VA 21P-4706b 2012 free printable template

DATE 8. SUBMITTED BY Signature and title of fiduciary 9. DATE APPROVED VA FORM OCT 2012 21P-4706b 10. APPROVED BY Signature and title of VA official EXISTING STOCKS OF VA FORM 21-4706b MAR 2006 WILL NOT BE USED. NOTE Pursuant to my signed Fiduciary Agreement VA Form 21-4703 this is a complete accounting of all funds I received for the beneficiary. Show monthly amount where indicated in addition to amount for accounting period. Attach a completed Certification of Funds on Deposit VA Form...

How to fill out va form 21p 4706b

How to fill out VA Form 21P-4706b:

1. Start by downloading the form from the official Department of Veterans Affairs (VA) website or visit a VA regional office to obtain a copy.
2. Read the instructions carefully to understand the purpose and requirements of the form.
3. Provide your personal information in section 1, including your name, social security number, and contact details.
4. If applicable, indicate the name and relationship of the Veteran you are claiming reimbursement for in section 2.
5. Identify the type of claim you are making in section 3, such as travel expenses or clothing allowance.
6. Fill out section 4 by providing details about the expenses you are seeking reimbursement for. Include dates, description of expenses, and the total amount.
7. Sign and date the form in section 5.
8. If you have any supporting documents, such as receipts or invoices, attach them to the completed form.
9. Make copies of the form and all supporting documents for your records.
10. Submit the completed form and supporting documents to the appropriate VA office as instructed in the form's instructions.

Who needs VA Form 21P-4706b:

1. Veterans who wish to claim reimbursement for expenses related to specific VA benefits, such as travel expenses or clothing allowances.
2. Dependents or survivors of eligible Veterans who are authorized to receive benefits and need to claim reimbursement for expenses directly related to the Veteran's benefits.
3. Individuals acting on behalf of eligible Veterans or their dependents/survivors, such as appointed fiduciaries or legal representatives, who are responsible for managing the Veteran's financial affairs and need to claim reimbursement on their behalf.

Who needs a Form VA 21P-4706b?

Any person who acts as a VA fiduciary and responsible for beneficiary’s money management must complete this Federal Fiduciary’s Account form in order to report on the current status of the account.

What is Form VA 21P-4706b for?

This fillable VA form 21p 4706b is designed to provide accurate information on the financial indicators of the veteran’s account. Fiduciary provides information on money received, spent and actual assets at the end of report’s period. The form includes information about U.S. Saving Bonds, which are the property of the estate of the beneficiary. The entire form must be certified by the VA Fiduciary Activity.

Is Form VA 21P-4706b accompanied by other forms?

The VA Form 21-4718a, Certification of Funds on Deposit, should be attached if this VA 21P-4706b shows any funds on deposit.

When is Form VA 21P-4706b due?

The time period described in this form is specified in the form itself. Form VA 21P-4706b is filled on request and is not tied to any specific dates.

How do I fill out Form VA 21P-4706b?

You should provide information on topics mentioned above. They are: 1) Money received; 2) Money Spent; 3) Total estate at end of period; 4) Assets at end of period; 5) Total assets;

A completed form should be signed by fiduciary and VA official.

Where do I send Form VA 21P-4706b?

Completed and signed, this form must remain with the official representative of the VA.

Video instructions and help with filling out and completing va form 21p 4706b

Instructions and Help about va form 21p 4706b printable

Hi there Looks like you've got an accounting coming due This video is the second in a set of three videos which explain the steps in completing your annual accounting This video will give you instructions on how to complete the income section of your accounting For more information on the other steps in the accounting process see our other videos Before You Begin Your Accounting which discusses the steps you should take to prepare for your accounting and How to Complete YourAccounting Part Two which discusses how to complete the expenses section and finalize all accounting actions Before we begin you should have gathered all bank statements and any other pertinent information Also if required you should have a completed VA Form 21P-4718a Remember most fiduciaries won't need to complete that form Now let's get in to how to complete your accounting using VA Form 21P-4706b Federal Fiduciaries Account Lets start with the basics First you'll need a pen I know that might sound silly but by law this accounting form cannot be completed in pencil If you're more comfortable using a computer electronic copies of this document can be found at the website here The web address is also located on your accounting request letter Now lets get in to the nuts and bolts Lets look at the section called MoneyReceived This will be where you document the moneyyouve received from the VA on behalf of the beneficiary First lets talk Total Estate at Beginning of Period If this is your first accounting thatseasy Put zero Even if you were informally handling the beneficiarysfunds before you were appointed as fiduciary for VA purposes you began handling the VA funds under management on the day you were appointed If this is not your first accounting the beginning estate should match the ending estate value from the previous accounting Check the last accounting that was approved by VA and look at Block 5 in the second column right above Remarks Your beginning balance should exactly match that number Now let's take a look at income There's a couple sections here First AmountReceived from VA When documenting VA income take a look at your bank statements and keep track of what was deposited by VA through the accounting period You'll enter the number of months and the amount for those months For example lets say the beneficiary received an increase in benefits halfway through the year In this case the beneficiary was receiving2000 per month from January through the end of June and 2500 per month from July through December In the first line under number of months enter 6 and under monthly mount enter 2000 In the second line under number of months also enter 6 and under monthly amount enter 2500 Finally under the amount column enter the total for each 6-month period So for the first line you'd enter 12000 6 months at 2000 per month The Amount received from Social Security works the same way as the VA section You should only complete this section if journals the payee for social...

