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Form 26-1880: Review form flow #90765

Open aprocik1 opened 3 months ago

aprocik1 commented 3 months ago

Description

The PDF version of VA Form 26-1880 has been updated. We need to review the updated online form flow.

Resources

About COE 2024 COE Initiative Brief (Github) Product Documentation (Github) COE Online Form COE paper form COE flows (Mural) Designs (Figma) COE SME Sync Google doc COE SharePoint folder

Tasks

Criteria

aprocik1 commented 3 months ago

Questions for the product team:

aprocik1 commented 3 months ago

Note to self: This page has information about entitlement restoration: Eligibility for VA home loan programs

aprocik1 commented 2 months ago

Note: If we're going to use "supporting documents" language in step 2, we should update this page to include "supporting documents" language: How to request a VA home loan Certificate of Eligibility (COE)

Unauthenticated form intro page # Request a VA home loan Certificate of Eligibility (COE) Request for a Certificate of Eligibility (VA Form 26-1880) You can request a COE to find out if you're eligible for a VA-backed home loan or Native American Direct Loan. If you've already requested a COE, you can sign in to your VA.gov profile to check your status. ## Follow these steps to get started ### 1. Check if you can get a COE Check our service history requirements before you request a COE. If you think you may be able to get a COE, but you're not sure, we encourage you to request one. [Text link] [Find out if you can get a COE](https://www.va.gov/housing-assistance/home-loans/eligibility/) ### 2. Gather your information Here's what you'll need to request a COE: - Your contact information and mailing address - Your date of birth - Your Social Security number - Supporting documents related to your service history [Text link] [Find out which supporting documents you'll need to submit](https://www.va.gov/housing-assistance/home-loans/how-to-request-coe/) If you already have a VA-backed home loan, you'll also need this information: - The date of your loan - The loan number - The property address for your loan **Note:** If we have all the information we need in your VA.gov profile, you may be able to get a COE automatically when you sign in. If we don’t have enough of your information, you'll need to submit a request. ### 3. Start your request We’ll take you through each step of the process. It should take about 15 minutes.
What happens after you submit your request We'll process your request. If you're eligible, we'll email you instructions on how to get your COE.
[Sign in widget] > ## Sign in with a verified account to get your COE or check your status > > You’ll need to sign in with an identity-verified account through one of our account providers. Identity verification helps us protect all Veterans’ information and prevent scammers from stealing your benefits. > > **Don't yet have a verified account?** Create a **Login.gov** or **ID.me** account now. Then come back here and sign in. We’ll help you verify your identity for your account. > > **Not sure if your account is verified?** Sign in here. We’ll tell you if you need to verify. > > [Button] Sign in or create an account > > [Text link] [Learn about creating an account](https://www.va.gov/resources/creating-an-account-for-vagov/) [OMB information] ## Need help? **If you need help or have questions about your eligibility,** call us at 877-827-3702 
(TTY: 711). We’re here Monday through Friday, 8:00 a.m. to 6:00 p.m. ET. **If you need help gathering your information or submitting your request,** you can appoint a VA accredited representative. [Text link] [Get help submitting a request](https://www.va.gov/get-help-from-accredited-representative/)

If a user signs in with an unverified Login.gov or ID.me account, replace the sign in widget on the unauthenticated form intro page with this alert:

Verification alert 1 > ## Verify your identity to get your COE or check your status > We need you to verify your identity for your [**Login.gov**, **ID.me**] account. This step helps us protect all Veterans’ information and prevent scammers from stealing your benefits. > > This one-time process often takes about 10 minutes. You'll need to provide certain personal information and identification. > > [Primary action link] Verify your identity with [Login.gov, ID.me] > > [Text link] [Learn about verifying your identity](https://www.va.gov/resources/verifying-your-identity-on-vagov/)

If a user signs in with a My HealtheVet account, replace the sign in widget on the unauthenticated form intro page with this alert:

