Question about 21-534EZ Section IX Expected Income

Discussion in 'Countable Income' started by buffinpam, May 26, 2015.

  1. buffinpam

    buffinpam Newbie

    First of all, thanks so much for all the information on this website. It has been so helpful in getting everything I need to file for Death Pension with aid and attendance for my mother-in-law, who is the surviving spouse of a veteran who died in December.

    I have form 21-534EZ filled out with the exception of Section IX Expected Income. I just want to confirm with you that I need to put the total yearly amount (12 months of income added together) of expected income, and not the monthly amount.

    Thanks for your help!
  2. VA Legal Team

    VA Legal Team Full Member

    You do not need to report income that you already reported under gross month income; this means you do not need to double count social security or pension.

    However, you need to report annual expected income like interest from bank accounts or a Required Minimum Distribution from an IRA.

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