Filing for VA Unemployability If You Can’t Work

by Shana Dunn

Editors Note: Many folks have a generous amount of time on their hands due to the dynamic circumstances of the covid-19 pandemic. Use this time productively and get your VA benefits secured or at the very least, in process. We highly recommend utilizing the services of West & Dunn as an advocate for your rights and to ensure that benefits are awarded (or denied) accurately, at the highest level warranted, from the earliest possible effective date. Contact them here. This first appeared in The Havok Journal on April 16, 2020.

For many service-connected veterans, the impact of the service-connected disability on the ability to function in the workplace does not match up with the level of compensation provided by VA.  VA regulations state that the purpose of the VA Rating Schedule is to “represent as far as can practicably be determined the average impairment in earning capacity resulting from such diseases and injuries and their residual conditions in civil occupations.”  However, in many instances, veterans find themselves unable to work due to their service-connected disabilities, but their combined disability evaluations fall far below 100 percent.  

Recognizing this frequent occurrence, VA regulations provide for an alternative means of obtaining a 100 percent evaluation:  Entitlement to Individual Unemployability. 38 C.F.R. § 4.16 provides that “[t]otal disability ratings for compensation may be assigned, where the schedular rating is less than total, when the disabled person is, in the judgment of the rating agency, unable to secure or follow a substantially gainful occupation as a result of service-connected disabilities.”  To be eligible for unemployability a veteran must have one service-connected condition evaluated at 60 percent or a combined rating of 70 percent with one disability rated at 40 percent or more. If the veteran does not meet these criteria, he or she may still be eligible for unemployability under 38 C.F.R. § 4.16(b), which requires that VA submit the veteran’s case to the director of compensation service for extra-schedular consideration. 

Meeting the evaluation criteria is just the first step.  The veteran must then provide evidence that the service-connected disability causes an inability to “secure or follow a substantially gainful occupation.”  What does it mean to “secure or follow a substantially gainful occupation?” VA appears unsure. VA regulations define the term “marginal employment,” which is employment at which a veteran earns less than the federal poverty level.  Marginal employment is not gainful employment.  Beyond that, the VA has refused to provide a definition.  The Court of Appeals for Veterans Claims has long expressed frustration with the VA’s lack of clarity.  Because VA refused to provide a definition, in 2019 the Court took matters into its own hands. In Ray v. Wilkie, the court laid out several factors that, if relevant, VA must consider when evaluating a claim for unemployability.  The factors are as follows:  

• the veteran’s history, education, skill, and training;
• whether the veteran has the physical ability (both exertional and non-exertional) to perform the type of activities (e.g., sedentary, light, medium, heavy, or very heavy) required by the occupation at issue. Factors that may be relevant include, but are not limited to, the veteran’s limitations, if any, concerning lifting, bending, sitting, standing, walking, climbing, grasping, typing, and reaching, as well as auditory and visual limitations; and
• whether the veteran has the mental ability to perform the activities required by the occupation at issue. Factors that may be relevant include, but are not limited to, the veteran’s limitations, if any, concerning memory, concentration, ability to adapt to change, handle workplace stress, get along with coworkers, and demonstrate reliability and productivity.  

As a practical matter, when applying for unemployability benefits the veteran will be asked to complete VA Form 21-8940.  This form provides the VA with the veteran’s, employment, and education history. VA will request employment information for the last five years the veteran worked.  Many employers will not provide information beyond the wage and dates of employment, but a statement from a former employer and/or coworker that details the problems the veteran had while employed is incredibly valuable.  The veteran should also provide a detailed statement outlining the specific ways in which their disabilities affected their employment. The factors mentioned in Ray v. Wilkie should be specifically addressed.  

The VA will usually request that the veteran present for examination by a VA doctor.  The examiner will be asked to provide information on the occupational impairment caused by each service-connected condition.  The determination that the veteran is unemployable is not made by the medical examiner, it is made by the VA adjudicator based on all evidence of record.  Unfortunately, it is not uncommon for the VA to deny claims for unemployability regardless of the merit of the claim. The involvement of a skilled advocate is highly recommended. 

Reach out to West & Dunn to ensure that your or your spouse’s benefits are awarded (or denied) accurately, at the highest level warranted, from the earliest possible effective date. Contact them here.

Sources:

 1. 38 C.F.R. § 4.1
 2. 38 C.F.R. § 4.16(a).
 3. 31 Vet. App., 58, 73 (2019)

_________________

About the author, Shana Dunn: As the daughter and niece of Vietnam veterans, and the granddaughter of a post-WWII era veteran, I have a personal interest in veterans issues. I believe the VA owes America’s veterans timely and accurate decisions on their claims, but unfortunately, all too often, veterans are faced with lengthy delays and inaccurate and confusing decisions. I strive to make the system easier to successfully navigate, using my knowledge of veterans’ law as well as my knowledge of the way decisions are actually made.

I spent years as a Rating Specialist with the U.S. Department of Veterans Affairs, and I understand all too well the flaws of the system that make inaccurate decisions far too common.  The VA Office of the Inspector General estimates that 23% of rating decisions are inaccurate. See Report No. 08-02073-96VA Office of Inspector General dated March 12, 2009.

Unfortunately, these decisions and the rules and regulations on which they are based can be so confusing that it’s difficult for veterans to know whether they are accurate or inaccurate. It is important that a rating decision, whether it grants or denies VA benefits, be reviewed by someone with extensive knowledge of VA rules and regulations to ensure that benefits were awarded (or denied) accurately, at the highest level warranted, from the earliest possible effective date.

Attorney Shana Dunn is a 2009 graduate of Marquette University Law School. She is admitted to practice in Wisconsin, and accredited by the U.S. Department of Veterans Affairs to represent veterans nationwide. She spent eight years working for the U. S. Department of Veterans Affairs regional office in Milwaukee, Wisconsin.

___________

© 2020 The Havok Journal

Like this article? Like us on Facebook!
havokjournal@havokmedia.com
The Havok Journal welcomes re-posting of our original content as long as it is done in compliance with our Terms of Use.