THE WELCH COMPANY
440 Davis Court #1602
San Francisco, CA 94111-2496
415 781 5700
rod@welchco.com
S U M M A R Y
DIARY: June 4, 2010 03:20 PM Friday;
Rod Welch
VA approves $12K annual disability pension.
1...Summary/Objective
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CONTACTS
SUBJECTS
Pension Benefits Disability Claim Approved Processed VA Veterans Aff
2603 -
2603 - ..
2604 - Summary/Objective
2605 -
260501 - Follow up ref SDS 38 0000. ref SDS 37 0000.
260502 -
260503 -
260504 -
260505 -
260507 - ..
2606 -
2607 -
2608 - Background
2609 -
260901 - On 091218 0541 at 1508 while recovering from Heller Myotomy surgery to
260902 - resolve achalasia, Rodney McClain visited in the hospital room at the
260903 - VA Medical Center in San Francisco. ref SDS 23 X44J At that time,
260904 - signed Form 21-526 for VA benefits, which Rodney indicated would be
260905 - processed by his Department of Services and Rehabilitation in the
260906 - State of California, which had an office in the Medical Center.
260907 - ref SDS 23 HQ5N
260979 - ..
260980 - On 100604 1520 received letter from VA disability pension. ref SDS 0
260981 - 4M9K; and for total (100%) disability. ref SDS 0 6B4R
260982 -
260983 -
260984 -
260986 - ..
2610 -
2611 -
2612 - Progress
2613 -
261301 - Today, received another letter in the mail awarding total (100%)
261302 - disability benefits, ref SDS 0 6B4R; copy was sent to AMVETS.
261303 - ref SDS 0 6A4F VA letter says...
261305 - ..
261306 - 1. Department of Veterans Affairs
261307 - Regional Office
261308 - Pension Management Center (335/21P)
261309 - Bishop Henry Wipple Federal Building
261310 - PO Box 11000
261311 - 1 Federal Drive
261312 - St Paul, MN 55111 0000
261314 - ..
261315 - 2. June 1, 2010
261316 -
261322 - ..
261323 - 4. Subject: 335/21P Pension Disability Benefit Determination
261330 - ..
261331 - 5. We made a decision on your claim received on December 22, 2009.
261332 -
261333 - This letter tells you about your entitlement amount, payment
261334 - start date, what we decided, and how we calculated your
261335 - benefits. It also tells you of your responsibilities as a
261336 - veteran in receipt of disability pension, what to do if you
261337 - disagree with our decision
261339 - ..
261340 - This accomplishes AMVETS support filing application for disability
261341 - pension, beginning on 091218 0541. ref SDS 23 YW64
261342 -
261343 - [On 100611 0054 letter thanking Rodney for filing
261344 - disability pension. ref SDS 40 HG3V
261346 - ..
261347 - VA letter continues...
261348 -
261349 - 6. Your Award Amount and Payment Start Date
261351 - ..
261352 - Your monthly entitlement amount is shown below:
261354 - ..
261355 - Monthly Entitlement Amount................... $985.00
261356 - Payment Start Date........................... 100101
261357 - Reason For Change............................ Granted Pension Benefits
261358 -
261359 - [On 111206 1838 payment increased to $1,021 for inflation
261360 - adjustment. ref SDS 44 RR6Q
261362 - ..
261363 - [On 111213 0920 monthly pension increased to $2,800 making
261364 - annual cash flow from VA disability pension and Social
261365 - Security after Medicare charges, increased (4.3%) by $1,392
261366 - to $33,600. ref SDS 45 253H
261368 - ..
261369 - 7. We are paying you as a single veteran with no dependents.
261371 - ..
261372 - 8. You Can Expect Payment
261373 -
261374 - Your payment begins the first day of the month following your
261375 - effective date. You will receive a payment covering the
261376 - initial amount due under this award, minus any withholdings, in
261377 - approximately 15 days. Payment will then be made at the
261378 - beginning of each month for the prior month. For example,
261379 - benefits due for May are paid on or about June 1.
261380 -
261381 - [On 100609 0704 payment received, no amount was withheld,
261382 - indicating VA medical disability pension is not taxable.
261383 - ref SDS 39 LB44
261385 - ..
261386 - [On 101008 1251 Karen explained Social Security retirement
261387 - benefits cannot include disability because VA has awarded
261388 - medical disability payments. ref SDS 43 K755
261390 - ..
