IMMEDIATE CAUSE of death, UNDERLYING CAUSE OF DEATH, and SIGNIFICANT CONDITION(S) CONTRIBUTING TO DEATH fields may be populated by automation and the fields are amendable by the claims processor.
Example: The image below provides an example of information that may be extracted from a death certificate.
Note: Automated extraction will only occur from a death certificate and not from any other report of death as listed under 38 CFR 3.211.
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II.iii.3.B.5.c. Viewing and Updating Cause of Death Information in VBMS |
The Veteran’s cause of death information is found in the VETERAN PROFILE screen and is displayed in the field PRIMARY AND CONTRIBUTORY CAUSE(S) OF DEATH.
Some fields may be pre-populated with cause of death information, but the claims processor can amend each field and/or add new cause of death information.
The authorization activity must ensure this field accurately reflects the Veteran’s cause(s) of death as they are listed on the most recent version of the report of death utilized under 38 CFR 3.211. This is required on all claims for survivor benefits.
Notes:
Important: If an amended death certificate is received after an initial death certificate is of record, automation will not overwrite what is populated in each field.
Reference: For more information on transferring a paper claims folder, see M21-1, Part II, Subpart ii, 3.2
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