Exiting the fiduciary system requires proving to the VA that you can now manage your finances independently. The key is to provide clear, persuasive, and well-documented evidence of your competence. A strong piece of evidence is a written statement from a healthcare provider who is familiar with your condition, explicitly confirming that you are mentally capable of managing your finances. Additionally, you can request a field examination through the VA, where they will assess your daily functioning, understanding of financial responsibilities, and living conditions. The VA will also look for a stable track record, including consistent medical treatment, responsible behavior, and a history of managing income or paying bills without assistance. Once you’ve submitted this evidence, the VA may require a new C&P exam to further evaluate your cognitive function and financial understanding. Preparing for this exam is crucial; gather supporting documentation and practice answering questions to demonstrate your ability to handle your VA benefits. By thoroughly preparing your case with medical opinions, personal records, and evidence of responsible behavior, you can strengthen your chances of successfully exiting the fiduciary system and managing your finances independently.
source: https://www.vaclaims-academy.com/dont-need-a-va-fiduciary-anymore-how-to-exit-the-system/
Comments
Download this infographic.