Phase 6: Withdrawing From Rep

How to Withdraw from Representation

When to Withdraw

Withdrawal is the right call when:

• The veteran has equivalent or better representation elsewhere (active duty in IDES with a PEBLO/MSC, paid attorney already filed, conflicting POA on record) and does not want OSDRI to duplicate
• The veteran explicitly asks to stop
• A conflict of interest is discovered post-engagement
• Per Kailey direction (legal strategy decision)

Always confirm with Kailey before withdrawing on a case where OSDRI is on record at VA as POA.

Pre-Withdrawal Checks

• If you don't have VBMS access, ask someone who does to confirm OSDRI's POA status (VA Form 21-22 on file) before taking action.
• Pull current case state — Class Code, open Tasks, pending submissions, NOI status.
• Confirm no claims are mid-submission that would be orphaned by withdrawal.

Neos Mechanical Steps

1. Case Tab → Class Code → flip to WDR
2. Case Tab → WDR Date → populate today's date
3. Tasks Tab → set ALL open tasks to N/A
4. Save the case
5. NOI generation → see NOI Process below (currently manual — see Workflow Gaps)