Transcription of A Guide for VA Fiduciaries
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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.
decide how to use the beneficiary’s funds for his/her personal care and well- being. Your decision must be based on the beneficiary’s unique circumstances, needs, desires, beliefs, and values. Beneficiaries in the fiduciary program are entitled to the same standard of living as any other individual with similar financial resources.
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