526 Potential Benefits

 

 

Revised 10/01/2024

Policy

The requirement to apply for potential benefits for new and existing customers has been removed. While it is no longer an eligibility requirement, customers may ask about a potential benefit and how to apply for it. The following table provides common federal benefits and describes the most common reasons a customer may qualify:

If the benefit is…

Then the customer may qualify when he or she…

Veteran's pension or compensation

  • Is a wartime veteran who meets one of the following:

    • Is age 65 or older; or

    • Has a disability.

  • Is a person with a military service-connected injury or illness.

  • Is the surviving spouse (and not remarried) of a wartime veteran.

  • Is the surviving spouse (and not remarried) or a dependent parent of a veteran who died in active service or from a service-connected injury or illness.

  • Is unmarried and has a parent who died in active service or from a service-connected injury or illness and is one of the following;

    • Under the age of 18;

    • Between the ages of 18 and 23 and is attending a VA-approved school;

    • Over age 18 and was determined to have a disability before turning 18.

Social Security Disability, Retirement, or Survivor

  • Has 40 qualifying quarters of work credit (Social Security Retirement only);

  • Has a disability and has earned enough qualifying quarters of work credit, based on the person’s age;

  • Is at least 62 years old and has a spouse or ex-spouse that receives Social Security retirement or disability benefits;

  • Has a parent who is deceased or who is receiving Social Security retirement or disability benefits, and the child meets one of the following:

    • Is under the age of 18; or

    • Is between the ages of 18 and 19 years old, and a full-time high school student; or

    • Is age 18 or older and has a disability that started before age 22.

 

Customers may apply for the following benefits online using these links:

Benefit

Link

Railroad Retirement

The Railroad Retirement Board does not accept applications online. For more information regarding Railroad Retirement and Survivor Benefits, contact the RRB at https://www.rrb.gov, or the RRB Mesa, AZ office at (877) 772-5772.

Social Security Disability

https://www.ssa.gov/benefits/disability/

Social Security Retirement

https://www.ssa.gov/benefits/retirement/

Social Security Survivors Benefits

https://www.ssa.gov/benefits/survivors/

Unemployment benefits

https://des.az.gov/content/apply-ui-benefits

Veteran's benefits

Veterans can apply online:

  • Veteran's pension

https://www.va.gov/pension/application/527EZ/introduction

  • Veteran's disability compensation

https://www.va.gov/disability/file-disability-claim-form-21-526ez/introduction

Surviving spouses and dependents cannot apply online. See https://benefits.va.gov/BENEFITS/Applying.asp for how to apply or call the VA at (800) 827-1000 for assistance.

Veteran's benefits - apportionment

A spouse or child cannot apply online for an apportionment. The application can be found online at https://www.va.gov/vaforms/form_detail.asp?FormNo=21-0788.

Deliver the application to the VA by:

  • Mailing it to the

Department of Veterans Affairs

Evidence Intake Center

PO Box 4444

Janesville, WI 53547-4444;

  • Faxing it to 844-655-1604; or

  • Taking it to your local regional office.

Workmen's Compensation

https://www.azica.gov/forms/claims0407

 

Definitions

Term

Definition

Cash benefits

Means money payments to qualified individuals. These benefits include:

  • Social Security benefits;

  • Railroad Retirement;

  • Worker’s Compensation;

  • Short- or long-term disability benefits;

  • US Armed Forces benefits;

  • Pension or retirement funds; and

  • Unemployment Insurance benefits.

Dependent Parent

(for the purpose of compensation when the veteran died in active service or from a service-related injury or illness)

A natural, adoptive, or foster parent of the Veteran or service member and the parent’s income is below a certain amount based on federal law.

Qualifying Quarters of Work Credit

A calendar quarter that meets the minimum amount of earnings as determined by the Social Security Administration (SSA). A person can earn up to four qualifying quarters each year.

Wartime Veteran

A person who served in the U.S. Armed Forces (Army, Marine Corps, Navy, Airforce, or Coast Guard, Space Force Commissioned Corps of the United States Public Health Services, National Oceanographic and Atmospheric Administration, National Guard, and any Military Reserve Unit of any Branch of the Armed Forces of the United States), who was discharged under any condition EXCEPT dishonorable, and had active service during one of the following periods:

  • 04/06/1917 to 11/11/1918 (World War I)

  • 12/07/1941 to 12/31/1946 (World War II)

  • 06/27/1950 to 01/31/1955 (Korean Conflict)

  • 02/28/1961 to 05/07/1975 (Vietnam War)

  • 08/02/1990 to present (Persian Gulf War)

 

Programs and Legal Authority

Program

Legal Authorities

All programs

42 CFR 435.608