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PACT Act Implementation SOP

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    Public Law (PL) 117-168, Sergeant First Class Heath Robinson
   Honoring our Promise to Address Comprehensive Toxics Act of
        2022, or the Honoring our PACT Act of 2022 (PACT Act)
                                          Implementation
                        Standard Operating Procedure (SOP)
 In This SOP         This SOP contains the following topics:
             Topic/Subtopic                                      Topic Name
                     1            Overview of the PACT Act
                     2            Toxic Exposure Risk Activity (TERA) Procedures for Non-
                                  Presumptive Claims
                     3            TERA Healthcare Eligibility Requests
                     4            Exhibits
                     --           Version History
 Background          On August 10, 2022, the President signed Public Law (PL) 117-168, Sergeant
                     First Class Heath Robinson Honoring our Promise to Address Comprehensive
                     Toxics Act of 2022, or the Honoring our PACT Act of 2022 (hereafter
                     referred to as “PACT Act”) establishing substantial legislative changes for the
                     Department of Veterans Affairs (VA). This historic, multifaceted law:
                     · expands locations associated with radiation exposure
                     · expands presumptive conditions associated with herbicide exposure
                     · expands locations associated with herbicide exposure
                     · amends the statute involving Persian Gulf War Veterans
                     · establishes presumptive conditions associated with toxic exposures
                     · triggers changes to examination requirements when there is toxic exposure
                       risk activity, and
                     · provides an avenue for a claimant-elected reevaluation of previously denied
                       dependency and indemnity compensation (DIC) claims that can result in
                       retroactive effective dates.
                     Initial guidance was released to the field on August 10, 2022, followed by
                     interim guidance on September 9, 2022. With the issuance of this standard
                     operating procedure (SOP), both documents were rescinded as of January 1,
                     2023.
 References          For more information on the PACT Act, see
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                      · PL 117-168
                      · Veterans Benefits Administration (VBA) Letter 20-24-06, Updated
                        Guidance on Processing Claims involving PACT Act
                      · the Compensation Service PACT Act Information Page, and
                      · the Pension and Fiduciary Service PACT Act Information Page                   (including
                        FAQs).
 Procedural           Several sections of M21-1, Adjudication Procedures Manual, provide
 Precedence           procedures for routine handling of toxic exposure cases.  Where the
                      procedures in this SOP, for the purposes of administering the processing of
                      toxic exposure claims, differ from those of M21-1, the procedures in this SOP
                      take precedence.
               VA Use Only – Internal Deliberative Document – Not for External Distribution
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1.  Overview of the PACT Act
 Introduction          This topic contains an overview of the PACT Act, including:
                      ·  applicability
                      ·  requirement to identify
                         - PACT Act-related claims, and
                         - service-connected death PACT Act-related claims
                      ·  PACT Act claim attributes
                      ·  claim requirements
                      ·  Individual Longitudinal Exposure Record (ILER)
                      ·  considering multiple theories of service connection
                      ·  effective dates under the PACT Act, and
                      ·  decision notice requirements for PACT Act decisions.
 Change Date           May 15, 2026
 Applicability         The provisions in this SOP apply to claims pending on or after August 10,
                       2022, the date PL 117-168 (PACT Act) was signed.
                       The provisions of this SOP generally apply to both disability compensation
                       and service-connected death benefits.
                       Reference: For more information on the definition of a pending claim, see                  38
                       CFR 3.160(c).
 Requirement to        As noted in guidance in M21-1, Part II, Subpart iii, Chapter 1, Section A,
 Identify PACT         Topic 2, Block f (M21-1, Part II, Subpart iii, 1.A.2.f), claims must be liberally
 Act-Related           construed, to include theories of service connection that were not explicitly
 Claims and            claimed, when doing so would benefit the claimant. When processing claims
 Apply Claim           based on toxic exposure that is either explicitly claimed or implicitly raised,
 Attributes            follow the guidelines in M21-4, Appendix E for use of the PACT special issue
                       and apply it to each relevant contention.
                       Example: A Veteran files a claim for sleep apnea. The Veteran does not claim
                       sleep apnea as due to a toxic exposure (there is no explicit claim of exposure.)
                       There are no symptoms in service.
                       Result: Sleep apnea is not a presumptive disability. Follow the procedures in
                       Topic 2, Toxic Exposure Risk Activity (TERA) Procedures for Non-
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                        Presumptive Claims to rule-out implicit TERA and follow the guidelines in
                        M21-4, Appendix E to determine if the PACT special issue should be applied.
                        Notes:
                       · Apply all other claim attributes required based on the nature of the claim or
                          disability per existing guidance and when specifically required by the
                          procedures in this SOP.
                       · Active duty pre-discharge claims should not be considered under the PACT
                          Act unless the claimed condition is from a prior period of active duty that
                          could be associated with the provisions of the PACT Act. If a pre-discharge
                          claimant has a prior period of qualifying service or is a non-active duty
                          Integrated Disability Evaluation System (IDES) participant, PACT Act
                          provisions may apply.
                        Reference: For complete list of PACT Act locations and presumptive
                        conditions, see VBA Letter 20-24-06.
 Requirement to         The guidance below also applies to claims for service-connected death
 Identify               benefits for survivors :
 Service-               · Handle implicit claims for service-connected death similarly to a non-
 Connected                service-connected death claim for inferred DIC. See M21-1, Part XII,
 Death PACT               Subpart i, 2.A.1.a, for more information.
 Act-Related            · While the PACT Act only specifically addressed DIC benefits, the
 Claims and               provisions of the law expanding presumption of service connection will
 Apply Claim
 Attributes               result in additional claimants qualifying for other types of survivor benefits.
                        · Follow the guidelines in M21-4, Appendix E to determine if the PACT
                          special issue should be applied.
                        · Apply all other claim attributes required based on the nature of the claim or
                          disability per existing guidance and when specifically required by the
                          procedures in this SOP.
 Claim                  Every claim for disability compensation must be filed on the correct claim
 Requirements           form for the benefit sought. If the claim was previously denied, the Veteran
                        must submit a Decision Review Request: Supplemental Claim                       form to have
                        the claim considered under the new PACT Act provisions.
                        Important: Consider the new law as new and relevant evidence for the
                        purposes of considering a supplemental claim               as being    complete. This means
                        a claim based on a new PACT Act provision is a new theory of entitlement,
                        warranting a merits-based decision.
                        Reference:  For more information on supplemental claims, see
                        · 38 CFR 3.2501
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                       · M21-1, Part X, Subpart ii, 2.A, and
                       · M21-1, Part II, Subpart iii, 2.B.
 ILER                  Follow the guidance for use of Individual Longitudinal Exposure Record
                       (ILER) found in the ILER Guidance.
 Considering           Depending on where a Veteran served, multiple provisions of the PACT Act
 Multiple              could apply to the claim. For example, a claim from a Veteran who served in
 Theories of           Iraq in 2005 could be considered under the Gulf War Veteran provisions in 38
 Service               U.S.C. § 1117 (§ 1117)        (See  M21-1, Part VIII, Subpart ii, 1.A-C), the
 Connection            presumption of toxic exposure under § 1119             (See  M21-1, Part VIII, Subpart
                       ii, 2.A-C), or the modified exam threshold under § 1168               (See Topic 2, Toxic
                       Exposure Risk Activity (TERA) Procedures for Non-Presumptive Claims)
                       depending on the nature of the disability claimed. Claims processors must
                       follow the guidance in M21-1, Part II, Subpart iii, 1.A.2.f            to determine
                       whether an unclaimed theory of service connection is reasonably raised.
                       Example 1: A Veteran claims service connection for skin rashes. Military
                       records show she was deployed to Saudi Arabia in 1991. During her Gulf War
                       Registry examination in 1993, she mentioned exposure to burn pits and oil
                       well smoke. With the claim, she submits medical records showing recurrent
                       treatment over several years for the intermittent skin rashes with no definitive
                       diagnosis. Service in Saudi Arabia in 1991 qualifies as an area associated
                       with TERA; consequently, the Veteran is entitled to a medical opinion under
                       § 1168   as skin rashes are not necessarily a presumptive disability. An
                       examination under § 1117         should also be requested as skin rashes are a sign
                       or symptom of potential undiagnosed illness. In this case, both direct service
                       connection (38 CFR 3.303) based on TERA and presumptive service
                       connection for an undiagnosed illness (38 CFR 3.317) are reasonably raised.
