Home
Forms Library
Form 21 4703 Fiduciary Agreement

Form 21 4703 Fiduciary Agreement-2025

Form 21 4703 Fiduciary Agreement Preview on Page 1

See details

4.1 out of 5

38 votes

The document is a Fiduciary Agreement for the appointment of a fiduciary to manage VA benefits for a beneficiary. It outlines the responsibilities and obligations of the fiduciary, including the proper use of funds, record-keeping, and reporting requirements. The agreement emphasizes that VA funds must be used exclusively for the beneficiary's benefit and details the process for accounting and investment of surplus funds. It also includes privacy notices and legal disclaimers regarding the collection of information.

Here's how it works

01. Edit your form online

Type text, add images, blackout confidential details, add comments, highlights and more.

02. Sign it in a few clicks

Draw your signature, type it, upload its image, or use your mobile device as a signature pad.

03. Share your form with others

Send it via email, link, or fax. You can also download it, export it or print it out.

How to use or fill out Form 21 4703 Fiduciary Agreement with our platform

Ease of Setup

DocHub User Ratings on G2

Ease of Use

DocHub User Ratings on G2

Click ‘Get Form’ to open it in the editor.
Begin by filling in the 'ADDRESS OF VA OFFICE' and 'VA CONTACT/PHONE NUMBER' fields. Ensure that all information is accurate to avoid delays.
Enter the 'NAME OF VETERAN' along with their 'SOCIAL SECURITY NUMBER' and 'VA FILE NUMBER'. This information is crucial for identifying the beneficiary.
List the names of all beneficiaries in section 6, ensuring each name is clearly marked from A to F as applicable.
In section 7, select your role as fiduciary by checking the appropriate box (e.g., Legal Custodian, Spouse Payee).
Complete sections 8A, 8B, and 8C regarding lump sum amounts and monthly amounts you agree to save for the beneficiary.
Sign and date the form in sections 9A through 9C. Make sure your signature matches your printed name.
Review all entries for accuracy before submitting. Utilize our platform's features to save or share your completed form easily.

Start using our platform today to fill out your Form 21 4703 Fiduciary Agreement online for free!

be ready to get more

Complete this form in 5 minutes or less

Get form

Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

What is a VA fiduciary form 21P 4703?

OMB Control Number: 2900-0319. Type of Review: Revision of a currently approved collection. Abstract: VA Form 21P-4703 is primarily used as a legal contract between the VA and a Federal fiduciary. The form outlines the roles and responsibilities of the fiduciary concerning the use of VA funds.

Can a family member be a VA fiduciary?

Generally, family members or friends serve as fiduciaries for beneficiaries; however, when friends or family members are not able to serve, VA looks for qualified individuals or organizations to serve as a fiduciary.

What does a fiduciary do when someone dies?

It is the fiduciarys responsibility to take control of (marshal) all assets comprising an estate or trust. Especially when a fiduciary assumes office at the grantors or testators death, it is crucial to secure and value all assets as soon as possible.

What happens to a VA fiduciary account when the beneficiary dies?

If the beneficiary dies without a will or heirs, you must return any remaining VA funds to VA. You may contact your fiduciary hub of jurisdiction for further information.

What happens to VA fiduciary account at death?

5502(e) provides that funds held by a VA or court-appointed fiduciary shall be returned to VA if the estate would escheat to the state under the laws of the state in which the veteran resided at the time of death.

Does VA compensation continue after death?

Survivors of peacetime veterans are not entitled to the VA Survivors Pension. However, if the veterans death was the result of service-connected disability, dependents may be entitled to VA Dependency and Indemnity Compensation (DIC). Survivors are not eligible for both.

Form 21 4703 Fiduciary Agreement-2025

Here's how it works