21p 4718a 2026

The document is a VA Form 21-4718a, titled 'Certificate of Balance on Deposit and Authorization to Disclose Financial Records.' It is used by fiduciaries to certify the balance of funds held in financial institutions on behalf of VA beneficiaries. The form includes sections for both the financial institution and the fiduciary, detailing privacy information, respondent burden, and instructions for completion. It emphasizes the importance of accurate reporting for the administration of benefits and outlines the rights of the fiduciary regarding financial privacy.

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Click ‘Get Form’ to open the 21p 4718a in the editor.
Begin by completing Section I, where you will enter the fiduciary's name (Item 1) and the beneficiary's name (Item 2). Ensure accuracy as this information is crucial for identification.
Provide the VA file number in Item 3. This number is essential for processing your request efficiently.
Next, hand the form over to your financial institution. They will complete Items 4A through 7C, including their seal or stamp, which is mandatory for validation.
Once completed by the financial institution, return to our platform and upload the signed document. Make sure all sections are filled correctly before submission.
In Section II, as the fiduciary, sign and date Item 9A and Item 9B to authorize disclosure of financial records. This step can be done before or after the financial institution completes their section.

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