VA 21P-4706b 2019 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 21P-4706b

How to fill out VA 21P-4706b

1. Begin by downloading the VA Form 21P-4706b from the official VA website or obtain a physical copy.
2. Enter your full name in the designated field at the top of the form.
3. Provide your Social Security number and VA file number, if applicable.
4. Fill in your mailing address, ensuring all details are accurate and up-to-date.
5. Specify the type of benefit you are applying for or reporting by selecting the appropriate options.
6. Complete the income section by reporting all sources of income, including wages, pensions, and any other relevant financial information.
7. If needed, provide details regarding any dependents, including names and relationship to you.
8. Review the certification section, affirming the information provided is true and complete, then sign and date the form.
9. Once completed, submit the form to the appropriate VA office, either by mail or electronically, as indicated on the form.

Who needs VA 21P-4706b?

1. Individuals applying for VA pension benefits.
2. Veterans or their surviving spouses who are reporting changes in their income or other financial circumstances.
3. Those who are appealing a VA decision regarding pension eligibility.

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.

Instructions and Help about VA 21P-4706b

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

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.

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What is VA 21P-4706b?

VA Form 21P-4706b is a form used by veterans and beneficiaries to report certain information related to their claim for benefits.

Who is required to file VA 21P-4706b?

Individuals who are receiving VA benefits and are required to report information that may affect their eligibility or benefit amounts must file VA 21P-4706b.

How to fill out VA 21P-4706b?

To fill out VA 21P-4706b, individuals must complete all required fields, providing accurate information regarding changes in income, assets, or dependency status that may impact their benefits.

What is the purpose of VA 21P-4706b?

The purpose of VA 21P-4706b is to ensure that the VA has current information regarding a beneficiary's financial situation, which is necessary for determining eligibility and the amount of benefits.

What information must be reported on VA 21P-4706b?

Information that must be reported on VA 21P-4706b includes changes in income, assets, and any changes in the number of dependents that may affect benefit eligibility.