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Thank You for Choosing to Work With Us

Here's a quick guide explaining how to get started. If you have any questions, please give us a call.

Get Started in 4 Easy Steps!

All Veterans are required to fill out or sign the following documents.

1. Release of Information (ROI)

We need your permission to view the medical records you provide to us. Use this link to fill out and submit the ROI form: Click Here

2. Initial Veteran Assessment (IVA)

The IVA questionnaire is designed to help us understand your conditions for possible service connection. 

It is essential to be as thorough and descriptive as possible for our Medical Records Specialist. This is your opportunity to finally be heardClick Here

3. Intent to File (ITF) confirmation

The ITF is vital to submit right away! The ITF is your notice to the VA that you intend to submit a claim. An ITF allows you to gather your evidence and submit a claim for up to a year.

Learn how to submit the ITF

4. Statement of Conditions (VA 4138)

Provide further detail of a condition that you do not have medical records to support the condition you are filing. Please be as descriptive as possible.

You will need to send this back to your Case Manager Assistant via email.

Click Here to Download

Documents to Send

All Veterans are required to send the following documents.

1. Post Service Treatment Records (PSTRs)

PSTRs are all medical records generated after your time in service. These can be records from your private medical provider or the VA.

To request a copy of your PSTRs from your private provider, you must follow their guidelines for requesting medical records.

If you are seen at the VA, you can download your electronic medical records (also called Blue Button) by using this link: Click Here

If you do not currently have a My HealtheVet account, use this guide to register: Click Here

2. Service Treatment Records (STRs)

STRs are your medical records during your time in service.

If you do not have a copy of your STRs, these can be requested by submitting a Freedom of Information Act (FOIA) request to the VA.

You can download the form by using this link, VA Form 180, and fax it to:

Department of Veterans Affairs
Claims Intake Center

Be sure the form is filled out completely with the correct spelling of your name and valid social security number and that it includes a wet signature before submitting the request to avoid delays.

3. Snapshot (SS) of your current rated disability

A snapshot of your current service-connected disabilities is required to understand the starting point of your claim. The snapshot will also provide information about previous claims that the VA denied. Recently, congress has approved many additional presumptive conditions you may be entitled to.To access your current disabilities, log into with one of three methods:

  • DS Logon
  • My HealtheVet

Once logged into use this guide to find your list of disabilities. Click Here.

You will also need to verify that you do not have any active or pending claims. This information is found under the “Manage your Veterans disability benefits” section.

How to Submit Intent to File (ITF)

The ITF locks in your date, and you may be entitled to receive retro pay from your decision date to the date you submitted your ITF.

You can submit an ITF one of two ways:

Submit online at

Begin an application for a new claim, save, then exit. Step-by-step instructions for this process can be downloaded here:

Call the VA Customer Service

Speak with a representative and notify them you would like to create an ITF.

Note: you are submitting an Intent to File (ITF), not a claim.

Send your documents

Use one of three ways to send your documents to us:


Upload directly to your file using this link: Click Here


Email them to us at:


Fax them to us at (619) 566-3349.

What Happens Next?

We understand this process can seem overwhelming, and we are here to lead you along the way. Once we receive all the requested information, we will send you a confirmation email. Your file will then be sent to our Medical Records Specialists to review. If additional information is needed, we will contact you with more details. After completing the review process, we will call you to discuss our findings and the next steps. If you have any questions or need help gathering these documents, please don’t hesitate to call or email us. We are here to help you!
Thank you for your service!

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