--- title: "Part XIII, Subpart ii, Chapter 4, Section B Request for Information Regarding State Bonus or Tax Exemption" document: "M-21-1" section: "Part XIII, Subpart ii, Chapter 4, Section B" canonical: "https://veteranai.co/va-regulations/m21-1/xiii.ii.4.b-request-for-information-regarding-state-bonus-or-tax" source: "https://www.knowva.ebenefits.va.gov/system/templates/selfservice/va_ssnew/help/customer/locale/en-US/portal/554400000001018/content/554400000173818/M21-1-Part-XIII-Subpart-ii-Chapter-4-Section-B-Request-for-Information-Regarding-State-Bonus-or-Tax-Exemption" updated: "2026-09-07T14:38:14.369069Z" --- 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]().