Dealing with the VA: The Importance of Returning the Correct Forms

Navigating the VA disability process can feel overwhelming especially when it comes to paperwork. With so many forms, numbers, and deadlines, it is easy to get confused and overwhelmed. But one of the most common and costly mistakes Veterans make is sending in the wrong forms. Especially if the form looks identical to the one they are meant to return.

Two VA forms in particular that are frequently mixed up are the VA Form 21-4140 and VA Form 26-8497. Both are employment related forms, however they serve very different purposes. Sending the wrong one can delay your benefits, impact your claim, or even result in a loss compensation or eligibility. Let’s break down the difference.

VA Form 21-4140: Employment Questionnaire for TDIU

If you’re receiving Total Disability based on Individual Unemployability (TDIU), this form is crucial. The VA uses Form 21-4140 to check whether you’ve earned income over the property threshold in the previous years; because if you have, it could affect your eligibility. Here’s what you need to know:

• This form is usually triggered if the VA sees evidence (like Social Security wage reports) that you might have been working.
• For 2025, the property threshold is $15,650 annually. If you earned more than that, the VA may suspect you’re no longer eligible for TDIU.
• You may also be asked to submit VA Form 21-4148, where you can explain factors like marginal employment or a sheltered work environment.

Ignoring this form or returning the wrong one can put your benefits at risk.

VA Form 26-8497: Request for Employment Verification (for VA Loans)

This form has nothing to do with disability compensation, but is used when applying for a VA-backed home loan. If you’re trying to buy a home and your lender or the VA asked for Form 26-8497, they’re trying to verify your current employment and income. Here is why it matters:

• While technically voluntary, not responding can delay or even jeopardize your home loan application.
• Incomplete or missing information can make it harder for the VA to confirm your eligibility for a loan benefit you’ve earned.

This form goes to your employer, not to confirm unemployment (like 21-4140), but to confirm employment so you can move forward with homeownership.

Call a Lawyer for Assistance with Filing the Correct VA Forms

Whether you need to understand the difference between Form 21-4140 and Form 26-8497, or any other form you need to submit, ask us for assistance. We will make sure you are on the right track and do not have your benefits delayed or denied.