CVSO Appointment Checklist

A printable list of documents and topics to bring. CVSOs read thousands of letters and can spot in 30 minutes what may take you hours alone. The checklist below is generated from your plan: open your plan and add conditions if any are missing.

No plan detected. The checklist below shows the baseline items. Visit your plan to add conditions and we will personalize it.

What to bring

DD-214 (Member-4 copy preferred)Shows character of discharge and dates of service. Both are baseline requirements for most VA benefits.
Government-issued photo IDDriver’s license, state ID, or passport.
VA.gov / eBenefits login (or password reset link)You may sign documents electronically during the visit.
List of conditions you want VA to considerBoth conditions you have already filed and any new ones.
Your top 3 questions for the CVSOWrite them on paper. The first 30 minutes go fast.

What you do NOT need to bring (and we never ask for)

Your Social Security Number (your CVSO already has it on file).
Your full medical record. Bring summaries; CVSOs request the records they need.
Your tax returns or income statements unless this is a pension or means-test visit.

Find an accredited CVSO

Want a second set of eyes? Find an accredited CVSO. CVSOs review claims at no cost.

Educational only. Veterans Benefits Navigator is not VA-accredited and does not file claims or provide legal advice (38 U.S.C. § 5904).