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Benefit Forms

Fiduciary Forms

 

Federal Fiduciary Account
VAF 21-4706B | Adobe PDF
Use this Form: It will be completed by VA appointed and recognized fiduciaries of VA beneficiaries.

Court Appointed Fiduciary's Account
VAF 21-4706C | Adobe PDF
Use this Form: It will be completed by VA appointed and recognized fiduciaries of VA beneficiaries. This form requires a sworn signature.

Certificate as to Assets
VAF 21-4709 | Adobe PDF
Use this Form: To verify investments in savings, bonds, and other securities reported by the fiduciary as part of the beneficiary's estate.

Certificate of Balance on Deposit and Authorization to Disclose Financial Records
VAF 21-4718A | Adobe PDF
Use this Form: Fiduciaries are required to obtain certifications that the balances remaining on deposit in financial institutions as shown on accountings are correct.