M-21-1Updated
Regulation text

Part XIII, Subpart ii, Chapter 4, Section BRequest for Information Regarding State Bonus or Tax Exemption

The full text of this section from M-21-1. Check the official source for the controlling version before you rely on it.

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Revised June 11, 2015

XIII.ii.4.B.1.aWhen 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.bNature 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.cWhen 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.

End of Part XIII, Subpart ii, Chapter 4, Section B

This text is a rendering of Part XIII, Subpart ii, Chapter 4, Section B. The official version is the one that governs your claim.

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