Bank Statement Converter for Veterans Benefits Applications

VA disability, VA pension (Aid & Attendance), and veteran benefit programs require bank statements to verify income, net worth, and financial need. Convert your bank statement PDF to Excel to streamline your VA benefits application or annual income review.

Key Benefits

• Exports all income deposits and assets for VA net worth review
• Supports VA pension, Aid & Attendance, and Survivors Pension applications
• Works with USAA, Navy Federal, PenFed, and all major banks
• 12-month export for VA income verification (MAPR calculations)
• Free — no account required

How It Works

1. Step 1: Upload your bank statement PDF from your bank or credit union
2. Step 2: Select Excel or CSV output
3. Step 3: Download and identify income sources (SS, pension, VA compensation)
4. Step 4: Submit to VA or your VSO as supporting financial documentation

Frequently Asked Questions

What bank statements does the VA require for a pension application?

VA pension applications require documentation of all countable income and net worth. Export 12 months of bank statements to Excel to show: monthly income from all sources (Social Security, pensions, investments), average account balances, and any large asset transactions. The VA uses this to determine if your net worth falls below the pension eligibility threshold (currently $159,240 for 2024).

Can I use bank statements for the VA Aid and Attendance benefit?

Yes. Aid & Attendance applications through VA Form 21-2680 require financial documentation. Bank statements showing out-of-pocket medical and care expenses (home health aide payments, assisted living fees) are strong supporting evidence. Export to Excel, filter care-related payments, and calculate total annual out-of-pocket medical costs for the application.

Convert for VA Benefits Free