                       Example 2: A Veteran claims service connection for respiratory problems.
                       Military records and ILER confirm he was deployed to Iraq and Afghanistan
                       in 2010 and 2012, respectively. VA records show a post-service diagnosis of
                       chronic bronchitis since 2015, but are not sufficient to establish the current
                       level of severity. Since the Veteran has qualifying service in a presumptive
                       exposure location under § 1119          and a known presumptive disability under §
                       1120, a medical examination to determine severity must be obtained. The
                       rating considers service connection based on presumption of toxic exposure
                       under § 1119     only. No other theories of service connection are reasonably
                       raised.
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 Effective Dates        In some cases when a claim was pending on the date the PACT Act became
 Under the              law, August 10, 2022, both a pre-PACT Act and a PACT Act provision will
 PACT Act               apply to a Veteran’s claim. It is important that claims processors recognize
                        these situations and assign effective dates in accordance with the provisions
                        noted in each of the topics below as well as relevant M21-1 provisions.
                        If awarding a claim based on a newly added or expanded authority under the
                        PACT Act, apply the provisions of 38 CFR 3.114(a)                   to the effective date
                        assigned.
                        Exception: Claims regarding service-connected death benefits may have an
                        effective date earlier than August 10, 2022. Refer to M21-1, Part
                        XII, Subpart i, 3.A.2.c, for more information.
                        Reference: For more information on assigning an effective date based on a
                        change in law, see M21-1, Part V, Subpart ii, 4.A.
 Decision Notice        All decision notices issued under the PACT Act must follow existing
 Requirements           guidance in M21-1, Part VI, Subpart i, 1.B             to generate a decision notice that
 for PACT Act           complies with the requirements outlined in 38 CFR 3.103(f).
 Decisions
                        When system-generated language does not provide adequate explanation or
                        cite the correct regulatory or statutory authority, claims processors must use
                        free text or glossary text to ensure the decision notice is adequate.
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2. TERA Procedures for Non-Presumptive Claims
 Introduction         This topic contains information on TERA procedures for non-presumptive
                      claims, including:
                     ·  definition of TERA
                     ·  provisions of the PACT Act relevant to TERA
                     ·  when to apply TERA procedures
                     ·  TERA claim attributes
                     ·  entitlement to compensation for conditions based on TERA
                     ·  identifying a TERA claim
                     ·  definition of non-presumptive disability for TERA purposes
                     ·  exceptions to ordering TERA examinations
                     ·  applying TERA examination exceptions
                     ·  TERA and other theories of service connection
                     ·  requirement to document all TERA
                     ·  procedures for establishing TERA
                     ·  determining if location-based TERA applies
                     ·  determining the circumstances of the Veteran’s service are consistent with
                        TERA
                     ·  documenting a Veteran’s participation in TERA
                     ·  completing the Toxic Exposure Risk Activity Memorandum
                     ·  modified examination threshold for TERA claims
                     ·  when to request a TERA examination
                     ·  TERA opinions and herbicide exceptions
                     ·  definition of physical trauma
                     ·  evaluating competent medical or scientific evidence for TERA examination
                        exceptions
                     ·  TERA examination
                        - request procedures, and
                        - sufficiency
                     ·  deciding service connection for disabilities due to TERA
                     ·  TERA
                        - rating decision requirements
                        - favorable findings, and
                     ·  establishing an effective date for TERA claims.
 Change Date          May 15, 2026
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 Definition of         The PACT Act defines toxic exposure risk activity (TERA) as any activity
 TERA                  that:
                       · requires a corresponding entry in an exposure tracking record system, such
                         as ILER (as defined in § 1119(c)); or
                       · the Secretary determines qualifies for purposes of this subsection when
                         taking into account what is reasonably prudent to protect the health of
                         Veterans.
                       Notes:
                       · The definition of TERA is important for the implementation of the modified
                         threshold examination requirements as discussed in content titled, Modified
                         Examination Threshold for TERA Claims. The statutory definition is
                         extremely broad and requires claims processors to consider all evidence of
                         record when determining if a Veteran was subject to a TERA and regardless
                         of whether the Veteran specifically claims an exposure(s) as the basis of the
                         claim.
                       · There is no required minimum level of exposure or duration of participation
                         in a TERA to trigger a TERA examination under § 1168.
                       · Name-only entries and records from contractor or civilian service periods
                         should not be accepted as participation in a TERA as detailed in the ILER
                         Guidance.
                       References: For more information on
                       · establishing whether an exposure is consistent with the circumstances of a
                         Veteran’s service, see M21-1, Part VIII, Subpart iii, 9.A             and B, and
                       · what constitutes a non-presumptive disability for TERA purposes, see the
                         content titled, Definition: Non-Presumptive Disability for TERA Purposes.
 Provisions of        ·  New definition: toxic exposure risk activity (TERA) is defined in §
 the PACT Act            1710(e)(4). See content titled, Definition of TERA.
 Relevant to          ·  New required use of an exposure tracking database when verifying toxic
 TERA                    exposure. Section 302 added a requirement to use an exposure tracking
                         system, such as ILER during the claim adjudication process.
                      ·  Required examinations and medical opinions in non-presumptive exposure
                         claims. Section 303 creates new § 1168           requiring VA to obtain
                         examinations and nexus opinions for Veterans who participated in a TERA.
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 When to Apply        The procedures of this topic apply to any Veteran from any era who
 TERA
 Procedures           · claims or died from a non-presumptive disability, and
                      · participated in a TERA as defined in the content titled, Definition of TERA.
                      The table below describes the high-level TERA claims process.
                      Note:  When the Veteran is shown to have a recognized presumptive
                      disability based on an established presumptive toxic exposure and service
                      connection can be awarded, do not apply TERA procedures, to include
                      requesting a TERA nexus opinion. Example: Sinusitis with established fine
                      particulate matter exposure.
                          Stage                                      Description
                            1        Identifying TERA claims.
                                     · Reviewing for explicit and implicit claims.
                                     · Determining when an exception to TERA process applies.
                            2        Researching and verifying TERA participation.
                                     · Obtaining service records and reviewing ILER.
                                     · Completing the Toxic Exposure Risk Activity Memorandum.
                                     · Applying appropriate claim attributes.
                            3        Requesting TERA examinations and medical opinions.
                                     · Applying new modified examination threshold.
                                     · Identifying relevant evidence for the examiner.
                                     · Selecting appropriate disability benefits questionnaires (DBQs).
                                     · Using TERA medical opinion template language.
                                     · Ensuring examination provides the appropriate opinion.
                            4        Rating under direct service connection provisions.
                                     · Discussing TERA and/or a TERA exception in the reasons for
                                       decision.
                                     · Applying the correct effective date.
                                     · Citing TERA as a favorable finding, if applicable.
                                     · Applying relevant TERA special issues in the Veterans Benefits
                                       Management System-Rating (VBMS-R).
 TERA Claim           In addition to the PACT special issue noted in Topic 1, Overview of the PACT
 Attributes           Act, claims processors must apply
                      · the PACT Exam Exclusion – Sec.1168 Circumstance TERA corporate flash,
                        and
                      · VBMS-R TERA claim attributes as described in the Utilizing VBMS-R
                        TERA Special Issues (SIs) Job Aid.
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                       Note: The PACT Exam Exclusion – Sec.1168 Circumstance TERA corporate
                       flash must be applied when the Toxic Exposure Risk Activity Memorandum
                       concedes TERA but determines a circumstance-based exception applies. If
                       during the processing of a subsequent claim, the exception is found to no
                       longer apply, for example, new TERA participation is documented in ILER,
                       remove the flash from the Veteran’s corporate record.
 Entitlement to        In addition to adding a variety of new presumptive conditions and expanding
 Compensation          applicable locations for some already existing presumptives, Congress
 for Conditions        included provisions in the PACT Act to allow Veterans to be considered for
 Based on              service connection for non-presumptive conditions in certain situations.
 TERA                  Veterans who participated in a TERA while in service and developed a non-
                       presumptive disease related to that activity may be entitled to receive
                       compensation benefits under the direct service connection provisions if a
                       medical opinion provides a nexus of causal link. The PACT Act modifies the
                       threshold for requesting a disability examination with medical opinion related
                       to non-presumptive claims for Veterans who participated in a TERA.
