M21-1, PT I, Appendix C - Veterans Benefits Administration ...



May 9, 2002 M21-1, Part I

Appendix C

Change 40

CONTENTS

TABLE TITLE PAGE

A Entitlement Codes C-1

B Payee Number C-2

C Dependency Codes - Live, Death C-2

D Branch of Service and Additional Service Codes C-3

E Diary Reason Codes C-4

F Award, Disallowance, Termination and Other Adjustment Reason Codes C-5

G Special Law and Miscellaneous Codes C-7

H Withholding Codes and Deduction and Offset Codes C-8

I Aid and Attendance or Housebound Codes C-9

J Net Worth Codes C-9

K Child Data Status Codes C-10

L Deductible Expense Codes C-10

M Competency Codes C-10

N Annuity Type Codes C-11

O Veteran Married to Veteran Indicator (Improved Pension only) C-11

P Factors for Expanding Proportionate Income Amounts to an Annual Basis C-12

C-i

February 12, 1997 M21-1, Part I

Change 23

Appendix C

TABLE A

ENTITLEMENT CODES

Persian Vietnam Regular Korean Mexican War with Civil Philippine

Gulf War Era Estab. Conflict WWII WWI Border Spain[1] War Pesos[2]

8-2-1990 8-5-1961 (peace 6-27-1950 12-7-1941 4-6-1917 Period 4-21-1898 4-12-1861

to to time to to to 5-9-1916 to to WWII PTE

DESCRIPTION ( ) 5-7-1975 entit.) 1-31-1955 12-31-1946 11-11-1918 to 7-4-1902 4-13-1865

4-15-1917

Burial Allowance 00 70 40 30 20 10 60 50 ( 90 92

Clothing allowance 81 81 81 81 81 81 81 81 ( ( (

Disability

Compensation 01 71 41 31 21 11 61 51 ( 91 (

Pension-Protected ( ( 32 22 12 ( 52 ( ( (

Pension-Special Act ( ( 43 ( ( 13 ( ( ( ( (

Pension-Section 306 ( 74 ( 34 24 14 64 54 ( ( (

Pension PL-95-588 0L 7L ( 3L 2L 1L 6L 5L ( (

Death

Compensation 05 75 45 35 25 15 ( ( ( 95 (

Pension-protected ( ( ( 36 26 16 ( 56 86 ( (

DIC 07 77 47 37 27 17 67 57 87 97 99

Pension Sec. 306 ( 78 ( 38 28 18 68 58 ( ( (

Pension- PL 95-588 0D 7D ( 3D 2D 1D 6D 5D ( ( (

DIC- Special Allowance ( 79 49 39 29 ( ( ( ( ( (

Pension, Confederate Service ( ( ( ( ( ( ( ( 8H ( (

Miscellaneous

EOR- PL 351-81 ( ( ( ( ( 05 ( ( ( ( (

Recomputation ( ( ( ( ( 0E ( ( ( ( (

The Indian War period (1/1/1817 - 12/31/1898) has no beneficiaries.

December 14, 2006 M21-1, Part I

Change 55

Appendix C

|TABLE B PAYEE | | |TABLE C – DEPENDENCY CODES |

|NUMBERS | | |DEPENDENCY CODES-LIVE |

|Code |PAYEE | | |Code |

| | |

|02 |Naval pension allowance (38 CFR 3.802) separately or in addition to compensation or pension (WRO only) |

|03 |Forfeiture Case - compensation or pension awarded to dependent (38 U.S.C. 6103(b) (WRO only) |

|04 |Veteran Disappeared - Compensation or pension awarded to dependent (38 U.S.C. 1158), or award made in amount of insurance |

| |deduction |

|05 |Veteran Incarcerated - Pension awarded to dependents under 38 CFR 3.666 |

|06 |Veteran Waiver or Election of Retired Pay under 38 USC 3105, or DIC widow/er in receipt of Survivor annuity (SBP), or Death |

