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ORGANIZER KIT

Claim Organizer Kit

Blank forms to keep a VA claim organized: an editable spreadsheet and a printable PDF with an issues tracker, evidence inventory, contacts log, records-request checklist, chronology, receipts log and pre-submit checklist.

Free, with the four guides

A spreadsheet and a printable PDF. Leave your email and we'll send a download link for all four guides and the kit, yours to keep.

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Look inside: 11 pages

These are real pages from the PDF you download, not mockups. Select a page to read it full size.

Page 1 of Claim Organizer Kit: the title and the start of "How to use this kit": what the kit is (blank forms, general education, not legal advice), the spreadsheet and the printable PDF, "Your records stay with you", and the list of the seven forms. (opens the full-size page in a new tab)
Page 1 of 11
Page 3 of Claim Organizer Kit: "Form 1: Issues tracker", a blank landscape table with columns for the issue or condition, decision date, current status, next action, source document, due date from the free deadline check, and notes. (opens the full-size page in a new tab)
Page 3 of 11
Page 6 of Claim Organizer Kit: "Form 4: Records-request checklist", official places to request records: VA Form 20-10206 for the claims file, the VA.gov claim status and letters pages, My HealtheVet and VA Form 10-5345a for VA medical records, the National Archives (eVetRecs or SF-180) for personnel records, and your own requests to private providers, with columns for dates and confirmation numbers. (opens the full-size page in a new tab)
Page 6 of 11
Page 10 of Claim Organizer Kit: the fictional example, labeled as made up, showing a filled-in issues tracker, evidence inventory and contacts log for Sample Veteran. (opens the full-size page in a new tab)
Page 10 of 11

Contents of Claim Organizer Kit

Every section in the kit, with the page it starts on. 11 pages in all.

  1. How to use this kitpage 1 of 11
  2. Form 1: Issues trackerpage 3 of 11
  3. Form 2: Evidence inventorypage 4 of 11
  4. Form 3: Contacts and appointments logpage 5 of 11
  5. Form 4: Records-request checklistpage 6 of 11
  6. Form 5: Chronology builderpage 7 of 11
  7. Form 6: Submission receipts logpage 8 of 11
  8. Form 7: Pre-submit checklistpage 9 of 11
  9. Fictional example: Sample Veteran's forms, filled inpage 10 of 11

Two files, the same seven forms

The spreadsheet (.xlsx, 43 KB)

Opens in Microsoft Excel, Google Sheets and Apple Numbers. No macros, no formulas, no links to other files. Status columns have drop-down suggestions; type anything you like.

9 tabs:

  • Start here
  • Issues
  • Evidence
  • Contacts & appointments
  • Records requests
  • Chronology
  • Submission receipts
  • Pre-submit checklist
  • Example (FICTIONAL)

The printable PDF (11 pages, 306 KB)

Two pages on how to use the kit, then each form on its own landscape page to print as often as you need, and the filled-in fictional example. Printable, not fillable on screen; use the spreadsheet to type.

  • Form 1: Issues tracker
  • Form 2: Evidence inventory
  • Form 3: Contacts and appointments log
  • Form 4: Records-request checklist
  • Form 5: Chronology builder
  • Form 6: Submission receipts log
  • Form 7: Pre-submit checklist

Deadlines: the kit never works out a deadline for you. It has a column for the due date you look up with the free deadline check. It doesn't send reminders.

What's in it

  • An .xlsx spreadsheet for Excel, Google Sheets or Numbers, with no macros or formulas
  • A printable PDF of the same seven forms, plus two pages on how to use them
  • Official places to request your C-file, VA records and service records
  • A filled-in example for a fictional Veteran

What this guide is

This is a set of blank organizer forms, general education for any Veteran. You fill it in on your own computer or on paper; it works offline, and we never see what you write. It isn't legal advice or representation. The tools that work with your own claim, like the deadline check and the free decision check, are free.

Have your VA decision letter in hand?

Run the free decision check first: your issues and deadlines. Sitting with your paper letter on a phone? Take photos of each page (up to 25), or email yourself a link to upload a PDF from your computer.

Check my decision free

The free decision check is separate from the guides.

The kit is general education, not legal advice. See every guide.