                       Important:
                      ·  By introducing the concept of TERA, the PACT Act fundamentally changes
                         how disability compensation claims processors review and handle claims
                         primarily by requiring an assessment of the evidence of record regarding
                         whether the claimant participated in a TERA.
                      ·  The PACT Act also fundamentally changes the examination with medical
                         opinion threshold in non-presumptive disability compensation claims when
                         the Veteran participated in a TERA. PACT requires a medical opinion
                         examination when service connection for a condition cannot be granted,
                         rather than when a decision cannot be made (which could be a grant or
                         denial).
                       Note: Unless another theory of service connection applies, such as
                       presumption, consider claims based on a TERA under the direct service
                       connection provisions of 38 CFR 3.303            and 3.304.
                       References: For more information on
                      ·  direct service connection, see
                         - 38 CFR 3.303
                         - 38 CFR 3.304, and
                         - M21-1, Part V, Subpart ii, 2.A, and
                      ·  service connection for disabilities due to exposure to specific hazards, see
                         M21-1, Part VIII, Subpart iii, 9.A        and B.
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 Identifying a         The PACT Act requires VA to consider both explicit claims as well as
 TERA Claim            implicit claims of exposure, unless an exception to the TERA examination
                       requirements apply as noted below. Therefore, claims processors must review
                       claims for non-presumptive disabilities, or non-presumptive cause(s) of death,
                       to determine whether an explicit or implicit TERA claim applies. This
                       includes reviewing for
                       · explicit claims of toxic exposure
                         - the Veteran lists a specific toxic exposure on VA Form 21-526EZ,
                           Application for Disability Compensation and Related Compensation
                           Benefits
                         - the survivor claims the Veteran’s cause of death is due to a toxic exposure
                           on, or with, a VA Form 21P-534EZ, Application for DIC, Death Pension,
                           and/or Accrued Benefits (version dated July 2022 or later), or
                         - lay statements submitted with the claim, and
                       · implicit claims of exposure where liberally construing the claim raises the
                         issue even when not specifically claimed, such as
                         - the Veteran’s service in a location associated with toxic exposure (See
                           Topic 5 Exhibits      and M21-1, Part VIII, Subpart iii, 9)
                         - the Veteran’s military occupation is associated with a toxic exposure
                         - ILER or other military records show participation in a TERA
                         - a documented concession of exposure in a prior claim or the Veteran’s
                           corporate record contains a claim attribute for toxic exposure, such as the
                           Toxic Exposure - Sec. 1119 Covered Veteran flash
                         - medical records contain an allegation of exposure to a toxic substance,
                           chemical, or airborne hazard, such as a Veterans Health Administration
                           (VHA) exposure screening
                         - a survivor submitting a death certificate that lists a primary, or
                           contributing, cause of death for which a TERA exception does not apply,
                           and there is reasonable probability that the death may be related to service,
                           or
                         - any other relevant evidence of record.
                       Important:
                       · Non-presumptive claims must be liberally construed under PACT Act
                         provisions. The law does not require a Veteran to claim participation in a
                         TERA for the procedures in this topic to apply.
                       · These procedures do not apply if another theory of service connection
                         clearly applies to the claim, such as direct service connection for pre-
                         discharge claimants, or when an exception for ordering an examination with
                         medical opinion applies as discussed in the content titled, Exceptions to
                         Ordering TERA Examinations.
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                       Example 1: A Veteran claims sleep apnea, which is not a recognized
                       presumptive disability. A post-service sleep study in the Veteran’s VAMC
                       records notes a clinical diagnosis of sleep apnea. Military records confirm
                       service in Iraq in 1991. Because the Veteran served in an area recognized for
                       toxic exposure because of presumptive exposure to burn pits and other toxins
                       to include fine particulate matter (BPOT), the claim should be liberally
                       construed to include an implicit claim of TERA. The claim would be
                       processed under the TERA direct service connection provisions in this topic.
                       Example 2: A Veteran claims asthma. Service records show she was deployed
                       to Afghanistan in 2010. Since asthma is a recognized presumptive disability
                       under § 1120, and the Veteran served in an area of presumptive BPOT
                       exposure, assessing whether the Veteran participated in a TERA is not
                       necessary. The claim would be processed under the presumptive service
                       connection provisions in       M21-1, Part VIII, Subpart ii, 2.A-C.
 Definition:           Non-presumptive disability for the purposes of TERA refers to conditions for
 Non-                  which service connection cannot be granted on a presumptive basis.
 Presumptive
 Disability for        Reasons may include:
 TERA
 Purposes              · the condition is not listed on any presumptive list
                       · presumptive exposure is not established
                       · the condition is not compensable, when required, or
                       · the condition did not manifest within the required time frame.
                       Example: A Veteran claims service connection for migraines, a presumptive
                       disability under 38 CFR 3.309(a)          (other organic diseases of the nervous
                       system). There is evidence of a current disability, but the migraines did not
                       manifest to a compensable level within one year of separation from active
                       service, so presumptive service connection under 38 CFR 3.309(a)                   cannot be
                       established. The service treatment records are silent for signs or symptoms of
                       the condition during active duty. Given that there is evidence of a current
                       disability, and the evidence is not sufficient to grant (rather than decide) the
                       claim, TERA procedures apply. If research shows participation in a TERA
                       and no TERA exception applies, then an exam and TERA opinion would be
                       warranted for the claimed migraines.
 Exceptions to         § 1168(b)    provides that these examination requirements do not apply if the
 Ordering              Secretary determines there is no indication of an association between the
 TERA                  disability claimed by the Veteran and participation in the TERA.
 Examinations
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                       Claims processors should not order a TERA medical opinion based upon a
                       TERA if one of the following exceptions applies:
                       Condition-based Exceptions:
                       1.   Non-presumptive claims based on physical trauma.
                       2.   Mental disorders.
                       3.   The only participation in a TERA that is established is related to herbicide
                            exposure and the Veteran claims a condition determined to have no
                            positive association with herbicide exposure.
                       4.   Claims for disabilities that manifested during military service or with an
                            etiology not associated with toxic exposure.
                       Circumstance-based Exceptions:
                       5.   The only participation in a TERA that is established is based on an entry
                            in an exposure tracking record system, such as ILER, that does not
                            corroborate or correspond to an activity carried out by the Veteran during
                            active military service that could result in potential exposure to toxic
                            substances, chemicals, and airborne hazards.
                       6.   The only participation in a TERA that is established is based on an entry
                            in an exposure tracking record system, such as ILER, that is based on the
                            Veteran’s report of exposure to toxic substances, chemicals, and airborne
                            hazards that cannot be substantiated.
                       Important:
                       · When applying one of the above exceptions, follow the guidance in the
                         content titled, Applying TERA Examination Exceptions.
                       · When a TERA exception applies, ensure the rating decision follows the
                         guidelines outlined in TERA Rating Decision Requirements.
                       References: For more information on
                       · TERA exceptions, see the TERA Exception Job Aid, and
                       · when to complete the Toxic Exposure Risk Activity Memorandum, see the
                         Toxic Exposure Risk Activity Memorandum Job Aid.
 Applying              Use the table below to determine the appropriate development actions when a
 TERA                  TERA exception applies.
 Examination
 Exceptions            Important:  In all claims where a TERA examination exception applies, add
                       the following VBMS note prior to sending the claim to the rating activity:
                       Met 1168 Exclusion Criteria.
                        If applying ...                        Then ...
                        a condition-based exception            do not
                        based on
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                        · physical trauma, or                 · conduct a full review for TERA based on
                        · mental disorders                       the condition claimed, or
                                                              ·  order a disability examination based upon a
                                                                 TERA unless the Veteran submits
                                                                 competent medical or scientific evidence of
                                                                 an association between the disability and
                                                                 the in-service TERA.
                        condition-based exception             ·  do
                        based on no positive                     - conduct a full review for non-herbicide
                        association with herbicide                 TERA
                        exposure                                 -  complete the Toxic Exposure Risk
                                                                   Activity Memorandum
                                                                   § using the embedded TERA MEMO
                                                                     functionality in VBMS, and
                                                                   § answering Question 1 based on the
                                                                     evidence of record, and
                                                                 - add a note to the free text entry box under
                                                                   Question 1 specifying that herbicide
                                                                   development was not completed because
                                                                   the Veteran's claimed condition is a
                                                                   condition determined to have no positive
                                                                   association with herbicide exposure, and
                                                              ·  do not
                                                                 - refer the claim to centralized processing
                                                                   for research of herbicide exposure
                                                                 - order a disability examination based upon
                                                                   a TERA unless
                                                                   § a non-herbicide TERA is shown, or
                                                                   § the Veteran submits competent medical
                                                                     or scientific evidence of an association
                                                                     between the disability and the in-service
                                                                     TERA.
