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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.

communication between the fiduciary and beneficiary, rights of a beneficiary, and frequently asked questions. The intent of this booklet is to provide guidance to you, a new fiduciary. It will help you to understand your responsibilities, perform your duties, and facilitate open communication between you and the beneficiaries you serve.

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