The Field Examiner (FE) determines the payee (fiduciary) best suited to the needs and situation of VA beneficiaries who are incompetent due to legal disability, mental disability, physical disability or minority, ensures that incompetent beneficiaries receive all the benefits they are entitled to, and takes necessary actions to protect their assets. Duties will be performed via mobile work at one of the following locations: Milwaukee County, Racine County, or Waukesha County, Wisconsin.
Summary
The Field Examiner (FE) determines the payee (fiduciary) best suited to the needs and situation of VA beneficiaries who are incompetent due to legal disability, mental disability, physical disability or minority, ensures that incompetent beneficiaries receive all the benefits they are entitled to, and takes necessary actions to protect their assets. Duties will be performed via mobile work at one of the following locations: Milwaukee County, Racine County, or Waukesha County, Wisconsin.
Current permanent career or career-conditional employees of the Milwaukee VA Regional Office, as well as displaced VBA employees residing within the commuting area of the Milwaukee Regional Office who are eligible for hire under the Career Transition Assistance Plan (CTAP).
Evaluates psychiatric and/or court determinations of incompetence by means of field investigations to arrive at independent determinations of whether or not adult VA beneficiaries have the mental capacity to handle their own funds.
Perform on-site fact-finding to ascertain the total of a beneficiary's income, assets and obligations by inspecting the environmental setting and assessing the social, economic and industrial adjustment.
Develop information through observation, analysis of records, personal interviews and depositions of beneficiaries, their relatives, and/or disinterested witnesses in the community.
Verify evidence to establish accuracy and authenticity. In the case of a minor beneficiary, verifies or determines the existence, identity, and custody of the minor.
When a fiduciary is required, determines the most effective, practical and/or economical pay arrangement based on the beneficiary's situation.
Selectees are subject to a background/suitability investigation.
Selective Service registration is required for males born after 12/31/1959.
A probationary period may be required for employees and supervisors.
Must have a valid, state issued, driver's license.
May be required to relocate to Milwaukee County, WI; Racine County, WI; or Waukesha County, WI.
Field Examiner duties are primarily carried out from remote locations outside of an agency office therefore, candidates must have regular access to a reliable source of internet connectivity.
Duties will be performed via mobile work at one of the following locations: Milwaukee County, Racine County, or Waukesha County, Wisconsin.
Specialized Experience:
To qualify for this position, applicants must meet all requirements by the closing date of this announcement:06/16/2026.
GS-11:
The Office of Personnel Management's group coverage qualification standards, associated individual occupational requirements (IOR), and individual qualification standards covering white collar occupations in the Federal competitive service can be found here.
To qualify, applicants must have one year of specialized experience equivalent to at least the next lower grade (GS-09) in the normal line of progression for the occupation in the organization. Specialized experience is defined as work that involves (1) Performing fact finding procedures in order to fully assess a situation; (2) Gathering information through observation, analysis of records, and/or performing personal interviews. (3) Verifying information to ensure accuracy (4) Making determinations of adherence to laws, regulatory guidance, and agency policies
Or applicants may substitute education for the experience required to qualify at the GS-11 level:
Graduate Education. You must have at least a Ph.D. or equivalent doctoral degree OR 3 full years of progressively higher level graduate education leading to such a degree OR LL.M., if related. One year of full-time graduate education is normally determined by the school you attended. If that number cannot be determined, 18 semester hours should be considered equivalent to one academic year of graduate study. Part-time graduate education is creditable on a pro-rated basis. If you qualify based on your education, you must upload or fax a copy of your college transcript along with your application. If you are selected for the position, an official college transcript(s) will be required at your start date.
Combining Education & Experience: If you do not fully meet the length of experience and education described for a specific grade level (e.g. have six months of experience and some coursework but not a degree), the two can be combined to total 100% of the requirement. Click here for more information.
Physical Requirements: The job requires driving in government owned automobiles, often very long distances (6-8 hours per day) and sometimes requiring overnight lodging. Some walking and climbing of stairs is required since interviews with VA beneficiaries are conducted at the residences of the beneficiaries.
Education
A transcript must be submitted with your application if you are basing all or part of your qualifications on education.
Education must be accredited by an accrediting institution recognized by the U.S. Department of Education to be credited towards qualifications. Provide only the attendance and/or degrees from schools accredited by accrediting institutions recognized by the U.S. Department of Education.
All education claimed by applicants will be verified upon appointment. If you are using foreign education to meet qualification requirements, you must send a Certificate of Foreign Equivalency with your transcript to receive credit.
