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Rdinstjoe Asked February 2018

I have read that you can not be appointed a fiduciary by the VA if you ever filed bankruptcy. Does that include bankruptcies more than 10?

Countrymouse Mar 2018
Automatically, no. But depending on the circumstances and your more recent credit history, it may be a basis for rejection. Really the only way to find out how the VA would view your application to act as fiduciary is to go ahead and ask them.

Rdinstjoe Mar 2018
Thanks Countrymouse. I looked through the Field Examination process. It addresses the suitability of the fiduciary, (credit check, background, bankruptcy, etc) but doesn't give qualification parameters. I have a discharged bankruptcy in 2003. Will that 2003 Bankruptcy alone, automatically disqualify me to be a designated fiduciary?

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Countrymouse Feb 2018
This is not necessarily true.

If you to to the Department of Veterans' Affairs you will be able to find all of the subjects covered when the VA assesses a candidate's application to act as a fiduciary.

There are an awful lot of long and complicated forms; but the salient one is "M21-1MR, Part XI, Chapter 2, Section A. Field Examination Process."

This explains, among many other things, that a negative credit history must be investigated but does not *necessarily* disqualify an applicant. It depends.

If I were you I'd give them a ring, explain the circumstances, and get their advice.

Whatever you do, do NOT tell yourself that if events are more than ten [years old?] they don't count and you don't have to disclose them. The whole point of this exercise is to demonstrate integrity and trustworthiness, no?

BarbBrooklyn Feb 2018
Bumping up

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