Va Form 29 1546 PDF Details

The VA Form 29-1546 is a crucial document for veterans and their beneficiaries, dealing with the cash surrender or policy loan options of government life insurance. It encompasses the application process for individuals seeking to either obtain the cash surrender value of their life insurance policy or to apply for a policy loan against the value of their insurance. The form is designed to gather necessary information from the applicant, including personal identification and policy details, to facilitate the approval and processing of their request. Additionally, it contains sections on how the applicant wishes to receive the payment, be it through direct deposit or check, and outlines the options for using dividends and dealing with future payments. Filled with privacy act information, it also explains the respondent's burden, emphasizing the importance of providing accurate information for the maintenance of government insurance programs. The form requires a signature to confirm the surrender or loan against the policy, further ensuring the bona fide of the transaction. Through this form, the Department of Veterans Affairs extends a structured method for veterans to access their policy's benefits in times of need, reflecting the ongoing support to individuals who have served the nation.

QuestionAnswer
Form NameVa Form 29 1546
Form Length2 pages
Fillable?No
Fillable fields0
Avg. time to fill out30 sec
Other namesform 1546, va gov forms 29 1546, who education and health, form application policy

Form Preview Example

OMB Control No. 2900-0012

Respondent Burden: 10 minutes

Expiration Date: 06/30/2021

APPLICATION FOR CASH SURRENDER

GOVERNMENT LIFE INSURANCE

PRIVACY ACT INFORMATION: No insurance deduction may be made unless a completed authorization has been received (38 CFR 8.8). The information requested is required to obtain or retain benefits and will be used by VA employees and your authorized representatives in the maintenance of Government insurance programs. Responses may be disclosed outside VA only if the disclosure is authorized under the Privacy Act, including the routine uses identified in the VA system of records, 36VA29, Veterans and Uniformed Services Personnel Programs of U.S. Government Life Insurance - VA, published in the Federal Register.

RESPONDENT BURDEN: We need this information to determine, establish, or verify your eligibility for VA Insurance benefits (38 U.S.C. 5902). Title 38 United States Code, allows us to ask for this information. We estimate that you will need an average of 10 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/PRASearch. If desired, you can call 1-800-827-1000 to get information on where to send comments or suggestions about this form.

1. FIRST-MIDDLE-LAST NAME (Type or print)

2. INSURANCE FILE NUMBER

 

F

 

 

3. MAILING ADDRESS (Must be completed)

4. POLICY NUMBER (Include letter prefix)

 

 

 

5. DAYTIME TELEPHONE NUMBER (Include Area Code)

 

 

 

6. SOCIAL SECURITY NUMBER

7.I HEREBY SURRENDER MY: (Check appropriate box)

BASIC INSURANCE POLICY

PAID-UP ADDITIONS ONLY

BASIC INSURANCE AND PAID-UP ADDITIONS

USE SURRENDER VALUE TO BUY REDUCED PAID-UP INSURANCE

PARTIAL SURRENDER OF PAID-UP ADDITIONS (Amount of check) $

8. FUTURE DIVIDEND OPTION

 

 

 

 

 

 

 

 

PAY TO ME IN CASH

 

APPLY TO PAY PREMIUMS IN ADVANCE

 

HOLD ON DIVIDEND CREDIT

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

APPLY TO PAY INDEBTEDNESS

 

APPLY TO BUY PAID-UP ADDITIONS

 

 

HOLD ON DIVIDEND DEPOSIT

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

NET CASH

 

NETLOLI

 

 

NETPUA

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

NET OPTIONS: Dividend pays annual premium and remainder is used to reduce loan (NETLOLI), buy additional insurance (NETPUA), or refunded to veteran (NETCASH).

I hereby surrender all my right, title and interest in the basic insurance policy and/or paid-up additions represented by the policy number shown in Item 4 for the purpose of obtaining the cash surrender value.

9. FULL SIGNATURE OF INSURED (Do not print - Sign in ink)

10. DATE

11. HOW WOULD YOU LIKE TO RECEIVE THIS PAYMENT?

 

 

BY CHECK

 

 

BY DIRECT DEPOSIT (Please attach a voided personal check)

 

 

(NOTE: If you are currently on Direct Deposit, this will

 

 

(NOTE: The account must be in the name of the veteran. Direct Deposit will continue with all

 

 

stop all future payments by electronic transfer until we

 

 

future payments to this account. You must notify us of any changes.)

 

 

receive instructions from you.)

 

 

 

 

 

 

 

A. NAME OF FINANCIAL INSTITUTION

B. TRANSIT/ROUTING NUMBER

 

 

ADDRESS SHOWN IN ITEM 3

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

C. DEPOSITOR ACCOUNT NUMBER

D. TELEPHONE NUMBER OF FINANCIAL

 

 

TEMPORARY ADDRESS SHOWN BELOW

 

 

 

INSTITUTION

 

 

 

 

 

 

 

 

 

 

 

 

 

(Please print)

 

 

 

 

E. ADDRESS OF FINANCIAL INSTITUTION

F. TYPE OF DEPOSITOR ACCOUNT

 

CHECKING

 

SAVINGS

IMPORTANT - After this form has been completed and signed, it should be mailed to: Department of Veterans Affairs

P.O. Box 7327 Philadelphia, PA 19101

PLEASE DO NOT RETURN YOUR POLICY WITH THIS APPLICATION

QUESTIONS ABOUT YOUR INSURANCE? CALL US TOLL-FREE AT 1-800-669-8477.

VA FORM

29-1546

EXISTING STOCK OF VA FORM 29-1546, JUN 2007,

JUN 2018

 

WILL BE USED.

OMB Approved No. 2900-0012

Respondent Burden: 10 minutes

Expiration Date: 06/30/2021

APPLICATION FOR POLICY LOAN

GOVERNMENT LIFE INSURANCE

PRIVACY ACT INFORMATION: No insurance deduction may be made unless a completed authorization has been received (38 CFR 8.8). The information requested is required to obtain or retain benefits and will be used by VA employees and your authorized representatives in the maintenance of Government insurance programs. Responses may be disclosed outside VA only if the disclosure is authorized under the Privacy Act, including the routine uses identified in the VA system of records, 36VA29, Veterans and Uniformed Services Personnel Programs of U.S. Government Life Insurance - VA, published in the Federal Register.

RESPONDENT BURDEN: We need this information to determine, establish, or verify your eligibility for VA Insurance benefits (38 U.S.C. 5902). Title 38 United States Code, allows us to ask for this information. We estimate that you will need an average of 10 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/PRASearch. If desired, you can call 1-800-827-1000 to get information on where to send comments or suggestions about this form.

1. FIRST-MIDDLE-LAST NAME (Type or print)

2. INSURANCE FILE NUMBER

 

F

 

 

3. MAILING ADDRESS (Must be completed)

4. SOCIAL SECURITY NUMBER

 

 

 

5. DAYTIME TELEPHONE NUMBER (Include Area Code)

6. POLICY NUMBER(S) ON WHICH LOAN IS REQUESTED

7. AMOUNT OF LOAN DESIRED (Check one)

 

$

(AMOUNT) OR

MAXIMUM LOAN

8. DO YOU WISH TO USE DIVIDENDS TO REDUCE THE LOAN?

APPLY FUTURE DIVIDENDS TO PAY AN ANNUAL PREMIUM WITH THE REMAINING BALANCE APPLIED TO REDUCE THE LOAN

APPLY FUTURE DIVIDENDS TO REDUCE LOAN PRINCIPAL

MILITARY RETIREMENT: $___________________________

APPLY EXISTING DIVIDEND CREDIT/DEPOSIT TO REDUCE THE LOAN PRINCIPAL

VA COMPENSATION/PENSION: $____________________________

NOTE: Your VA compensation or pension or military retirement pay may be used to repay your loan. For more information, call the toll-free number below.

IMPORTANT NOTICE

All new policy loans have a variable interest rate with a minimum rate of 5% and a maximum rate of 12%. The interest rate may change October of each year. The rate is based on the interest for long term Treasury bonds. Interest is payable yearly on the anniversary date of the loan.

9. FULL SIGNATURE OF INSURED (Do not print - Sign in ink)

10. DATE

11. HOW WOULD YOU LIKE TO RECEIVE THIS PAYMENT?

 

 

 

 

BY CHECK

 

 

BY DIRECT DEPOSIT (Please attach a voided personal check)

 

 

 

 

(NOTE: If you are currently on Direct Deposit, this will

 

 

(NOTE: The account must be in the name of the veteran. Direct Deposit will continue with all

 

 

 

 

stop all future payments by electronic transfer until we

 

 

future payments to this account. You must notify us of any changes.)