Additional information
Under the Fair Chance to Compete Act, the Department of Veterans Affairs prohibits requesting an applicant's criminal history prior to accepting a tentative job offer (TJO). Please visit the Human Resources and Administration/Operations, Security, and Preparedness (HRA/OSP), va.gov/EMPLOYEE/docs/The-Fair-Chance-to-Compete-Act.pdf for more information.
The Career Transition Assistance Plan (CTAP) provide eligible displaced VA competitive service employees with selection priority over other candidates for competitive service vacancies. To be qualified you must submit appropriate documentation (a copy of the agency notice, your most recent performance rating, and your most recent SF-50 noting current position, grade level, and duty location) and be found well-qualified (have a final rating of 85 or more) for this vacancy. Information about ICTAP and CTAP eligibility is on OPM's Career Transition Resources website at http://www.opm.gov/policy-data-oversight/workforce-restructuring/employee-guide-to-career-transition/.
Placement Policy: The posting of this announcement does not obligate management to fill a vacancy or vacancies by promotion. The position may be filled by reassignment, change to lower grade, transfer, appointment, or reinstatement.This job opportunity announcement may be used to fill additional vacancies.
Veterans and Transitioning Service Members: Please visit the VA for Vets site for career-search tools for Veterans seeking employment at VA, career development services for our existing Veterans, and coaching and reintegration support for military service members.
If you are unable to apply online or need an alternate method to submit documents, please reach out to the Agency Contact listed in this Job Opportunity Announcement.
Reasonable Accommodation (RA) Requests: If you believe you have a disability (i.e., physical or mental), covered by the Rehabilitation Act of 1973 as amended that would interfere with completing the USA Hire Competency Based Assessments, you will be granted the opportunity to request a RA in your online application. Requests for RA for the USA Hire Competency Based Assessments and appropriate supporting documentation for RA must be received prior to starting the USA Hire Competency Based Assessments. Decisions on requests for RA are made on a case-by-case basis. If you meet the minimum qualifications of the position, after notification of the adjudication of your request, you will receive an email invitation to complete the USA Hire Competency Based Assessments, based on your adjudication decision. You must complete all assessments within 48 hours of receiving the URL to access the USA Hire Competency Based Assessments if you received the link after the close of the announcement.
Candidates should be committed to improving the efficiency of the Federal government, passionate about the ideals of our American republic, and committed to upholding the rule of law and the United States Constitution.
A career with the U.S. government provides employees with a comprehensive benefits package. As a federal employee, you and your family will have access to a range of benefits that are designed to make your federal career very rewarding. Opens in a new windowLearn more about federal benefits.
Eligibility for benefits depends on the type of position you hold and whether your position is full-time, part-time or intermittent. Contact the hiring agency for more information on the specific benefits offered.
How you will be evaluated
You will be evaluated for this job based on how well you meet the qualifications above.
In describing your experience, please be clear and specific. We will not make assumptions regarding your experience. Applicants who do not fully address the specialized experience needed for the position (as described above in the job announcement) in their resume or who do not possess the education to substitute for it will not be referred for consideration.
After you have met the minimum qualifications, you will be rated on the following competencies based on your application for this position:
Administrative Law-Knowledge of state and federal administrative laws, including procedures, regulations, guidelines, and precedents related to case preparation and settlements.
Customer Service-Works with clients and customers (that is, any individuals who use or receive the services or products that your work unit produces, including the general public, individuals who work in the agency, other agencies, or organizations outside the Government) to assess their needs, provide information or assistance, resolve their problems, or satisfy their expectations; knows about available products and services; is committed to providing quality products and services.
Decision Making-Makes sound, well-informed, and objective decisions; perceives the impact and implications of decisions; commits to action, even in uncertain situations, to accomplish organizational goals; causes change.
Self-Management-Sets well-defined and realistic personal goals; displays a high level of initiative effort, and commitment towards completing assignments in a timely manner; works with minimal supervision; is motivated to achieve; demonstrates responsible behavior.
Vehicle Operation - Knowledge of procedures for operating motor vehicles, including cars, trucks, or watercraft
Writing - Recognizes or uses correct English grammar, punctuation, and spelling; communicates information (for example, facts, ideas, or messages) in a succinct and organized manner; produces written information, which may include technical material that is appropriate for the intended audience.
If you are referred for consideration, you may be asked to submit additional job-related information, which may include, but is not limited to responses to the knowledge, skills, and abilities; completion of a work sample, and/or an interview.
Your resume and/or supporting documentation will be verified. Please follow all instructions carefully. Errors or omissions may affect your rating or consideration for employment.
