My father was granted a 100% service connected disability last fall. The payments go to a checking account with his name, but I am also on it to sign for checks as I handle all of his affairs, he is in assisted living.
In March of this year we applied for SMC Aid and Attendance. According to eBenefits he has been granted SMC L on top of the 100%. When we completed the aid and attendance with his doctor one of the questions was can the veteran handle his own financial affairs. We answered No truthfully and that I handle them. The letter we received in the mail states that the VA received info indicating that his disability prevents him from managing his benefits and that they must decide if he needs help and they are proposing he needs a fiduciary.
I spoke to someone at my regional VA office who told me to complete form 21-4138 Statement in Support of Claim, which the VA had included in the mail. He said to put that we agree with the decision and to appoint me fiduciary. I was also told that this only affects the back pay and he would receive his payment on June 1 as normal.
Does anyone have any experience with this process? From what I read the VA sends someone out to do an interview of the fiduciary and they would want to run a credit check on me and want to know all my finances. Is this really the case? The fiduciary process seems like a pain.
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minerva18
Hi,
I have a question on the fiduciary process.
My father was granted a 100% service connected disability last fall. The payments go to a checking account with his name, but I am also on it to sign for checks as I handle all of his affairs, he is in assisted living.
In March of this year we applied for SMC Aid and Attendance. According to eBenefits he has been granted SMC L on top of the 100%. When we completed the aid and attendance with his doctor one of the questions was can the veteran handle his own financial affairs. We answered No truthfully and that I handle them. The letter we received in the mail states that the VA received info indicating that his disability prevents him from managing his benefits and that they must decide if he needs help and they are proposing he needs a fiduciary.
I spoke to someone at my regional VA office who told me to complete form 21-4138 Statement in Support of Claim, which the VA had included in the mail. He said to put that we agree with the decision and to appoint me fiduciary. I was also told that this only affects the back pay and he would receive his payment on June 1 as normal.
Does anyone have any experience with this process? From what I read the VA sends someone out to do an interview of the fiduciary and they would want to run a credit check on me and want to know all my finances. Is this really the case? The fiduciary process seems like a pain.
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