This training provides an overview of the role and responsibilities of a Chapter Service Officer, the forms and procedures used, and resources available. A Chapter Service Officer is the primary point of contact for veterans seeking assistance with benefits claims and acts as a liaison to the National Service Officer, who can certify the CSO. Commonly used forms include various applications for benefits. CSOs must follow proper procedures and refer clients to NSOs as needed.

1. Department of Alabama
Chapter Service Officer
Chilton County Chapter 33

2. Department of Alabama
Purpose of this training
This training is an effort to familiarize you with the basic forms and
procedures involved with being a Chapter Service Officer.
It is in no way meant to certify you as such. Only a National Service
Officer can certify you as a Chapter Service Officer.
The Chapter Service Officer (CSO) training is held annually and once
certified you must re-certify to continue to complete claims.

3. Department of Alabama
A Chapter Service OfficeR
DAV Chapter Service Officers provide one of the most important links in
the organization. They are responsible for providing information about
benefits available to veterans, their dependents and survivors.
The primary function of the Service Officer is to advise, instruct and
counsel claimants and to provide assistance in the preparation of claims
for various benefits to which claimants may be entitled.

4. Department of Alabama
A Chapter Service OfficeR
Resources
http://dav.org
http://va.gov/forms For a listing of VA forms
http://www.archives.gov/veterans/military-service-records/ To request a
veterans service records
http://www.va.state.al.us/ For information on state veterans benefits

5. Department of Alabama
Commonly Used Forms
VA Form 21-526EZ Application for Compensation
VA Form 21-527EZ Application for Pension
VA Form 21-534EZ Application for DIC, Death Pension, and/or Accrued
Benefits
VA Form 21-22-ARE Power of Attorney
DAV Contact Brief

6. Department of Alabama
Proper way to complete a VA Form
21-22-ARE
Only complete the following
boxes
Box 1
Box 3 Disabled American
Veterans (083)
Box 4
Box 8
Box 9
Box 11
Box 12
Box 14
Box 15
Box 16

7. Department of Alabama
DAV Contact Brief
MUST be completed and sent
to the NSO with all claim
paperwork
Can be found at on the DAV
Members Portal

8. Department of Alabama
Statement of Policy for
Representation
This document needs to be given
to all claimants
It can be found at on the course
resources

9. Department of Alabama
VA Claims Process... Any questions?

10. Department of Alabama
Chapter Service Officer
Do's and don'ts
Do's
Refer all claimant inquireis to
appropriate DAV NSO.
Forward all pertinent
communication with claimant to
DAV NSO immediately
Submit complete and current
information regarding claimant
Remember when in doubt ASK
Keep it simple and concise
Don'ts
Maintain any files on claimants
Attempt to fill out any VA Forms
with which you are not familiar.
Submit any claimant
correspondence directly to th VA
Promise anything.