261391 - 9. What We Decided
261392 -
261393 - We granted disability pension benefits effective December 22,
261394 - 2009.
261395 -
261396 - [...below, based on evidence presented in VA Ratings
261397 - Decision. ref SDS 0 WX8L
261399 - ..
261400 - [On 100609 0704 received payment from US Treasury for VA
261401 - disability pension benifits starting from December 2009.
261402 - ref SDS 39 4M9K
261404 - ..
261405 - [On 101008 1251 Social Security will notify VA of
261406 - retirement benefits and that additional disability was
261407 - denied by social security. ref SDS 43 VW5G
261409 - ..
261410 - 10. We have enclosed a copy of your Rating Decision for your
261411 - review. It provides a detailed explanation of our decision,the
261412 - evidence considered, and the reasons for our decision. Your
261413 - Rating Decision and this letter constitute our decision based
261414 - on your claim received on December 22, 2009. It represents all
261415 - claims we understood to be specifically made, implied, or
261416 - inferred in that claim.
261418 - ..
261419 - 11. We enclosed a VA Form 21-8768, "Disability Pension Award
261420 - Attachment" which explians important factors concerning your
261421 - benefits.
261423 - ..
261424 - 12. What Income and Expenses Did We use?
261425 -
261426 - We awarded your benefit because you have no income from January
261427 - 1, 2010.
261429 - ..
261430 - 13. What Are Your Responsibilities
261431 -
261432 - You are responsible to tell us right away if:
261433 -
261434 - 1. Your income or the income of your dependents changes (e.g.,
261435 - earnings, Social Security benefits, lottery and gambling
261436 - winnings).
261438 - ..
261439 - 2. Your net worth increases (e.g., bank accounts,
261440 - investments, real estate).
261442 - ..
261443 - 3. Your continuing medical expenses are reduced.
261445 - ..
261446 - 4. You gain or lose a dependent.
261448 - ..
261449 - 5. Your address or phone number changes.
261451 - ..
261452 - 14. How Do You Start Direct Deposit?
261453 -
261454 - Your money may be deposited directly into your checking or
261455 - savings account. This is the safest and most reliable way to
261456 - get your money. For more information about Direct Deposit,
261457 - please call us toll free by dialing 877 838 2778
261458 -
261459 - [On 100614 0444 Allen at VA set up direct deposit, but used
261460 - routing number RTN for checking account to setup automatic
261461 - deposit for the savings account. ref SDS 41 TL45
261463 - ..
261464 - [On 100818 0808 Katherine confirmed that VA changed direct
261465 - deposit of disability pension to the new savings account.
261466 - ref SDS 42 KD5I
261468 - ..
261469 - 15. Are You Entitled to Additional Benefits
261470 -
261471 - You should contact your State Office of Veteran's Affairs for
261472 - information on any tax, license, or fee-related benefits for
261473 - which you may be eligible as a veteran (or surviving dependent
261474 - of a veteran). State offices of veteran's affairs are
261475 - available at...
261476 -
261477 - http://www.va.gov/statedva.htm
261479 - ..
261480 - 16. What You Should Do If You Disagree With Our Decision
261481 -
261482 - If you do not agree with our decision, you should write and
261483 - tell us why. You have one year from the date of this letter to
261484 - appeal the decision. The enclosed VA For 4107, "Your Rights to
261485 - Appeal Our Decision," explains your right to appeal.
261487 - ..
261488 - 17. If You Have Questions or Need Assistance
261489 -
261490 - If you have any questions, you may contact us by telephone,
261491 - e-mail, or letter.
261492 -
261493 - a. If You...
261494 -
261495 - Telephone
261497 - ..
261498 - Here is what to do...
261500 - ..
261501 - Call us at 877 294 6380
261503 - ..
261504 - If you use a Telecommunications Device for the Deaf (TDD), the
261505 - number is 800 829 4833
261507 - ..
261508 - b. If You...
261509 -
261510 - Use the Internet
261512 - ..
261513 - Here is what to do...
261515 - ..
261516 - Send electronic inquiries through the Internt at
261517 -
261518 - https://iris.va.gov
261520 - ..
261521 - c. If You...
261522 -
261523 - Write
261525 - ..
261526 - Here is what to do...
