Step 1: Check Your Email for Your Account Setup

After your Case Manager creates your account, you will receive an email from GTM Forms.

This email will include:

• A link to the GTM Forms website
• Your login email
• A temporary password for your first login

Keep this email open while logging in, as you will need the temporary password.

Step 2: Log Into Your Account

Open the link in the email or go to the GTM Forms login page.

Once you are on the login screen:

1. Click Login.
2. Enter the email address associated with your account.
3. Enter the temporary password from the email.

After logging in, you will be taken to your Client Dashboard.

Step 3: Check Your Dashboard for Assigned Forms

Your dashboard is where all forms assigned to you will appear.

If you log in and do not see any forms yet, do not worry. This usually means your Case Manager is still preparing your forms. Once they are ready, they will appear automatically on your dashboard.

Step 4: Watch for a Notification That Your Forms Are Ready

When your forms are ready, you will receive a notification letting you know they are available to complete.

This notification may arrive through:

• Email
• Text message

Once you receive this notification, log back into your account to begin completing your forms.

Step 5: Open Your Form

After logging into your dashboard, locate the form you need to complete.

Forms may display different statuses such as:

• Assigned
• In Progress
• Review Pending
• Changes Requested

Click the form to open it and begin entering your information.

Step 6: Review the Questions Carefully

Each form will contain prompts that guide you through the information needed for your claim.

Take a moment to read the questions carefully so you understand what information needs to be included before you begin writing your response.

Enter Your Statement

You can complete your statement in two different ways depending on what is easiest for you.

Option 1: Type Your Statement

Type your response directly into the text field provided. If you need to stop and come back later, you can save your progress and continue when you are ready.

Option 2: Record Your Statement

If you prefer to speak instead of typing:

1. Click Start Recording.
2. Speak your statement clearly.
3. The system will automatically convert your speech into text.

After recording, you can review the transcription, delete the recording, record again, or save your response.

Step 7: Use AI to Improve Your Statement

You may also use the AI revision tool to help refine your statement.

The AI tool checks whether your statement includes the important topics needed for your claim. If additional information is needed, the system may prompt you to provide more detail.

Step 8: Submit Your Form

Once you have completed all required sections, click Complete to submit your form.

After submitting, the form status will change to Review Pending. This means your Case Manager is reviewing your submission.

Step 9: Make Updates if Changes Are Requested

If your Case Manager needs additional information or corrections, you will receive a notification.

The form status will change to Changes Requested.

Open the form to view the notes explaining what needs to be updated. After making the requested changes, submit the form again for review.

Step 10: Review Your Final Information

Once your form has been approved, you will review a summary of your information.

Check that all details are correct, including:

• Your personal information
• Your contact details
• Your completed statement

Step 11: Sign Your Form

To finalize the document, you will need to provide your signature.

You can sign the form in one of two ways:

• Type your full name to generate a digital signature
• Draw your signature manually

After signing, enter the date and complete the form.

Step 12: Download Your Completed Form

Once everything is finalized, the system automatically generates the official VA form using the information you entered.

You can then download the completed form and save it for your records.