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Fill out the below form to submit a referral to our Case Management Team.

    * Required Information
    If yes, Click This Link to see the 8 main VA Benefit eligibility questions.
    Client Release Documents required to submit a VA referral. You can add up to 6 documents or up to 18 MB.

    Please let the family know that Care Planning Institute will be contacting them within 1-2 business days so they can be ready for the call and know who is calling.


    The Eight Main VA Aid & Attendance Benefit Eligibility Requirements

    1. Must be a Veteran or Surviving Spouse of a Veteran over age 65.
    2. Must need assistance at home and want a caregiver in their home to provide such.
    3. Must have household income (from all sources) less than the following: Couples: $2,400. Single Veteran: $2,050. Surviving Spouse: $1,350. Must not be on Medicaid (or Section 8 Housing) UNLESS their social worker has approved them getting the VA Benefit due to them spending ALL of the benefit on care services. NOTE: Not all Medicaid Social Workers will approve - so you/family need to discuss with the Social Worker before submitting this request and let them know ALL of the benefit funds will be spent on care services.
    4. Must have less than $139,000 in retirement accounts (i.e. 401K, annuities, stocks, bonds and cash in bank).
    5. Surviving Spouse must have been married to the Veteran at the time of the Veteran's death.
    6. Veteran must have served at least 1 day of ACTIVE DUTY (national guard or reserves don’t count) during these times of war: (WW II: Dec 1941 – Dec 1946, Korean War: June 1950 – Jan 1955, Vietnam War: Feb 1961 – Aug 1964 (if served in Vietnam); Sept 1964 – May 1975 (in or outside of Vietnam).
    7. Applicant must NOT be receiving a VA Benefit (or has applied for such) for wounds suffered during their military service.
    8. Applicant must be living in their home/apartment and want to stay there for at least a year. OR, have a discharge date to return home from the healthcare facility they are currently residing in.