 

 

 

 

receive instructions from you.)

 

 

 

 

 

 

 

 

 

A. NAME OF FINANCIAL INSTITUTION

B. TRANSIT/ROUTING NUMBER

 

 

 

 

ADDRESS SHOWN IN ITEM 3

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

C. DEPOSITOR ACCOUNT NUMBER

D. TELEPHONE NUMBER OF FINANCIAL

 

 

 

 

TEMPORARY ADDRESS SHOWN BELOW

 

 

 

INSTITUTION

 

 

 

 

 

 

 

 

 

 

 

(Please print)

 

 

 

 

E. ADDRESS OF FINANCIAL INSTITUTION

F. TYPE OF DEPOSITOR ACCOUNT

 

CHECKING

 

SAVINGS

IMPORTANT - After this form has been completed and signed, it should be mailed to: Department of Veterans Affairs

P.O. Box 7327 Philadelphia, PA 19101

PLEASE DO NOT RETURN YOUR POLICY WITH THIS APPLICATION

QUESTIONS ABOUT YOUR INSURANCE? CALL US TOLL-FREE AT 1-800-669-8477.

VA FORM

29-1546

EXISTING STOCK OF VA FORM 29-1546, JUN 2007,

JUN 2018

WILL BE USED.

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Part no. 1 of filling in va form 29 1546 policy loan

2. Soon after completing the last step, head on to the subsequent stage and enter all required particulars in all these blanks - FULL SIGNATURE OF INSURED Do not, DATE, HOW WOULD YOU LIKE TO RECEIVE, BY CHECK NOTE If you are currently, BY DIRECT DEPOSIT Please attach a, A NAME OF FINANCIAL INSTITUTION, B TRANSITROUTING NUMBER, ADDRESS SHOWN IN ITEM, TEMPORARY ADDRESS SHOWN BELOW, C DEPOSITOR ACCOUNT NUMBER, D TELEPHONE NUMBER OF FINANCIAL, E ADDRESS OF FINANCIAL INSTITUTION, F TYPE OF DEPOSITOR ACCOUNT, CHECKING, and SAVINGS.

va form 29 1546 policy loan conclusion process explained (stage 2)

3. This next step is all about FIRSTMIDDLELAST NAME Type or print, MAILING ADDRESS Must be completed, INSURANCE FILE NUMBER, SOCIAL SECURITY NUMBER, DAYTIME TELEPHONE NUMBER Include, POLICY NUMBERS ON WHICH LOAN IS, AMOUNT OF LOAN DESIRED Check one, AMOUNT OR, MAXIMUM LOAN, DO YOU WISH TO USE DIVIDENDS TO, APPLY FUTURE DIVIDENDS TO PAY AN, APPLY EXISTING DIVIDEND, APPLY FUTURE DIVIDENDS TO REDUCE, MILITARY RETIREMENT, and VA COMPENSATIONPENSION - complete these blank fields.

AMOUNT OF LOAN DESIRED Check one, MAXIMUM LOAN, and DAYTIME TELEPHONE NUMBER Include of va form 29 1546 policy loan

Concerning AMOUNT OF LOAN DESIRED Check one and MAXIMUM LOAN, be certain that you take another look in this section. Both these could be the most significant ones in this document.

4. You're ready to begin working on this fourth form section! In this case you will get all these HOW WOULD YOU LIKE TO RECEIVE, BY CHECK NOTE If you are currently, BY DIRECT DEPOSIT Please attach a, A NAME OF FINANCIAL INSTITUTION, B TRANSITROUTING NUMBER, ADDRESS SHOWN IN ITEM, TEMPORARY ADDRESS SHOWN BELOW, C DEPOSITOR ACCOUNT NUMBER, D TELEPHONE NUMBER OF FINANCIAL, E ADDRESS OF FINANCIAL INSTITUTION, F TYPE OF DEPOSITOR ACCOUNT, CHECKING, SAVINGS, IMPORTANT After this form has, and Department of Veterans Affairs PO blank fields to fill in.

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