Benefits Visit

The purpose of the CACO’s benefit and subsequent visits is to assist the NOK in the completion of survivor benefits claims.
Use the information contained on this page to assist you in completion of the Benefits Visit.

The CACO Benefits Visit Checklist helps you to collect and organize information prior to and during the Benefits Visit. The checklist lists required forms, offices and agencies involved in the CACO process and their phone numbers.  The checklist includes places for you to document points of contact and other relevant information. It will be one of your primary organizational tools.
Follow the below links to obtain the forms and information you will need to complete the Benefits Visit:
 

Guides:
Summary of VA Dependents' and Survivors' Benefits (VA Pam 21-12-2)
A Survivors Guide to Benefits
Beneficiary Financial Counseling Services for SGLI VGLI FSGLI Beneficiaries
The Marine Gunnery Sergeant John David Fry Scholarship (Fry Scholarship)
Presidential Memorial Certificate (PMC) Fact Sheet
Social Security Survivor Benefits
Tricare Survivor Benefits Fact Sheet
VA Bereavement Counseling webpage
VA Pension Benefits webpage
VA Dependents Indemnity Compensation (DIC) webpage
VA Survivor’s Educational Assistance webpage
 

Forms:
Application for Dependency and Indemnity Compensation by a Surviving Spouse or Child (DIC) (VA Form 21-534a)
Application for Refund of Educational Contributions (VA Form 24-5281)
Claim for Death Benefits (SGLV 8283)
Claim for Reimbursement for Expenditure on Official Business (SF 1164)
TSP-17, Information Relating to Deceased Participant (3/2015)
Presidential Memorial Certificate (PMC) Request Form (VA form 40-0247)
Request Pertaining to Military Records (SF 180)
 

Sample Form Letters: