PVAMC Fiduciary Program

Program Description

The purpose of the Department of Veterans Affairs (VA) Fiduciary Program is to protect Veterans and beneficiaries who are unable to manage their VA benefits through the appointment and oversight of a fiduciary. If you have been determined unable to manage your VA benefits, the VA will conduct a field examination to appoint a fiduciary to assist you.

Qualifying for the Fiduciary Program - VA Field Examination

A VA field examination will be scheduled for the purpose of appointing a fiduciary to assist you in managing your VA benefits. During the field examination, please have the following information available for review by the field examiner:

• Photo ID
• The source and amount of all monthly bills, recurring expenses (annual, bi-annual, quarterly, etc.), and income
• A list of all assets, to include bank accounts, owned property, stocks, bonds, life insurance, burial plans, etc
• A list of all current medications
• Name, phone number, and address of your primary care doctor
• Name, phone number, and address of your next of kin

Selection Process

During the selection process, the VA will first seek to qualify the individual you desire to serve as your fiduciary.

The fiduciary selection is based on an assessment of the qualifications of the proposed fiduciary. When seeking a fiduciary the following individuals may be considered:

• A spouse or family member
• Court appointed fiduciaries
• Another interested party
• A professional fiduciary

An assessment of the qualifications of a proposed fiduciary includes, but is not limited to:

• The willingness to serve and abide by all agreements
• An interview with a VA representative
• Credit report review
• An inquiry into the criminal background and interviews of character witnesses

Contact Info

PVAMC Office

(401) 273-7100

VA Medical Center

830 Chalkstone Ave

Providence, RI 02908