Description of the program
The VA Trust Program was established to protect Veterans and other beneficiaries who, due to injury, illness, or age, are unable to manage their financial affairs. VA will only determine that a person will not be able to manage their financial affairs after receiving medical documents or if a competent court has already made the decision.
After determining that a beneficiary is unable to manage its financial affairs, VA will appoint a trustee. The trustee, normally chosen by the beneficiary, should be investigated for suitability to serve. This investigation includes a criminal background check, credit report review, personal interview, and character referrals. It is only after a full investigation that a trustee is appointed to manage the VA benefits of the beneficiaries. The Trustee is accountable to the Beneficiary and oversees the financial management of VA benefit payments. In general, family members or friends serve as trustees for beneficiaries; however, when friends and family are unable to serve, VA seeks qualified individuals or organizations to serve as a trustee. Learn more ”
To become a trustee for a family member or friend, submit an application with the beneficiary’s name and VA case number, along with your name and contact details to the jurisdiction’s trust center. To identify the right fiduciary center, see the Contact Us page. Learn more “
To become a professional trustee, submit your resume with cover letter to the Trustee Center of Jurisdiction. To identify the right fiduciary hub, see the Contact Us page. Include your name, organization name (if applicable), mailing address, and email address with your request. Learn more ”
Learn more about the VA Trust Program, including:
Trust Basics Video (101)
A second video on acceptable expenses: