Benefits Visit Checklist - Casualty Assistance Calls Officer

This "Benefits Visit Checklist - Casualty Assistance Calls Officer" is a document issued by the U.S. Department of the Navy specifically for United States residents with its latest version released on July 1, 2013.

Download the up-to-date fillable PDF by clicking the link below or find it on the forms website of the U.S. Department of the Navy.

ADVERTISEMENT
Casualty Assistance Calls Officer
Benefits Visit Checklist
Uniform:
Service Khaki or Navy Service Uniform for E-6
 Benefits Brief
o Upon receipt of the benefits package (to be sent to the CACO within 10 days of receipt of the PCR),
call the regional CAC office to arrange to attend a brief on assisting the PNOK in completing
applications for benefits.
o Download applicable forms as indicated in the benefits package checklist provided by Navy
Casualty (PERS-13) prior to attending the brief.
o Make an appointment with the PNOK for the benefits visit. Date/ Time:_______________________
 Privacy Act Authorization
o Have the PNOK sign the Privacy Act Authorization, if not already done, and attach a copy to all
benefit claim forms.
 DD-1300
o Make copies of the DD-1300 as needed.
o Attach a copy of the DD-1300 to all benefit claim forms.
 Housing
o Advise the family on housing options.
o Family choice:____________________________________________________________________
 Investigations
o Provide family with the status of any investigations, and assist with completing the FOIA request, if
not done on a previous visit.
 Inventory of Personal Effects
o When the command Inventory Control Board completes the inventory and a DD 1300 with a Line of
Accounting is received, contact the Personal Property Office to arrange for delivery.
o Monitor status of personal effects and address inquiries to member’s command. (Should be
inventoried and shipped within 14 days.)
Contact Naval Legal Services Office for guidance as needed (e.g., appointment for family for
Legal Issues:
probate or guardianship issues).
Appointment Date/Time:__________________________________________________________
o
Casualty Assistance Calls Officer Checklists (June 2013)   
Benefits Visit ‐ Pg.1 
Casualty Assistance Calls Officer
Benefits Visit Checklist
Uniform:
Service Khaki or Navy Service Uniform for E-6
 Benefits Brief
o Upon receipt of the benefits package (to be sent to the CACO within 10 days of receipt of the PCR),
call the regional CAC office to arrange to attend a brief on assisting the PNOK in completing
applications for benefits.
o Download applicable forms as indicated in the benefits package checklist provided by Navy
Casualty (PERS-13) prior to attending the brief.
o Make an appointment with the PNOK for the benefits visit. Date/ Time:_______________________
 Privacy Act Authorization
o Have the PNOK sign the Privacy Act Authorization, if not already done, and attach a copy to all
benefit claim forms.
 DD-1300
o Make copies of the DD-1300 as needed.
o Attach a copy of the DD-1300 to all benefit claim forms.
 Housing
o Advise the family on housing options.
o Family choice:____________________________________________________________________
 Investigations
o Provide family with the status of any investigations, and assist with completing the FOIA request, if
not done on a previous visit.
 Inventory of Personal Effects
o When the command Inventory Control Board completes the inventory and a DD 1300 with a Line of
Accounting is received, contact the Personal Property Office to arrange for delivery.
o Monitor status of personal effects and address inquiries to member’s command. (Should be
inventoried and shipped within 14 days.)
Contact Naval Legal Services Office for guidance as needed (e.g., appointment for family for
Legal Issues:
probate or guardianship issues).
Appointment Date/Time:__________________________________________________________
o
Casualty Assistance Calls Officer Checklists (June 2013)   
Benefits Visit ‐ Pg.1 
 Recordkeeping and Tracking
o Keep copies of all claims submitted.
Copy for your case file.
Copy for PNOK.
o Fax a copy of all completed application forms to the regional CAC office.
o Monitor the progress of all survivor benefit entitlements by submitting a NAVPERS 1770/7 as
follows:
Submit “initial” NAVPERS 1770/7 to regional CACO coordinator within 30 days of the
casualty:
Due Date___________________________________________________________
Submit “interim” NAVPERS 1770/7 every 30 days:
Due Date ___________________________________________________________
Due Date ___________________________________________________________
Due Date ___________________________________________________________
Due Date ___________________________________________________________
Submit “final” NAVPERS 1770/7 when all benefits/monies have been received.
Submit DD 1164 via DTS for reimbursement of CACO expenses (for example, mileage,
toll, phone calls) to the regional CAC office monthly:
Due Date ___________________________________________________________
Due Date ___________________________________________________________
Due Date ___________________________________________________________
Due Date ___________________________________________________________
o CACO Change
If you transfer, turn your case over to another CACO and provide his or her name and phone
number to the regional CAC office.
Forms for the Benefits Visit
 Benefit Claim Forms as Directed by Navy Casualty (PERS-13)
 NAVPERS 1770/7
 DD 1300, Report of Casualty
 DD 1164, Claim for Reimbursement for Expenditures on Official Business
 Privacy Act Authorization
Casualty Assistance Calls Officer Checklists (June 2013)   
Benefits Visit ‐ Pg.2 
Forms and Information for the Benefits Visit available at the CACO resource webpage
(http://www.cnic.navy.mil/caco)
Form Name
Form Number
Summary of VA Dependents' and Survivors' Benefits
VA Pam 21-12-2
A Survivors Guide to Benefits
Application for Dependency and Indemnity Compensation by a Surviving Spouse or Child (DIC)
VA 21-534a
Application for Refund of Educational Contributions
VA 24-5281
BAH Non Reciept Letter to DFAS
Beneficiary Financial Counseling Services for SGLI VGL FSGLI Beneficiaries
Claim for Death Benefits
SGLV 8283
Claim for Reimbursement for Expenditure on Official Business
SF 1164
Freedom of Information Act Request
Information Relating to Deceased Participant
TSP-U-17
MGIB Refund Letter
Personal Effects Extension Letter
Personal Effects Shipment Request Form
Post 9 11 GI Bill Fry Scholarship
Presidential Memorial Certificate (PMC) Fact Sheet
Presidential Memorial Certificate (PMC) Request Form
VA 40-0247
Request Pertaining to Military Records
SF 180
Social Security Survivor Benefits
Tricare Survivor Benefits Brochure
VA Bereavement Counseling webpage
VA Death Pension Benefits webpage
VA Dependents Indemnity Compensation (DIC) webpage
VA Educational Benefits Information
Case Contact Information for Benefits Visit
Contact Type
Contact Information (Name, Phone, Fax, Email, etc.)
PERS-13 is available to answer questions regarding
Navy Casualty Benefit Claims
SGLI at (800) 368-3202
Office of Servicemembers’ Group Life Insurance
SGLI/OSGLI
(SGLI)
Tel. (800) 419-1473
Main Fax. (800) 236-6142
Claims Fax. (877) 832-4943
http://www.insurance.va.gov/sglisite/sgli/sgli.htm
VA Representative/Office
Casualty Assistance Calls Officer Checklists (June 2013)   
Benefits Visit ‐ Pg.3 

Download Benefits Visit Checklist - Casualty Assistance Calls Officer

360 times
Rate
4.3(4.3 / 5) 121 votes
ADVERTISEMENT
Page of 3