Notice to Applicants: It is the policy of the Government not to deny employment simply because an individual has been unemployed or has had financial difficulties that have arisen through no fault of the individual. Information about an individual's employment experience will be used only to determine the person's qualifications and to assess his or her relative level of knowledge, skills, and abilities. Although an individual's personal conduct may be relevant in any employment decision, including conduct during periods of unemployment or evidence of dishonesty in handling financial matters, financial difficulty that has arisen through no fault of the individual will generally not itself be the basis of an unfavorable suitability or fitness determination.
A career with the U.S. government provides employees with a comprehensive benefits package. As a federal employee, you and your family will have access to a range of benefits that are designed to make your federal career very rewarding. Opens in a new windowLearn more about federal benefits.
Eligibility for benefits depends on the type of position you hold and whether your position is full-time, part-time or intermittent. Contact the hiring agency for more information on the specific benefits offered.
To apply for this position, you must provide a complete Application Package to include the documents detailed below. Resumes may not exceed two pages and must be legible for review of eligibility, minimum qualifications and other position requirements listed in the job announcement. Your resume and supporting documentation will be verified. Failure to submit the documents as specified may result in loss of consideration for this job announcement.
Resume:
Contact Information:
Name and how best to contact you, including email address and phone number
Relevant Work Experience:
For each relevant work experience, make sure you include:
Job Title and Employer (including series and grade for any Federal positions)
Start and end dates with month/year (e.g., 05/2019 - 08/2022)
The number of hours you worked per week
Ensure work experience descriptions are aligned with the job announcement and address all required qualifications. Brief descriptions should demonstrate your ability to perform the tasks at the required level as stated in the job announcement
Education/Certification/ Licensure:
When relevant or required for the position, include your possession of education/ certification/license and provide any required documentation such as transcripts, and/or details (type and date) of certifications and/or licenses
Education information should include:
Name of school/institution
Completion date
Degree type
Cumulative Grade point average (GPA)
Optional Details:
When relevant, include:
Current Security Clearance
Job-related training
Language skills
Organizations and affiliations
Professional publications
Eligibility for special programs (e.g., military spouses, individuals with disabilities, etc.)
Current Federal Employees:
Your most recent APPOINTMENT SF-50. The most recent promotion or within-grade increase proving status. This SF-50 should identify your appointing legal authority, position title, series, grade, step, salary, tenure, and type of service (Competitive or Excepted). Some applicants may have to submit more than one SF-50 in order to demonstrate their eligibility.
Your SF-50 reflecting when you entered your highest grade and step (e.g., Within Grade Increase, Promotion, Appointment, etc.) in order to verify time-in-grade requirements.
Additional Documents accepted:
Most recent Performance Appraisal (VA Form 0750)
Award SF-50s
CTAP documentation - RIF notice, SF-50 showing VA employee, and performance appraisal
Failure to submit any of the above mentioned required documents may result in loss of consideration due to an incomplete application package. It is your responsibility to ensure all required documents have been submitted. You will not be contacted for additional information.
Please use this checklist to make sure you have included all documents required for your application. You will not be contacted for additional information.
If you are relying on your education to meet qualification requirements:
Failure to provide all of the required information as stated in this vacancy announcement may result in an ineligible rating or may affect the overall rating.
Beginning September 27, 2025, Federal agencies will only accept resumes up to two pages in length to comply with the Merit Hiring Plan. Resumes longer than two pages will result in ineligibility for further consideration for the position. USAJOBS will not allow you to upload or build resumes longer than two pages, and you will need to update the resumes in your profile before applying for a job. Resumes should include information relevant to the knowledge, skills, abilities, and competencies of the position to which you are applying. VA is unable to make assumptions about qualifications if not clearly listed.
Resumes must be legible so they can be reviewed for eligibility, minimum qualifications and other position requirements listed in the job announcement.
Your resume must be 5MB or less. We recommend saving and uploading your resume as a PDF to maintain formatting and number of pages. We also accept GIF, JPG, JPEG, PNG, RTF, TXT, PDF, ODT or Word (DOC or DOCX). We do not accept PDF portfolio files. We recommend using a sans-serif font size like Lato, if available. Other widely available options are Calibri, Helvetica, Arial, Verdana, Open San Source Sans Pro, Roboto or Noro Sans. Make your page margins 0.5 inches. Consider using 14-point size font for titles and 10-point for the main text in your resume. The resume builder can help you create a resume using these recommendations and uses the information in your USAJOBS profile to help you get started.