| |Pension widow/er with entitlement (or potential entitlement) to the SBP Minimum Income Plan (MIW-SBP) |

|07 |Disability or Death Compensation or DIC under 38 U.S.C. 1151 |

|08 |Death pension widow/er receiving RSFPP with entitlement (or potential entitlement) to the MIW-SBP |

|09 |Disability compensation under PL 141-73C, as amended. NOTE: Any other applicable special law code will be given precedence |

| |over this code |

|10 |Disability award at an abnormal rate including combination of benefits under the WW Veterans Act and title 38, U.S.C. or death |

| |benefits paid to incompetent children or parents at less than the full share of amounts to which entitled or death benefits |

| |paid to imprisoned child |

|11 |Basic entitlement is under the general law (WRO only) |

|12 |Institutional Maintenance Award and/or Apportionment to dependent parent under 38 CFR 3.557d or incompetent veteran's award |

| |resumed at chief Attorney's request although estate is more than $500 (but less that $1,500). |

|13 |Special apportionment under 38 CFR 3.451 in a death case or apportioned DIC award following a legislative increase when regular|

| |computation would result in a lower rate for one or more of the payees |

|14 |Original or reopened Improved Pension or Parents' DIC award providing adjustment for future income changes |

|15 |DIC beneficiary also entitled to Special Allowance under 38 U.S.C. 1312(a) (WRO only) |

|16 |Philippine Case - Combined peso and dollar entitlement (Manila only) |

|17 |Award to children pending determination of widow's entitlement |

|18 |Amended Improved Pension or Parents' DIC award at a protected rate (38 CFR 3.660(a)(2)) or for a future change |

|19 |DIC beneficiary with entitlement under 38 U.S.C. 1318 |

|20 |Withholding being made to recover amount of count settlement or compensation received for a non - service - connected loss |

| |which has been paired with a similar service-connected loss |

|21 |Unresolved claimed dependent in Improved Pension cases (part IV, paragraph 16.27(d)) |

|22 |Deceased veteran had combat service. Only acceptable for cases with benefit type CPD for master record types B and F. |

|23 |DIC awards with the supplemental allowance because the veteran was totally disabled for at least eight years and the surviving |

| |spouse was married to the veteran for those same eight years |

|24 |DIC eligibility reinstated after termination of surviving spouse's remarriage (M21-1, Part IV, paragraph 12.14f) |

|25 |DIC awarded under 38 U.S.C. 1318 to survivors of former POWs rated totally disabled for not less than one year immediately |

| |preceding death (M21-MR, Part IV, Subpart iii, Chapter 3, Section D, Topic 18.a) |

|26 |Indicates Filipino veterans receiving benefits at the full-dollar rate based on US residency |

|27 |Continued DIC eligibility of a surviving spouse who remarried on or after his or her 57th birthday. |

| |(38 U.S.C. §103(d)(2)(B)) |

|28 |DIC award with a temporary additional award of $250.00 per month for surviving spouse with minor children. See 38 U.S.C. |

| |§1311[(f)](e)(1) |

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M21-1, Part I May 9, 2002

Appendix C

Change 40

TABLE H

WITHHOLDING CODES

CODE DESCRIPTION

|0 |Indicates termination of withholding when one or more withholding codes are used, for any subsequent award lines entries in |

| |the "Monthly Payment" or "Effective Date." |

|1 |Indicates a withholding for one or more of the following purposes: |

| |a. Apportionment - total of amounts withheld for or being paid to dependents |

| |b. Institutional maintenance and/or apportioned amount to a dependent parent under 38 U.S.C. 5503(b)(2) |

| |c. Record Purpose Award - To indicate total award withheld |

| |d. Estate in excess of $1500 - amounts withheld |

|2 |Philippine Case - indicates amount payable in pesos when there is combined pesos and dollar entitlement |

|3 |PFOP - Portion of total award deposited in a Personal Funds of Patient account at Hines DPC. (Note: This code is not |

| |appropriate if payment is made to a Director of a VA Hospital of if a claimant is in receipt of supervised direct payments.)|

