Jump to content

Ask Your VA   Claims Questions | Read Current Posts 
Read VA Disability Claims Articles
 Search | View All Forums | Donate | Blogs | New Users | Rules 

  • homepage-banner-2024.png

  • donate-be-a-hero.png

  • 0

Competency to handle disbursement of funds

Rate this question


Jdromero

Question

I recently received a letter from the regional office saying I have been considered competent. I also have the direct deposit set up so I should start receiving payment in November. My question is how do I get my savings from the “ex” fiduciary? Is that another whole long process? Or should it be less time consuming from here on out. Thanks

Link to comment
Share on other sites

  • Answers 3
  • Created
  • Last Reply

Top Posters For This Question

Top Posters For This Question

3 answers to this question

Recommended Posts

  • 0
  • HadIt.com Elder

Jdtomero I do not know the answer to your question, but please be sure to have a follow-up posting on your results. I don't recall a situation such as yours where you  re-aquired control. It will be useful info for others in your situation. And congrats to you.

Link to comment
Share on other sites

  • 0
  • Moderator

Excellent question.  Im waiting to hear the answer.  

My intuitive answer (may not be correct):

1.  Get in contact with "ex" fiduciary and ask him or her to send you the money and an accounting as to where stuff was spent.  

2.  "Ask VA" this very valid question.  Either in IRIS, by mail, by phone, or all 3.  

      If you find the fiduciary is shafting you, then other vets would like to know this, even tho, VA is likely to give him more Vets to hornswaggle.  

     If this is a "significant" amount of money, consider hiring legal representation, at least, if you get no satisfaction doing as I suggested, above.  

     As always, remember you get more flies with honey than vinegar, so, certainly give the BOD to the applicable partie(s), and "assume" they will help you until, at least, you find out otherwise.  Be polite, and non threatenting, at least at first.  

      If you need to get dirty and nasty, let your attorney do that.  

 

Link to comment
Share on other sites

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
×
×
  • Create New...

Important Information

Guidelines and Terms of Use