## Chapter 12 Submitting Special Housing Adaptations (SHA) Grant Applications for Approval

#### Overview

+------------+---------------------------------------------------------+
| ##### In   | > This chapter contains information about submitting    |
| troduction | > the Special Housing Adaptations (SHA) Grant           |
|            | > application for approval, including:                  |
|            |                                                         |
|            | -   verifying the availability of funds                 |
|            |                                                         |
|            | -   obtaining approval of the grant, and                |
|            |                                                         |
|            | -   handling grant approvals.                           |
+------------+---------------------------------------------------------+

+------------+---------------------------------------------------------+
| ##         | > This chapter includes the following sections:         |
| ### In thi |                                                         |
| s Chapter  |                                                         |
| {#in-this- |                                                         |
| chapter .u |                                                         |
| nnumbered} |                                                         |
+------------+---------------------------------------------------------+

  ------------ --------------------------------------------- ------------
  Section      Section Name                                  See Page

  A            Verifying the Availability of Funds           12-A-1

  B            Obtaining Approval of the Grant               12-B-1

  C            Handling Grant Approvals                      12-C-1
  ------------ --------------------------------------------- ------------

## Section A Verifying the Availability of Funds {#section-a-verifying-the-availability-of-funds .unnumbered}

#### Overview {#overview-1 .unnumbered}

+------------+---------------------------------------------------------+
| ##### In   | > This section contains information on verifying the    |
| troduction | > availability of funds, including obtaining documents  |
|  {#introdu | > from the veteran.                                     |
| ction-1 .u |                                                         |
| nnumbered} |                                                         |
+------------+---------------------------------------------------------+

+------------+---------------------------------------------------------+
| ##         | > This section includes the topic "Obtaining Documents  |
| ### In thi | > from the Veteran."                                    |
| s Section  |                                                         |
| {#in-this- |                                                         |
| section .u |                                                         |
| nnumbered} |                                                         |
+------------+---------------------------------------------------------+

#### Obtaining Documents from the Veteran {#obtaining-documents-from-the-veteran .unnumbered}

+------------+---------------------------------------------------------+
| ##### In   | > This topic contains information about obtaining       |
| troduction | > documents from the veteran, including:                |
|  {#introdu |                                                         |
| ction-2 .u | -   purpose                                             |
| nnumbered} |                                                         |
|            | -   when to obtain documents                            |
|            |                                                         |
|            | -   assistance to the veteran, and                      |
|            |                                                         |
|            | -   which documents to obtain from the veteran.         |
+------------+---------------------------------------------------------+

+------------+---------------------------------------------------------+
| #####      | > The required financial documents are obtained from    |
| Purpose {# | > the veteran to provide:                               |
| purpose .u |                                                         |
| nnumbered} | -   support for the application, and                    |
|            |                                                         |
|            | -   evidence that the veteran can afford any costs not  |
|            |     covered by the grant.                               |
+------------+---------------------------------------------------------+

+------------+---------------------------------------------------------+
| ##### When | > Obtain the documents from the veteran before the      |
|  to Obtain | > approval of the grant, but after the receipt of the   |
|  Documents | > adaptation/construction bid/contract.                 |
|  {#when-to |                                                         |
| -obtain-do |                                                         |
| cuments .u |                                                         |
| nnumbered} |                                                         |
+------------+---------------------------------------------------------+

+------------+---------------------------------------------------------+
| ##         | > When the veteran is completing documents, gathering   |
| ### Assist | > information, and collecting bids to submit to the     |
| ance to th | > agent, the veteran may request assistance.            |
| e Veteran  |                                                         |
| {#assistan | > As the Specially Adapted Housing (SAH) agent, you     |
| ce-to-the- | > *must* give the veteran all possible assistance       |
| veteran .u | > consistent with laws and regulations.                 |
| nnumbered} |                                                         |
+------------+---------------------------------------------------------+

+------------+---------------------------------------------------------+
| #####      | > Gather each of the documents in the table below from  |
| Which Docu | > the veteran.                                          |
| ments to O |                                                         |
| btain from |                                                         |
|  the Veter |                                                         |
| an {#which |                                                         |
| -documents |                                                         |
| -to-obtain |                                                         |
| -from-the- |                                                         |
| veteran .u |                                                         |
| nnumbered} |                                                         |
+------------+---------------------------------------------------------+