                        condition-based exception              do not
                        for disabilities that
                        manifested during military            ·  conduct a full review for TERA based on
                        service or with an etiology              the condition claimed
                        not associated with toxic             ·  complete the Toxic Exposure Risk Activity
                        exposure                                 Memorandum, or
                                                              ·  order a disability examination based upon a
                                                                 TERA.
                        a circumstance-based                  ·  do
                        exception                                - conduct a full review of the record for
                                                                   TERA
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                                                                   - complete the Toxic Exposure Risk
                                                                     Activity Memorandum using the
                                                                     embedded TERA MEMO functionality in
                                                                     VBMS
                                                                   - concede participation in a TERA
                                                                   - apply the PACT Exam Exclusion –
                                                                     Sec.1168 Circumstance TERA corporate
                                                                     flash, and
                                                                ·  do not order a TERA-related examination
                                                                   and medical opinion unless the Veteran
                                                                   submits competent medical or scientific
                                                                   evidence of an association between the
                                                                   disability and the in-service TERA.
 TERA and               In cases where a non-TERA direct medical opinion came back negative and a
 Other Theories         TERA opinion had not been requested concurrently, whether or not a TERA
 of Service             opinion is needed is dependent on the facts of the case and the reason behind
 Connection             the negative opinion. For example, the opinion may have been negative due to
                        no diagnosis; if so, TERA procedures would not be applicable since there is
                        no evidence of a current disability. In a case where the Veteran has a chronic
                        disability which the examiner opined is less likely than not associated with an
                        in-service event, disease, or injury, TERA procedures may apply.
                        Use the table below to determine if a TERA medical opinion is needed when
                        another theory of service connection is being considered.
        If the ...                             And ...                          Then a TERA opinion is ...
        direct or secondary medical            there is no diagnosis            not needed.
        opinion is negative
                                               the rationale attributes         not needed.
                                               the disability to a non-
                                               TERA etiology
                                               unrelated to service
                                               the rationale                    needed, if TERA
                                              ·  concludes the                  participation is shown.
                                                 disability is not due to
                                                 the non-TERA in-               Important: Identify the prior
                                                 service event or               negative medical opinion as
                                                 secondary to the SC            evidence for the examiner’s
                                                 disability, but                review.
                                              ·  does not attribute the
                                                 condition to a specific
                                                 etiology
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        claim does not meet                  no TERA participation           not needed.
        presumptive service                  is shown
        connection provisions
                                             Note: This finding must
        Reference: See content               be documented on the
        titled, Definition: Non-             Toxic Exposure Risk
        Presumptive Disability for           Activity Memorandum.
        TERA Purposes.                       TERA participation is           needed.
                                             shown
                       Note: When examination results were previously received by VBA and it’s
                       subsequently determined that a TERA medical opinion is needed, ensure the
                       new examination request is routed to the same vendor that completed the
                       original. If the correct vendor is not populated in the VBMS Examination
                       Management System (EMS) when submitting the examination request, the
                       claims processor should use the “View Alternate Destinations” option and
                       select the original vendor. In the REASON block, include “TERA Language
                       Required.” These requests should not be submitted as Rework.
 Requirement to        Under § 1168, VA is required to provide the Veteran a nexus examination
 Document All          with medical opinion when the Veteran claims a non-presumptive disability
 TERA                  and records show participation in TERA. The law also requires when
                       providing this opinion that the examiner address
                      ·  the total potential exposure through all applicable military deployments of
                         the Veteran, and
                      ·  the synergistic, combined effect of all toxic exposure risk activities of the
                         Veteran.
                       To aid the examiner in reviewing the claims file and providing the opinion,
                       claims processors must document all TERAs in accordance with the
                       procedures below.
 Procedures for        If the Veteran submits a substantially complete claim for a non-presumptive
 Establishing          disability that cannot be granted on some other basis, follow the procedures in
 TERA                  the table below to establish and document the Veteran’s participation in
                       TERA.
                      Important: During the TERA claims process, all claims processors are
                      responsible for ensuring relevant claim attributes are assigned or removed in
                      accordance with PACT and TERA claim attributes guidance.
      Step                                                  Action
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        1         Review the claim in accordance with the Toxic Exposure Risk Activity
                  Memorandum Job Aid. Is a Toxic Exposure Risk Activity Memorandum
                  necessary?
                 ·  If yes,
                    - ensure all military records, to include personnel records if they are not
                      already of record, have been requested and obtained, and
                    - go to the next step.
                  · If no, refer the claim for a decision and take no further action in this table.
        2         Follow the steps outlined in the Toxic Exposure Risk Activity Memorandum
                  Job Aid   to complete the Toxic Exposure Risk Activity Memorandum. Is
                  there evidence of TERA participation warranting an opinion under 38 U.S.C.
                  § 1168?
                 ·  If yes,
                    - ensure all evidence used to support TERA is uploaded to the eFolder and
                      documented in accordance with the guidance in the content titled,
                      Documenting a Veteran’s Participation in TERA, and
                    - go to the next step..
                 ·  If no,
                    - complete all applicable fields on the Toxic Exposure Risk Activity
                      Memorandum
                    - upload the memorandum
                    - disregard the remaining step in this table, and
                    - refer the claim for a decision.
                  Important:
                 ·  If a circumstance-based TERA exception applies, claims processors must
                    affix the PACT Exam Exclusion – Sec.1168 Circumstance TERA corporate
                    flash.
                 ·  Do not submit research requests of this nature to the Military Records
                    Research Center (MRRC) unless the M21-1 or other authoritative source
                    requires it for the specific exposure type (e.g., herbicide exposure).
        3         Follow the procedures in the content titled, TERA Examination Request
                  Procedures.
 Determining If        Whether explicitly claimed or not, TERA participation should be recognized
 Location-Based        if the Veteran served in a location associated with
 TERA Applies
                       · a presumption of exposure to a toxic substance (See Topic 5, Exhibits)
                       · mustard gas exposure as listed in M21-1, Part VIII, Subpart iii, 3.A.5.b, or
                       · a toxic exposure event as noted in M21-1, Part VIII, Subpart iii, 9.A.1.b.
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                        Exception: As noted in M21-1, Part VIII, Subpart iii, 8.A.3.b, if the only
                        service at Camp Lejeune was with the National Guard or the Reserve while
                        on active duty for training or inactive duty for training, the service does not
                        qualify as active service. In these cases, do not consider the Camp Lejeune
                        service as evidence of TERA participation.
                        Follow the steps in the table below to determine if location-based TERA
                        applies.
                            Step                                            Action
                              1        Review Veteran’s file for evidence of established service in a
                                       location associated with toxic exposure.
                              2        Review current service records and ILER for an indication of
                                       service in a qualifying location.
                              3        Ensure entire personnel file is obtained and added to claims
                                       folder or unavailability of records is appropriately documented.
                              4        Once all service records are obtained, determine if service in a
                                       qualifying location is shown.
                                       · If yes, complete the remaining steps in the content titled,
                                         Procedures for Establishing TERA.
                                       · If no, go to next step.
                              5        Is potential service in a qualifying location explicitly raised by
                                       the Veteran or reasonably raised by the evidence of record?
                                       · If yes, complete remaining development steps specific to that
                                         location, to include referral to a centralized processing site, if
                                         required.
                                       · If no, complete the remaining steps in the content titled,
                                         Procedures for Establishing TERA.
                                       Example 1: Veteran’s personnel records show he served on a ship
                                       during the Vietnam era, but there is no evidence of land-based
                                       service in a herbicide location. Potential nautical service in a
                                       herbicide location is reasonably raised. The claim should be
                                       referred to centralized processing for research of nautical service
                                       unless the claimed disability is a condition determined to have no
                                       positive association with herbicide exposure as discussed in M21-
                                       1, Part VIII, Subpart i, 1.B.1.g.
                                       Example 2: Veteran’s personnel file shows duty stations in
                                       Germany and United States only. Potential location-based
                                       exposure is not reasonably raised.
