Get Va 21p-4706b 2019-2025

Filling out the VA 21P-4706b form is a crucial step for fiduciaries managing a beneficiary's estate. This guide provides a clear, step-by-step approach to help you accurately complete the form online, ensuring that you meet all necessary requirements and support the audit process.

Follow the steps to successfully complete the form.

1. Press the ‘Get Form’ button to obtain the form and open it in the online editing tool.
2. Begin with the section titled 'Name and address of fiduciary,’ entering the required information about yourself as the fiduciary.
3. Fill in the name of the veteran and the name of the beneficiary (if applicable) along with their VA file number, ensuring accurate details are provided.
4. Proceed to Section I - Statement of Account. Complete items 1 through 7, detailing the funds received and expenses incurred on behalf of the beneficiary during the accounting period.
5. In item 1, provide monthly amounts received, along with totals from various sources such as VA and Social Security.
6. For item 2, detail the money spent, categorizing it into sections such as room and board, clothing, and personal use.
7. Account for all funds accurately in item 3, ensuring that the total funds under management are calculated correctly.
8. Complete the 'Background Information' section if you are an individual fiduciary, ensuring to respond to all questions honestly.
9. In the Certification of U.S. Savings Bonds section, verify ownership of the savings bonds listed.
10. Once all fields are completed and verified, you can save changes, download, print, or share the completed form as needed.

Complete your VA forms online today to ensure effective management of fiduciary responsibilities.