The VA Fiduciary’s Account or Federal Fiduciary’s Account is a document formally known as VA Form 21P-4706b. This form is used to detail the receipt and use of funds being managed for a beneficiary during a specific period of time. VA Form 21P-4706b requires pieces of information about the fiduciary, the beneficiary, and the veteran. All the money received and spent will need to be accounted for, as well as an accounting of all savings bonds and other assets owned by the estate.
This is a form that is used by the Department of Veterans Affairs in the United States. The VA Form 21P-4706b is known as the VA Fiduciary’s Account or Federal Fiduciary's Account. It is used to detail the receipt and use of funds that are managed for a beneficiary during a specified period.
This form requires information about the fiduciary, beneficiary, and veteran. You will need to provide an accounting of all money received and spent during the accounting period. You will also need to provide a detailed accounting of all of estate at the end of the period, including a detailed account of all savings bonds owned by the estate. The form must be signed and dated to be complete.
A VA Form 21P-4706b is commonly used to report the receipt and use of funds that are managed for a beneficiary during a specified period.
A VA Form 21P-4706b contains the following sections:
To complete a VA Form 21P-4706b, you will need to provide the following information:
The VA will not disclose information on the form to any source other than what has been authorized under the Privacy Act of 1974 or Title 5, Code of Federal Regulations 1.526 for routine uses (i.e. request from Congressman on behalf of a beneficiary) as identified in the VA system of records, 37VA27, VA Supervised Fiduciary/Beneficiary and General Investigative Records, published in the Federal Register. Your obligation to respond is required to obtain or retain veterans benefits. The information will be used to ensure the proper administration of the beneficiary's income and estate. Failure to furnish the requested information may result in the suspension of payments and/or the appointment of a successor fiduciary.
The VA needs this information to ensure proper administration of the beneficiary's estate. Title 38, United States Code allows us to ask for this information. We estimate that you will need an average of 27 minutes to review the instructions, find the information, and complete this form. VA cannot conduct or sponsor a collection of information unless a valid OMB control number is displayed. You are not required to respond to a collection of information if this number is not displayed. Valid OMB control numbers can be located on the OMB Internet Page at www.reginfo.gov/public/do/PRAMain. OMB Control No. 2900-0017.
