Fiduciary for Veteran’s Benefits
The Veterans Affairs (VA) Fiduciary Program helps protect veterans and other beneficiaries who cannot manage their benefits on their own. You are a beneficiary if you receive benefits. The VA decides if you need a fiduciary.
A fiduciary is a person who helps manage your benefits. Usually, this role is filled by a family member or friend, but the VA will check to ensure they are suitable. If a family member or friend cannot serve, the VA will choose a fiduciary, either an individual or an organization.
Info for Beneficiaries
If you can’t manage your VA benefits, the VA will choose a fiduciary to help you. First, the VA will try to select someone you choose, ensuring they meet the rules and can serve. People who may be considered include:
- A spouse or family member
- Someone chosen by the court
- Another interested party
- A professional
You have the right to appeal the VA’s choice of fiduciary and can also appeal the selection of who will serve as your fiduciary.
If you do not agree with the VA on either of these points, you may:
- Appeal to the Board of Veterans’ Appeals (Board). Tell them that you do not agree with the choice. Ask the Board to review it.
- Give the VA new info. New info may lead them to change their choice.
Info for Fiduciaries
Do you want to help a family member or friend manage their benefits? You can ask the VA office closest to you for help. Tell them the person’s name and VA number. Also, tell them your name and how to reach you. Fiduciaries must use the benefits funds for the daily needs of the beneficiary. They should never borrow, loan, or gift funds that belong to the beneficiary.
More Resources
- Visit the U.S. Department of Veterans Affairs website.
- There are also pages on the website for beneficiaries and for fiduciaries.
- You can make an appointment using the VA Appointment website
