Header and accounting period
The fiduciary's name and address, the VA Fiduciary Hub, the Veteran's name, the beneficiary's name if not the Veteran, the VA file number and the accounting period from and to dates.
21P-4706b
VA Fiduciary's Account (Fillable)
- Agency
- VA
- Revision
- October 2024
- Fillable fields
- 103
- Pages
- 2
- Official source
- VA form page
- Checked
- October 20, 2026
VA Form 21P-4706b: VA Fiduciary's Account
VA Form 21P-4706b is the U.S. Department of Veterans Affairs VA Fiduciary's Account. It is not filed by the beneficiary: the instructions say Items 1 through 8 are completed by the fiduciary and returned to the VA Fiduciary Hub. The form says the fiduciary accounts for all VA funds received on behalf of the beneficiary and keeps receipts and other documentation of expenses, because VA may need to examine them during the audit of the accounting.
The form is two pages. Page 1 is the statement of account: money received, money spent, funds under management and assets at the end of the period. Page 2 holds background questions for individual fiduciaries and a certification of U.S. savings bonds.
You can fill out the PDF free in your browser on this page and download the result without an account.
What's on VA Form 21P-4706b
Item 1: money received
Total estate at the beginning of the period, amounts received from VA and from Social Security with number of months and monthly amount, interest earned and other sources, totaled in line 1I.
Items 2 and 3: money spent and funds left
Room and board or rent, clothing, entertainment, personal use, dependent support, a fiduciary fee if approved by VA and other costs, totaled in 2M. Item 3 subtracts 2M from 1I.
Items 4 and 5: assets at end of period
Checking, savings, certificates of deposit, savings bonds and other items such as outstanding checks. The form says total assets in Item 5 must equal Item 3.
Items 6 to 8: remarks and certification
Remarks, a note that the account is complete under the signed Fiduciary Agreement (VA Form 21P-4703), the date and the fiduciary's signature and title in ink.
Items 9 and 10 and Section II
Two initialed certifications about criminal and credit history during the period, an explanation box, a savings bond table for up to 10 bonds and the bond certification.
How to fill out VA Form 21P-4706b
- 1
Fill in the header
Enter the fiduciary's name and address, the Veteran and beneficiary, the VA file number and the accounting period.
- 2
Enter money received and spent
The instructions say to show the monthly amount where indicated, in addition to the amount for the accounting period.
- 3
Check the totals
Item 3 is line 2M subtracted from line 1I, and the form says total assets in Item 5 must equal Item 3.
- 4
Attach bank statements
The instructions say to attach detailed monthly financial (bank) statements for the entire accounting period to support the transactions on the accounting.
- 5
Complete page 2 where it applies
An individual fiduciary initials the Item 9 certifications. A fiduciary holding savings bonds lists them and signs Section II.
- 6
Sign and return it
Date Item 7, sign Item 8 in ink with the fiduciary's title, and return the account to the VA Fiduciary Hub.
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Where it goes and edition details
VA Fiduciary Hub
The instructions say Items 1 through 8 are returned to the VA Fiduciary Hub. The form does not print a street address.
Records for the audit
The form says the fiduciary keeps receipts and other documentation of expenses because VA may need to examine them during the audit of the accounting.
Privacy Act
The notice says a response is required to obtain or retain benefits, and that failure to furnish the information may result in the suspension of payments and/or the appointment of a successor fiduciary.
Edition
The OCT 2024 edition supersedes VA Form 21-4706b, DEC 2021, which will not be used. It carries OMB Control No. 2900-0017, which expires 10/31/2027, with a respondent burden of 27 minutes.
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Who uses VA Form 21P-4706b?
The form is completed by a VA fiduciary, not by the Veteran or beneficiary.
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Questions about Form 21P-4706b
Who completes VA Form 21P-4706b?
The VA fiduciary. The instructions say Items 1 through 8 are completed by the fiduciary and returned to the VA Fiduciary Hub.
What goes with the account?
The instructions say to attach detailed monthly financial (bank) statements for the entire accounting period. The form also says to keep receipts and other expense documentation for VA's audit.
Does every fiduciary answer the background questions?
No. Item 9 is for an individual appointed as fiduciary. The form says a facility administrator, a company or corporation, or a court-appointed fiduciary also appointed by VA is not required to respond.
What must total assets equal?
The form says total assets in Item 5 must equal Item 3, the total funds under management at the end of the period.
Can a fiduciary fee be listed?
Line 2F of money spent is for a fiduciary fee if approved by VA.
Which agreement does the account refer to?
The note on page 1 refers to the fiduciary's signed Fiduciary Agreement, VA Form 21P-4703.