Setting up a fiduciary account

Discussion in 'Share Your Personal Experience' started by mommyvet, Aug 26, 2012.

  1. mommyvet

    mommyvet Newbie

    I have been designated as my mother's fiduciary. I went to the credit union and the account was set-up as (Beneficary's name), (My Name), Legal Custodian.

    Is that acceptable for the VA?


  2. vetadmin

    vetadmin Administrator Staff Member

    You will need to check with their Fiduciary dept ensure this is acceptable. You should have contact info for the person who did the interview.
  3. JohnLM326

    JohnLM326 Newbie

    I had to setup a Fiduciary Account:
    My credit union set-up as follows:

    Your name is first and then the veteran's name.


    Lucy Doe for John/Jane Doe

    John/Jane Doe is the veteran's name.

    I wish you the best success.

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