VA Form 26-8937 Verification of VA Benefits

What Is VA Form 26-8937?

VA Form 26-8937, Verification of VA Benefits is a document used to provide proof of veteran disability compensation or a non-service connected pension. Additionally, it helps to show whether the veteran has been rated by the Department of Veterans Affairs (VA) as incompetent. Lenders must ask VA loan applicants to fill out VA 26-8937 Form so that it can be submitted to the VA prior to loan underwriting - a process of a lender determining if a veteran's loan application is an acceptable risk.

The form must be completed only if the veteran/applicant:

  • Is receiving VA disability payments;
  • Has received VA disability payments;
  • Would receive VA disability payments but only for the receipt of retired pay;
  • Is a surviving spouse of a veteran and in receipt of DIC (Dependency and Indemnity Compensation) payments;
  • Has filed a claim for VA disability benefits before discharging from active duty service.

The form was last released by the VA in June 2016, with all previous editions obsolete. An up-to-date version of the form is available for download below. It is possible to file VA Form 26-8937 electronically and to submit it through the VA website.

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OMB Control No. 2900-0406
Respondent Burden: 5 Minutes
Expiration Date: 06/30/2019
VERIFICATION OF VA BENEFITS
PRIVACY ACT NOTICE: The VA will not disclose information collected on this form to any source other than what has been authorized under the Privacy Act of
1974 or Title 5, Code of Federal Regulations 1.576 for routine uses (i.e., information concerning a veteran's indebtedness to the United States by virtue of a person's
participation in a benefits program administered by VA may be disclosed to any third party, except consumer reporting agencies) as identified in the VA system of
records, 55VA26, Loan Guaranty Home, Condominium and Manufactured Home Loan Applicant Records, Specially Adapted Housing Applicant Records and Vendee
Loan Applicant Records - VA, and published in the Federal Register. Your obligation to respond is required to obtain or retain benefits. Giving us your SSN account
information is voluntary. Refusal to provide your SSN by itself will not result in the denial of benefits. The VA will not deny an individual benefits for refusing to
provide his or her SSN unless the disclosure of the SSN is required by a Federal Statute of law in effect prior to January 1, 1975, and still in effect.
INSTRUCTIONS TO LENDER
(Complete mailing address including ZIP Code)
TO: NAME AND ADDRESS OF LENDER
Complete this form ONLY if the
veteran/applicant:
is receiving VA disability payments; or
has received VA disability payments; or
would receive VA disability payments but
for receipt of retired pay; or
is surviving spouse of a veteran and in
receipt of DIC payments
has filed a claim for VA disability benefits prior
to discharge from active duty service
Complete Items 1 through 10. Send the completed form
to the appropriate VA Regional Loan Center where it
will be processed and returned to the Lender. The
completed form must be retained as part of the lender's
loan origination package.
(First, middle, last)
1. NAME OF VETERAN
2. CURRENT ADDRESS OF VETERAN
3. DATE OF BIRTH
(C-File No., if
(If different from Social Security
4. VA CLAIM FOLDER NUMBER
5. SOCIAL SECURITY NUMBER 6. SERVICE NUMBER
known)
Number)
7. I HEREBY CERTIFY THAT I
DO
DO NOT have a VA benefit-related indebtedness to my knowledge. I authorize VA to furnish the
information listed below.
8. I HEREBY CERTIFY THAT I
HAVE
HAVE NOT filed a claim for VA disability benefits prior to discharge from active duty service
(I am presently still on active duty.)
(Sign in ink)
10. DATE SIGNED
9. SIGNATURE OF VETERAN
FOR VA USE ONLY
(Complete in ink)
The above named veteran does not have a VA benefit-related indebtedness
The veteran has the following VA benefit-related indebtedness
(If any)
VA BENEFIT-RELATED INDEBTEDNESS
AMOUNT OF DEBT(S)
TYPE OF DEBT(S)
(If any)
TERM OF REPAYMENT PLAN
Veteran is exempt from funding fee due to receipt of service-connected disability compensation of $
monthly. (Unless checked,
the funding fee receipt must be remitted to VA with VA Form 26-1820, Report and Certification of Loan Disbursement)
Veteran is exempt from funding fee due to entitlement to VA compensation benefits upon discharge from service.
Veteran is not exempt from funding fee due to receipt of non service-connected-connected pension of $
monthly. LOAN
APPLICATION WILL REQUIRE PRIOR APPROVAL PROCESSING BY VA.
Veteran has been rated incompetent by VA. LOAN APPLICATION WILL REQUIRE PRIOR APPROVAL PROCESSING BY VA.
Insufficient information. VA cannot identify the veteran with the information given. Please furnish more complete information, or a copy of a
DD Form 214 or discharge papers. If on active duty, furnish a statement of service written on official government letterhead, signed by the adjutant,
personnel officer, or commanding officer. The statement should include name, birth date, service number, entry date and time lost.
(Sign in ink)
DATE SIGNED
SIGNATURE OF AUTHORIZED AGENT
RESPONDENT BURDEN: We need this information to determine, establish, or verify your eligibility for VA Loan Guaranty Benefits and to determine if you are
exempt from paying the VA Funding Fee. Title 38, United States Code, allows us to ask for this information. We estimate that you will need an average of 5 minutes to
