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Fiduciary

References, Fast Letters and Forms

Fiduciary Federal Regulation (38 CFR, Part 13 - Fiduciary Activities) 

38 USC, Part IV, Chapter 55

38 USC, Part IV, Chapter 61

A Guide for VA Fiduciaries

The Fiduciary - Protecting VA Beneficiaries Web-based Course

“Managing Someone Else’s Money” a publication by the Consumer Financial Protection Bureau

Fiduciary Program Manual (Formerly M21-1MR, Part XI)

Fiduciary Accounting Tool: Coming Soon

Fact Sheets 

Fast Letters 

  • FL 09-26 Revised Fiduciary Accounting Requirements
  • FL 09-41 Revised Procedures for Releasing Monthly Benefits with Proposal of Incompetency
  • FL 10-12 Revised Fiduciary Policies and Procedures
  • FL 11-37 Procedures and Required Documentation for Fiduciary Selection Decisions, Notices of Disagreement Received Regarding Fiduciary Selection, and Fiduciary Notice of Disagreement Tracking Requirements
  • FL 12-013 Pre-approval of Single Expenditures by a Fiduciary
  • FL 12-010 Limitations on Fiduciary Commissions
  • FL 12-009 Instructing Fiduciaries to Provide Copies of Accountings with Enclosure
  • FL 14-07 Fiduciary Hub Promulgation Teams
    • Enclosure A National Fiduciary Hub Organizational Model
    • Enclosure B Fiduciary Hub Contacts and Jurisdictions
    • Enclosure C Procedural Table for Veterans Service Center and Pension Management Center Proposed Incompetency Determinations
    • Enclosure D Procedural Table for Fiduciary Hubs Judicial Determination of Incompetency
    • Enclosure E Incompetency Hearings, Additional Evidence, and Appeals
    • Enclosure F Procedural Table for Fiduciary Hub Final Incompetency Determinations
    • Enclosure G Procedural Table for Fiduciary Hub Retroactive Payment Authorizations
  • FL 14-11 Follow-up Fiduciary Field Examinations – Streamlined Oversight

VA Forms 

 

FAQs