  -------------------------- --------------------------------------------
  Document                   Description

  *VA Form 26-4555d,         Serves as the official request for
  Veterans Application for   assistance toward Special Housing
  Assistance in Acquiring    Adaptations (SHA).
  Special Housing            
  Adaptations.*              
  -------------------------- --------------------------------------------

Continued on next page

Obtaining Documents from the Veteran, Continued

  -----------------------------------------------------------------------
  Which Documents to Obtain from the Veteran (continued)

  -----------------------------------------------------------------------

+--------------------------+-------------------------------------------+
| **Document**             | **Description**                           |
+--------------------------+-------------------------------------------+
| Bank statement or other  | Provides evidence of the veteran's        |
| evidence.                | ability to pay the cost of adaptations    |
|                          | beyond the grant amount.                  |
+--------------------------+-------------------------------------------+
| *VA Form 29-8636,        | Provides proof that the veteran has       |
| Veterans Mortgage Life   | reviewed Veterans Mortgage Life Insurance |
| Insurance (VMLI)         | (VMLI) and either accepted or declined    |
| Statement.*              | it.                                       |
|                          |                                           |
|                          | ***Notes***:                              |
|                          |                                           |
|                          | -   If the veteran is eligible for VMLI   |
|                          |     and wants the\                        |
|                          |     insurance, he/she completes Part A of |
|                          |     *VA Form 29-\                         |
|                          |     8636*.                                |
|                          |                                           |
|                          | -   If the veteran does not want VMLI,    |
|                          |     he/she completes\                     |
|                          |     Part B of *VA Form 29-8636*.          |
|                          |                                           |
|                          |     ***Reference***: For more information |
|                          |     on VMLI, see Chapter 5, Section A,    |
|                          |     "Veterans Mortgage Life Insurance     |
|                          |     (VMLI)."                              |
+--------------------------+-------------------------------------------+
| Evidence of Title.       | Provides evidence that the veteran or     |
|                          | family member (if applicable) owns the    |
|                          | home.                                     |
+--------------------------+-------------------------------------------+
| Construction Contract(s) | Provides evidence of the following        |
| and/or Bid(s).           | clauses and conditions in the             |
|                          | contract/bid:                             |
|                          |                                           |
|                          | -   veteran's name and property           |
|                          |     identification                        |
|                          |                                           |
|                          | -   escape clause                         |
|                          |                                           |
|                          | -   Department of Veterans Affairs (VA)   |
|                          |     compliance\                           |
|                          |     inspections                           |
|                          |                                           |
|                          | -   contractor's certification            |
|                          |                                           |
|                          | -   completion date                       |
|                          |                                           |
|                          | -   plans and specifications (as          |
|                          |     required), and                        |
|                          |                                           |
|                          | -   the veteran and builder's signatures  |
|                          |     and signature\                        |
|                          |     dates.                                |
|                          |                                           |
|                          |     ***Reference***: For more information |
|                          |     about allowable and non-allowable     |
|                          |     adaptations, see Chapter 10,          |
|                          |     "Allowable Adaptations for Special    |
|                          |     Housing Adaptations (SHA), SHA Site   |
|                          |     Reviews, and SHA                      |
|                          |     Bid/Proposal/Contract Reviews."       |
+--------------------------+-------------------------------------------+

## Section B Obtaining Approval of the Grant {#section-b-obtaining-approval-of-the-grant .unnumbered}

#### Overview {#overview-2 .unnumbered}

+------------+---------------------------------------------------------+
| ##### In   | > This section contains information about obtaining     |
| troduction | > approval of the grant, including:                     |
|  {#introdu |                                                         |
| ction-3 .u | -   completing final documentation, and                 |
| nnumbered} |                                                         |
|            | -   sending the approval package to the Loan Guaranty   |
|            |     Officer (LGO).                                      |
+------------+---------------------------------------------------------+

+------------+---------------------------------------------------------+
| ####       | > This section includes the following topics:           |
| # In this  |                                                         |
| Section {# |                                                         |
| in-this-se |                                                         |
| ction-1 .u |                                                         |
| nnumbered} |                                                         |
+------------+---------------------------------------------------------+

