Financial Assistance
What are the limits on financial assistance applications?
An eligible applicant is limited to three applications in a twelve-month period. If an applicant applies for two years in a row, they must take a year off.
Do you need a bank statement for financial assistance applications?
A bank statement is helpful, but we require a transactional statement for the last 30 days for each application. This gives us the most up-to-date financial information for the application.
DFAS 1099-R Forms
How do I get my 1099-R from DFAS?
Our office does not have the ability to get your 1099-R from DFAS. We can assist veterans with this process, but DFAS will not communicate with anyone who is not the veteran.
Please use the following link and use one of the methods listed there: DFAS — Getting your 1099-R.
Military Retirement — Gray Area Retirees
Where do I find gray-area retirement information for my branch?
Each branch directs gray-area retirees to its own resources:
Air Force
DFAS — Air Force Gray Area Retirees
myFSS
Army
DFAS — Gray Area Retirees
U.S. Army HRC — Gray Area Retirements Branch
Navy
DFAS — Navy Gray Area Retirees
Reserve Personnel Management — Reserve Retirements
Marines
DFAS — Marine Corps Gray Area Retirees
If you keep your information up to date on the Marine Corps TFS portal, HQMC will send you the forms approximately 5 months before your date of eligibility.
VA Benefits
Are VA benefits taxable?
VA benefits are not taxable. DoD severance pay and military retirement pay are taxable.
How do I get an updated benefit summary letter?
Contact the VA at 1-800-827-1000, or go to VA.gov and navigate to Download VA benefit letters, where you can generate a benefit summary letter.
If you prefer to call, you can ask the VA to fax it to our office — this is usually faster than waiting for it to be mailed. Our fax number is 740-689-6203.
How do I update my direct deposit information?
You can contact the VA at 1-800-827-1000.
How do I add or remove dependents?
You can bring a marriage certificate or a child's birth certificate into the office and we can file it, or you can go to VA.gov — Manage dependents and apply that way.
How do I create an ID.me or Login.gov account?
These short videos walk you through it:
ID.me account creation (YouTube)
Login.gov account creation (YouTube)
Still have questions?
Our service officers are happy to help — at no cost.