Verification alert 2 > ## You need to sign in with a different account to get your COE or check your status > > We need you to sign in with an identity-verified account. This step helps us protect all Veterans’ information and prevent scammers from stealing your benefits. You have 2 options: a verified **Login.gov** or a verified **ID.me** account. > > > **If you already have a Login.gov or ID.me account,** sign out of VA.gov. Then sign back in with that account. We’ll tell you if you need to verify your identity for your account. > > **If you want to create a Login.gov or ID.me account,** follow these steps: > > - Sign out of VA.gov. > - On the VA.gov homepage, select **Create an account**. Create a **Login.gov** or **ID.me** account. > - Come back to VA.gov and sign in with your **Login.gov** or **ID.me** account. We’ll help you verify your identity. > > **Not sure if you already have a Login.gov or ID.me account?** > > You may have one if you’ve ever signed in to a federal website to manage your benefits—like Social Security or disability benefits. Or you may have connected your email address to **ID.me** when you signed in to VA.gov with a **My HealtheVet** or **DS Logon** account. > > To check, sign out of VA.gov. Then try to create a new account with the email address you think the account is attached to. If you already have one, the sign-in account provider will tell you. You can then try to reset your password. > > [Button] Sign out > > [Text link] [Learn about creating an account](https://www.va.gov/resources/creating-an-account-for-vagov/)
aprocik1 commented 2 months ago

Note: If we're going to use "supporting documents" language in step 2, we should update this page to include "supporting documents" language: How to request a VA home loan Certificate of Eligibility (COE)

Authenticated form intro page # Request a VA home loan Certificate of Eligibility (COE) Request for a Certificate of Eligibility (VA Form 26-1880) You can request a COE to find out if you're eligible for a VA-backed home loan or Native American Direct Loan. If you've already requested a COE, you can sign in to your VA.gov profile to check your status. ## Follow these steps to get started ### 1. Check if you can get a COE Check our service history requirements before you request a COE. If you think you may be able to get a COE, but you're not sure, we encourage you to request one. [Text link] [Find out if you can get a COE](https://www.va.gov/housing-assistance/home-loans/eligibility/) ### 2. Gather your information Here's what you'll need to request a COE: - Your contact information and mailing address - Your date of birth - Your Social Security number - Supporting documents related to your service history [Text link] [Find out which supporting documents you'll need to submit](https://www.va.gov/housing-assistance/home-loans/how-to-request-coe/) If you already have a VA-backed home loan, you'll also need this information: - The date of your loan - The loan number - The property address for your loan **Note:** If we have all the information we need in your VA.gov profile, you can get a COE automatically when you sign in. If we don’t have enough of your information, you'll need to submit a request. ### 3. Start your request We’ll take you through each step of the process. It should take about 15 minutes.
What happens after you submit your request We'll process your request. If you can get a COE, we'll email you instructions on how to get it.
[Slim info alert] > We've prefilled your request with some of the information in your VA.gov profile. You can save your request in progress and finish filling it out later. [Primary action link] Request a COE [OMB information] ## Need help? **If you need help or have questions about your eligibility,** call us at 877-827-3702 
(TTY: 711). We’re here Monday through Friday, 8:00 a.m. to 6:00 p.m. ET. **If you need help gathering your information or submitting your request,** you can appoint a VA accredited representative. [Text link] [Get help submitting a request](https://www.va.gov/get-help-from-accredited-representative/)

If a user has an in progress request saved, replace the slim info alert and primary action link on the authenticated form intro page with this alert:

Progress alert > ## Your request is in progress > Your request was last saved on [date] at [time] ET. It will expire on [date] at [time] ET. > > You can continue your request or start a new one. > > [Button] Continue your request > > [Text link] Start a new request

If a user has requested a COE and we're reviewing it still, replace the slim info alert on the authenticated form intro page with this alert:

Review alert > ## We're processing your request > You submitted your request on [date]. > > If you can get a COE, we'll email you instructions on how to get it. If we don't respond to your request in 5 days, you can call us at 877-827-3702 (TTY: 711). > > **Note:** If you need to submit a new request for a COE, we'll contact you. If we haven't contacted you, don't submit a new request.

If a user has requested a COE and we need supporting documents from them, replace the slim info alert and primary action link on the authenticated form intro page with this alert:

Request alert > ## We need more information from you > You submitted your request on [date]. > > We need you to upload supporting documents before we can process your request. > > [Text link] Upload your supporting documents > > **Note:** If you need to submit a new request for a COE, we'll contact you. If we haven't contacted you, don't submit a new request.