|4 |Amount of Section 306 or Improved Pension not payable due to hospitalization under 38 CFR 3.551(c) |

|5 |Reduction of Old Law Pension due to hospitalization under 38 CFR 3.551(b). Portion of total award withheld, which may be |

| |paid upon discharge of death. |

DEDUCTION AND OFFSET CODES

CODE DESCRIPTION

6 Computer-generated code used when there are simultaneous withholdings of 7 and 8, or 7 and 9.

7 Offset under 38 U.S.C. 1151 (must also show special law code 07)

8 Recoupment of readjustment allowance of separation pay

9 Recoupment of severance pay

Any combination of these codes is valid except 3 and 5, or 8 and 9.

*Requires use of a 401 screen in award processing, or an amount of money in the M01 screen.

_____________________________

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May 20, 2003 M21-1, Part I

Appendix C

Change 44

TABLE I

AID AND ATTENDANCE OR HOUSEBOUND CODES

CODE DESCRIPTION

0 or T A/A or H/B entitlement terminated – For Veteran or for spouse,

when veteran has no A/A or H/B entitlement.

1 A/H Veteran hospitalized, A/A not payable – Pay housebound

2 A/A Pay veteran A/A

3 HB Pay veteran H/B (only)

4 Pay A/A for spouse – veteran not entitled to either A/A or H/B

5 Pay A/A for spouse – veteran hospitalized (A/A not payable –H/B payable)

6 Pay A/A for spouse – veteran entitled to A/A without reduction

7 Pay A/A for spouse – veteran entitled to H/B only

TABLE J

NET WORTH CODES

code net worth code net worth

00 $00--$00 17 $16,001--$17,000

01 $01--$1,000 18 $17,001--$18,000

02 $1,001--$2,000 19 $18,001--$19,000

03 $2,001--$3,000 20 $19,001--$20,000

04 $3,001--$4,000 21 $20,001--$21,000

05 $4,001--$5,000 22 $21,001--$22,000

06 $5,001--$6,000 23 $22,001--$23,000

07 $6,001--$7,000 24 $23,001--$24,000

08 $7,001--$8,000 25 $24,001--$25,000

09 $8,001--$9,000 26 $25,001--$26,000

10 $9,001--$10,000 27 $26,001--$27,000

11 $10,001--$11,000 28 $27,001--$28,000

12 $11,001--$12,000 29 $28,001--$29,000

13 $12,001--$13,000 30 $29,001--$30,000

14 $13,001--$14,000 31 $30,001--$31,000

15 $14,001--$15,000 etc., to

16 $15,001--$16,000 99 $98,001--or more

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M21-1, Part I May 20, 2003

Appendix C

Change 44

TABLE K

CHILD DATA STATUS CODES

Code DESCRIPTION

1 Under age 18

2 School Child

3 Helpless Child

4 Under age 18 having potential DEA entitlement (death pension cases only)

TABLE L

DEDUCTIBLE EXPENSE CODES

Code DESCRIPTION

S Expenses from Social Security disability retirement (Old Law pension).

O Expenses from all other annuities or retirement benefits (Old Law pension).

B Both of above.

W Amounts paid by the veteran's spouse (Section 306 pension) and deductible from only the spouse's net income as unusual family expenses (38 CFR 3.262(b)(2)).

E Education expenses for child payees receiving Improved Pension (38 CFR 3.272(j)). NOTE: For veterans and spouses, education expenses are treated as temporary expenses and are not entered into the master record (38 CFR 3.272(i)).

C Medical expenses allowed as continuing deduction ((38 CFR 3.262(l) and 3.272(g)).

TABLE M

COMPETENCY CODES

Code DESCRIPTION

1 Competent, pay direct.

2 Incompetent by VA rating, pay fiduciary.

3 Incompetent by court, pay fiduciary.

4 Competent by VA, under legal disability, pay fiduciary.

5 Incompetent, supervised direct payment.

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May 9, 2002 M21-1, Part I

Appendix C

Change 40

TABLE N

ANNUITY TYPE CODES

CODE DESCRIPTION

B Black Lung benefits

C U.S. civil service retirement (State of local government civil service retirement)

M U.S. military retirement (including survivor benefits plan)

O Other (e.g., insurance annuity; private retirement; etc.)