  ----------- ---------------------------------------------- ------------
  Topic       Topic Name                                     See Page

  1           Completing Final Documentation                 12-B-2

  2           Sending the Approval Package to the Loan       12-B-4
              Guaranty Officer (LGO)                         
  ----------- ---------------------------------------------- ------------

#### Completing Final Documentation {#completing-final-documentation .unnumbered}

+------------+---------------------------------------------------------+
| ##### In   | > This topic contains information about completing      |
| troduction | > final documentation, including:                       |
|  {#introdu |                                                         |
| ction-4 .u | -   a description                                       |
| nnumbered} |                                                         |
|            | -   when to complete, and                               |
|            |                                                         |
|            | -   how to complete the final documentation.            |
+------------+---------------------------------------------------------+

+------------+---------------------------------------------------------+
| ##### Desc | > ***Final documentation*** involves completing the     |
| ription of | > following documents before submitting the application |
|  Final Doc | > to the Loan Guaranty Officer (LGO) for approval:      |
| umentation |                                                         |
|  {#descrip | -   *VA Form 26-4555d, Veterans Application for         |
| tion-of-fi |     Assistance in\                                      |
| nal-docume |     Acquiring Special Housing Adaptations*, and         |
| ntation .u |                                                         |
| nnumbered} | -   *Voucher SF 1034, Public Voucher for Purchases and  |
|            |     Services Other Than\                                |
|            |     Personal*.                                          |
+------------+---------------------------------------------------------+

+------------+---------------------------------------------------------+
| ####       | > Complete the final documentation when all the         |
| # When to  | > relevant information is obtained from the veteran,    |
| Complete { | > contractor, and lender.                               |
| #when-to-c |                                                         |
| omplete .u |                                                         |
| nnumbered} |                                                         |
+------------+---------------------------------------------------------+

+------------+---------------------------------------------------------+
| ##### How  | > Follow the steps in the table below to complete the   |
| to Complet | > final documentation.                                  |
| e the Fina |                                                         |
| l Document |                                                         |
| ation {#ho |                                                         |
| w-to-compl |                                                         |
| ete-the-fi |                                                         |
| nal-docume |                                                         |
| ntation .u |                                                         |
| nnumbered} |                                                         |
+------------+---------------------------------------------------------+

+-------+--------------------------------------------------------------+
| Step  | Action                                                       |
+-------+--------------------------------------------------------------+
| 1     | Verify that the veteran has appropriate loan documentation   |
|       | (when applicable).                                           |
+-------+--------------------------------------------------------------+
| 2     | Verify that there will be no duplication of services with    |
|       | Home Improvements and Structural Alterations (HISA) program  |
|       | by contacting the Administrator of the HISA program.         |
+-------+--------------------------------------------------------------+
| 3     | Complete Section II of *VA Form 26-4555d*.                   |
+-------+--------------------------------------------------------------+
| 4     | Prepare a memo to the LGO recommending approval or           |
|       | disapproval of the grant.                                    |
|       |                                                              |
|       | ***Note***: The memo should include information to assist    |
|       | the LGO in making the decision to approve or deny the grant. |
+-------+--------------------------------------------------------------+

Continued on next page

Completing Final Documentation, Continued

  -----------------------------------------------------------------------
  How to Complete the Final Documentation (continued)

  -----------------------------------------------------------------------

+-------+--------------------------------------------------------------+
| **S   | **Action**                                                   |
| tep** |                                                              |
+-------+--------------------------------------------------------------+
| 5     | Complete *Voucher SF 1034*.                                  |
|       |                                                              |
|       | ***Reference***: For more information about SF1034 and the   |
|       | release of vouchered funds, see Appendix A: "Grant Funds     |
|       | Flow Chart."                                                 |
+-------+--------------------------------------------------------------+
| 6     | Submit the memo and completed forms to the LGO, or designee. |
+-------+--------------------------------------------------------------+

#### Sending the Approval Package to the Loan Guaranty Officer (LGO) {#sending-the-approval-package-to-the-loan-guaranty-officer-lgo .unnumbered}

