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- Click ‘Get Form’ to open the VA Form 21P-4718a in our editor.
- Begin by filling out Section I. As the fiduciary, enter your name in Item 1, followed by the beneficiary's name in Item 2 and the VA file number in Item 3.
- Next, hand the form over to your financial institution. They will complete Items 4A through 7C, including their seal or stamp.
- Once completed, ensure that you receive the certificate back from the financial institution for submission to VA.
- Proceed to Section II. Here, as the fiduciary, sign and date Item 9A and 9B to authorize disclosure of financial records.
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21-4706b. Federal Fiduciary Account. 11/03. 21-4718a. Certificate of Balance on Deposit and. 10/01. Authorization to Disclose Financial Records. 21-8049.Read more
SUPERSEDES VA FORM 21-4718a, DEC 2021,. WHICH WILL NOT BE USED. 5. DATA IN INSTRUCTIONS FOR COMPLETION OF VA FORM 21P-4718a. Section I - CertificateRead more