IX.i.1
Section summaries · M21-1 Part IX
Develop pension as an income-and-eligibility benefit.
Part IX covers pension and Parents’ DIC development, income/net worth, medical expenses, pension ratings, special monthly pension, and payment adjustments.
14 of 14 section summaries shownIX.i.2
Original pension development
Develop service, age/disability, income, net worth, dependency, medical expenses, and any A&A/housebound issue on the proper forms.
Read the captured Part IX source →IX.i.3.A
Income and net worth—general
Identify the claimant’s household, countable income, assets, transfers, exclusions, and applicable reporting period.
Read the captured Part IX source →IX.i.3.B
Income/net-worth evidence
Use the required forms or an acceptable statement that supplies every material income, asset, household, and expense fact.
Read the captured Part IX source →IX.i.3.C
Pension income development
Verify income source, amount, frequency, start/stop dates, exclusions, and changes before computing entitlement.
Read the captured Part IX source →IX.i.3.D
Unreimbursed expenses
Count only qualifying, actually paid, unreimbursed expenses in the proper period and attributable household.
Read the captured Part IX source →IX.ii.1.A
A&A/housebound requirements
Determine whether medical and factual evidence meets the applicable aid-and-attendance or housebound standard under 3.351.
Read the captured Part IX source →IX.ii.1.B
Qualified nursing home A&A
Verify nursing-home status, level/type of care, and required certification before applying the special A&A rule.
Read the captured Part IX source →IX.ii.2.A
Veterans Pension rating
Determine permanent and total disability, schedular/extraschedular entitlement, age-based rules, and any A&A/housebound issue.
Read the captured Part IX source →IX.ii.2.B
Pension unemployability
Evaluate disability, age, work history, marginal employment, and employability under pension—not compensation IU—standards.
Read the captured Part IX source →IX.ii.2.C
Special Monthly Pension
Rate A&A or housebound entitlement from the specific pension criteria and medical/factual record.
Read the captured Part IX source →IX.iii.2.A
Medicaid nursing-facility reduction
Verify covered Medicaid nursing care, beneficiary status, dates, notice, and the statutory pension limit before reducing.
Read the captured Part IX source →IX.iii.2.B
Unusual pension adjustments
Use the dedicated rule for unusual payment, institutional, dependency, income, or eligibility situations and document the calculation.
Read the captured Part IX source →IX.iii.2.C