White Paper for Non-Substantial Change

White Paper 29-1546.docx

Application for Cash Surrender or Policy Loan (VA Form 29-1546)

White Paper for Non-Substantial Change

OMB: 2900-0012

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memorandum

to:

VBA Publications Control Officer

from:

DANIEL G ELLIS, VA Life Insurance Center

subject:

Non-Sub Change for APPLICATION FOR CASH SURRENDER OR POLICY LOAN GOVERNMENT LIFE INSURANCE

date:

July 8, 2022





Due to the direct deposit mandate, and how VA Insurance applies it to how it does business, we need to update the form to remove the option to request a paper check.

Please make the following changes to the 29-1546. Both sides should be updated as follows:

Item 11. Change the title of the section to “Payment Information”

Remove the three check boxes on the left side:

o By check

o Address shown in item 3

o Temporary address

Remove check box on right side “by Direct Deposit” but keep the info from the box. Also add, “This will not change the deposit on VA Compensation or Pension payments.”

Remove boxes D and E. See attached and pic below for what it should look like on both pages.

These modifications will not change any previous calculations. Therefore, this in a non-substantial change.




Thank you



File Typeapplication/vnd.openxmlformats-officedocument.wordprocessingml.document
File TitleMemo (Elegant design)
AuthorISSDWAGN
File Modified0000-00-00
File Created2023-10-13

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