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References, Fast Letters and Forms
Fiduciary Federal Regulation (38 CFR, Part 13 - Fiduciary Activities)
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
- Enclosure A Streamlined Oversight – Definitions
- Enclosure B Streamlined Oversight Guidelines
- Enclosure C State and Territory Resources
- Enclosure D1 Cover Letter - Spouse
- Enclosure D2 Beneficiary Status Report – Spouse
- Enclosure E1 Cover Letter – Fiduciary
- Enclosure E2 Beneficiary Status Report - Fiduciary
- Enclosure F1 Cover Letter – Beneficiary
- Enclosure F2 Cover Letter – Third Party
- Enclosure F3 Beneficiary Status Report – Beneficiary/Dependent
- Enclosure G1 Cover Letter - Dependent
- Enclosure G2 Beneficiary Status Report –Dependent of VHA or Incarcerated Beneficiary
VA Forms
- VA Form 21-4706b: Federal Fiduciary Account
- VA Form 21-4706c: Court Appointed Fiduciary’s Account
- VA Form 21P-4718a: Certificate of Balance on Deposit and Authorization to Disclose Financial Records
- VA Form 21-526: Veteran's Application For Compensation And/Or Pension
- VA Form 21P-534-ARE: Application For Dependency and Indemnity Compensation, Death Pension and Accrued Benefits by a Surviving Spouse or Child (Including Death Compensation if Applicable)
- VA Form 21-686c: Declaration of Status of Dependents
- VA Form 21-674b: School Attendance Report
- VA Form 21-4138: Statement in Support of Claim
- VA Form 21P-0510: Eligibility Verification Report (Instructions)
- VA Form 21P-0512s-1: Old Law and Section 306 Eligibility Verification Report (Surviving Spouse)
- VA Form 21P-0512V-1: Old Law and Section 306 Eligibility Verification Report (Veteran)
- VA Form 21P-0513-1:Old Law and Section 306 Verification Report (Children Only)
- VA Form 21P-0514-1: DIC Parent's Eligibility Verification Report
- VA Form 21P-0516-1: Improved Pension Eligibility Verification Report (Veteran With No Children)
- VA Form 21P-0517-1: Improved Pension Eligibility Verification Report (Veteran With Children)
- VA Form 21P-0518-1: Improved Pension Eligibility Verification Report (Surviving Spouse With No Children)
- VA Form 21-0519c-1: Improved Pension Eligibility Verification Report (Child or Children)
- VA Form 21-0792: Fiduciary Statement in Support of Appointment
- VA Form 21-8416: Medical Expense Report
- VA Form 10-10EZ: Application for Health Benefits
- VA Formulario 10-10EZ en Español: Solicitud de Beneficios de Salud
