What this means
The FAR IQR sample checks fiduciary case processing from the original controls and financial review through notices, payment actions and review requests. Its questions separate completing the work from documenting and communicating it.
How this may help with a claim
If an accounting or case update seems unfinished, use the sample to identify the step you want explained. You may need to distinguish a received document from a completed audit, a changed profile from a sent notice, or an award action from its effect on payment.
What to review in your file
Identify the case action and whose record it affects. The opening questions cover controls, claim labels, uploads and actions affecting the beneficiary or fiduciary. They include death reports, competency-related requests, contact or bank changes, successor appointments and action on an accounting that is due.
Keep the audit, bond, fund usage review and misuse questions distinct. The sample checks the support for balances, income, expenditures and fees, then the documents and findings used for those separate reviews. It does not mean that every account needs every listed action.
Check follow-through as well as the financial work. Later questions address referrals, systems and profiles, letters, telephone records, award changes outside the EP 590 process and review-related actions. A call, upload or referral alone does not establish that the underlying issue has been decided.
Important limits
A blank quality checklist does not authorize an award change or establish an error in your case. Question 14 contains the same problematic HLR additional-evidence wording found in the FSR sample; this explanation does not turn that row into a rule for submitting or considering evidence. The FAR Review Guide PDF remains inaccessible, and H.b points to G.a rather than the displayed H.a checklist. The missing guide and source-reference mismatch are not filled in from memory.
Search terms when useful
Phrases that may help when searching your claim file or this library.
- FAR IQR checklist
- fiduciary accounting and bond review
- fiduciary case correspondence
- fiduciary award action quality
Original VA guidance
The official VA text of this section
Official section title: Fiduciary Accounting Representative (FAR) IQRs
This page reproduces the VA text. Use the official VA source for any images and linked documents.
Appendix H. FAR IQRs
Introduction
This appendix contains information on FAR IQRs, including the
- FAR IQR Checklist, and
- FAR Review Guide.
Change Date
January 30, 2025
Appendix H.a. FAR IQR Checklist
The following is a sample of the FAR IQR Checklist.
Appendix H.b. FAR Review Guide
The FAR Review Guide is an explanation of the checklist questions found in FAR IQRs. These instructions and guidelines have been developed to promote consistency and uniformity in the review of cases for IQRs. Use these instructions and guidelines in conjunction with the FAR IQR Checklist, as provided in M21-4, 8, Appendix G.a.