I recently posted our story about getting Aid & Attendance benefits for my father-in-law. In order to get the lump sum payment released, it was necessary to have my husband appointed as fiduciary. I thought I would summarize the fiduciary process based on our experience. The letter we received during May 2012 granting the monthly benefits stated that a fiduciary needed to be appointed. As recommended on this website, we turned around the paperwork stating that we would not contest the fiduciary using the proper wording. Both my husband and father-in-law received a letter dated November 6, 2012, that stated a field examiner would be contacting them within the “next few weeks” to appoint a fiduciary/payee to manage the benefit. The VA contacted and met with my father-in-law in Oregon during January 2013 after numerous calls to find out the status. They contacted and met with my husband in Texas during August 2013 after numerous calls to find out the status. We had everything ready that they requested in the November 2012 letter for both appointments. We had to update my husband’s packet, since so much time had elapsed since meeting with my father-in-law. During the meeting with my husband, the VA field examiner told him what we needed to do to get the lump sum. Basically, we needed to open a bank account with the specific wording provided by the field examiner, and my husband needed to be bonded for about $53,000. We are not sure how that amount was calculated, since the lump sum was only $30,000 and his other account has less than $5,000 in it. We were working on setting up the bank account and getting the bond when the money showed up about two weeks after my husband’s appointment with the field examiner. The bank (one of the big three banks) had trouble setting up the account locally the way the VA wanted it titled, so it had to be sent to their central processing location to set up. The bond took a while to get. Both are now in place, and the money is in the proper account. Based on the letter we received shortly before the money showed up, we think we need to get his monthly Aid & Attendance check deposited into the fiduciary account. Based on how long it took us to move his navy pension direct deposit, we think that may take a while. The bank works directly with VA, and they are trying to get it moved. But, it took over a year to get his navy pension moved to a different account with the bank assisting.