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A Guide for VA Fiduciaries

A Guide For VA Fiduciaries Pension and Fiduciary Service 2013 Version i Pension and Fiduciary Service A Guide for VA Fiduciaries 2013 Version A Guide For VA Fiduciaries Pension and Fiduciary Service 2013 Version ii What s Inside Introduction .. 1 Key Terms .. 2 Helping You Manage Your New Responsibility .. 3 Responsibilities to the Beneficiary .. 3 Responsibilities to 3 Managing Beneficiary Funds .. 4 Communication with VA .. 5 Reporting Changes to VA .. 6 Changes in Beneficiary s Circumstance .. 6 Changes in Fiduciary s Circumstance .. 7 Communication with the Beneficiary .. 8 Rights of the Beneficiary .. 9 Additional VA Benefits the Beneficiary May Be Eligible For .. 10 Pre-need Burial Plans .. 11 Death of the Beneficiary .. 11 Frequently Asked Questions .. 12 How Can I Use the Beneficiary s VA Funds? .. 12 What Is a Retroactive VA Payment? .. 12 A Guide For VA Fiduciaries Pension and Fiduciary Service 2013 Version ii How Can I Use a Retroactive VA Payment?

Note: The general rule regarding keeping separate accounts does not apply to fiduciaries that are spouses, state/local government entities, or certain health care facilities. A Guide For VA Fiduciaries Pension and Fiduciary Service 2013 Version 1.0 5 Communication with VA

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