The veteran's pension is sometimes called the "wartime pension" due to a requirement that the veteran served at least one day during a U.S. wartime period. The Department of Veterans Affairs of Eligible Wartime Periods for determining if the Veteran meets the wartime service criterion. As of February 2017 to determine eligibility for the veteran's pension the Veterans Administration recognizes the following wartime periods:
Vietnam WarFebruary 28, 1961 – May 7, 1975 for Veterans who served in the Republic of Vietnam; or August 5, 1964 – May 7, 1975 for Veterans who served anywhere during the Vietnam War wartime period
A source of confusion can be use of the term "wartime pension." Some mistakenly interpret this to mean the pension is awarded only to Veterans who participated in combat or served in a combat or war zone. The veteran's and wartime pensions do not require the veteran to have participated in combat, nor to have served in a combat or war zone.
History
A pension plan for disabled veterans was established by congress in 1792. Pension legislation for all surviving veterans was passed in 1818. This was unique to federal legislation. Money was shifted from the national treasury to individuals who were perceived as having the right to preferential treatment. The recipients were entitled to these payments because the pensions were viewed as delayed payments for the people who served during the American Revolution.
Eligibility
Someone is generally eligible for veteran's pension if he or she:
Had countable family income below a certain yearly limit; and,
Is age 65 years or older; or
Regardless of age is permanently disabled, not due to willful misconduct
Calculation
The annual pension is calculated by adding all of the person's countable income. Any deductions are then subtracted from that total. The remaining total is deducted from the maximum pension limit. This final number is the yearly pension; dividing it by 12 results in the monthly pension.
Tax-free benefit
The veteran's pension is a tax-free benefit not subject to federal income tax. Regarding state tax, the veteran or beneficiary must check with the taxing authority in his or her state of residence to determine if the pension is subject to state income tax.
Income received per month
Married veterans – federal tax-free up to $2054 per month
Single veterans – federal tax-free up to $1732 per month
Surviving spouses – federal tax-free up to $1113 per month
Additional benefits
In addition to monthly payments, certain veterans may be eligible for additional benefits such as automobile grants, special adaptive housing, traumatic service members group life insurance, educational benefits and health care.
Aid and Attendance
Aid and Attendance is an amount awarded in addition to the basic pension. This benefit takes into account a person's unreimbursed medical expenses. These medical expenses are subtracted from a person's gross income to determine eligibility. A veteran is eligible for Aid and Attendance when he or she
Requires the regular aid of another person to perform everyday functions