Benefits · Pension and care planner

Keep your pension and care questions together.

Bring the facts you have. Leave room for the answers you still need.

Use labels and references only. Keep account numbers, medical records and identification details out of this worksheet. Entries are processed here and saved when you download them. Nothing is submitted to VA or a care provider.

Who can help with each question?

Start with the pension requirements

VA looks at service, discharge, age or disability, and family finances. Gather the records you have; leave gaps visible.

Ask VA or an accredited representative: Which household income, assets and supporting records does VA need for my situation?

Read the official VA guidance. Updated 2026-09-03; checked 2026-09-12.

Ask about Aid and Attendance or Housebound

These are additions to VA pension for people who qualify. VA does not pay both together. A medical examiner completes the examination information.

Ask VA or an accredited representative, with the medical examiner: Which allowance should I discuss, and what examination or nursing-home information is needed?

Read the official VA guidance. Updated 2026-05-08; checked 2026-09-12.

Check the care itself and who pays for each part

VA care services depend on clinical need and local availability. Residential and nursing settings have different requirements. VA does not pay assisted-living room and board through these care services.

Ask Your VA care team and the care provider: What care is available locally, what needs approval, and who pays for services, room and board, transport and extra fees?

Read the official VA guidance. Updated 2025-02-07; checked 2026-09-12.

Download your worksheet before leaving this page. These links send no worksheet entries.

Your financial references

All amounts are in US dollars. Blank means unknown. Record annual income over a complete year, including both dates (for example January 1–December 31). Asset snapshots use the same start and end date. Care payments use their actual period. Do not subtract care payments from income here.

Care options and quotes

Keep care-service funding separate from living-cost funding. Ask the provider which dates and services each quote covers. A quote does not confirm availability, coverage or clinical suitability.

My Plan receives three general tasks. Financial amounts and private references stay in the complete worksheet.

Open a saved pension and care plan

Pension and care fileReplace this worksheet. I have downloaded anything I want to keep.

Your recorded figures

These are partial worksheet subtotals. Countable income, countable assets and any pension award remain unconfirmed.

Income: Unknown or periods do not match. Unknown amounts: 0.

Asset: Unknown or periods do not match. Unknown amounts: 0.

Care payment: Unknown or periods do not match. Unknown amounts: 0.

Your care comparison

Compare the same dates and service levels before comparing totals. No option is ranked or approved. Dates: no options.