Scribd
Upload
1K views1 page

SF 1199A Direct Deposit Guide

The document provides instructions for completing the SF 1199A direct deposit form for VA benefits. It explains that the fiduciary must fill out sections 1 with their contact and beneficiary information, and check the type of account and that it is for VA compensation. The financial institution fills out section 3 by signing, providing a phone number, and titling the account correctly, such as "John Smith, by Jane Smith, Federal Fiduciary".

Uploaded by

donald trump
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
1K views1 page

SF 1199A Direct Deposit Guide

The document provides instructions for completing the SF 1199A direct deposit form for VA benefits. It explains that the fiduciary must fill out sections 1 with their contact and beneficiary information, and check the type of account and that it is for VA compensation. The financial institution fills out section 3 by signing, providing a phone number, and titling the account correctly, such as "John Smith, by Jane Smith, Federal Fiduciary".

Uploaded by

donald trump
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 1

INSTRUCTIONS FOR COMPLETING THE SF 1199A (Direct Deposit Form)

(PLEASE READ THIS CAREFULLY!)

Section 1 (To be completed by Fiduciary)


A. Type or print your name, address and telephone number.

B. Type or print the name of the Beneficiary.

C. Enter the VA File number. The Fiduciary is required to sign and date.

D. Check type of Bank account “Checking” or “Savings.”

E. The account number to which the funds will be “Direct Deposited” at


your financial institution. Do NOT use whiteout or make handwritten
changes to the account number.

F. Check box, "VA Compensation or Pension".

G. Leave blank and DO NOT complete Joint Account Holder's Certification.

Section 2 Pre-filled with address to return to completed form


Department of Veterans Affairs
VA Fiduciary Intake
PO Box 95211
Lakeland, FL 33804-5211
Fax number: 1-888-581-6826
Phone number: 1-888-407-0144, Option 3
Section 3 (To be completed by your financial Institution)

The bank’s representative MUST sign the form and provide a telephone number for
contact purposes. The depositor account title MUST be filled in with approved title.

Approved Title Examples


• Individual Payee Account: John Smith, By Jane Smith, Federal Fiduciary
(cannot be joint account).
• Must Be – Federal Fiduciary, Guardian, Conservator, Representative Payee,
Curator, Custodian or Trustee.
• Do Not Use – Power of Attorney, Attorney-in-Fact, Agent, Heath Care
Surrogate of Proxy.

You might also like