Get Vba-21p-4718a-are.pdf

This guide provides comprehensive instructions on how to accurately complete the VBA-21P-4718a-ARE.pdf form online. By following these steps, users can ensure that their form is filled out correctly and efficiently.

Follow the steps to complete the form effortlessly.

1. Click ‘Get Form’ button to obtain the form and load it in the online editor.
2. In Section I, the fiduciary should enter their name in Item 1, the name of the beneficiary in Item 2, and the VA file number in Item 3. Ensure that all names are correctly spelled.
3. Next, Item 4A requires the fiduciary to provide the name of the financial institution. Item 4C should include the name and telephone number of a contact person at the financial institution.
4. In Item 5, the fiduciary must input the date which indicates when the account information was last accurate (Month, Day, Year). Make sure the date is correct to prevent processing issues.
5. For Item 6, the financial institution will fill in the account information. This includes the type of account, account number, depositor account title, balance, interest earned, and current interest rate. Ensure that this information is accurate and complete.
6. The financial institution representative must sign and date the certification in Items 7A, 7B, and 7C, ensuring their official seal or stamp is included where necessary.
7. In Section II, the fiduciary must read the authorization statements carefully and then sign in Item 9A and date in Item 9B. This confirmation authorizes the financial institution to disclose the financial records.
8. Once all sections are completed, review the form for accuracy and completeness before submitting it. Users can save changes, download a copy for their records, print the form, or share it as required.

Complete your forms online with confidence by following this guide.