+------------+---------------------------------------------------------+
| ##### In   | > This topic contains information about sending the     |
| troduction | > approval package to the Loan Guaranty Officer (LGO),  |
|  {#introdu | > including:                                            |
| ction-5 .u |                                                         |
| nnumbered} | -   when to perform, and                                |
|            |                                                         |
|            | -   how to send the application.                        |
+------------+---------------------------------------------------------+

+------------+---------------------------------------------------------+
| ##         | > The approval package is sent to the LGO when all of   |
| ### When t | > the necessary:                                        |
| o Perform  |                                                         |
| {#when-to- | -   information submitted is completely reviewed,       |
| perform .u |     verified, and computed, and                         |
| nnumbered} |                                                         |
|            | -   documents are completed.                            |
+------------+---------------------------------------------------------+

+------------+---------------------------------------------------------+
| #####      | > To send the approval package to the LGO:              |
| How to Sen |                                                         |
| d the Appr | -   place the memo with the recommendations on top of   |
| oval Packa |     the package                                         |
| ge {#how-t |                                                         |
| o-send-the | -   place all of the documents needing signatures       |
| -approval- |     behind the memo                                     |
| package .u |                                                         |
| nnumbered} | -   attach the Special Housing Adaptation (SHA) file,   |
|            |     and                                                 |
|            |                                                         |
|            | -   submit the package to the LGO for approval and      |
|            |     Statistical Quality\                                |
|            |     Review (SQC) 161.                                   |
|            |                                                         |
|            |     > ***Reference***: For more information about the   |
|            |     > documentation for the approval package, see       |
|            |     > "Completing Final Documentation" earlier in this  |
|            |     > section and Chapter 14, Section B, " The          |
|            |     > Statistical Quality Review."                      |
+------------+---------------------------------------------------------+

## Section C Handling Grant Approvals {#section-c-handling-grant-approvals .unnumbered}

#### Overview {#overview-3 .unnumbered}

+------------+---------------------------------------------------------+
| ##### In   | > This section contains information about handling      |
| troduction | > grant approvals, including:                           |
|  {#introdu |                                                         |
| ction-6 .u | -   updating the Benefits Delivery Network (BDN)        |
| nnumbered} |                                                         |
|            | -   notifying the veteran of grant approval             |
|            |                                                         |
|            | -   updating and submitting the grant record card       |
|            |                                                         |
|            | -   submitting *VA Form 29-8636, Veterans Mortgage Life |
|            |     Insurance\                                          |
|            |     Statement*, and                                     |
|            |                                                         |
|            | -   preparing the *Property Tax Letter to Veteran*.     |
+------------+---------------------------------------------------------+

+------------+---------------------------------------------------------+
| ####       | > This section includes the following topics:           |
| # In this  |                                                         |
| Section {# |                                                         |
| in-this-se |                                                         |
| ction-2 .u |                                                         |
| nnumbered} |                                                         |
+------------+---------------------------------------------------------+

  ------------ --------------------------------------------- ------------
  Topic        Topic Name                                    See Page

  1            Updating the Benefits Delivery Network (BDN)  12-C-2
               After Obtaining Grant Approval                

  2            Notifying the Veteran of Grant Approval       12-C-3

  3            Updating and Submitting VA Form 26-1836,      12-C-5
               Grant Record Card                             

  4            Submitting VA Form 29-8636, Veterans Mortgage 12-C-8
               Life Insurance Statement                      

  5            Preparing the Property Tax Letter to Veteran  12-C-9
  ------------ --------------------------------------------- ------------

#### Updating the Benefits Delivery Network (BDN) After Obtaining Grant Approval {#updating-the-benefits-delivery-network-bdn-after-obtaining-grant-approval .unnumbered}

+------------+---------------------------------------------------------+
| ##### In   | > This topic contains information about updating the    |
| troduction | > Benefits Delivery Network (BDN) after grant approval, |
|  {#introdu | > including:                                            |
| ction-7 .u |                                                         |
| nnumbered} | -   when to update BDN, and                             |
|            |                                                         |
|            | -   how to update BDN after grant approval.             |
+------------+---------------------------------------------------------+

