Plan to Liberate Jay Felix
HOW TO USE THE VETERAN ASSISTANCE PROGRESS TRACKING WORKSHEET OVERVIEW
This worksheet is designed to help veterans systematically track their progress when exploring financial assistance options. It provides structure for documenting contacts, applications, and outcomes for both VA and civilian resources.
GETTING STARTED
1. Print the worksheet for easy reference and note-taking.
2. Keep it with your important documents in a dedicated folder.
3. Start by reviewing the Quick Reference section for immediate crisis resources.
USING THE CHECKLIST SECTIONS
1. For each resource option (VA short-term, VA long-term, civilian, etc.):
□ Check boxes as you complete each step
□ Fill in dates, contact names, and reference numbers
□ Record amounts and outcomes in the spaces provided
□ Use the Notes section to document conversations and next steps
2. For Asset Liquidation options:
□ Check which platforms you've explored
□ Document contacts made, estimates received, and sale outcomes
□ Track all financial transactions to maintain accurate records
TRACKING YOUR PROGRESS
1. Use the Follow-up Calendar to record all scheduled appointments and deadlines
2. Keep the Important Contacts section updated for easy reference
3. Use the Documents Checklist to ensure you have all required paperwork
4. Track financial progress in the dedicated tables:
- Record expected and actual income
- Prioritize expenses and document payments
- Set goals and monitor progress using the percentage indicators
BEST PRACTICES
1. Update the worksheet immediately after each contact or application
2. Take detailed notes during phone calls
3. Ask for names, direct contact information, and follow-up timelines
4. Keep copies of all submitted documents
5. Set calendar reminders for follow-ups
6. Bring the worksheet to appointments with service providers
REMEMBER
These benefits were earned through your honorable service. The VA and support organizations allocate billions of dollars annually to help veterans in situations like yours. Utilizing these resources is not charity—it's accessing earned benefits that recognize your sacrifices.
For immediate crisis assistance:
- Veterans Crisis Line: 988 (Press 1) or text 838255
- VA Emergency Financial Assistance: 1-800-827-1000
- Florida Veterans Foundation: 850-488-4181