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How I processed my Civil War pension files

April 14, 2025 By Janine Adams 4 Comments

I’m fortunate to have three ancestors who fought on the Union side in the Civil War and for whom I was able to obtain pension files from the National Archives. Ten years ago, I wrote a post about how I processed those files, starting with creating a robust source citation. I got good feedback on the post, so I thought I’d resurrect it in case newer readers would find it helpful. The pension files truly are treasure troves of information and the painstaking time I spent going through them paid off. If you want to request your ancestor’s pension file, you can do so on this page of the NARA website.

Processing civil war pension filesAs I mentioned a couple of weeks ago, I received my 3d great grandfather’s Civil War pension files from the National Archives in record time. I’d been prepared to wait 45 to 120 days and it arrived the week after I submitted the request online.

I dug right in and started processing the information. I was so grateful that I had attended the class Anatomy of a Military Pension, presented by Certified Genealogist Julie Miller at the National Genealogical Society’s annual conference that month. She provided step-by-step instructions of what to do with a military pension.

So the day after I received that 65-page pension file, I did what Julie suggested. I put the documents in chronological order and I assigned a number to each. Then I figured out a citation for the overall file and a  citation for each of the numbered documents.

Coming up with a proper citation was a bit of a challenge and I emailed Julie, who was kind enough to share the citation she uses for these files. (She had given us that info in the talk, but I hadn’t written it down.)

Here’s the citation I’m using for the overall pension file for my ggggrandfather, Richard Anderson Jeffries:

[278] Jeffries, Richard Anderson (1st Sgt., Company D, 13th Regiment, Missouri Volunteer Infantry, Civil War), application no. 567612, certificate no. 529585, Case Files of Approved Pension Applications, 1861-1934; Civil War and Later Pension Files; Department of Veteran Affairs, Record Group 15; National Archives, Washington, D.C.

278 was the next number in my source list in Reunion, my family tree software. Each of the individual documents is numbered, starting with 1, and has its own citation. My intention is that when I enter a fact into Reunion, I’ll use Source 278, but I’ll include in the detail field which of the 26 individual documents that particular fact came from.

I created citation labels for each of the documents and affixed them to the appropriate pages. (That’s the citation for document 16 above.) Then I scanned the whole document into a pdf. I elected to have one pdf, rather than 26 individual ones–time will tell whether that was a good choice. (Edited to add a year later: Yes! That was a great choice.)

The next step, according to Julie is to transcribe the documents. Yes, I’m going to type word for word exactly what is on the documents. Julie urged us not to skip that step because when we transcribe, we learn things we would not otherwise learn.

After I transcribe, I will abstract the documents, so I can tell at a glance what they are and what info is contained within each. And then I’ll enter the new-found facts into Reunion, my family-tree software.

That’s a lot of work, but I’m delighted to have learned how to be thorough with it. And I know I’ll learn so much about my ancestor.

I am so grateful to have this structure, because just a few days after receiving Richard Anderson Jeffries’s file, I received the pension file for my gggrandfather, George Washington Adams. That file is over 100 pages; I had to request and pay for the rest of the file (another 80 pages) to be copied–I’m still waiting for part two. That same week I received the third and final pension file, for another gggrandfather, Benjamin Franklin Igleheart. All three pension files, probably 250 pages, came within two weeks of my request.

If I did not have the structure Julie provided in that talk to thoroughly process the information, I know I would feel overwhelmed. I would probably skim the documents, pluck out a few easy-to-find facts, and put them away intending to get to them later. And I don’t know when later would be.

I have skimmed the most recently received pension files to get a preview what I’m going to learn. (G.W. Adams had a big dispute about the amount of his pension–an adversary in the Soldier’s Home turned him in for saying he was more disabled than he was!) But I’m not going to analyze them until I’m finished with Richard Anderson Jeffries. So that will be motivation to go through the process.

I think these pension files are going to be a great learning experience not just about my ancestors, but also about doing proper genealogical research. This feels great!

Filed Under: Challenges, Genealogy tips, Organizing Tagged With: Adams, Civil War, excitement, Jeffries, overwhelm, record keeping, research, source documentation

Comments

  1. Sharon Agee Morrow says

    April 14, 2025 at 10:38 am

    It sounds like you chose to receive paper copies, rather than digital. What was your reasoning for that decision?

    Reply
    • Janine Adams says

      April 14, 2025 at 11:16 am

      That’s an excellent question, Sharon! I made my request over ten years ago and the options were paper or CD/DVD. I didn’t have a disk drive for my computer, so I chose paper. I see now that Electronic Transfer is an option, though I don’t know what that means exactly. I will say that as much as I eschew paper, it was nice to be able to affix source labels to each document before scanning. After that I didn’t look at the paper. And, in fact, I didn’t keep the paper, I don’t think, when I moved. If I were doing it now, I’d explore what Electronic Transfer means and probably go with that.

      Reply
  2. Melissa says

    April 16, 2025 at 9:59 am

    What a wonderfully intentional process! I recently received the digital files for a 2x great grandpa who served on the Union side and am still figuring out how to best utilize the information. His file is a couple hundred pages long, so I think a simple index is where I’ll land.

    https://boldandqueer.com/

    Reply
    • Janine Adams says

      April 16, 2025 at 10:50 am

      Melissa, there is going to be so much great information nestled in those 200 pages! An index seems like a great place to start. In my process, it felt to critical to be able to differentiate, source-wise, between each of the individual documents but identify them as being part of the pension file. So in my Reunion software in the source citations pane, I select the pension file as the source and in the Detail feed, I type the document number.

      Enjoy digging into your ancestor’s pension file!

      Reply

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about me

I'm Janine Adams, a professional organizer and a genealogy enthusiast. I love doing family history research, but I find it's very easy for me to get overwhelmed and not know where to turn next. So I'm working hard to stay organized and feel in control as I grow my family tree.

In this blog, I share my discoveries and explorations, along with my organizing challenges (and solutions). I hope by sharing what I learn along the way I'll be able to help you stay focused and have fun while you do your research, too.

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