+------------+---------------------------------------------------------+
| ##### When | > Immediately update BDN when the Loan Guaranty Officer |
|  to Update | > (LGO) has returned the application indicating it was  |
|  the Benef | > approved.                                             |
| its Delive |                                                         |
| ry Network |                                                         |
|  {#when-to |                                                         |
| -update-th |                                                         |
| e-benefits |                                                         |
| -delivery- |                                                         |
| network .u |                                                         |
| nnumbered} |                                                         |
+------------+---------------------------------------------------------+

+------------+---------------------------------------------------------+
| ##### How  | > Follow the steps in the table below to update the     |
| to Update  | > BDN.                                                  |
| the Benefi |                                                         |
| ts Deliver |                                                         |
| y Network. |                                                         |
|  {#how-to- |                                                         |
| update-the |                                                         |
| -benefits- |                                                         |
| delivery-n |                                                         |
| etwork. .u |                                                         |
| nnumbered} |                                                         |
+------------+---------------------------------------------------------+

+-------+--------------------------------------------------------------+
| Step  | Action                                                       |
+-------+--------------------------------------------------------------+
| 1     | Access the M15 screen in the Benefits Delivery Network (BDN) |
|       | using the CORR command.                                      |
+-------+--------------------------------------------------------------+
| 2     | Update the case file number in the PARAPLEGIC HSNG NO on the |
|       | right hand side of the screen.                               |
|       |                                                              |
|       | -   For PH cases, replace the letter "E" with the letter "G" |
|       |     in front\                                                |
|       |     of the five-digit case number. "G" is the coding for an\ |
|       |     approved PH grant.                                       |
|       |                                                              |
|       | -   For AH cases, replace the letter "X" with the letter "Y" |
|       |     in front\                                                |
|       |     of the five-digit case number. "Y" is the coding for an  |
|       |                                                              |
|       | approved AH grant.                                           |
|       |                                                              |
|       | ***Examples***:                                              |
|       |                                                              |
|       | -   If the CO-assigned number for a PH grant is 12345, then  |
|       |     the\                                                     |
|       |     new coding for the approved PH grant will be "G12345" in |
|       |     the\                                                     |
|       |     BDN system.                                              |
|       |                                                              |
|       | -   If the CO-assigned number for an AH grant is 06789, then |
|       |     the\                                                     |
|       |     new coding for the approved AH grant will be "Y06789" in |
|       |     the\                                                     |
|       |     BDN system.                                              |
+-------+--------------------------------------------------------------+

#### Notifying the Veteran of Grant Approval {#notifying-the-veteran-of-grant-approval .unnumbered}

+------------+---------------------------------------------------------+
| ##### In   | > This topic contains information about notifying the   |
| troduction | > veteran of grant approval, including:                 |
|  {#introdu |                                                         |
| ction-8 .u | -   the purpose of approval letters                     |
| nnumbered} |                                                         |
|            | -   when to notify, and                                 |
|            |                                                         |
|            | -   how to send an approval letter.                     |
+------------+---------------------------------------------------------+

+------------+---------------------------------------------------------+
| #####      | > Approval letters are sent to the veteran to inform    |
| Purpose of | > the veteran:                                          |
|  Approval  |                                                         |
| Letters {# | -   that he/she has been approved for the Special       |
| purpose-of |     Housing Adaptations (SHA)\                          |
| -approval- |     Grant, and                                          |
| letters .u |                                                         |
| nnumbered} | -   the amount of the grant approval.                   |
+------------+---------------------------------------------------------+

+------------+---------------------------------------------------------+
| ##### When | > Notify the veteran of grant approval when the Loan    |
|  to Notify | > Guaranty Officer (LGO), or officer in charge, has     |
|  {#when-to | > returned the application indicating it was approved.  |
| -notify .u |                                                         |
| nnumbered} |                                                         |
+------------+---------------------------------------------------------+

+------------+---------------------------------------------------------+
| ####       | > Be sure to include *VA Form 29-8636, Veterans         |
| # Importan | > Mortgage Life Insurance Statement,* when sending the  |
| t Informat | > grant approval letter if the veteran has *not*        |
| ion {#impo | > approved or declined Veterans Mortgage Life Insurance |
| rtant-info | > (VMLI).                                               |
| rmation .u |                                                         |
| nnumbered} |                                                         |
+------------+---------------------------------------------------------+

+------------+---------------------------------------------------------+
| ##### Ho   | > Follow the steps in the table below to notify the     |
| w to Notif | > veteran of grant approval.                            |
| y the Vete |                                                         |
| ran of Gra |                                                         |
| nt Approva |                                                         |
| l {#how-to |                                                         |
| -notify-th |                                                         |
| e-veteran- |                                                         |
| of-grant-a |                                                         |
| pproval .u |                                                         |
| nnumbered} |                                                         |
+------------+---------------------------------------------------------+

+-------+--------------------------------------------------------------+
| Step  | Action                                                       |
+-------+--------------------------------------------------------------+
| 1     | Access Letter 14 in the Specially Adapted Housing (SAH)/The  |
|       | Appraisal System (TAS).                                      |
+-------+--------------------------------------------------------------+
| 2     | Complete the following information:                          |
|       |                                                              |
|       | -   grant amount                                             |
|       |                                                              |
|       | -   name of Regional Loan Center (RLC) or Regional Office\   |
|       |     (RO), and                                                |
|       |                                                              |
|       | -   the location of the office (State name).                 |
+-------+--------------------------------------------------------------+

Continued on next page

Notifying the Veteran of Grant Approval, Continued

  -----------------------------------------------------------------------
  How to Notify the Veteran of Grant Approval (continued)

  -----------------------------------------------------------------------

+-------+--------------------------------------------------------------+
| **S   | **Action**                                                   |
| tep** |                                                              |
+-------+--------------------------------------------------------------+
| 3     | Print the letter.                                            |
+-------+--------------------------------------------------------------+
| 4     | Make 2 additional copies of the letter and complete the      |
|       | following:                                                   |
|       |                                                              |
|       | -   place a copy in the grant file, and                      |
|       |                                                              |
|       | -   send a courtesy copy to the contractor.                  |
+-------+--------------------------------------------------------------+
| 5     | Is there a copy of *VA Form 29-8636* in the grant file?      |
|       |                                                              |
|       | -   If *yes*, go to Step 7.                                  |
|       |                                                              |
|       | -   If *no*, go to Step 6.                                   |
|       |                                                              |
|       |     ***Reference***: For more information about the          |
|       |     eligibility for VMLI, see Chapter 5, Section A,          |
|       |     "Veterans Mortgage Life Insurance (VMLI)."               |
+-------+--------------------------------------------------------------+
| 6     | Include *VA Form 29-8636* with the notification letter to    |
|       | the veteran.                                                 |
+-------+--------------------------------------------------------------+
| 7     | Place the notification letter and any attachments/enclosures |
|       | in an envelope addressed to the veteran.                     |
+-------+--------------------------------------------------------------+
| 8     | Mail the envelope by regular mail to the veteran.            |
+-------+--------------------------------------------------------------+
| 9     | Update SAH/TAS.                                              |
+-------+--------------------------------------------------------------+

#### Updating and Submitting VA Form 26-1836, Grant Record Card {#updating-and-submitting-va-form-26-1836-grant-record-card .unnumbered}

+------------+---------------------------------------------------------+
| ##### In   | > This topic contains information about updating and    |
| troduction | > submitting *VA Form*                                  |
|  {#introdu |                                                         |
| ction-9 .u | > *26-1836, Grant Record Card*, including:              |
| nnumbered} |                                                         |
|            | -   when to update                                      |
|            |                                                         |
|            | -   versions                                            |
|            |                                                         |
|            | -   required information, and                           |
|            |                                                         |
|            | -   how to update and submit *VA Form 26-1836*.         |
+------------+---------------------------------------------------------+

+------------+---------------------------------------------------------+
| ##### When | > Update and submit the *VA Form 26-1836, Grant Record  |
|  to Update | > Card* when:                                           |
|  {#when-to |                                                         |
| -update .u | -   the grant has been approved, and                    |
| nnumbered} |                                                         |
|            | -   a notification letter is sent to the veteran.       |
+------------+---------------------------------------------------------+