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                       Note: If the Veteran had qualifying active duty service at Camp Lejeune
                       during the presumptive period, follow the guidance in M21-1, Part VIII,
                       Subpart iii, 8.A    to complete all required development procedures prior to
                       routing the claim for centralized processing.
 Determining           When determining if the circumstances of a Veteran’s service are consistent
 the                   with participation in TERA, follow the guidance in
 Circumstances         · M21-1, Part VIII, Subpart iii, 9.B         for specific environmental or military
 of the Veteran’s        occupational hazards
 Service Are           · M21-1, Part VIII, Subpart iii, 5.A         for chemical, biological, radiological,
 Consistent              nuclear, and explosives testing participation, and
 With TERA
                       · M21-1, Part VIII, Subpart iii, 6.A         for participation in the Shipboard Hazards
                         and Defense Project.
                       This includes researching military records, ILER, and alternative sources of
                       evidence, to include military exposure information available on VHA’s
                       Military Exposures site.
                       In addition, follow existing M21-1 guidance regarding military occupational
                       specialty (MOS)-related toxic exposure, such as
                       · military occupational hazards in M21-1, Part VIII, Subpart iii, 9.B.3, and
                       · asbestos exposure and MOS in M21-1, Part VIII, Subpart iii, 7.C.1.b.
                       Recognize participation in TERA if it is consistent with the places, types, and
                       circumstances of the Veteran’s service consistent with 38 CFR 3.303(a).
                       Important: Vaccines and medications in general are not considered
                       participation in a TERA because there is no scientific or medical evidence
                       that supports the conclusion that vaccines and medications administered to
                       Service Members have resulted in long-term adverse health effects. In cases
                       where the Veteran claims a disability specifically due to a vaccine or
                       medication received in service, consider the claim based on the facts and
                       circumstances of the case to include any acute health effects experienced by
                       the Service Member. However, an examination under the provisions of §
                       1168   (TERA) should not be invoked.
                       Example 1: A Veteran files a claim for a non-presumptive cancer. There is
                       not a record for the Veteran in ILER. The Veteran’s Post-Deployment Health
                       Assessment in his STRs show reports of exposure to Perfluoroalkyl and
                       Polyfluoroalkyl Substances (PFAS) in drinking water during his deployment
                       to Germany. Exposure to PFAS is TERA consistent with the circumstances of
                       the Veteran’s service.
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                       Example 2: Veteran files a claim for a non-presumptive skin disability but
                       does not explicitly claim toxic exposure. Medical records contain results of a
                       toxic exposure screening at a VHA facility and note the Veteran reports being
                       exposed to industrial solvents. The Veteran’s records in ILER lists industrial
                       solvents in the Exposures Pathway tab. Exposure to industrial solvents is
                       TERA consistent with the circumstances of the Veteran’s service.
 Documenting a         Veterans may qualify for TERA participation on more than one basis, such as
 Veteran’s             location-based presumptive exposure and exposure via military occupation-
 Participation in      related activities. Claims processors must document all qualifying TERA in
 TERA                  order to ensure the examiner can provide the required medical opinion.
                       Document the Veteran’s participation in all TERAs by
                       · completing a Toxic Exposure Risk Activity Memorandum using the TERA
                         embedded MEMO functionality in VBMS
                       · ensuring the evidence used to support the determination of TERA
                         participation is uploaded to the Veteran’s eFolder, and
                       · editing the subject line of the relevant document(s) used to verify
                         participation using the following format: TERA, pg. [number(s)].
                       Example:
                       Notes:
                       · While the TERA process applies at the contention level, only one Toxic
                         Exposure Risk Activity Memorandum is required for a claim.
                       · The provisions of this SOP generally apply to both disability compensation
                         and service-connected death benefits.
                       Reference:  For more information on editing document properties, see
                       · the VBMS User Guide, and
                       · M21-1, Part II, Subpart ii, 2.A.1.e.
 Completing the          The Toxic Exposure Risk Activity Memorandum will be included in the
 Toxic Exposure          eFolder and will provide the justification for ordering or not ordering the
 Risk Activity           examination/medical opinion required in § 1168. It will also serve as a
 Memorandum              concise summary of exposure information for the medical examiner.
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                        When completing the Toxic Exposure Risk Activity Memorandum,
                        · follow the guidance in the Toxic Exposure Risk Activity Memorandum Job
                          Aid, and
                        · use the embedded TERA MEMO functionality in VBMS to complete the
                          memorandum.
                        In some cases where a memorandum has already been completed, TERA
                        participation must be researched and a new Toxic Exposure Risk Activity
                        Memorandum completed. Complete a new updated Toxic Exposure Risk
                        Activity Memorandum when required by the Toxic Exposure Risk Activity
                        Memorandum Job Aid         and:
                        · new evidence shows TERA participation that is not documented on an
                          existing Toxic Exposure Risk Activity Memorandum
                        · the Veteran explicitly alleges TERA participation that was not previously
                          researched
                        · the only TERA participation is documented on a Modified TERA
                          Memorandum for Health Care Purposes
                        · one of the following §1168       exceptions applied in a prior claim:
                          -  a herbicide exposure exception, or
                          -  a circumstance-based exception, or
                        · the previously completed memorandum was not generated using the
                          embedded TERA MEMO functionality in VBMS on or after November 3,
                          2024.
                        Note: The herbicide and circumstance-based examination exceptions are
                        related to evidence as it existed in ILER at the time the claim was processed.
                        ILER is subject to continual updates and evidentiary additions. While ILER
                        would not generally include herbicide exposure information, it could
                        establish other TERA participation. Therefore, if a Veteran files a
                        subsequent claim with evidence of a disability, and a condition-based
                        exception does not apply, the TERA procedures must be followed, and a
                        new Toxic Exposure Risk Activity Memorandum must be completed to
                        determine if the previous exception still applies to the current claim.
                        References: For more information on the
                        · embedded TERA MEMO functionality, see the VBMS Core User Guide,
                          and
                        · binding nature of TERA decisions, see the Interim Guidance-TERA and
                          CUE.
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 Modified              § 1168(a)    directs that VA will provide an examination and medical opinion
 Examination           when
 Threshold for
 TERA Claims           · the Veteran
                         - submits a claim for compensation and
                         - has evidence of a disability, and
                         - has evidence of participation in a TERA, and
                       · such evidence is not sufficient to establish service connection for the
                         disability, and
                       · a TERA exception does not apply.
                       Note: The statutory language in § 1168           modifies the existing § 5103A
                       threshold in the above situations. As such, in scenarios where claims
                       processors previously would not have requested an examination based on
                       insufficient evidence and such claim would result in a denial, if such claim is
                       related to a TERA, VA now is required to request an examination and
                       medical opinion before deciding the claim.
 When to               After establishing that the Veteran participated in a TERA and there is
 Request a             evidence of a disability, then claims processors must determine whether the
 TERA                  Veteran’s claim meets the minimal threshold for ordering the examination
 Examination           and medical opinion as discussed in the content titled, Modified Examination
                       Threshold for TERA Claims.
                       Notes:
                       · Request a medical opinion for a survivor claim when
                         - processing a service-connected death claim based on a non-presumptive
                           disability, and
                         - the evidence shows the Veteran participated in a TERA.
                       · The language of new § 1168(a)          requires VA to obtain an examination and
                         opinion “if a veteran submits to the Secretary a claim for compensation.” A
                         survivor submitting a claim for DIC is distinct from a Veteran submitting a
                         claim for compensation, and thus would not fall under the purview of the
                         new section. See Delarosa v. Peake, 515 F.3d 1319, 1321-22 (Fed. Cir.
                         2008) (noting that the requirement to provide medical examinations for
                         compensation claims in § 5103A(d)            does not apply to DIC claims).
                         However, VA may still be required to provide an opinion in relation to a
                         DIC claim pursuant to § 5103A(a). For more information regarding
                         requesting an opinion in relation to a DIC claim, please see M21-1 Part XII,
                         Subpart i, 1.B.1.h.
                       Reference: For more information on evidence of a current disability or
                       symptom, see M21-1, Part IV, Subpart i, 1.B.1.b.
