VETERAN'S SOCIAL SECURITY NUMBER
VA FORM 21P-534EZ, OCT 2018
STEP 8. Facility Certification: Please submit a current statement showing the fees the claimant pays to your facility and a breakdown of the care received.
I CERTIFY that the information stated within this WORKSHEET FOR AN ASSISTED LIVING, ADULT DAY CARE, OR SIMILAR FACILITY is accurate and
reflects the current environment pertaining to _______________________________________________________________________________________
and his or her care at this facility_________________________________________________________________________________________________.
__________________________________________________________________ ___________________
WORKSHEET FOR AN ASSISTED LIVING, ADULT DAY CARE, OR A SIMILAR FACILITY
Page 13
NOTE: Only complete this worksheet if you are claiming expenses for an assisted living facility, adult day care or similar facility.
IMPORTANT: VA recognizes the following five activities as Activities of Daily Living (ADLs) for medical expense purposes:
(1) Eating
(2) Bathing/Showering
(3) Dressing
(4) Transferring (for example, from bed to chair)
(5) Using the toilet
Custodial Care is regular -
• assistance with two or more ADLs, or
• supervision because a person with a mental disorder is unsafe if left alone due to the mental disorder.
INSTRUCTIONS: Use this worksheet if you are claiming a disabled person's care in an assisted living facility, adult day care, or similar facility as unreimbursed
medical expenses. Follow the steps below to determine whether VA may deduct all or some of your out-of-pocket payments to the facility.
STEP 1. Are the expenses you wish to claim due to the disabled person's treatment in a hospital, inpatient treatment center,
nursing home, or VA approved medical foster home?
YES
NO
(If "NO," payments to the facility do not qualify as medical expenses. You are finished completing this worksheet)
(If "YES," all payments to the facility qualify as medical expenses in Items 45A thru 45F. You are finished completing this worksheet)
STEP 2. Do all of the following apply to the facility?
• The facility is licensed (if the State or Country requires it)
• The facility's staff (or the facility's contracted staff) provides the disabled person with
health care or custodial care or both.
• If the facility is residential, it is staffed 24 hours per day with caregivers.
YES
NO
STEP 3. Are you (the claimant) the disabled person, a surviving spouse, or a Parents' DIC claimant?
YES
NO
(If "NO," skip to Step 6)
STEP 4. Did you claim special monthly pension or special monthly DIC in Item 37?
YES
NO
(If "NO," payments to this facility for meals and lodging do not qualify as medical expenses. Only claim amount you pay the facility for
health care services or assistance with ADLs provided by a health care provider in Items 45A thru 45F. Skip to Step 8)
STEP 5. If you answered "YES" in Step 2, you stated that the facility provides you with health care and/or custodial care.
Is this the primary reason you live in the facility (or attend day care in the facility)?
YES
NO
(If "YES," all payments to this facility may qualify as medical expenses in Items 45A thru 45F if VA rates you as eligible for special monthly
pension or special monthly DIC. Please report the amount you pay the facility for lodging and meals separate from the amount you pay the
facility for health care services or assistance with ADLs provided by a health care provider as medical expenses in Items 45A thru
45F. Skip to Step 8)
STEP 6. Does the disabled person require the health care services or custodial care that the facility provides to him or her because of the disabled
person's mental or physical disability?
YES
NO
(If "YES," you must submit a statement from a physician or physician assistant that (1) the disabled person requires the health care services
or custodial care that the facility provides to him or her because of mental or physical disability, and (2) describes the mental or physical
disabilty)
(If "NO," claim payments you pay this facility for health care services or assistance with ADLs provided by a health care provider in
Items 45A thru 45F. Skip to Step 8)
STEP 7. If you answered "YES" in Step 2, you stated that the facility provides the disabled person with health care and/or custodial care.
Is this the primary reason the disabled person lives in the facility (or attends day care in the facility)?
YES
NO
(If "NO," only claim payments you pay the facility for assistance with health care and/or assistance with custodial care as medical
expenses in Items 45A thru 45F. Payment to this facility for meals and lodging do not qualify)
(If "NO," continue to Step 2)
(If "NO," payments to this facility for meals and lodging do not qualify as medical expenses. Please report separately in Items 45A thru 45F
applicable amounts you pay the facility for: (1) health care services or assistance with ADLs provided by a health care provider;
and (2) custodial care. Skip to Step 8)
(If "YES," claim all payments to this facility (to include meals and lodging) as medical expenses in Items 45A thru 45F)
(Name of person staying at your facility)
(Name and address of facility)
(Name, Signature and Title of Person Certifying for the Facility)
(Date Certified)