+------------+---------------------------------------------------------+
| ##### Ve   | > *VA Form 26-1836* can be:                             |
| rsions {#v |                                                         |
| ersions .u | -   produced electronically through Specially Adapted   |
| nnumbered} |     Housing (SAH)/The Appraisal System (TAS), or        |
|            |                                                         |
|            | -   manually prepared.                                  |
+------------+---------------------------------------------------------+

Continued on next page

Updating and Submitting VA Form 26-1836, Grant Record Card, Continued

+------------+---------------------------------------------------------+
| ##         | > Regardless of the version, *VA Form 26-1836* must     |
| ### Requir | > include the following information when applicable:    |
| ed Informa |                                                         |
| tion {#req | -   grant approval date                                 |
| uired-info |                                                         |
| rmation .u | -   amount of the grant                                 |
| nnumbered} |                                                         |
|            | -   state grant                                         |
|            |                                                         |
|            | -   new loan                                            |
|            |                                                         |
|            | -   existing mortgage                                   |
|            |                                                         |
|            | -   veteran's cash contribution/equity                  |
|            |                                                         |
|            | -   total cost to the veteran                           |
|            |                                                         |
|            | -   type of loan                                        |
|            |                                                         |
|            | -   term of loan                                        |
|            |                                                         |
|            | -   interest rate                                       |
|            |                                                         |
|            | -   lender's name and address                           |
|            |                                                         |
|            | -   legal description                                   |
|            |                                                         |
|            | -   type of ownership                                   |
|            |                                                         |
|            | -   address of the property, and                        |
|            |                                                         |
|            | -   County name and Federal Information Processing      |
|            |     Standards (FIPS) State and county code.             |
+------------+---------------------------------------------------------+

+------------+---------------------------------------------------------+
| ###        | > Follow the steps in the table below to update and     |
| ## How to  | > submit *VA Form 26-1836*.                             |
| Update and |                                                         |
|  Submit VA |                                                         |
|  Form 26-1 |                                                         |
| 836  {#how |                                                         |
| -to-update |                                                         |
| -and-submi |                                                         |
| t-va-form- |                                                         |
| 26-1836 .u |                                                         |
| nnumbered} |                                                         |
+------------+---------------------------------------------------------+

+-------+--------------------------------------------------------------+
| Step  | Action                                                       |
+-------+--------------------------------------------------------------+
| 1     | Is *VA Form 26-1836* being prepared manually?                |
|       |                                                              |
|       | -   If *yes*, prepare *VA Form 26-1836* with the required\   |
|       |     information.                                             |
|       |                                                              |
|       | -   If *no*                                                  |
|       |                                                              |
|       | ```{=html}                                                   |
|       | <!-- -->                                                     |
|       | ```                                                          |
|       | -   access *VA Form 26-1836* in SAH/TAS, and                 |
|       |                                                              |
|       | -   complete the required information.                       |
+-------+--------------------------------------------------------------+

Continued on next page

Updating and Submitting VA Form 26-1836, Grant Record Card, Continued

  -----------------------------------------------------------------------
  How to Update and Submit VA Form 26-1836 (continued)

  -----------------------------------------------------------------------

+-------+--------------------------------------------------------------+
| **S   | **Action**                                                   |
| tep** |                                                              |
+-------+--------------------------------------------------------------+
| 2     | Print *VA Form 26-1836*.                                     |
+-------+--------------------------------------------------------------+
| 3     | Scan and e-mail a copy of *VA Form 26-1836* to the Insurance |
|       | Center (IC) in Philadelphia.                                 |
|       |                                                              |
|       | ***Reference***: For more information about the address to   |
|       | the IC in Philadelphia, see Chapter 5, Section A, "General   |
|       | Information on VMLI."                                        |
+-------+--------------------------------------------------------------+
| 4     | -   Scan and e-mail a copy of *VA Form 26-1836* to the       |
|       |     Central\                                                 |
|       |     Office (CO), and                                         |
|       |                                                              |
|       | -   place the original in grant file.                        |
+-------+--------------------------------------------------------------+

#### Submitting VA Form 29-8636, Veterans Mortgage Life Insurance Statement {#submitting-va-form-29-8636-veterans-mortgage-life-insurance-statement .unnumbered}