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 TERA                  If the herbicide TERA exception applies for a claimed disability, claims
 Opinions and          processors must still fully research whether the Veteran also participated in
 Herbicide             another TERA. In these cases, if the Toxic Exposure Risk Activity
 Exceptions            Memorandum reveals there is evidence of a different TERA (other than
                       herbicides), a TERA medical opinion is required. Enter the following
                       language when requesting the TERA medical opinions for conditions
                       determined to have no positive association with herbicide exposure based on
                       TERAs other than herbicides:
                                Although the Veteran served in [herbicide location] and exposure to
                                herbicides is conceded, only consider the TERA(s) of [non-herbicide
                                TERAs] as [disability] has been determined by the Secretary to have
                                no positive association with herbicide exposure.
                       Reference: For more information on the TERA herbicide exceptions, see
                       · M21-1, Part VIII, Subpart i, 1.B.1.g, and
                       · the TERA Exception Job Aid.
 Definition:           VBA defines physical trauma as a serious injury to the body. Three main
 Physical              types of physical trauma are as follows:
 Trauma
                       · Blunt force trauma—when an object or force strikes the body, often
                         causing concussions, deep cuts, or broken bones
                       · Trauma due to repetitive use—when repeated stress to the body’s soft
                         tissue structures, including muscles, tendons, and nerves, results in
                         repetitive strain injuries, and
                       · Penetrating trauma—when an object pierces the skin or body, usually
                         creating an open wound
                       Exceptions:
                       · Hearing loss is not considered a physical trauma under this exception.
                       · Penetrating traumas with toxic embedded fragments do not fall under this
                         exception. An embedded fragment is a piece of metal or other material (also
                         referred to as shrapnel) that stays in the body after injury.
                       Example: The Veteran served from 1994 to 2014. Service included tours of
                       duty in Kuwait, Israel, Iraq, and Bahrain. He is diagnosed with mild hearing
                       loss in 2020. Pure tone threshold loss of 50 decibels is shown at the 4000
                       hertz level bilaterally. Service records show normal hearing upon entering and
                       separating from service. The Veteran files a claim for service connection for
                       hearing loss in November 2022. He claims that his hearing loss is the result of
                       exposure to toxic substances in service. Should the Veteran receive an
                       examination/opinion?
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                       Result: Yes. Participation in a TERA is established so toxic exposure is
                       presumed pursuant to § 1119. Although acoustic trauma and noise exposure
                       are the common etiologies of hearing loss, the disability does not fall under a
                       physical trauma as it is not consistent with blunt force or penetrating trauma,
                       or trauma due to repetitive use. Therefore, since participation in a TERA is
                       demonstrated and the hearing loss, which is rated under diagnostic code (DC)
                       6100, does not fall within the physical trauma exception under § 1168(b), an
                       examination/opinion should be provided as there is a potential indication of
                       an association between the disability and toxic exposure.
 Evaluating            When determining if there is competent medical or scientific evidence to
 Competent             overcome an exception to the TERA examination, follow the guidelines in
 Medical or            M21-1, Part V, Subpart ii, 1.A        to evaluate the credibility and competence of
 Scientific            the evidence. If after weighing the evidence, it is determined to have
 Evidence for          sufficient probative value, the claims processor should follow the procedures
 TERA                  in the content titled, TERA Examination Request Procedures                 to order an
 Examination           examination with medical opinion for the claimed disability.
 Exceptions
                       Reference: For more information on determining if an examination is
                       necessary, see M21-1, Part IV, Subpart i, 1.A.1.c.
 TERA                  Follow the procedures below when requesting an examination with medical
 Examination           opinion based on TERA as required by Step 10 in the content titled,
 Request               Procedures for Establishing TERA.
 Procedures
                           Step                                           Action
                             1        · Ensure all evidence supporting exposures is uploaded to the
                                        eFolder, including the completed Toxic Exposure Risk Activity
                                        Memorandum and ILER Individual Exposure Summary, if
                                        applicable, and
                                      · identify the relevant evidence for the examiner’s review per
                                        M21-1 Part IV, Subpart i, 2.A.7.d.
                             2        Select all appropriate DBQs based on the nature of the
                                      disability(ies) claimed, and the medical opinion DBQ for each
                                      applicable contention.
                             3        In the “Is there a Medical Opinion Needed?” drop down menu in
                                      the VBMS EMS, select TOXIC EXPOSURE.
                             4        Input the required fields.
                                      Notes:
                                      · The contention will be system generated.
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                                     ·  Input the toxic exposure risk activity(ies) as documented on the
                                        Toxic Exposure Risk Activity Memorandum.
                             5        In the examination request in the ADDITIONAL
                                      INFORMATION field, provide the examiner with the following:
                                     ·  established TERA(s)
                                     ·  whether the information is documented in ILER/personnel
                                        pages/DD Form 214, Certificate of Uniformed Service (DD
                                        214)/Veteran statement, and
                                     ·  free text/other, if needed.
 TERA                  Under § 1168, examinations based on TERA require the examiner to provide
 Examination           an opinion that considers the total potential exposure through all applicable
 Sufficiency           military deployments of the Veteran and the synergistic, combined effect of
                       all toxic exposure risk activities of the Veteran.
                       If an examination fails to provide or to sufficiently explain and support the
                       required opinion, follow the procedures in M21-1, Part IV, Subpart i, 3.C                 to
                       obtain clarification of the examination.
 Deciding              When deciding a claim for service connection for a disability due to TERA
 Service               during service, the rating activity should
 Connection for
 Disabilities Due      · determine whether or not service records demonstrate the Veteran
 to TERA                 participated in a TERA during service, and
                       · determine whether
                         - a condition-based or circumstance-based TERA examination exception
                           applied, or
                         - the evidence establishes a nexus between the TERA and the claimed
                           disease.
                       Notes:
                       · Apply the direct service connection provisions when deciding claims based
                         on this provision of the PACT Act.
                       · As always, resolve reasonable doubt under 38 CFR 3.102                 in the claimant’s
                         favor.
                       Reference: For more information on direct service connection, see
                      ·  38 CFR 3.303
                      ·  38 CFR 3.304, and
                      ·  M21-1, Part V, Subpart ii, 2.A.
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 TERA Rating           Follow existing guidance in M21-1, Part V, Subpart iv, 1.A               to generate a
 Decision              rating decision that explains the basis of any decision under the PACT Act. In
 Requirements          addition to system-generated text, decision makers should use glossary
                       fragments created based on the new law, when applicable.
                       If awarding or denying a claim under the provisions of TERA, apply the
                       following guidelines:
                       · cite the relevant statute(s) that applies to the claim, such as, but not limited
                         to, § 1168, 38 CFR 3.303, etc.
                       · list the TERA as a favorable finding, if applicable
                       · in all denials (for explicit and implicit claims) where a TERA examination
                         exception applied, the rating narrative must discuss
                         - the specific condition-based or circumstance-based exception, and
                         - whether there was evidence rebutting the exception, and
                       · affix the appropriate TERA special issue(s) as discussed in the Utilizing
                         VBMS-R TERA Special Issues (SIs) Job Aid.
                       Important: When a TERA examination exception applies and the PACT
                       Exam Exclusion – Sec.1168 is selected, VBMS-R will generate narrative text
                       discussing the exception as well as the absence of competent medical or
                       scientific evidence.
                       · When a new circumstance-based exception applies, decisionmakers must
                         include the TERA_exceptions_ILER fragment in the rating decision
                         narrative and remove any irrelevant system-generated language, as needed.
                       · If the claim includes medical or scientific evidence attempting to rebut the
                         exception, but the examination threshold is still not met, the system-
                         generated text must be edited to explain why the evidence was not sufficient
                         to overcome the exception.
                       References: For more information on
                       · available VBMS-R glossary fragments, see TERA Glossary Text for VBMS-
                         R, and
                       · implicit TERA claims, see the content titled Identifying a TERA Claim.
 TERA                  When denying service connection, the rating decision must include the TERA
 Favorable             favorable finding when TERA participation is shown.
 Findings
                       Important: If TERA participation is shown on a Toxic Exposure Risk Activity
                       Memorandum, include the favorable finding even when a condition-based or
                       a circumstance-based TERA exception applies.
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                       Example: Participation in a toxic exposure risk activity is conceded. TERA
                       was conceded based on an entry in an exposure tracking record system.
                       Reference: For more information on documenting favorable findings, see
                       M21-1, Part V, Subpart iv, 1.A.5.h.
 Establishing an       The PACT Act was signed into law on August 10, 2022, so any grant based
 Effective Date        on the new examination threshold under § 1168              cannot precede this date. The
 for TERA              effective date provisions under        § 5110   and 38 CFR 3.400       should be
 Claims                followed. Effective date provisions due to a change of law under 38 CFR
                       3.114   also apply.
                       Reference:  For more information on establishing an effective date, see M21-
                       1, Part V, Subpart ii, 4.A.
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3. TERA Healthcare Eligibility Requests
 Introduction         This topic contains information about TERA healthcare eligibility requests
                      from VHA, including:
                      · background
                      · applicability
                      · claims establishment
                      · unidentified mail, and
                      · subsequent claims.
 Change Date          July 17, 2024
 Background           Section 103(a) of the PACT Act amended 38 U.S.C. § 1710(e)(1)                  to establish
                      eligibility for hospital care, medical services, and nursing home care for
                      toxic-exposed Veterans. If VHA cannot confirm the Veteran participated in a
                      TERA through VBMS system indicators or through an ILER search, VHA
                      will request VBA assistance.
                      VHA uses VA Form 10-7131, Exchange of Beneficiary Information and
                      Request for Administrative and Adjudicative Action, to request VBA perform
                      TERA research and provide a formal TERA determination. The TERA
                      finding may qualify the Veteran for hospital care, medical services, and
                      nursing home care or for higher priority group enrollment through VHA.
                      A positive TERA finding for healthcare eligibility will be documented on a
                      new form, the Modified TERA Memorandum for Health Care Purposes. Only
                      one documented TERA finding is needed for healthcare eligibility under
                      Section 103. This differs from the Toxic Exposure Risk Activity Memorandum
                      used during the disability benefits claims process, which requires the claims
                      processor to review and document all qualifying TERA participation.
 Applicability        The PACT provisions for healthcare eligibility requests apply to VA Forms
                      10-7131 worked by VBA on or after March 5, 2024.
 Claims               VHA healthcare eligibility determinations for TERA are processed under EP
 Establishment        290 using the claim label Healthcare Eligibility - 7131 Review
                      (290HE7131R) to ensure that the cases are routed to the Benefits Eligibility
                      Support Teams (BEST) locations.
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                       When a VA Form 10-7131 is received from VHA in the mail portal, there
                       may be instances when the appropriate EP and claim label will need to be
                       established. If the 10-7131 is requesting any healthcare eligibility request,
                       follow the actions below.
                          Step                                           Action
                            1        Create an EP 290 and assign the 290HE7131R - Healthcare
                                     Eligibility - 7131 Review claim label.
                            2        In the SEGMENTED LANE field, assign to Non-Rating
                                     (National).
                            3        Select the SUPPRESS ACKNOWLEDGEMENT LETTER
                                     checkbox.
                            4        · Enter a contention of 7131 healthcare eligibility review
                                     · select Administrative Issue in the CLASSIFICATION field, and
                                     · add all applicable special issue(s)
                       Important: Any 10-7131 referencing TERA should have the PACT special
                       issue applied. Continue to follow current guidance and apply all appropriate
                       corporate flash(es) and special issues.
                       References: For more information on
                      ·  processing TERA healthcare requests, see the PACT Act Section 103 SOP
                         Addendum, and
                      ·  flashes and special issues, see
                         - M21-4, Appendix E
                      ·  M21-1 Part II, Subpart ii, 3.
 Unidentified          When processing mail, continue to follow guidance in M21-1, Part II, Subpart
 Mail                  i, 1.A.1.c and M21-1 Part II, Subpart i, 2.C.5        when processing unidentifiable
                       mail.
                       Note: During the TERA healthcare determination process, to include
                       unidentifiable mail, VBA will not perform development to the Veteran. All
                       communication to the Veteran is conducted by VHA.
 Subsequent            TERA participation that is only documented on a completed Modified TERA
 Claims                Memorandum for Health Care Purposes is not sufficient for disabilities
                       compensation claims processing, as only one documented TERA is needed to
                       support the TERA finding for VHA healthcare eligibility purposes.
                       Consequently, if a subsequent claim for benefits is filed and that claim raises
                       the issue of TERA participation, claims processors must follow the TERA
                       procedures, to include completion of the Toxic Exposure Risk Activity
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                       Memorandum, when warranted, as detailed in the Toxic Exposure Risk
                       Activity Memorandum Job Aid.
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4.  Exhibits
 Change Date          February 6, 2023
 Locations            The table below lists the locations currently associated with a presumptive
 Associated           exposure to a specific toxic substance, chemical, or airborne hazard.
 With
 Presumptive
 Exposure
                             Location-Based Exposures                      Reference for Presumption of
                                                                                        Exposure
                       Service in locations associated with            · 38 CFR 3.307(a)(6)
                       exposure to certain herbicide agents              -  Vietnam in-country
                                                                         -  C-123
                                                                       · § 1116
                                                                         -  Thailand
                                                                         -  Laos
                                                                         -  Cambodia at Mimot or Krek,
                                                                            Kampong Cham Province
                                                                         -  Guam
                                                                         -  American Samoa
                                                                         -  Johnston Atoll
                                                                       · § 1116A     (BWN RVN), and
                                                                       · § 1116B    (Korean DMZ)
                       Service in locations associated with            38 CFR 3.307(a)(7)
                       exposure to contaminants in the water
                       supply at Camp Lejeune
                       Service in locations associated with            38 CFR 3.309(d)
                       radiation-risk activity                         § 1112
                       Note: DoD is the source of
                       information concerning the Veteran’s
                       participation in radiation-risk activity.
                       Service in Southwest Asia theater of            § 1117
                       operations or other § 1117       location
                       Service in locations associated with            · 38 CFR 3.320      (current)
                       exposure to fine particulate                    · § 1119   (new PACT Act locations)
                       matter/burn pits
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Version   History
 Version History      The table below outlines changes to SOP content.
                      Note: Simple updates and additions of general references will not be itemized.
                                                Version History
 Version      Date             Page(s)         Purpose
    TP        12/05/2022             --        Training Purposes Only
     1        01/01/2023        4 and 13       Added a note regarding pre-discharge claims.
     1        01/01/2023         5, 8, 18,     Updated language regarding the TERA examination
                               19, and 23      threshold to improve clarity and readability.
     1        01/01/2023            8-9        Corrected numbering of the table steps.
     1        01/01/2023            19         Replaced discussion of TERA examination threshold
                                               with cross reference to relevant content within SOP.
     1        01/01/2023             --        Added a note that the exceptions to presumptive service
                                               connection under 38 CFR 3.320(b) still apply.
     2        02/06/2023            11         Clarified TERA example to include post-service
                                               evidence of the claimed disability.
     2        02/06/2023          11-12        Added a definition of non-presumptive disability for
                                               TERA purposes.
     2        02/06/2023          12-14        Clarified the TERA exceptions guidance.
     2        02/06/2023          14-15        Added guidance on TERA and other theories of service
                                               connection.
     2        02/06/2023          15-17        Added a new step to the TERA procedures to review for
                                               competent lay or medical evidence of the claimed
                                               disability and to document use of ILER.
     2        02/06/2023            20         Added guidance on vaccinations/medications and
                                               TERA.
     2        02/06/2023            23         Updated TERA examination procedures to account for
                                               new EMS functionality.
     2        02/06/2023            37         Updated guidance on the automated herbicide flash.
     2        02/06/2023        37 and 40      Updated guidance for when additional military records
                                               should be requested in herbicide claims.
     2        02/06/2023             --        Updated guidance on the automated § 1117 flash.
     2        02/06/2023             --        Updated guidance on the automated § 1119 flash.
     2        02/06/2023             --        Removed reference to the Rare Respiratory Cancer Fact
                                               Sheet as all Fact Sheets have been discontinued.
     2        02/06/2023             --        Updated procedures for standalone service-connected
                                               burials regardless of the date of the Veteran’s death.
     2        02/06/2023             --        Clarified that substitute claimants are not precluded
                                               from raising a new theory of entitlement in support of a
                                               DIC claim that was pending at the time of the original
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                                               claimant’s death. Additionally, updated that a substitute
                                               claimant cannot elect a DIC reevaluation of a previously
                                               denied DIC claim, if the original claimant had not made
                                               such an election prior to the claimant’s death.