Helpful Hints for Creating a Two-Page Resume:
Prioritize most relevant and recent experience
Use concise, results focused language
Align language from the job announcement
Focus on demonstrating skills and competencies
Remove outdated or unrelated experience
Use the USAJOBS resume builder
Additional guidance on this new requirement and resume building tools can be found at:
Please read the entire announcement and all the instructions before you begin an application. To apply and be considered for this position, you must complete all required questionnaires, assessments and submit all required documentation as specified in the How to Apply and Required Documents section. The complete application package must be submitted by 11:59 PM (ET) on the closing date of the announcement to receive consideration. The application process is as follows:
Click the Apply Online button.
Answer the questions presented in the application and attach all necessary supporting documentation.
Click the Submit Application button prior to 11:59 PM (ET) on the announcement closing date.
If you are required to complete any USA Hire Assessments, you will be notified after submitting your application. The notification will be provided in your application submission screen and via email. The notification will include your unique assessment access link to the USA Hire system and the completion deadline. Additionally, in USAJOBS you can click "Track this application" to return to your assessment completion notice.
Access USA Hire using your unique assessment link. Access is granted through your USAJOBS login credentials.
Review all instructions prior to beginning your assessments. You will have the opportunity to request a testing accommodation before beginning the assessments should you have a disability covered under the Rehabilitation Act of 1973 as amended.
Set aside at least 3 hours to take the USA Hire Assessments; however, most applicants complete the assessments in less time. If you need to stop the assessments and continue later, you can re-use your unique assessment link.
Your responses to the USA Hire Assessments will be reused for one year (in most cases) from the date you complete an assessment. If future applications you submit require completion of the same assessments, your responses will be automatically reused.
To update your application, including supporting documentation: During the announcement open period, return to your USAJOBS account, find your application record, and click Edit my application. This option will no longer be available once the announcement has closed.
To view the announcement status or your application status: Visit https://www.usajobs.gov/Help/howto/application/status/. Your application status page is where you can view your application status, USA Hire assessment completion status, and review your notifications sent by the hiring agency regarding your application.
Milwaukee Regional Benefit Office
5400 West National Ave
Milwaukee, WI 53214
US
Next steps
Once your online application is submitted you will receive a confirmation notification by email. After we receive application packages (including all required documents) and the vacancy announcement closes, we will review applications to ensure qualification and eligibility requirements are met. After the review is complete, a referral certificate(s) is issued and applicants will be notified of their status by email. Referred applicants will be notified as such and may be contacted directly by the hiring office for an interview. All referred applicants receive a final notification once a selection decision has been made.
You may check the status of your application at any time by logging into your USA Jobs account and clicking on Applications. Information regarding your application status can be found in the USAJobs Help Center.
The Federal hiring process is set up to be fair and transparent. Please read the following guidance.
To apply for this position, you must provide a complete Application Package to include the documents detailed below. Resumes may not exceed two pages and must be legible for review of eligibility, minimum qualifications and other position requirements listed in the job announcement. Your resume and supporting documentation will be verified. Failure to submit the documents as specified may result in loss of consideration for this job announcement.
Resume:
Contact Information:
Name and how best to contact you, including email address and phone number
Relevant Work Experience:
For each relevant work experience, make sure you include:
Job Title and Employer (including series and grade for any Federal positions)
Start and end dates with month/year (e.g., 05/2019 - 08/2022)
The number of hours you worked per week
Ensure work experience descriptions are aligned with the job announcement and address all required qualifications. Brief descriptions should demonstrate your ability to perform the tasks at the required level as stated in the job announcement
Education/Certification/ Licensure:
When relevant or required for the position, include your possession of education/ certification/license and provide any required documentation such as transcripts, and/or details (type and date) of certifications and/or licenses
Education information should include:
Name of school/institution
Completion date
Degree type
Cumulative Grade point average (GPA)
Optional Details:
When relevant, include:
Current Security Clearance
Job-related training
Language skills
Organizations and affiliations
Professional publications
Eligibility for special programs (e.g., military spouses, individuals with disabilities, etc.)
Current Federal Employees:
Your most recent APPOINTMENT SF-50. The most recent promotion or within-grade increase proving status. This SF-50 should identify your appointing legal authority, position title, series, grade, step, salary, tenure, and type of service (Competitive or Excepted). Some applicants may have to submit more than one SF-50 in order to demonstrate their eligibility.
Your SF-50 reflecting when you entered your highest grade and step (e.g., Within Grade Increase, Promotion, Appointment, etc.) in order to verify time-in-grade requirements.