review the instructions, find the information, and complete this form. VA cannot conduct or sponsor a collection of information unless a valid OMB control number is
displayed. You are not required to respond to a collection of information if this number is not displayed. Valid OMB control numbers can be located on the OMB
Internet Page at www.reginfo.gov/public/do/PRAMain. If desired, you can call 1-800-827-1000 to get information on where to send comments or suggestions about
this form.
26-8937
VA FORM
SUPERSEDES VA FORM 26-8937, JAN 2013,
JUN 2016
WHICH WILL NOT BE USED.
OMB Control No. 2900-0406
Respondent Burden: 5 Minutes
Expiration Date: 06/30/2019
VERIFICATION OF VA BENEFITS
PRIVACY ACT NOTICE: The VA will not disclose information collected on this form to any source other than what has been authorized under the Privacy Act of
1974 or Title 5, Code of Federal Regulations 1.576 for routine uses (i.e., information concerning a veteran's indebtedness to the United States by virtue of a person's
participation in a benefits program administered by VA may be disclosed to any third party, except consumer reporting agencies) as identified in the VA system of
records, 55VA26, Loan Guaranty Home, Condominium and Manufactured Home Loan Applicant Records, Specially Adapted Housing Applicant Records and Vendee
Loan Applicant Records - VA, and published in the Federal Register. Your obligation to respond is required to obtain or retain benefits. Giving us your SSN account
information is voluntary. Refusal to provide your SSN by itself will not result in the denial of benefits. The VA will not deny an individual benefits for refusing to
provide his or her SSN unless the disclosure of the SSN is required by a Federal Statute of law in effect prior to January 1, 1975, and still in effect.
INSTRUCTIONS TO LENDER
(Complete mailing address including ZIP Code)
TO: NAME AND ADDRESS OF LENDER
Complete this form ONLY if the
veteran/applicant:
is receiving VA disability payments; or
has received VA disability payments; or
would receive VA disability payments but
for receipt of retired pay; or
is surviving spouse of a veteran and in
receipt of DIC payments
has filed a claim for VA disability benefits prior
to discharge from active duty service
Complete Items 1 through 10. Send the completed form
to the appropriate VA Regional Loan Center where it
will be processed and returned to the Lender. The
completed form must be retained as part of the lender's
loan origination package.
(First, middle, last)
1. NAME OF VETERAN
2. CURRENT ADDRESS OF VETERAN
3. DATE OF BIRTH
(C-File No., if
(If different from Social Security
4. VA CLAIM FOLDER NUMBER
5. SOCIAL SECURITY NUMBER 6. SERVICE NUMBER
known)
Number)
7. I HEREBY CERTIFY THAT I
DO
DO NOT have a VA benefit-related indebtedness to my knowledge. I authorize VA to furnish the
information listed below.
8. I HEREBY CERTIFY THAT I
HAVE
HAVE NOT filed a claim for VA disability benefits prior to discharge from active duty service
(I am presently still on active duty.)
(Sign in ink)
10. DATE SIGNED
9. SIGNATURE OF VETERAN
FOR VA USE ONLY
(Complete in ink)
The above named veteran does not have a VA benefit-related indebtedness
The veteran has the following VA benefit-related indebtedness
(If any)
VA BENEFIT-RELATED INDEBTEDNESS
AMOUNT OF DEBT(S)
TYPE OF DEBT(S)
(If any)
TERM OF REPAYMENT PLAN
Veteran is exempt from funding fee due to receipt of service-connected disability compensation of $
monthly. (Unless checked,
the funding fee receipt must be remitted to VA with VA Form 26-1820, Report and Certification of Loan Disbursement)
Veteran is exempt from funding fee due to entitlement to VA compensation benefits upon discharge from service.
Veteran is not exempt from funding fee due to receipt of non service-connected-connected pension of $
monthly. LOAN
APPLICATION WILL REQUIRE PRIOR APPROVAL PROCESSING BY VA.
Veteran has been rated incompetent by VA. LOAN APPLICATION WILL REQUIRE PRIOR APPROVAL PROCESSING BY VA.
Insufficient information. VA cannot identify the veteran with the information given. Please furnish more complete information, or a copy of a
DD Form 214 or discharge papers. If on active duty, furnish a statement of service written on official government letterhead, signed by the adjutant,
personnel officer, or commanding officer. The statement should include name, birth date, service number, entry date and time lost.
(Sign in ink)
DATE SIGNED
SIGNATURE OF AUTHORIZED AGENT
RESPONDENT BURDEN: We need this information to determine, establish, or verify your eligibility for VA Loan Guaranty Benefits and to determine if you are
exempt from paying the VA Funding Fee. Title 38, United States Code, allows us to ask for this information. We estimate that you will need an average of 5 minutes to
review the instructions, find the information, and complete this form. VA cannot conduct or sponsor a collection of information unless a valid OMB control number is
displayed. You are not required to respond to a collection of information if this number is not displayed. Valid OMB control numbers can be located on the OMB
Internet Page at www.reginfo.gov/public/do/PRAMain. If desired, you can call 1-800-827-1000 to get information on where to send comments or suggestions about
this form.
26-8937
VA FORM
SUPERSEDES VA FORM 26-8937, JAN 2013,
JUN 2016
WHICH WILL NOT BE USED.

