Citation Nr: 0001824 Decision Date: 01/21/00 Archive Date: 01/28/00 DOCKET NO. 99-23 526 ) DATE ) ) On appeal from the Department of Veterans Affairs Regional Office in Louisville, Kentucky THE ISSUE Whether the veteran's income is excessive for receipt of Improved Disability Pension benefits. REPRESENTATION Appellant represented by: Kentucky Division of Veterans Affairs ATTORNEY FOR THE BOARD David S. Nelson, Associate Counsel INTRODUCTION The veteran had active military service from October 1965 to October 1968. This matter arises from a decision rendered in September 1999 by the Department of Veterans Affairs (VA) Regional Office (RO) in Louisville, Kentucky, which denied the veteran Improved Disability Pension benefits because the veteran's income was found to exceed the applicable income limitation. FINDING OF FACT As part of the information furnished on the VA Form 21- 526, Veteran's Application for Compensation or Pension, submitted by the veteran in June 1999, he reported that he was receiving Social Security benefits in the amount of $1,155.50 monthly, and a monthly disability payment of $537.62 from a private source. CONCLUSION OF LAW The veteran's income is excessive for the receipt of Improved Disability Pension benefits. 38 U.S.C.A. §§ 1503, 1521, 5107 (West 1991); 38 C.F.R. §§ 3.23, 3.271, 3.272 (1999). REASONS AND BASES FOR FINDING AND CONCLUSION The veteran contends that his income level should have entitled him to monetary assistance in the form of pension benefits from VA. The maximum annual rate of Improved Disability Pension for a veteran with no dependents is $8,778. 38 U.S.C.A. § 1521; 38 C.F.R. § 3.23(a). In determining a veteran's countable income for Improved Disability Pension purposes, income of any kind from any source is counted, unless specifically excluded pursuant to the provisions of 38 C.F.R. § 3.272. See 38 U.S.C.A. § 1503; 38 C.F.R. § 3.271. The veteran indicated on his claim for pension benefits that he receives monthly net Social Security benefits totaling $1,155.50, and monthly disability benefits from a private source totaling $537.62. The question for consideration is whether the income reported by the veteran exceeds the maximum applicable income limitation, thereby precluding his entitlement to the receipt of Improved Disability Pension benefits. In this regard, the Board notes that the veteran's annual income from Social Security benefits and private disability benefits totals more than $20,000. Because this is well in excess of the applicable maximum annual income limitation of $8,778 for a veteran with no dependents, the veteran is not eligible for Improved Disability Pension benefits. As such, the Board finds no basis to grant the benefit sought. By this decision, the Board does not imply that the veteran cannot establish entitlement to Improved Disability Pension benefits in the future. Should his income situation change, he should promptly notify VA. His pension entitlement will then be reconsidered. ORDER Because the veteran's income was excessive for receipt of Improved Disability Pension benefits, the appeal is denied. WARREN W. RICE, JR. Member, Board of Veterans' Appeals