Additional Documents accepted:
Most recent Performance Appraisal (VA Form 0750)
Award SF-50s
CTAP documentation - RIF notice, SF-50 showing VA employee, and performance appraisal
Failure to submit any of the above mentioned required documents may result in loss of consideration due to an incomplete application package. It is your responsibility to ensure all required documents have been submitted. You will not be contacted for additional information.
Please use this checklist to make sure you have included all documents required for your application. You will not be contacted for additional information.
If you are relying on your education to meet qualification requirements:
Failure to provide all of the required information as stated in this vacancy announcement may result in an ineligible rating or may affect the overall rating.
Beginning September 27, 2025, Federal agencies will only accept resumes up to two pages in length to comply with the Merit Hiring Plan. Resumes longer than two pages will result in ineligibility for further consideration for the position. USAJOBS will not allow you to upload or build resumes longer than two pages, and you will need to update the resumes in your profile before applying for a job. Resumes should include information relevant to the knowledge, skills, abilities, and competencies of the position to which you are applying. VA is unable to make assumptions about qualifications if not clearly listed.
Resumes must be legible so they can be reviewed for eligibility, minimum qualifications and other position requirements listed in the job announcement.
Your resume must be 5MB or less. We recommend saving and uploading your resume as a PDF to maintain formatting and number of pages. We also accept GIF, JPG, JPEG, PNG, RTF, TXT, PDF, ODT or Word (DOC or DOCX). We do not accept PDF portfolio files. We recommend using a sans-serif font size like Lato, if available. Other widely available options are Calibri, Helvetica, Arial, Verdana, Open San Source Sans Pro, Roboto or Noro Sans. Make your page margins 0.5 inches. Consider using 14-point size font for titles and 10-point for the main text in your resume. The resume builder can help you create a resume using these recommendations and uses the information in your USAJOBS profile to help you get started.
Helpful Hints for Creating a Two-Page Resume:
Prioritize most relevant and recent experience
Use concise, results focused language
Align language from the job announcement
Focus on demonstrating skills and competencies
Remove outdated or unrelated experience
Use the USAJOBS resume builder
Additional guidance on this new requirement and resume building tools can be found at:
Please read the entire announcement and all the instructions before you begin an application. To apply and be considered for this position, you must complete all required questionnaires, assessments and submit all required documentation as specified in the How to Apply and Required Documents section. The complete application package must be submitted by 11:59 PM (ET) on the closing date of the announcement to receive consideration. The application process is as follows:
Click the Apply Online button.
Answer the questions presented in the application and attach all necessary supporting documentation.
Click the Submit Application button prior to 11:59 PM (ET) on the announcement closing date.
If you are required to complete any USA Hire Assessments, you will be notified after submitting your application. The notification will be provided in your application submission screen and via email. The notification will include your unique assessment access link to the USA Hire system and the completion deadline. Additionally, in USAJOBS you can click "Track this application" to return to your assessment completion notice.
Access USA Hire using your unique assessment link. Access is granted through your USAJOBS login credentials.
Review all instructions prior to beginning your assessments. You will have the opportunity to request a testing accommodation before beginning the assessments should you have a disability covered under the Rehabilitation Act of 1973 as amended.
Set aside at least 3 hours to take the USA Hire Assessments; however, most applicants complete the assessments in less time. If you need to stop the assessments and continue later, you can re-use your unique assessment link.
Your responses to the USA Hire Assessments will be reused for one year (in most cases) from the date you complete an assessment. If future applications you submit require completion of the same assessments, your responses will be automatically reused.
To update your application, including supporting documentation: During the announcement open period, return to your USAJOBS account, find your application record, and click Edit my application. This option will no longer be available once the announcement has closed.
To view the announcement status or your application status: Visit https://www.usajobs.gov/Help/howto/application/status/. Your application status page is where you can view your application status, USA Hire assessment completion status, and review your notifications sent by the hiring agency regarding your application.
Milwaukee Regional Benefit Office
5400 West National Ave
Milwaukee, WI 53214
US
Next steps
Once your online application is submitted you will receive a confirmation notification by email. After we receive application packages (including all required documents) and the vacancy announcement closes, we will review applications to ensure qualification and eligibility requirements are met. After the review is complete, a referral certificate(s) is issued and applicants will be notified of their status by email. Referred applicants will be notified as such and may be contacted directly by the hiring office for an interview. All referred applicants receive a final notification once a selection decision has been made.
You may check the status of your application at any time by logging into your USA Jobs account and clicking on Applications. Information regarding your application status can be found in the USAJobs Help Center.
Fair and transparent
The Federal hiring process is set up to be fair and transparent. Please read the following guidance.