Download VA Form 26-8937 Verification of VA Benefits

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Is VA Form 26-8937 Still Required?

There is a specific procedure used by the lender to verify the veteran's exemption from paying the VA loan funding fee. In September 2011 this procedure has been altered and simplified for many veterans by the VA's decision to include the information regarding VA loan funding fee exempt status on the Certificate of Eligibility. The funding fee status is shown on the COE, so generally, lenders will no longer require the VA 26-8937.

VA Form 26-8937 Instructions

Most items on the form are self-explanatory. However, VA Form 26-8937, question 7 needs further interpretation. It concerns VA benefit-related indebtedness. The veterans must certify that they do or do not have it, to the best of their knowledge, and that they authorize VA to furnish the information listed in the paragraphs above. The applicant must record benefit-related indebtedness if:

  • An overpayment of VA education, compensation, or pension benefits has occurred;
  • Payment of a claim on a prior guaranteed home loan has resulted in VA loss;
  • A VA education loan or direct VA home loan defaulted;
  • Repayment plans for any of VA debts are delayed.

How to Fill out VA Form 26-8937?

Half of the VA 26-8937 Form (Items 1 through 10) must be completed by the veteran/applicant, while the other half is for VA use only. The veteran/applicant fills out the following items:

  • The name and the address of the lender (the complete mailing address including ZIP Code);
  • The full name of the veteran;
  • The current address of the veteran;
  • The date of birth;
  • The VA claim folder number (if known);
  • The social security number;
  • The service number (if it is different from the social security number);
  • The signature of the veteran;
  • The actual date signed.

The veterans have to:

  • Certify that they do or do not have a VA benefit-related indebtedness to their knowledge;
  • Authorize VA to furnish the information in the paragraphs above;
  • Certify that they have or have not filed a claim for VA disability benefits prior to discharge from active duty service.

The completed form must be sent to the VA Regional Loan Center where it will be processed and returned to the lender.

The VA must complete the following items:

  • The VA benefit-related indebtedness - the type of debt(s) and the amount of debt(s);
  • The term of the repayment plan (if any);
  • The signature of an authorized agent;
  • The actual date signed.

The VA must answer several questions:

  • If the veteran has or does not have a VA benefit-related indebtedness;
  • If the veteran is exempt from funding fee due to receipt of service-connected disability compensation;
  • If the veteran is exempt from funding fee due to entitlement to VA compensation benefits upon discharge from service;
  • If the veteran is not exempt from funding fee due to receipt of a non-service-connected pension;
  • If the veteran has been rated incompetent by the VA;
  • If the identification of the veteran with the information given is impossible.