Patterns
Help users to…
Identify who is filling out a form
Use with caution: CandidateUsage
This pattern helps us figure out 2 important things for VA forms:
- Who is filling out the form (the person typing or writing)
- Who the form is for (the person who will get the benefits)
Sometimes they’re the same person. Sometimes they’re different.
When using this pattern, work with the Content and IA team to help with the radio options, hint text, and other content your specific form needs.
Why this pattern matters
This pattern helps:
- Veterans get through forms faster when they’re filling it out for themselves
- Everyone understands who they’re collecting information about
- Reduces errors and confusion
When to use this pattern
Use this pattern when your form can be filled out by the following:
- Veterans for themselves
- Family members for themselves
- Family members for a Veteran
- Someone else for a Veteran or family member of a Veteran
When not to use this pattern
The form can only ever be completed by the Veteran for themselves
Decision tree questions
Before using this pattern, ask yourself these 4 questions:
- Can Veterans fill out this form for themselves?
- Can family members fill this form out for a Veteran or themselves?
- Can third-party representatives fill this form out for someone?
- Do we need to know the exact relationship between the person filling out the form and the person who will receive the benefits?
If you answered yes to any of questions 2 through 4, this pattern will help organize the flow.
Key terms you need to know
These terms are also defined in the Word list and Claims and applications sections in the content style guide.
Veteran: Someone who served in the military and is now a civilian.
Claimant: The person who is applying for benefits or has a claim. This could be a Veteran, spouse, child, parent, or someone else.
Form submitter: The person actually filling out and submitting the form. (Don’t use this term when talking to Veterans – it’s just for internal use. In the pattern, we refer to this person as “you”.)
Third-party representative: Someone who has official permission to help a Veteran with VA paperwork. This includes:
-
Accredited representative: A lawyer, claims agent, or Veterans Service Organization (VSO) representative officially approved to help Veterans. Accredited representatives need to file VA Form 21-22 or 21-22a before they can submit a Veteran’s paperwork. A person can only have 1 accredited representative at a time.
-
Alternate signer: A person certified to sign certain forms for someone who can’t sign for themselves. They might be a court-appointed guardian, someone with power of attorney, or a caregiver. Alternate signers need to file VA Form 21-0972 before they can sign for another person. A person can only have 1 alternate signer at a time. (Family members aren’t automatically representatives. They need official VA approval.)
Sponsor: The Veteran whose military service earned the benefits that someone else (like a spouse or child) is now applying for. If you include this term in your form, include a plain language definition at first mention.
How to design and build
Question 1a: For signed-in Veterans
If a Veteran is already signed into VA.gov, we ask “Our records show that you’re a Veteran. Who are you filling out this form for?”
They can choose from these options:
- I’m filling out this form for myself
- I’m filling out this form for another Veteran
- I’m filling out this form for my family member
- I’m filling out this form for the family member of another Veteran
If they’re filling out the form for themselves, we can fill in their information automatically and skip the rest of these questions.
Include hint text that explains who a claimant is: “We refer to this person as a “claimant” because they’re the person claiming the VA benefit or service.”
Question 1b: For everyone else
If we don’t know if someone is a Veteran, we ask: “Which of these best describes you?”
Options might include:
- I’m a Veteran filling out this form based on my own status
- I’m a family member of a Veteran filling out this form for myself
- I’m filling out this form for a Veteran
- I’m filling out this form for a family member of a Veteran
Question 2a: Relationship to Veteran
We ask about the person’s relationship to the Veteran: “What’s your relationship to the Veteran?”
- I’m a Veteran’s spouse
- I’m a Veteran’s dependent child
- I’m a Veteran’s parent
- Other permitted claimant type (depends on the form)
Question 2b: For people filling out forms for others
We ask what type of third-party representative they are: “What type of permission do you have to fill out this form for a Veteran or family member of a Veteran?” Options might include:
- I’m an accredited representative
- I’m an alternate signer
- I’m a family member
- Other approved representative types (depends on the form)
- None of these options apply to me
Include hint text that explains additional forms may be needed: “You may need to submit an additional form to prove you have permission.”
Handling permission issues
When users don’t have the proper permission to fill out a form for someone else, provide clear guidance on next steps:
How this pattern affects your form
Introduction page
Your form’s first page should clearly explain:
- Who can get these benefits
- Who is allowed to fill out this form for someone else
Progress bar
Label step 1 as “Your identity” and include questions 1 and 2.
Always ask for the form submitter’s contact information first, then ask for information about the person the form is for (if they’re different people).
Always require email addresses for both the person filling out the form and the person it’s for.
Example progress bar component in Figma
Content considerations
Follow the plain language standards in the VA.gov content style guide when creating radio options, hint text, additional information, etc. Contact the Content and IA team for help with any new content.
Error messages and hint text
Question 1a
- Hint text: We refer to this person as a “claimant” because they’re the person claiming the VA benefit or service.
- Error type: No selection
- Error message: Select the option that best describes you
Question 1b
- Hint text: This helps us understand your relationship to the person you’re filling out this form for (called the “claimant”). The claimant is the person who is claiming the VA benefit or service.
- Error type: No selection
- Error message: Select the option that best describes you
Question 2a
- Hint text: None
- Error type: No selection
- Error message: Select the option that best describes you
Question 2b
- Hint text: You may need to submit an additional form to prove you have permission.
- Error type: No selection
- Error message: Select the option that best describes you