Establishing a Claim Accuracy Request

Office of Administrative Review Establishing a Claim Accuracy Request in Caseflow and VBMS Job Aid Purpose This Job Aid provides guidance on establishing a Claim Accuracy Request (CAR) in Caseflow and the Veterans Benefits Management System (VBMS). This Job Aid is valid for Phase II of the CAR pilot beginning October 1, 2021. This Job Aid supersedes all previous Job Aids relating to the CAR pilot. Audience • Mail processors in the Decision Review Operations Center References • VA Form 20-0996, Decision Review Request: Higher-Level Review • 38 CFR 3.2601, Higher-level review • M21-1, Part III, Subpart ii, Chapter 5, Section A, Topic 1, Jurisdiction of Claims, Blocks b and c (III.ii.5.A.1.b and c) • Claim Accuracy Request Pilot Standard Operating Procedure Instructions Step 1: Confirm the application is for a CAR by searching for the phrase “Claim Accuracy Request” or “CAR” displayed within VA Form 20-0996 Decision Review Request: Higher Level Review Page 1 of 6 Last Updated: October 2021

Office of Administrative Review Establishing a Claim Accuracy Request in Caseflow and VBMS Job Aid CAR Step 2: Establish EP 030 in Caseflow. On the Add/Remove Issues screen, select Add Issue. Note: VSOs can request an Informal Conference with their CAR applications. If the car is ineligible or untimely, VSOs can have an informal conference in support of the non-expedited HLR. Follow current procedures for informal conferences. Step 3: If the CAR includes a listed contention on the Add Issue screen, select the contention from the past decisions list and click Establish EP. If the request includes a rating issue that is not listed under the past decisions list, select None of these match, see more options to add it as an unidentified rating issue. Note: Users must bypass the first non-rating option by selecting None of these match, see more options again to be able to establish the unidentified rating issue Page 2 of 6 Last Updated: October 2021

Office of Administrative Review Establishing a Claim Accuracy Request in Caseflow and VBMS Job Aid Step 4: Populate the information in the fields for an Unidentified rating issue and select Add this issue. Step 5: The unidentified issue will display. Select Establish EP. Page 3 of 6 Last Updated: October 2021

Office of Administrative Review Establishing a Claim Accuracy Request in Caseflow and VBMS Job Aid Step 6: If the CAR includes a non-rating issue that is not listed under the past decision list, select None of these match, see more options. Under the Issue Category, select the appropriate non-rating issue category. If the non-rating issue is not listed, select Other non- rated. Fill out the rest of the information and select Add this issue. Step 7: Review the information and select Establish EP Page 4 of 6 Last Updated: October 2021

Office of Administrative Review Establishing a Claim Accuracy Request in Caseflow and VBMS Job Aid Step 8: In VBMS, confirm the 030 was established. If the CAR was received within 30- calendar days of the previous decision, add the Claim Accuracy Request special issue to at least one contention. Step 9: If the CAR was not received within 30-calendar days of the previous decision, add the CAR – Untimely special issue to at least one contention in VBMS and continue establishing the HLR. Page 5 of 6 Last Updated: October 2021

Office of Administrative Review Establishing a Claim Accuracy Request in Caseflow and VBMS Job Aid Page 6 of 6 Last Updated: October 2021