Va Form 29 0309 PDF Details

The VA Form 29-0309 is a critical document for veterans and beneficiaries managing their government life insurance payments. Recognized by the Office of Management and Budget (OMB) with an approval number 2900-0665, this form carries an estimated completion time of 20 minutes and facilitates the setup or modification of direct deposit details for receiving payments. Its importance lies not just in the administrative process of enrolling in direct deposit or changing an existing account but also in ensuring that the beneficiaries can access their entitled funds with ease and security. Section I of the form requires detailed personal information including the insurance file number and social security number, underscoring the need for accuracy. Additionally, the form advises attaching a voided check to bypass the more detailed banking information sections if available, a tip that simplifies the process. Notably, it includes provisions for those using or intending to use VAMATIC, the VA's automatic deduction service for monthly premiums, highlighting an integrated approach to managing veterans' financial transactions. The form also comes with a respondent burden notice, a privacy act notice, and instructions for those who require assistance, reinforcing transparency and support for users. With its comprehensive scope, VA Form 29-0309 stands as a pivotal tool in the financial management of veterans’ life insurance benefits.

QuestionAnswer
Form NameVa Form 29 0309
Form Length1 pages
Fillable?No
Fillable fields0
Avg. time to fill out15 sec
Other namesveteran va deposit change, va direct deposit enrollment change, form direct deposit change, va form 29 0309 fillable

Form Preview Example

OMB Approved No. 2900-0665

Respondent Burden: 20 minutes

DIRECT DEPOSIT ENROLLMENT/CHANGE

IMPORTANT: You can use this form to enroll in Direct Deposit or to make a change to an existing direct deposit account.

SECTION I - TO BE COMPLETED BY PAYEE

1. NAME AND ADDRESS

2.INSURANCE FILE NUMBER

3.SOCIAL SECURITY NUMBER (Must supply)

4.DAYTIME TELEPHONE NUMBER

()

I hereby authorize the Department of Veterans Affairs to start/change direct deposit at the financial institution stated in Item 7, for the purpose of depositing directly into the account stated in Item 10, any and all Government Life Insurance payments that I am entitled to receive from all insurance policies under the insurance file number shown in Item 2.

5. SIGNATURE

6. DATE

SECTION II - PLEASE ATTACH A VOIDED PERSONAL CHECK. IF YOU DO, SKIP BLOCKS 7 - 10. IF YOU DO NOT HAVE A CHECKING ACCOUNT, CONTACT YOUR BANK FOR HELP IN COMPLETING BLOCKS 7 - 10.

NOTE: PLEASE PROVIDE A COPY OF THE POWER OF ATTORNEY IF YOU HAVE NOT ALREADY DONE SO. WHEN A POWER OF ATTORNEY IS APPLYING FOR DIRECT DEPOSIT, A COPY OF A CHECK MUST BE SUBMITTED SHOWING THE INSURED'S NAME ON THE ACCOUNT.

7. NAME OF BANK/FINANCIAL INSTITUTION

8. PHONE NUMBER OF BANK/FINANCIAL INSTITUTION

9. BANK ROUTING NUMBER (9 DIGITS)

10. BANK ACCOUNT NUMBER

CHECKING

SAVINGS

 

 

 

 

 

 

Customer Name

 

 

 

 

 

 

 

 

 

Check No. 1234

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Street Address

 

 

 

 

 

SAMPLE CHECK

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

City, State, ZIP

 

 

 

 

 

 

 

 

 

 

 

The bank routing

 

PAY TO THE

 

 

 

 

 

 

 

$

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

ORDER OF

 

 

 

 

 

 

 

 

 

 

number is always

 

 

 

 

 

 

 

 

 

 

 

 

 

 

9 digits and appears

 

 

 

 

 

 

 

 

 

 

 

 

 

 

between the

 

 

 

:

 

 

 

 

 

 

 

 

 

 

 

Dollars

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

symbols.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

:

 

 

 

 

 

:

"

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

123456789

 

 

 

 

 

1617284958569678 .

 

1234

 

 

 

 

 

 

 

 

Bank Routing

 

 

 

 

 

Bank Account

Check Number

 

 

 

 

 

 

 

 

Number

 

 

 

 

 

Number

(not needed)

The bank account number varies in

.or spaces. The

"symbol indicates the end of the account number.length and may containdashes

11. DO YOU PARTICIPATE IN VAMATIC (AUTOMATIC DEDUCTION OF MONTHLY INSURANCE PREMIUM FROM A CHECKING

ACCOUNT)? IF YES, DOES THIS CHANGE APPLY TO VAMATIC?

YES

 

NO

 

 

 

 

 

 

 

 

MAIL THE COMPLETED FORM TO:

For an Insured:

VAROIC-DD P.O. BOX 42954 PHILADELPHIA, PA 19101

For a Beneficiary:

VAROIC-DD P.O. BOX 7208 PHILADELPHIA, PA 19101-7208

FAX Number: 1-888-748-5828

FAX Number: 1-888-748-5822

Respondent Burden: We need this information to ensure proper transmission of your funds via electronic transfer to your financial institution (31 CFR 208.3 and 210.4). Title 38, United States Code, allows us to ask for this information. We estimate that you will need an average of 20 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.whitehouse.gov/library/omb/OMBINVC.html#VA. If desired, you can call 1-800-827-1000 to get information on where to send comments or suggestions about this form.

Privacy Act Notice: The VA will not disclose information collected on this 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 identified in the VA system of records, 36VA00, Veterans and Armed Forces Personnel U.S. Government Life Insurance Records-VA, published in the Federal Register. Giving us your SSN account information is mandatory. Applicants are required to provide their social security number. The responses you submit are considered confidential (38 U.S.C. 5701).

IF YOU HAVE ANY QUESTIONS ABOUT DIRECT DEPOSIT, PLEASE CALL OUR TOLL-FREE NUMBER 1-800-669-8477.

VA FORM

29-0309

Existing stock of VA Form 29-0309, NOV, 2010,

AUG 2013

 

may be used.

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1. While filling in the form 29 0309, make certain to include all of the necessary fields in its associated section. It will help hasten the process, making it possible for your information to be handled efficiently and appropriately.

Filling out segment 1 in va form direct deposit change

2. The next stage is to fill out the next few blanks: DO YOU PARTICIPATE IN VAMATIC, YES, MAIL THE COMPLETED FORM TO, For an Insured VAROICDD PO BOX, For a Beneficiary VAROICDD PO BOX, Respondent Burden We need this, IF YOU HAVE ANY QUESTIONS ABOUT, AUG VA FORM, and Existing stock of VA Form NOV.

Step number 2 in filling in va form direct deposit change

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