If a user can't get a COE, replace the slim info alert and primary action link on the authenticated form intro page with this alert:

Request denial alert > ## We've processed your request > You submitted your request on [date]. > > You can't get a COE because you don't meet our requirements. If you disagree with our decision, you can choose from 3 decision review options to continue your case. If you aren’t satisfied with the results of the first option you choose, you can try another eligible option. > > [Text link] [Learn about decision review options](https://www.va.gov/resources/choosing-a-decision-review-option/) > > **Note:** If you need to submit a new request for a COE, we'll contact you. If we haven't contacted you, don't submit a new request.

TBD

Request approval alert > **Note:** If you need to submit a new request for a COE, we'll contact you. If we haven't contacted you, don't submit a new request. > > [Text link] Start a new request

TBD

Automatic approval alert > **Note:** If you need to submit a new request for a COE, we'll contact you. If we haven't contacted you, don't submit a new request. > > [Text link] Start a new request
aprocik1 commented 2 months ago

Reference the CAIA scratchpad page in the Figma file for the most up to date versions of the recommendations above.

aprocik1 commented 2 months ago

Step 1: Your information

Screen 1 ### Personal information This is the information we have in your VA.gov profile. We'll use this information for your request. [Personal information card] If you need to change any of this information, you can call us at 800-827-1000. We’re here Monday through Friday, 8:00 a.m. and 9:00 p.m. ET. [Text link] Finish this request later [Buttons] Back, Continue
Screen 2 ### Current name This is the current name we have in your VA.gov profile. [**First and last name**] Did you serve under another name? - [ ] Yes - [ ] No [Text link] Finish this request later [Buttons] Back, Continue
Screen 2.1 (if yes on screen 2) ### Previous name Enter the name you served under. This should match the name on your DD214 or other service document. First name (*Required) [Open text field] Middle name [Open text field] Last name (*Required) [Open text field] Suffix [Dropdown] [Button] Cancel adding this name [Text link] Finish this request later [Buttons] Back, Continue
Screen 2.2 (if yes on screen 2) ### Summary of previous names [Name card] > **[First and last name]** > [Action link] Edit [Text link] Delete Did you serve under another name? - [ ] Yes - [ ] No [Text link] Finish this request later [Buttons] Back, Continue
Screen 3 ### Mailing address This is the address we have in your VA.gov profile. Any changes you make on this screen will only affect this request. If you need to change the address in your VA.gov profile, you can change it online right now. [Text link] [Find out how to change your address in your VA.gov profile (opens in new tab)](https://www.va.gov/change-address/) [[Address pattern](https://design.va.gov/patterns/ask-users-for/addresses#mailing-address) from the design system--excluding the first line of text]
Screen 4 ### Contact information Phone number Hint: Enter a 10-digit phone number Error type: No entry Error message: Enter a 10-digit phone number (with or without dashes) [Open text field] Email address (*Required) Error type: No entry Error message: Enter a valid email address without spaces using this format: email@domain.com Error type 2: Invalid character Error message 2: You entered a character we can’t accept. Try removing "[specific characters entered]" [Open text field]
aprocik1 commented 2 months ago

