Transcription of A Guide for VA Fiduciaries - Veterans Affairs
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Pension and fiduciary Service A Guide for VA Fiduciaries Table of Contents Introduction .. 1. Key Terms .. 2. Helping You Manage Your New Responsibility .. 3. Responsibilities to the Beneficiary .. 3. Responsibilities to VA .. 3. Managing Beneficiary Funds .. 4. Communication with VA .. 5. Reporting Changes to 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.
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
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