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.
A Guide For VA Fiduciaries Pension and Fiduciary Service 2013 Version 1.0 1 Introduction VA Mission: To fulfill President Lincoln’s promise – “…To care for him who shall have borne the battle, and for his widow, and his
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