Step 2: Your service history

Screen 1 ### Service status Which of these best describe your service status? (*Required) - [ ] I'm a Veteran, a former activated National Guard member, or a former activated Reserve member - [ ] I'm an an active-duty service member - [ ] I'm a current member of the National Guard or Reserve who has never been activated - [ ] I'm a discharged member of the National Guard who was never activated - [ ] I'm a discharged member of the Reserve who was never activated [Text link] Finish this request later [Buttons] Back, Continue
Screen 1.1 (if yes on screen 1) ### Purple Heart If you've received the Purple Heart and you provide evidence before or on the loan closing date, you may not have to pay a VA funding fee. [Text link] [Learn more about the VA funding fee (opens in new tab)](https://www.va.gov/housing-assistance/home-loans/funding-fee-and-closing-costs/) Have you received the Purple Heart? (*Required) - [ ] Yes - [ ] No [Text link] Finish this request later [Buttons] Back, Continue
Screen 1.2 (if yes on screen 1) ### Pre-discharge claim If you've received a proposed or memorandum rating before the loan closing date that says you’re eligible to get compensation because of a pre-discharge claim, you may not have to pay a VA funding fee. [Text link] [Learn more about pre-discharge claims (opens in new tab)](https://www.va.gov/disability/how-to-file-claim/when-to-file/pre-discharge-claim/) [Text link] [Learn more about the VA funding fee (opens in new tab)](https://www.va.gov/housing-assistance/home-loans/funding-fee-and-closing-costs/) Have you received a proposed or memorandum rating that says you’re eligible to get compensation because of a pre-discharge claim? (*Required) - [ ] Yes - [ ] No [Text link] Finish this request later [Buttons] Back, Continue
Screen 2.1 (if yes on screen 1) ### Service periods You'll need to enter these service periods: - Any Guard or Reserve activation under Title 10 U.S.C. - Any full time National Guard Duty under Title 32 U.S.C. sections 316, 502, 503, 504, or 505 You don't need to enter these service periods: - Any active duty for training - Any active Guard service Branch of service (*Required) [Dropdown] Service start date (*Required) [Month, day, year] Expected service end date [Month, day, year] [Button] Cancel adding this service period [Text link] Finish this request later [Buttons] Back, Continue
Screen 2.2 (if no on screen 1) ### Service periods You'll need to enter these service periods: - Any active duty for training - Any active Guard service You don't need to enter these service periods: - Any Guard or Reserve activation under Title 10 U.S.C. - Any full time National Guard Duty under Title 32 U.S.C. sections 316, 502, 503, 504, or 505 Branch of service (*Required) [Dropdown] Service start date (*Required) [Month, day, year] Service end date (*Required) [Month, day, year] [Button] Cancel adding this service period [Text link] Finish this request later [Buttons] Back, Continue
Screen 3 ### Summary of service periods [Service history card] > [Branch of service] > [Start date] -- [End date] > [Action link] Edit [Text link] Delete Do you have another serve period to add? - [ ] Yes - [ ] No [Text link] Finish this request later [Buttons] Back, Continue
Screen 4 ### Service separation Did you retire or separate from service because of a disability? (*Required) Hint: Select **Yes** if you were discharged from service because of a disability - [ ] Yes - [ ] No [Text link] Finish this request later [Buttons] Back, Continue
Screen 5 ### Disability compensation claim If you've filed a claim for disability compensation, you can enter your VA claim number. If you haven't filed a claim for disability compensation or if you don't know your VA claim number, you can skip this question. VA claim number [Open text field] [Text link] Finish this request later [Buttons] Back, Continue
aprocik1 commented 2 months ago

Step 3: Your loan history

Note: In Figma, I asked the product team questions related to screens 4, 5, and 6.

