VAFORMS.NET – VA Form 21P-4718a – Certificate of Balance on Deposit and Authorization to Disclose Financial Records – Using the VA Form 21P-4718a is a great way to make sure your depo account is accounted for and to make sure that you are keeping track of any and all money that you have in your account. This is a very important form and one that you should have on hand at all times. The form is available on the Internet, so you can easily download and print it.
Download VA Form 21P-4718a – Certificate of Balance on Deposit and Authorization to Disclose Financial Records
| Form Number | VA Form 21P-4718a |
| Form Title | Certificate of Balance on Deposit and Authorization to Disclose Financial Records |
| Edition Date | May 2022 |
| File Size | 859KB |
What is VA Form 21P-4718a?
Among the many forms the VA sends out to fiduciaries, VA Form 21-4718a is a bit of a no-brainer. The document is a summary of the VA account’s balance as of the end of the previous fiscal year. The document is printed, but it can also be completed online. The form’s most important feature is that it must be signed by the fiduciary. In addition, it can be shared.
It is also important to note that the Department of Veterans Affairs may require a fiduciary to prepare an annual accounting of the VA account. This is a requirement that all fiduciaries should be aware of. It is also a good idea to have copies of all bank statements for the VA account during the accounting period. This is because a fiduciary will be responsible for spending the funds in accordance with an agreement approved by a VA field examiner.
The VA Form 21-4718a is accompanied by two other forms. The first is a certificate of balance on deposit. The other form is a federal fiduciary’s account. The two forms are required to be signed and dated by the fiduciary. In addition, they are required to be completed on the correct forms.
Where Can I Find a VA Form 21P-4718a?
During the process of filing a VA form 21P-4718a, you will need to provide proof of receipt of ongoing care expenses. This proof can be obtained from the Department of Social Services. You will also need a copy of your marriage certificate.
If you are a fiduciary, you will need to set up a separate bank account for VA funds only. You will also need to provide your social security number. You can obtain this number by requesting, paying for, and providing verification. Social Security numbers are case-sensitive. If you do not have spaces in your social security number, you will need to provide it individually.
The Department of Veterans Affairs requires you to account for your fiduciary’s account each year. This accounting process is fairly straightforward. The VA needs to know your account balance at the start of the accounting period, and it needs to know how much is in the account at the end of the period. It will also want proof that you have paid for ongoing care expenses. Usually, these expenses are medical in nature.
The VA will also use the information on the forms to evaluate whether or not your fiduciary is acting in your best interest. If you have questions about the VA Form 21P-4718a, contact the sign now Support staff.
VA Form 21P-4718a – Certificate of Balance on Deposit and Authorization to Disclose Financial Records
Obtaining a VA Form 21P-4718a is a relatively simple process. The form enables you to determine the total amount of funds you have on deposit with a financial institution. You can print out the form or download it from the internet and fill it out.
The first step is to identify the type of account you have. This may be a dependent care account, a military retirement account, or a compensation account. These accounts are required to be listed separately on the second page of the form.
The second part of the form identifies the expenses you have incurred during the accounting period. These expenses are typically medical in nature. You should also identify the regular monthly VA benefits you have received. This should be listed under Item 1B of the form. If you have retroactive benefits, you must separate the amounts of these benefits from the regular monthly benefits. The benefits will be withheld until the Guardianship unit has had a chance to visit you.
The form also contains information about the privacy act. This act requires that personal information not be disclosed to a third party without authorization. If you want to protect your privacy, you should leave a space for a social security number.
VA Form 21P-4718a Example
