Get Va 21p-4706c 2016

The VA 21P-4706c form is essential for court-appointed fiduciaries managing the accounts of veterans and their estates. This guide provides you with clear and precise steps to fill out this form online, ensuring you can complete the process with confidence and accuracy.

Follow the steps to fill out the VA 21P-4706c form online

1. Press the ‘Get Form’ button to download the VA 21P-4706c form and open it for editing.
2. Begin with Section I - Receipts. Enter the name of the veteran, including their first, middle, and last names. Fill in the VA file number and the date of the report.
3. List each source of income or investment liquidated. In the 'Received From' field, specify where the income is originating. Then, indicate the amount received in the corresponding field.
4. Sum the total receipts and input this figure in the 'Total Receipts' section.
5. Move to Section II - Expenditures. Again, fill in the date when each expenditure occurred.
6. In the 'To Whom Paid and Purpose' field, specify whom the payments were made to and for what reason. Record the amounts for each expenditure.
7. Calculate the total expenditures and enter this amount in the 'Total Expenditures' section.
8. Proceed to Section III - Summary of Account. Begin with the cash balance from the last accounting.
9. Add the total receipts and total expenditures, and enter these figures to calculate the cash balance in the estate. List any investments acquired or liquidated during the period.
10. Fill out the total value of the estate, and confirm the final cash balance.
11. In Section IV - Certificate of Balance on Deposit, provide the name and address of the financial institution where the estate funds are held.
12. Indicate the checking and savings account balances, including interest earned during the period.
13. Finally, in Section V - Certificate as to Securities, complete the details of any securities held. Include the kind of security, interest rate, date of purchase, face value, and cost.
14. After completing all sections, review the information for accuracy before finalizing the document. You can save changes, download, print, or share the completed form.

Complete your document online today and ensure proper management of the veteran's estate.