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    ★Reference

    Evidence Checklists

    General categories of evidence commonly used in different types of VA disability claims. These are educational starting points — every claim is fact-specific.

    Last updated: May 2026

    Educational reference only. These checklists describe categories of evidence the VA generally considers. They are not legal advice, medical advice, or a complete list for any individual claim. Medical opinions and clinical evidence must come from qualified, independent providers — Oakridge Claims does not draft medical evidence.

    Direct service connection (any condition)

    Evidence generally needed to establish a direct link between current disability and military service.

    • ✓Current diagnosis from a qualified clinician
    • ✓Service treatment records showing in-service injury, event, or onset
    • ✓DD-214 confirming dates and character of service
    • ✓Medical nexus opinion linking the current condition to the in-service event
    • ✓Lay statements describing onset, continuity of symptoms, or in-service circumstances

    Secondary service connection

    Used when one service-connected condition causes or aggravates another condition.

    • ✓Documentation of the existing service-connected (primary) condition
    • ✓Current diagnosis of the secondary condition
    • ✓Medical opinion explaining how the primary condition caused or aggravated the secondary
    • ✓Treatment records showing the chronological relationship

    Presumptive conditions (PACT Act, Agent Orange, Gulf War)

    Conditions presumed service-connected based on qualifying service.

    • ✓DD-214 or other proof of qualifying service location and dates
    • ✓Current diagnosis of the presumptive condition
    • ✓Treatment records establishing onset (where relevant for manifestation periods)
    • ✓Burn-pit, herbicide, or other exposure documentation when applicable

    Increased rating claims

    Evidence supporting that an existing service-connected condition has worsened.

    • ✓Recent treatment records showing current severity
    • ✓Specialist evaluations addressing rating criteria for the condition
    • ✓Imaging, lab, or functional testing relevant to 38 CFR Part 4 criteria
    • ✓Lay statements describing the impact on work, daily activities, and relationships
    • ✓A symptom log over time when symptoms fluctuate

    Mental health claims (PTSD, depression, anxiety)

    Evidence relevant to mental health service connection and rating.

    • ✓Current mental health diagnosis from a qualified provider
    • ✓Stressor documentation (combat records, MST evidence, incident reports) where applicable
    • ✓Treatment records — therapy notes, psychiatric evaluations, hospitalizations
    • ✓Medication history
    • ✓Lay statements from spouse, family, or coworkers describing functional impact
    • ✓Completed VA Form 21-0781 for PTSD stressor documentation

    Musculoskeletal claims

    Evidence common to back, knee, shoulder, hip, neck, and joint claims.

    • ✓Imaging (X-ray, MRI, CT) showing the underlying pathology
    • ✓Orthopedic or physical therapy notes with range-of-motion measurements
    • ✓Documentation of flare-up frequency and use of assistive devices
    • ✓Records of any surgical history and post-surgical limitations

    Sleep apnea claims

    Evidence specific to OSA and central sleep apnea claims.

    • ✓Sleep study (in-lab polysomnography or home sleep test) confirming diagnosis
    • ✓CPAP/BiPAP prescription and compliance data when applicable
    • ✓Records linking sleep apnea to a service-connected condition (for secondary claims)
    • ✓In-service documentation of snoring, fatigue, or witnessed apneas where available

    TDIU (Total Disability Individual Unemployability)

    Evidence supporting inability to maintain substantially gainful employment.

    • ✓VA Form 21-8940 fully completed
    • ✓VA Form 21-4192 from your most recent employer(s)
    • ✓Vocational expert opinion when available
    • ✓Treatment records showing functional limitations from service-connected conditions
    • ✓Documentation of any failed work attempts (start/end dates, reason for separation)

    Survivor benefits (DIC)

    Evidence used by surviving spouses and dependents seeking DIC.

    • ✓Veteran's death certificate
    • ✓Marriage certificate and proof of cohabitation when applicable
    • ✓Veteran's service records (DD-214)
    • ✓Medical records connecting the cause of death to service or a service-connected condition
    • ✓Completed VA Form 21P-534EZ

    Want help organizing your evidence?

    A VA-accredited claims agent can review your records and help identify gaps before filing or appealing.

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