261528 - ..
261529 - Put your full name and VA file number on the letter. Please
261530 - send all correspondence to the address at the top of this
261531 - letter.
261533 - ..
261534 - 18. In all cases, be sure to refer to your VA file number...
261537 -
261539 - ..
261540 - If you are looking for general information about benefits and
261541 - eligibility, you sould visit our website at...
261542 -
261543 - https://www.va.gov
261544 -
261545 - ...or search the frequently asked questions (FAQ) at...
261546 -
261547 - https://iris.va.gov
261549 - ..
261550 - 19. We sent a copy of this letter to your representative, AMVETS,
261551 - whom you can also contact if you have questions or need
261552 - assistance.
261554 - ..
261555 - 20. Sincerely yours,
261556 -
261557 -
261559 - ..
261560 - TA Olson
261561 - Pension Management Center Manager
261563 - ..
261564 - 21. Contact us at...
261565 -
261566 - https://iris.va.gov
261568 - ..
261569 - 22. Enclosures:
261570 -
261571 - a. Rating Decision................ ref SDS 0 6B40
261572 - b. VA Form 21-8768
261573 - c. VA Form 4107
261575 - ..
261576 - Copy to:
261577 -
261578 - AMVETS
261580 - ..
261581 - 21P/mrh/156
261583 - ..
261586 -
261587 - **********************************
261589 - ..
261590 - Rating Decision enclosure to VA letter 100601. ref SDS 0 4M9K
261591 -
261592 - 1. Department of Veterans Affairs
261593 - St Paul Pension Management Center
261594 - Bishop Henry Wipple Federal Building
261595 - PO Box 11000
261596 - 1 Federal Drive
261597 - St Paul, MN 55111 0000
261598 -
261606 - ..
261607 - Represented by: AMVETS
261609 - ..
261610 - 3. Rating Decision: May 25, 20101
261612 - ..
261613 - 4. Introduction
261614 -
261615 - The records reflect that you are a veteran of the Vietnam Era.
261616 - You served in the Army from February 15, 1967 to February 8,
261617 - 1969. You filed an original disability claim that was received
261618 - on December 22, 2009. Based on a review of the evidence below,
261619 - we have made the following decision on your claim.
261621 - ..
261622 - 5. Decision
261623 -
261624 - Entitlement to nonservice connected pension is granted.
261626 - ..
261627 - 6. Evidence
261628 -
261629 - a. VA Form 21-526 Veteran's Application for Compensation
261630 - and/or Pension received December 22, 2009.
261631 -
261632 - b. VA medical records VA Medical Centers, San Francisco and
261633 - Martinez, dated October 22, 2009 to March 5, 2010.
261635 - ..
261636 - 7. Reasons for Decision
261637 -
261638 - Entitlement to nonservice connected pension
261640 - ..
261641 - We have granted entitlement to non-service connected, because
261642 - you are unable to secure and follow a substantially gainful
261643 - occupation due to disability. You are 65 years old, have a
261644 - level of education reported at high school and are not
261645 - employed.
261647 - ..
261648 - The VA medical evidence shows that you underwent coronary
261649 - artery bypass graft on October 22, 2009, and a laproscopic
261650 - myotomy in December 2009 for esophageal achalasia.
261652 - ..
261653 - Given your age, eduation, employment history and overall
261654 - disability picture, it is less than likely that you will be
261655 - able to find and secure gainful employment. Therefore a grant
261656 - of permanent and total disability rating is warranted. The
261657 - effective date of this grant is December 22, 2009, which is the
261658 - date we received your claim.
261659 -
261660 - [On 100609 0704 received payment from US Treasury for VA
261661 - disability pension benifits starting from December 2009.
261662 - ref SDS 39 4M9K
261664 - ..
261665 - 8. References
261666 -
261667 - Title 38 of the Code of Federal Regulations, Pensions, Bonuses
261668 - and Veterans' Relief contains the regulations of the
261669 - Departmenet of Veterans Affairs which govern entitlemetn to all
261670 - veteran benefits. For additional information regarding
261671 - applicable laws and regulations, please consult your local
261672 - library, or visit us at our web site...
261673 -
261674 - http://www.va.gov
261675 -
261676 -
261677 -
261678 -
261679 -
261680 -
261681 -
261682 -
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261684 -
2617 -