Get 21-4706b. Federal Fiduciary''s Account (jetform) - Vba Va

Filing the 21-4706B form is an essential task for fiduciaries managing funds on behalf of a beneficiary. This guide provides clear, step-by-step instructions to help users fill out this form correctly and efficiently.

Follow the steps to successfully complete the 21-4706B form online.

1. Press the ‘Get Form’ button to access the form and open it in your document editor.
2. Begin by entering the name and address of the fiduciary, as well as the name of the veteran and beneficiary, if applicable.
3. Complete Section I - Statement of Account by filling in the accounting period dates and the amounts received from various sources, including the VA and Social Security.
4. List any additional funds received, including savings bonds and the total amounts of different accounts such as checking and savings.
5. Proceed to Section II - Money Spent, detailing expenses such as rent and personal use costs, indicating the number of months and the monthly amounts.
6. Calculate the total funds under management at the end of the accounting period by subtracting total expenditures from total funds received.
7. In the Remarks section, provide any additional notes that may be necessary. If needed, attach supplementary sheets.
8. Sign the form certifying the accuracy of the information reported, and include the date of submission.
9. Once completed, save your changes, and choose to download, print, or share the form as required.

Complete your documents online to ensure accurate and timely management of fiduciary accounts.