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Program Description. VA’s Fiduciary Program was established to protect Veterans and other beneficiaries who, due to injury, disease, or due to age, are unable to manage their financial affairs. VA will only determine an individual to be unable to manage his or her financial affairs after receipt of medical documentation or if a court of …
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FAQ employee fiduciary 401k login
What is the fiduciary program?
Program Description. The fiduciary, normally chosen by the beneficiary, must undergo an investigation of their suitability to serve. This investigation includes a criminal background check, review of credit report, personal interview, and recommendations of character references. Only after a complete investigation is a fiduciary appointed...
How do I become a fiduciary for a family member?
To become a fiduciary for a family member or friend, submit a request with the beneficiary's name and VA file number, and your name and contact information to the Fiduciary Hub of jurisdiction. To identify the correct Fiduciary Hub review the Contact Us page.
What is Vava’s fiduciary program?
VA's Fiduciary Program was established to protect Veterans and other beneficiaries who, due to injury, disease, or due to age, are unable to manage their financial affairs.
Where can I learn more about the responsibilities of a VA-appointed fiduciary?
To learn more about the responsibilities of a VA-appointed fiduciary you may access the web-based training titled "The Fiduciary - Protecting VA Beneficiaries." VA's Fiduciary Program was established to protect Veterans and other beneficiaries who, due to injury, disease, or due to age, are unable to manage their financial affairs.