Screen 1 ### Certificate of eligibility (COE) Why are you requesting a COE? (*Required) - [ ] To check the remaining entitlement on a VA-backed home loan - [ ] To get a cash-out refinance loan - [ ] To get a purchase loan - [ ] To get an interest rate reduction refinance loan [Text link] Finish this request later [Buttons] Back, Continue
Screen 2 ### Home loan program Have you used the VA home loan program before? (*Required) - [ ] Yes - [ ] No (skip to step 4) [Text link] Finish this request later [Buttons] Back, Continue
Screen 3 (if yes on screen 2) ### Home ownership Do you still own any of the priorities you purchased with a VA home loan? - [ ] Yes - [ ] No (skip to step 4) [Text link] Finish this request later [Buttons] Back, Continue
Screen 4 (if yes on screen 3) ### Property address Enter the address of the property you purchased with a VA home loan. We've prefilled your current mailing address. [[Address pattern](https://design.va.gov/patterns/ask-users-for/addresses#mailing-address) from the design system--excluding the first line of text] [Button] Cancel adding this property [Text link] Finish this request later [Buttons] Back, Continue
Screen 5 (if yes on screen 3) ### Loan information Loan number Hint: Enter a 12 digital loan number [Open text field] Closing date (*Required) Hint: Enter the closing date of your loan. If you don't know the exact date, enter your best guess. [Button] Cancel adding this property [Text link] Finish this request later [Buttons] Back, Continue
Screen 6 (if yes on screen 3) ### Restoration of entitlement If you've paid off your VA home loan and you still own the property you purchased with the loan, you can apply for a one-time restoration of entitlement to buy another property. After using your one-time restoration of entitlement, you'll need to sell all your properties before restoring another entitlement. Are you applying for a one-time restoration of entitlement? (*Required) - Yes - No [Button] Cancel adding this property [Text link] Finish this request later [Buttons] Back, Continue
Screen 7 (if yes on screen 3) ### Natural disaster Has this property been damaged or destroyed by a federally declared natural disaster? (*Required) - Yes - No Date of disaster (*Required) Hint: For example: January 19, 2000 [Month, day, year fields] [Button] Cancel adding this property [Text link] Finish this request later [Buttons] Back, Continue
Screen 8 (if yes on screen 3) ### Summary of properties [Property card] > [Address] > [Loan closing date] > [Purpose of loan] > This property was damaged or destroyed by a federally declared natural disaster > [Secondary action link] Edit [Text link] Delete Do you have another property to add? (*Required) Hint: Only add properties you purchased with a VA home loan - Yes - No [Text link] Finish this request later [Buttons] Back, Continue
aprocik1 commented 2 months ago

Step 4: Your supporting documents

Screen 1 ### Supporting documents [This is where the content variation 1 appears.] [This is where the content variation 2 appears.]
If your name has changed You'll need to submit one of these supporting documents: - A copy of a court document requesting to change your name, **or** - A copy of your divorce decree, **or** - A copy of your marriage certificate
If you've paid off your VA home loan You'll need to submit one of these supporting documents: - A copy of the paid-in-full statement from the lender, **or** - A copy of the satisfaction of mortgage statement from the county court where the property is located, **or** - A copy of the closing disclosure or HUD-1 settlement statement for selling a property or refinancing a loan
You can submit your supporting documents in either of these ways. **Note:** Only submit copies of your supporting documents. If you submit the original documents, we can't return them.  #### Option 1: Upload your supporting documents online >[Select a file to upload pattern] #### Option 2: Mail your supporting documents You can mail your supporting documents to us at this address: > [Address block] [Text link] Finish this request later [Buttons] Back, Continue
Variation 1.1 (if radio 1 on step 2, screen 1) You'll need to submit a copy of your separation papers (DD214) or other discharge documents.
Variation 1.2 (if radio 2 on step 2, screen 1) You’ll need to submit a statement of service—signed by your commander, adjutant, or personnel officer—showing this information: - Your full name - Your Social Security number - Your date of birth - The date you entered duty - The duration of any lost time - The name of the command providing the information
Variation 1.3 (if radio 3 on step 2, screen 1) You’ll need to submit a statement of service—signed by your commander, adjutant, or personnel officer—showing this information: - Your full name - Your Social Security number - Your date of birth - The date you entered duty - Your total number of creditable years of service - The duration of any lost time - The name of the command providing the information
Variation 1.4 (if radio 4 on step 2, screen 1) You’ll need to submit all of these supporting documents: - A Report of Separation and Record of Service (NGB Form 22) for each period of National Guard service, **and** - A Retirement Points Statement (NGB Form 23), **and** - Proof of the character of service (like a copy of your DD214 or Department of Defense discharge certificate)
Variation 1.5 (if radio 5 on step 2, screen 1) You’ll need to submit both of these supporting documents: - A copy of your latest annual retirement points, **and** - Proof of your honorable service (like a copy of your DD214 or Department of Defense discharge certificate)
Variation 2 (if yes on step 2, screen 1.1) You’ll also need to submit a copy of your Purple Heart certificate.
aprocik1 commented 2 months ago

Reference this Mural board for a draft form flow based on the preliminary content thinking above.

aprocik1 commented 2 weeks ago

I'm moving this ticket to blocked for now. Reference the comments in the intake ticket for the latest update on this work.