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Va fiduciary field examination Form: What You Should Know

Section H. A fiduciary will have special consideration for a Veteran. The VA allows the fiduciary to: — Assist the claimant in navigating the Veterans benefits system before proceeding to the final stages of the application process and — Have the opportunity to discuss any questions or concerns with the veteran about the Veterans benefits system Section I. It is generally not appropriate to appoint a fiduciary who is not currently registered in the Office of Thrift Supervision (ITS; for more information on OFS registration, see: OFS.gov). A fiduciary would be subject to disqualification from the program. VA guidance on the use and registration of fiduciaries follows: (3) A current list of registered fiduciaries is available:. (4) Fiduciaries who are eligible (that is, are registered with the Office of Thrift Supervision: ). See the Instructions for Form 21-3190 (5) A fiduciary shall not accept an appointment if the VA determines that he or she is not already registered with the Office of Thrift Supervision (ITS; for more information on OFS registration, see: OFS.gov). A fiduciary would be subject to disqualification from the program. See (3) above. In addition, an appointment to act as a fiduciary may be subject to revocation under VA policy. In the case of a revocation, the application would be returned to the Secretary and no further action would be taken. A fiduciary shall not accept an appointment if the VA determines that he or she is not currently registered with the Office of Thrift Supervision (ITS; for more information on OFS registration, see: OFS.gov). A fiduciary would be subject to disqualification from the program. See (3) above. In the case of a revocation, the application would be returned to the Secretary and no further action would be taken. See Fiduciary Responsibilities (for more information on fiduciary responsibilities, see the Guide to Fiduciary Responsibilities). See the General Tips from the VA for veterans, for more information relating to VA fiduciary issues. This is Part III in a series on the fiduciary program for veterans.

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