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Search results with tag "Guide for va fiduciaries"
A Guide for VA Fiduciaries - Veterans Affairs
www.benefits.va.govA Guide for VA Fiduciaries Pension & Fiduciary Service 3 . Helping You Manage Your New Responsibility . Responsibilities to the Beneficiary . As a fiduciary, you must know what the beneficiary’s needs are so that you can decide how to use the beneficiary’s funds for his/her personal care and well- ...
A Guide for VA Fiduciaries
benefits.va.govfiduciary, you are required to keep separate financial accounts on behalf of a beneficiary. The law requires a fiduciary to manage and place beneficiary funds in reasonable, safe investments, protect the funds from creditors and any loss, and provide additional protection when required by VA. (See pages 14, 15, and 16 for further information.)