R U.S. railroad retirement

TABLE O

VETERAN MARRIED TO VETERAN INDICATOR

(IMPROVED PENSION ONLY)

CODE DESCRIPTION

Blank or 0 No spouse or spouse is not an eligible veteran

0. Spouse is a veteran of World War 1 or Mexican border period and is included in this award

1. Spouse is a veteran but not of World War 1 or Mexican border and is included in this award

2. Spouse is a veteran of World War 1 of Mexican border period and is being paid

separately under another file number

3. Spouse is a veteran but not a World War 1 of Mexican border period and is being paid separately under another file number

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M21-1, Part I May 9, 2002

Appendix C

Change 40

TABLE P

FACTORS FOR EXPANDING PROPORTIONATE INCOME AMOUNTS TO AN ANNUAL BASIS

These tables are designed to determine, in proportionate income situations, the annual rate on which benefits are to be based. (1) Determine the amount of countable income of the claimant from the date of entitlement to the end of the year, dropping the cents. (2) Multiply that income amount by the factor corresponding to the month and day of entitlement. For example, if the claimant has $1,223 countable income from June 1 ( date of entitlement) to the end of the year, multiply $1,223 by 1.7056, the factor for June 1,(1.7102 for leap year) and the income for entry on the award would be $2,085 ($2,091 for leap year).

365-DAY YEAR

DATE JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC DATE

1 1.0000 1.0928 1.1928 1.3272 1.4897 1.7056 1.9836 2.3856 2.9918 3.9673 5.9836 11.7741 1

2 1.0027 1.0960 1.1967 1.3321 1.4959 1.7136 1.9945 2.4013 3.0165 4.0109 6.0833 12.1666 2

3 1.0055 1.0993 1.2006 1.3369 1.5020 1.7216 2.0054 2.4172 3.0416 4.0555 6.1864 12.5862 3

4 1.0082 1.1027 1.2046 1.3419 1.5082 1.7298 2.0165 2.4333 3.0672 4.1011 6.2931 13.0357 4

5 1.0110 1.1060 1.2086 1.3468 1.5145 1.7380 2.0277 2.4496 3.0932 4.1477 6.4035 13.5185 5

6 1.0138 1.1094 1.2126 1.3518 1.5208 1.7464 2.0391 2.4662 3.1196 4.1954 6.5178 14.0384 6

7 1.0167 1.1128 1.2166 1.3568 1.5271 1.7548 2.0505 2.4829 3.1465 4.2441 6.6363 14.6000 7

8 1.0195 1.1162 1.2207 1.3619 1.5336 1.7632 2.0621 2.5000 3.1739 4.2941 6.7592 15.2083 8

9 1.0224 1.1196 1.2248 1.3670 1.5400 1.7718 2.0738 2.5172 3.2017 4.3452 6.8867 15.8695 9

10 1.0252 1.1230 1.2289 1.3721 1.5466 1.7804 2.0857 2.5347 3.2300 4.3975 7.0192 16.5909 10

11 1.0281 1.1265 1.2331 1.3773 1.5531 1.7892 2.0977 2.5524 3.2589 4.4512 7.1568 17.3809 11

12 1.0310 1.1300 1.2372 1.3825 1.5598 1.7890 2.1098 2.5704 3.2882 4.5061 7.3000 18.2500 12

13 1.0339 1.1335 1.2414 1.3878 1.5665 1.8069 2.1220 2.5886 3.3181 4.5625 7.4489 19.2105 13

14 1.0369 1.1370 1.2457 1.3931 1.5732 1.8159 2.1345 2.6071 3.3486 4.6202 7.6041 20.2777 14