+------------+---------------------------------------------------------+
| ##### Int  | > This topic contains information about submitting *VA  |
| roduction  | > Form 29-8636, Veterans Mortgage Life Insurance        |
| {#introduc | > Statement*, including:                                |
| tion-10 .u |                                                         |
| nnumbered} | -   when to prepare, and                                |
|            |                                                         |
|            | -   how to submit.                                      |
+------------+---------------------------------------------------------+

+------------+---------------------------------------------------------+
| ##         | > Submit *VA Form 29-8636* to the Department of         |
| ### When t | > Veterans Affairs (VA) Regional Office (RO) and        |
| o Prepare  | > Insurance Center (IC) in Philadelphia when it is      |
| {#when-to- | > received from the veteran.                            |
| prepare .u |                                                         |
| nnumbered} |                                                         |
+------------+---------------------------------------------------------+

+------------+---------------------------------------------------------+
| #####      | > Follow the steps in the table below to submit *VA     |
|  How to Su | > Form 29-8636*.                                        |
| bmit VA Fo |                                                         |
| rm  {#how- |                                                         |
| to-submit- |                                                         |
| va-form .u |                                                         |
| nnumbered} |                                                         |
|            |                                                         |
| #####      |                                                         |
| 29-8636 {# |                                                         |
| section .u |                                                         |
| nnumbered} |                                                         |
+------------+---------------------------------------------------------+

+-------+--------------------------------------------------------------+
| Step  | Action                                                       |
+-------+--------------------------------------------------------------+
| 1     | Is there a Federal Truth-In-Lending Statement or other       |
|       | evidence of the principle balance of the mortgage?           |
|       |                                                              |
|       | If available, send to the IC in Philadelphia, PA, with       |
|       | Veterans Mortgage Life Insurance (VMLI) application.         |
+-------+--------------------------------------------------------------+
| 2     | Scan and e-mail application and attachments to IC.           |
+-------+--------------------------------------------------------------+
| 3     | Place a copy of the application, attachments, and e-mail to  |
|       | IC in the grant file.                                        |
+-------+--------------------------------------------------------------+
| 4     | Update SAH/TAS.                                              |
+-------+--------------------------------------------------------------+

#### Preparing the Property Tax Letter to Veteran {#preparing-the-property-tax-letter-to-veteran .unnumbered}

+------------+---------------------------------------------------------+
| ##### Int  | > This topic contains information on preparing the      |
| roduction  | > *Property Tax Letter to Veteran*, including:          |
| {#introduc |                                                         |
| tion-11 .u | -   the purpose of the *Property Tax Letter to Veteran* |
| nnumbered} |                                                         |
|            | -   when to perform, and                                |
|            |                                                         |
|            | -   how to prepare the *Property Tax Letter to          |
|            |     Veteran*.                                           |
+------------+---------------------------------------------------------+

+------------+---------------------------------------------------------+
| ##         | > The *Property Tax Letter to Veteran*:                 |
| ### Purpos |                                                         |
| e of the P | -   informs the taxing authority that the veteran has   |
| roperty Ta |     been approved for a\                                |
| x Letter t |     Special Housing Adaptations (SHA) Grant based on    |
| o Veteran  |     his/her being\                                      |
| {#purpose- |     disabled due to a service-connected disability, and |
| of-the-pro |                                                         |
| perty-tax- | -   advises the taxing authority that the veteran may   |
| letter-to- |     qualify for an exemption\                           |
| veteran .u |     from city, county, school, municipal, or other      |
| nnumbered} |     taxation.                                           |
+------------+---------------------------------------------------------+

+------------+---------------------------------------------------------+
| #          | > Prepare the *Property Tax Letter to Veteran* when the |
| #### When  | > grant is approved.                                    |
| to Perform |                                                         |
+------------+---------------------------------------------------------+

+------------+---------------------------------------------------------+
| ###        | > Since this procedure may vary by State, follow local  |
| ## How to  | > procedures when preparing a *Property Tax Letter to   |
| Prepare a  | > Veteran*.                                             |
| Property T | >                                                       |
| ax Letter  | > ***Note***: Consult Regional Counsel (RC) concerning  |
| to Veteran | > local procedures.                                     |
+------------+---------------------------------------------------------+