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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?

fiduciary, 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.)

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