15 1.0398 1.1406 1.2500 1.3984 1.5800 1.8250 2.1470 2.6258 3.3796 4.6794 7.7659 21.4705 15

16 1.0428 1.1442 1.2542 1.4038 1.5869 1.8341 2.1597 2.6449 3.4112 4.7402 7.9347 22.8125 16

17 1.0458 1.1477 1.2586 1.4092 1.5938 1.8434 2.1726 2.6642 3.4433 4.8026 8.1111 24.3333 17

18 1.0488 1.1514 1.2629 1.4147 1.6008 1.8527 2.1856 2.6838 3.4761 4.8666 8.2954 26.0714 18

19 1.0518 1.1550 1.2673 1.4202 1.6079 1.8622 2.1987 2.7037 3.5096 4.9324 8.4883 28.0769 19

20 1.0549 1.1587 1.2717 1.4257 1.6150 1.8717 2.2121 2.7238 3.5436 5.0000 8.6904 30.4166 20

21 1.0570 1.1624 1.2762 1.4313 1.6222 1.8814 2.2256 2.7443 3.5784 5.0694 8.9024 33.1818 21

22 1.0619 1.1661 1.2807 1.4370 1.6294 1.8911 2.2392 2.7651 3.6138 5.1408 9.1250 36.5000 22

23 1.0641 1.1698 1.2852 1.4426 1.6367 1.9010 2.2530 2.7862 3.6500 5.2142 9.3589 40.5555 23

24 1.0672 1.1736 1.2897 1.4484 1.6441 1.9109 2.2670 2.8076 3.6868 5.2898 9.6052 45.6250 24

25 1.0703 1.1774 1.2943 1.4541 1.6515 1.9210 2.2812 2.8294 3.7244 5.3676 9.8648 52.1428 25

26 1.0735 1.1812 1.2989 1.4600 1.6590 1.9312 2.2955 2.8515 3.7628 5.4477 10.1388 60.8333 26

27 1.0766 1.1850 1.3035 1.4658 1.6666 1.9414 2.3101 2.8740 3.8020 5.5303 10.4285 73.0000 27

28 1.0798 1.1889 1.3082 1.4717 1.6743 1.9518 2.3248 2.8968 3.8421 5.6153 10.7352 91.2500 28

29 1.0830 1.3129 1.4777 1.6820 1.9623 2.3397 2.9200 3.8829 5.7031 11.0606 121.6666 29

30 1.0863 1.3176 1.4837 1.6898 1.9729 2.3548 2.9435 3.9247 5.7936 11.4062 182.5000 30

31 1.0895 1.3224 1.6976 2.3701 2.9674 5.8870 365.0000 31

DATE JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC DATE

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May 9, 2002 M21-1, Part I

Appendix C

Change 40

366-DAY YEAR

DATE JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC DATE

1 1.0000 1.0925 1.1960 1.3309 1.4938 1.7102 1.9891 2.3921 3.0000 3.9782 6.0000 11.8064 1

2 1.0027 1.0958 1.2000 1.3357 1.5000 1.7183 2.0000 2.4078 3.0247 4.0219 6.1000 12.2000 2

3 1.0054 1.0990 1.2039 1.3406 1.5061 1.7264 2.0109 2.4238 3.0500 4.0666 6.2033 12.6206 3

4 1.0082 1.1024 1.2079 1.3455 1.5123 1.7345 2.0220 2.4400 3.0756 4.1123 6.3103 13.0714 4

5 1.0110 1.1057 1.2119 1.3505 1.5186 1.7428 2.0333 2.4563 3.1016 4.1590 6.4210 13.5555 5

6 1.0138 1.1090 1.2159 1.3555 1.5250 1.7511 2.0446 2.4729 3.1282 4.2068 6.5357 14.0769 6

7 1.0166 1.1124 1.2200 1.3605 1.5313 1.7596 2.0561 2.4897 3.1551 4.2558 6.6545 14.6400 7

8 1.0194 1.1158 1.2240 1.3656 1.5378 1.7681 2.0677 2.5068 3.1826 4.3058 6.7777 15.2500 8