People Also Ask about va form 21p 4706b

What is a VA form 21P 4706c?

VA Forms. VA Form 21-4706b: Federal Fiduciary Account. VA Form 21-4706c: Court Appointed Fiduciary's Account. VA Form 21P-4718a: Certificate of Balance on Deposit and Authorization to Disclose Financial Records. VA Form 21-526EZ: Veteran's Application For Disability Compensation And Related Compensation Benefits.

Who fills out VA form 21 674b?

VA Form 21-674 should be completed by the person receiving or claiming benefits for a veteran's child who is at least 18 but under 23 and attending school. The veteran's child should complete the form only if you have reached the age of majority and is or will be entitled to receive direct payment of VA benefits.

What is the purpose of VA form 21 674b?

Use this form to report to VA any change in the child's status, such as termination of school attendance or marriage.

What is the VA form 21P-4706b for?

The VA Form 21P-4706b is known as the VA Fiduciary's Account or Federal Fiduciary's Account. It is used to detail the receipt and use of funds that are managed for a beneficiary during a specified period. This form requires information about the fiduciary, beneficiary, and veteran.

What is VA form 21 526b used for?

VA Form 21-526 and 21-526b are used to gather the necessary information to determine a veteran's eligibility, dependency, and income, as applicable, for the compensation and/or pension benefit sought. Claimants who need assistance in obtaining non-VA medical records complete VA Form 21-4142.

What is a VA form 21 526b?

What is a VA Form 21 526b? A VA Form 21-526B is known as a Veteran's Supplemental Claim for Compensation. This form is used by the Department of Veterans Affairs in the United States. This is a one-page form that will be used in conjunction with other claim forms.

For pdfFiller’s FAQs

What is va form 21p 4706b?

VA Form 21P-4706b is a Department of Veterans Affairs (VA) form titled "Authorization and Consent to Release Information to the Department of Veterans Affairs (VA)". This form is used by a veteran or beneficiary to authorize the release of their medical and non-medical information to the VA for the purpose of processing and administering benefits. The form outlines the specific information that is being released and requires the signature of the individual authorizing the release.

Who is required to file va form 21p 4706b?

VA Form 21P-4706b is required to be filed by individuals who wish to apply for pension benefits from the Department of Veterans Affairs (VA). Specifically, it is used to report income and net worth information for the purpose of determining if an applicant qualifies for VA pension benefits.

How to fill out va form 21p 4706b?

To fill out VA Form 21P-4706b, you can follow these steps: 1. Download the form: Visit the official VA website and search for VA Form 21P-4706b. Download and save the form to your computer. 2. Read the instructions: Before starting to fill out the form, read the instructions provided with the form carefully. This will help you understand the purpose and requirements of the form. 3. Provide personal information: Fill in your personal information, including your name, social security number, address, phone number, and email address. Ensure that the information provided is accurate and up-to-date. 4. Explain the purpose of the form: Describe the purpose of the form and why you are submitting it. Provide a clear and concise statement explaining what you are seeking from the VA. 5. Provide relevant supporting documentation: Attach any supporting documents that are necessary to support your claim. These may include medical records, financial statements, or any other documents required for your specific request. 6. Sign and date the form: Verify that all the information provided is correct and sign and date the form in the designated areas. 7. Submit the form: After completing the form, make a copy for your records and submit the original form along with any required supporting documents to the appropriate VA office or address provided in the instructions. It is important to keep a copy of the form and any supporting documents for your records, as well as any confirmation of submission or delivery.

What is the purpose of va form 21p 4706b?

The purpose of VA Form 21P-4706b is to allow veterans or survivors to change or update their direct deposit information for certain VA benefit payments. By submitting this form, individuals can provide the necessary information to have their VA benefits deposited directly into their designated bank account.

What information must be reported on va form 21p 4706b?

VA Form 21P-4706b is used to report the annual income of a veteran or surviving spouse who is receiving pension benefits from the Department of Veterans Affairs (VA). The form requires the following information to be reported: 1. Personal information: The form requires the veteran's or surviving spouse's name, Social Security Number, date of birth, and address. 2. Income information: The form asks for a detailed breakdown of all sources of income received by the veteran or surviving spouse, including wages, self-employment income, rental income, dividends, interest, Social Security benefits, pensions, and any other sources of income. 3. Spousal income: If the veteran or surviving spouse is married, the form also requires reporting of the spouse's income, including wages, self-employment income, and any other sources of income. 4. Unreimbursed medical expenses: The form requires reporting of any out-of-pocket medical expenses incurred by the veteran or surviving spouse, including expenses related to health insurance premiums, prescription medications, doctor visits, hospital stays, and other medical services not covered by insurance. 5. Net worth information: The form asks for information about the value of assets owned by the veteran or surviving spouse, such as real estate, vehicles, bank accounts, stocks, bonds, and any other assets. 6. Deductions and exclusions: The form also allows for reporting of certain deductions and exclusions that can reduce the reported income or net worth, such as deductible medical expenses, certain education expenses, and expenses related to a dependent's care. It's important to note that the specific details and requirements may vary depending on the individual's circumstances and the specific instructions provided with the form.

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