VA Claim Prep Checklist

0) Before You File

• Create a VA.gov account and confirm your contact info and direct deposit.
• Locate your DD214 and key service records.
• File an Intent to File to lock in your effective date.

1) Map Your Conditions

• List each primary condition with diagnosis date.
• List any secondary conditions (caused or aggravated by a service-connected condition).
• Write a one-line goal for each condition (service connection or increase).

2) Gather Evidence

• Service Treatment Records (STRs)
• VA records (MyHealtheVet / VA.gov)
• Private records (doctor notes, imaging, labs)
• Supporting statements (spouse/buddy)
• Nexus letter if needed (clear medical rationale)
• Daily logs (pain, function, flare-ups)

3) Build the Argument

• Match symptoms to 38 CFR Part 4 criteria (rating schedule).
• For secondary claims, cite 38 CFR § 3.310 where applicable.
• Draft a short statement tying evidence to the rule (“because… therefore…”).

4) File the Claim (VA Form 21-526EZ)

• Select Fully Developed Claim when possible (upload all evidence upfront).
• Enter each condition as a separate line item (primary or secondary).
• Upload evidence with clear descriptions (who, what, when, why it matters).
• Submit and save your confirmation page/ID.

5) C&P Exam Prep

• Prepare 3–5 real-life examples of how the condition limits function (work, home, sleep).
• Don’t minimize or overstate—be accurate and consistent with records.
• Know key exam forms (DBQs) and rating factors for your condition(s).
• Bring meds list and assistive devices if used.

6) After You File

• Watch for VA letters and exam scheduling—respond quickly.
• If the VA requests evidence, upload within the window (note the deadline).
• Keep a log of every call, upload, and letter (date/time/summary).

7) Decision Arrives

• Read the decision letter and codesheet (diagnostic codes, percentages, effective dates).
• Disagree? Within 1 year choose: HLR (error review), Supplemental (new evidence), or Board.