9 1.0223 1.1192 1.2281 1.3707 1.5443 1.7766 2.0795 2.5241 3.2105 4.3571 6.9056 15.9130 9

10 1.0252 1.1226 1.2323 1.3759 1.5508 1.7853 2.0914 2.5416 3.2389 4.4096 7.0394 16.6363 10

11 1.0280 1.1261 1.2364 1.3811 1.5574 1.7941 2.1034 2.5594 3.2678 4.4634 7.1764 17.4285 11

12 1.0309 1.1296 1.2406 1.3863 1.5641 1.8029 2.1156 2.5774 3.2972 4.5185 7.3200 18.3000 12

13 1.0338 1.1331 1.2448 1.3916 1.5708 1.8118 2.1279 2.5957 3.3272 4.5750 7.4693 19.2631 13

14 1.0368 1.1366 1.2491 1.3969 1.5775 1.8208 2.1403 2.6142 3.3577 4.6329 7.6250 20.3333 14

15 1.0397 1.1401 1.2534 1.4022 1.5844 1.8300 2.1529 2.6330 3.3888 4.6923 7.7872 21.5294 15

16 1.0427 1.1437 1.2577 1.4076 1.5913 1.8391 2.1656 2.6521 3.4205 4.7532 7.9565 22.8750 16

17 1.0457 1.1473 1.2620 1.4131 1.5982 1.8484 2.1785 2.6715 3.4528 4.8157 8.1333 24.4000 17

18 1.0487 1.1509 1.2664 1.4186 1.6052 1.8578 2.1916 2.6911 3.4857 4.8800 8.3181 26.1428 18

19 1.0517 1.1545 1.2708 1.4241 1.6123 1.8673 2.1048 2.7111 3.5192 4.9459 8.5116 28.1538 19

20 1.0547 1.1582 1.2752 1.4296 1.6194 1.8769 2.2181 2.7313 3.5533 5.0136 8.7142 30.5000 20

21 1.0578 1.1619 1.2797 1.4352 1.6266 1.8865 2.2317 2.7518 3.5882 5.0833 8.9268 33.2727 21

22 1.0608 1.1656 1.2842 1.4409 1.6339 1.8963 2.2453 2.7727 3.6237 5.1549 9.1500 36.6000 22

23 1.0639 1.1693 1.2887 1.4466 1.6412 1.9062 2.2592 2.7938 3.6600 5.2285 9.3846 40.6666 23

24 1.0670 1.1730 1.2932 1.4523 1.6486 1.9162 2.2732 2.8153 3.6969 5.3043 9.6315 45.7500 24

25 1.0701 1.1768 1.2978 1.4581 1.6561 1.9263 2.2875 2.8372 3.7346 5.3823 9.9818 52.2857 25

26 1.0733 1.1806 1.3024 1.4640 1.6636 1.9365 2.2018 2.8593 3.7731 5.4626 10.1666 61.0000 26

27 1.0764 1.1844 1.3071 1.4698 1.6712 1.9468 2.3164 2.8818 3.8125 5.5454 10.4571 73.2000 27

28 1.0796 1.1883 1.3118 1.4758 1.6788 1.9572 2.3312 2.9047 3.8526 5.6307 10.7647 91.5000 28

29 1.0828 1.1921 1.3165 1.4817 1.6866 1.9677 2.3461 2.9280 3.8936 5.7187 11.0909 122.0000 29

30 1.0860 1.3212 1.4878 1.6944 1.9783 2.3612 2.9516 3.9354 5.8095 11.4375 183.0000 30

31 1.0892 1.3260 1.7023 2.3766 2.9756 5.9032 366.0000 31

DATE JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC DATE

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-----------------------

[1]Entitlement ending dates have been extended for special purposes.

[2]WWII - Special Philippine Scouts, Commonwealth Army and Guerrilla Service. PTE - Special Philippine Scouts and Commonwealth Army. C-1

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