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What are the fiduciary rules of the VA?

A fiduciary must conserve or invest any VA benefits that the fiduciary receives on behalf of a beneficiary, whether such benefits are in the form of recurring monthly payments or a one-time payment, if the beneficiary or the beneficiarys dependents do not need the benefits for current maintenance, reasonably

What is a fiduciary account for VA benefits?

VAs Fiduciary Program was established to protect Veterans and other beneficiaries who, due to injury, disease, or due to age, are unable to manage their financial affairs.

Can a family member be a VA fiduciary?

To become a fiduciary for a family member or friend, submit a request with the beneficiarys name and VA file number, and your name and contact information to the VA regional office nearest you.

Can the VA force you to have a fiduciary?

Every beneficiary has the right to manage his or her VA benefits. However, if medical evidence indicates they cannot manage their benefits, VA can appoint a fiduciary to assist the beneficiary. A fiduciary may also be appointed if a court declares a beneficiary unable to manage financial affairs.

What are the fiduciary requirements for the VA?

As a fiduciary, you must ensure all of the beneficiarys bills are sent to you and that each bill is paid on time. You are also responsible for paying the beneficiarys income taxes, when applicable, collecting any rent or unpaid debts on behalf of the beneficiary, and getting insurance if needed.

Does the VA pay for fiduciary?

How much does a VA fiduciary get paid? The fiduciary is allowed to charge a fee of up to 4% of the amount the VA pays to the beneficiary. If the VA has deemed a veteran to be incompetent and unable to manage their veterans benefits, the VA will carry out a field examination to determine the most appropriate fiduciary.

How long does it take for VA to approve a fiduciary?

The self-registration process is the first step in accessing and navigating FAST. To begin the registration process click here. Please use the below job aid titled Self-register for FAST to assist you with the registration process. VA personnel will review and approve your registration within 2 business days.

How do I stop being a fiduciary VA?

You cannot stop being the fiduciary until you receive notice from VA about the transfer of the beneficiarys VA funds to another fiduciary. You must keep open and regular communication with the beneficiary about his/her VA benefits. You must provide your current contact information to the beneficiary.

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