About This Checklist
Verify that a will meets legal requirements for validity including signatures, witnesses, and proper execution.
Use this checklist to make sure you have everything needed for validation checklist. Check off each item as you complete or gather it. Work through the sections in order.
How to Use This Checklist
- Print this page or save it for easy reference.
- Work through each section in order.
- Check off items as you complete them.
- Use the Notes column to record details, dates, or reminders.
- After completing all sections, do the Final Review at the bottom.
Pro Tip: Write your reference number on every page of supporting documents in case pages get separated.
Validation Checklist Requirements
These items are specific to validation checklist. Gather each one before submitting.
| Done | Item | Notes |
|---|---|---|
| ☐ | DD-214 or separation documents | Must show character of discharge |
| ☐ | Service treatment records | Request from NPRC if not in your possession |
| ☐ | VA medical records for claimed conditions | Print from My HealtheVet |
| ☐ | Private medical records and nexus letter | Must link condition to service |
| ☐ | Buddy statements from fellow service members | Signed and dated |
| ☐ | Personal statement describing each condition | Include impact on daily life |
| ☐ | Assessment notice reviewed for errors | Check square footage, lot size, rooms, year built |
| ☐ | Comparable sales data gathered (3 to 5 properties) | Within half a mile, sold in past 12 months |
| ☐ | Property condition issues documented with photos | Foundation, roof, systems |
| ☐ | Repair estimates obtained | From licensed contractors |
| ☐ | Appeal form obtained from assessor's office | Check filing deadline |
| ☐ | Filing fee payment prepared | Verify the correct amount |
General Documents
These standard items are needed alongside your validation checklist-specific materials.
| Done | Item | Notes |
|---|---|---|
| ☐ | Valid government-issued photo ID | Check expiration date |
| ☐ | Copies of all documents (keep originals) | |
| ☐ | Prior correspondence or case numbers related to this matter | Include all reference numbers |
| ☐ | Contact information for all parties involved | Names, addresses, phone numbers |
Final Review
Complete this final check after gathering everything for validation checklist.
| Done | Item | Notes |
|---|---|---|
| ☐ | All required fields on the form are complete | No blanks on required fields |
| ☐ | All required signatures are in place | Signed and dated |
| ☐ | Supporting documents attached and labeled | In the order listed |
| ☐ | Filing fee included (if applicable) | Correct amount and payment method |
| ☐ | Complete copy made for your personal records | |
| ☐ | Submission addressed to the correct office | Verify the mailing address |
| ☐ | Trackable mailing method used | Save the tracking number |
Once every item is checked, your validation checklist submission is ready.
Reminder: Missing even one required item can delay processing by weeks. Take five extra minutes to verify everything before sealing the envelope.