     2        02/06/2023             --        Added guidance to the ‘Service-Connected Death
                                               Benefit Effective Dates’ to clarify that any retroactivity
                                               prior to 8-10-22, on initial DIC claims and any claim
                                               that continuously pursues an initial claim (i.e., a
                                               supplemental claim filed on VA Form 0995), has
                                               limitations only to the hypertension and MGUS
                                               conditions as provided within section 404.
     2        02/06/2023             --        Removed Gulf War Service Areas table and updated all
                                               hyperlinks to direct to the Gulf War Service Areas Job
                                               Aid on the PACT page.
     3        04/10/2023             3         Clarity edit regarding how to identify a PACT claim.
     3        04/10/2023            10         Removed reference to the specific field on VA Form 21-
                                               526EZ where toxic exposure can be claimed, as the
                                               Veteran’s statement of toxic exposure should be
                                               accepted anywhere it appears on the form.
     3        04/10/2023        15 and 19      Clarified the requirement to obtain personnel records in
                                               TERA claims.
     3        04/10/2023            16         Added a note regarding TERA rating requirements
                                               when a TERA exception applies.
     3        04/10/2023          21-22        Added VBMS attribute guidelines to be used when
                                               uploading the Toxic Exposure Risk Activity
                                               Memorandum.
     3        04/10/2023            23         Added TERA medical opinion language to be used
                                               when a TERA exception for herbicide exposure applies.
     3        04/10/2023            24         Updated TERA examination procedures to account for
                                               new EMS functionality.
     3        04/10/2023            26         Clarified that the requirement to discuss TERA
                                               examination requirements applies to both implicit and
                                               explicit claims.
     3        04/10/2023             --        Removed guidance on PACT radiation claims
                                               provisions as this guidance is now available in the M21-
                                               1.
     3        04/10/2023            31         Added a reminder to apply the regulatory diagnostic
                                               threshold for hypertension when considering
                                               presumptive service connection.
     3        04/10/2023            34         Updated guidance on how to add or remove the
                                               automated Agent Orange corporate flash.
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     3       04/10/2023             --        Corrected an erroneous reference to presumptive BPOT
                                              exposure and updated guidance on correcting the
                                              automated 1117 flash.
     3       04/10/2023             --        Updated undiagnosed illness and MUCMI examination
                                              procedures to account for new EMS functionality.
     3       04/10/2023             --        Updated guidance on correcting the automated 1119
                                              flash.
     3       04/10/2023             --        Updated guidance on when HLRs must be returned and
                                              when they can be granted/denied.
     4       09/08/2023            3-5        Clarified instructions for identifying PACT-related
                                              claims and applying the PACT special issue.
     4       09/08/2023           10-11       Clarified instructions for applying TERA claim
                                              attributes.
     4       09/08/2023             12        Updated guidelines for identifying TERA-related death
                                              claims.
     4       09/08/2023           21-22       Added guidance regarding Camp Lejeune and TERA
                                              participation.
     4       09/08/2023             23        Updated VBMS attributes used for the Toxic Exposure
                                              Risk Activity Memorandum.
     4       09/08/2023             24        Updated guidelines for requesting TERA-related death
                                              opinions.
     4       09/08/2023             28        Clarified when a rating decision must include discussion
                                              of a TERA examination exception.
     4       09/08/2023             31        Added a note that herbicide procedures apply to certain
                                              death claims.
     4       09/08/2023             33        Updated guidance regarding Thailand nautical service.
     4       09/08/2023             --        Updated automated §1117 flash information.
     4       09/08/2023             --        Added guidelines for considering BPOT exposure in
                                              death claims.
     4       09/08/2023             --        Updated automated §1119 flash information.
     4       09/08/2023             --        Updated death claims establishment guidance.
     4       09/08/2023             --        Updated procedures for processing death claims.
     4       09/08/2023             --        Added new guidance on processing non-service-
                                              connected death claims potentially related to the PACT
                                              Act.
     4       09/08/2023             --        Added a note regarding Survivors Pension effective
                                              dates.
     5       07/17/2024             9         Added a note about when TERA applies.
     5       07/17/2024             10        Updated TERA claim procedures overview, including a
                                              new note about when not to apply TERA procedures.
     5       07/17/2024             10        Updated claim attribute guidance.
     5       07/17/2024           13-14       Updated TERA exceptions guidance.
     5       07/17/2024           14-15       Added new guidance on development actions to take
                                              when a TERA examination exception applies.
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     5       07/17/2024             17        Aligned TERA procedures with updated TERA
                                              exceptions and TERA memorandum job aids.
     5       07/17/2024             21        Added guidance about when to complete a new TERA
                                              memorandum.
     5       07/17/2024             22        Added TERA exceptions to the examination threshold
                                              guidance.
     5       07/17/2024             25        Added TERA exceptions to the factors to consider when
                                              deciding TERA claims.
     5       07/17/2024             26        Updated TERA rating decision requirements.
     5       07/17/2024             26        Added guidance on TERA favorable findings.
     5       07/17/2024           35-38       Updated herbicide claim procedures to integrate Nehmer
                                              review of all claims, which was previously addressed in
                                              a note after the table.
     5       07/17/2024             42        Updated herbicide effective date guidance.
     5       07/17/2024             --        Updated guidance on correcting the automated 1117
                                              flash.
     5       07/17/2024             --        Removed Gulf War examination procedures, which are
                                              now in the M21-1.
     5       07/17/2024             --        Updated guidance on correcting the automated 1119
                                              flash.
     5       07/17/2024             --        Removed lymphomatic cancer from the list of
                                              recognized BPOT presumptive disabilities.
     5       07/17/2024             --        Deleted duplicative note about potential DIC
                                              retroactivity.
     5       07/17/2024             --        Replaced Processing Supplemental Claims Requesting a
                                              Reevaluation of a Previously Denied DIC Claim content
                                              with a note added to Processing DIC Claims for
                                              Reevaluation of a Previously Denied DIC Claim Related
                                              to the PACT Act. The new note clarifies procedures for
                                              accepting VA Form 20-0995 as an election under the
                                              PACT Act for reevaluations of a previously denied DIC
                                              claim.
     5       07/17/2024             --        Added special issue guidance for death ratings.
     5       07/17/2024             --        Clarified HLR examples and guidance regarding TERA
                                              development requirements and HLR returns.
     5       07/17/2024             --        Added new Topic 8 with all new guidance on TERA
                                              healthcare eligibility requests.
     6       11/04/2024           31-32       Update covered service in Thailand for entitlement to
                                              spina bifida benefits under 38 U.S.C. § 1822.
     7       06/13/2025             26        Updated guidance on the TERA exception rating
                                              narrative requirements to account for future system
                                              enhancements.
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     7       06/13/2025         9, 14-15,     Updates made to broad pronouns for compliance with
                                  40, 48      executive orders that have been issued by the current
                                              Administration.
     7       06/13/2025             --        Removed Topic 4, Presumptive Service Connection of
                                              Undiagnosed Illnesses and Medically Unexplained
                                              Chronic Multi-Symptom Illnesses (MUCMIs) for
                                              Persian Gulf Veterans, as this guidance is now available
                                              in the M21-1.
     7       06/13/2025             --        Removed Topic 5, Presumptive Service Connection
                                              Based on Exposure to Burn Pits and Other Toxins,
                                              Including Fine Particulate Matter (BPOT), as this
                                              guidance is now available in the M21-1.
     7       06/13/2025             --        Removed Topic 6, Service Connected Death Benefits
                                              under the PACT Act, as this guidance is captured in
                                              either the M21-1 or the Pension & Fiduciary Service
                                              (P&F) PACT Act — Frequently Asked Questions
                                              (FAQs) document.
     7       06/13/2025             --        Removed Topic 7, Higher-Level Reviews (HLRs) and
                                              Legacy Appeals Under the PACT Act, as guidance can
                                              be found outlined in this SOP and the M21-1.
     8       09/15/2025             --        Removed Topics 3.1 and 3.2, which covered
                                              presumptive herbicide exposure, as this guidance is now
                                              available in the M21-1.
     9       05/15/2026              3        Updated guidance on scope of claim to align with M21-
                                              1 updates.
     9       05/15/2026           14, 18      Updated guidance for actions to take when a herbicide
                                              exception applies.
     9       05/15/2026        14, 15, 20,    Added the requirement to complete the TERA
                                    21        Memorandum using the embedded VBMS functionality.
     9       05/15/2026             27        Removed outdated effective date guidance.
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