Form VA Form 29-4125 VA Form 29-4125 Claim for One Sum Payment (Government Life Insurance)

OMB Approved No. 2900-0060
Respondent Burden: 6 Minutes
Expiration Date: XX/XX/20XX

CLAIM FOR ONE SUM PAYMENT
GOVERNMENT LIFE INSURANCE

NOTE: This form should be used to submit all Veterans' Life Insurance claims except for Servicemember's Group Life Insurance (SGLI), Family
Servicemember's Group Life Insurance (FSGLI) and Veteran's Group Life Insurance (VGLI).

INSTRUCTIONS
SUPPORTING DOCUMENTS: SUBMIT A PHOTOCOPY OF THE VETERAN'S DEATH CERTIFICATE OR A STATEMENT FROM THE
ATTENDING PHYSICIAN SHOWING DATE AND CAUSE OF DEATH. ONLY ONE DEATH CERTIFICATE OR STATEMENT FROM
THE ATTENDING PHYSICIAN IS REQUIRED FOR OUR RECORDS. IF APPLICABLE, PLEASE PROVIDE A COPY OF THE DEATH
CERTIFICATES FOR ANY DECEASED BENEFICIARIES.
INSTRUCTIONS:
• If you are listed as a beneficiary to receive a lump sum payment for more than one policy for a veteran, then this claim form will
be used for those policies as well.
• If the beneficiary is a minor or incompetent, the person having custody of the beneficiary should complete the form and provide
her or her address. VA cannot issue payment directly to a minor beneficiary. Payment must be made to a court-appointed guardian
or VA fiduciary. If a court-appointed guardian is already in place, please submit the court documents. Otherwise VA will request
appointment of a VA fiduciary before payment can be issued.
• If you are completing and signing as the court-appointed guardian or attorney-in-fact (power of attorney) for an adult beneficiary,
please include a copy or the court appointment or power of attorney. If neither of these are in place, VA will request appointment of
a VA fiduciary before payment can be issued.
• Complete Part I, VI, and VII in full regardless of the type of beneficiary, and
• Complete Part II for Individual beneficiaries; otherwise, complete Part III for Trusts, Part IV for Estates, or Part V for Organizations,
Charities or other Legal Entities.
SECTION I: DECEASED VETERAN'S INFORMATION
(All information requested in this section is required)
1. FIRST, MIDDLE, LAST NAME OF INSURED VETERAN

3. INSURANCE POLICY NUMBER

2. SOCIAL SECURITY NUMBER

4. DATE OF DEATH (MM/DD/YYYY)

SECTION II: BENEFICIARY'S INFORMATION
(If individual is the beneficiary, complete this section, then skip to Section VI)
5. FIRST, MIDDLE, LAST NAME OF BENEFICIARY

6. SOCIAL SECURITY NUMBER OF BENEFICIARY

7. DATE OF BIRTH OF BENEFICIARY

8. RELATIONSHIP TO INSURED

9. MAILING ADDRESS (Number and Street or P.O Box) (MUST BE COMPLETED)

10. MAILING ADDRESS (City, State, ZIP Code) (MUST BE COMPLETED)

11. EMAIL ADDRESS

12. DAYTIME TELEPHONE NUMBER (Include Area Code)

IF YOU HAVE ANY QUESTIONS REGARDING YOUR GOVERNMENT LIFE INSURANCE,
PLEASE CALL OUR TOLL FREE NUMBER 1-800-669-8477.

VA FORM
XXX XXXX

29-4125

SUPERSEDES VA FORM 29-4125, FEB 2022,
WHICH WILL NOT BE USED.

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SECTION III: TRUST INFORMATION
(If a trust is the beneficiary, complete this section, then skip to Section VI)
NOTE: A copy of the trust agreement must be submitted with this form along with a voided check or copy of bank statement for the trust. For
Testamentary Trusts ONLY, provide a copy of the Will and court appointment documents (i.e., Letters Testamentary, Letters of Administration).
13. FULL NAME OF TRUST

14. FULL NAME OF TRUSTEE

15. MAILING ADDRESS (Number and Street or P.O. Box, City, State, ZIP Code) (MUST BE COMPLETED)

16. DAYTIME TELEPHONE NUMBER (Include Area Code)

17. EMAIL ADDRESS

18. TRUST AGREEMENT DATE (MM/DD/YYYY)

19. EIN OR TIN NUMBER (FOR TRUST)

SECTION IV: ESTATE INFORMATION
(If a probated estate is the beneficiary, complete this section, then skip to Section VI)
NOTE: Please include a copy of the appointment papers issued by the court (i.e., Letters Testamentary, Letters of Administration).
NOTE: If the estate is not probated, complete VA Form 29-541, Certificate Showing Residence and Heirs of Deceased Veteran or Beneficiary in lieu
of this form so VA can determine payment eligibility. VA will notify each entitled heir to complete a VA Form 29-4125 once the heirs have been
determined under the law.
20. FULL NAME OF ESTATE

21. FULL NAME OF COURT-APPOINTED EXECUTOR/ADMINISTATOR
22. MAILING ADDRESS (Number and Street or P.O Box, City, State, ZIP Code) (MUST BE COMPLETED)

23. DAYTIME TELEPHONE NUMBER (Include Area Code)

24. EMAIL ADDRESS

25. EIN OR TIN NUMBER (FOR ESTATE)

SECTION V: ORGANIZATION/OTHER LEGAL ENTITY INFORMATION
(If an organization, charity, or other legal entity is the beneficiary, complete this section, then skip to Section VI)
NOTE: Please include letters of resolution/authority authorizing the representative to act/sign on behalf of the organization.
26. FULL NAME OF ORGANIZATION, CHARITY, OR LEGAL ENTITY

27. FULL NAME OF AUTHORIZED REPRESENTATIVE

28. MAILING ADDRESS (Number and Street or P.O Box, City, State, ZIP Code) (MUST BE COMPLETED)

29. DAYTIME TELEPHONE NUMBER (Include Area Code)

30. EMAIL ADDRESS

31. EIN OR TIN NUMBER (FOR ORGANIZATION, CHARITY, OR LEGAL ENTITY)

VA FORM 29-4125, XXX XXXX

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SECTION VI: FINANCIAL INFORMATION
(All information requested in this section is required)
THE DEPARTMENT OF TREASURY HAS MANDATED THAT FEDERAL PAYMENTS BE ISSUED VIA ELECTRONIC FUNDS TRANSFER (EFT).
COMPLETE THE BANK ACCOUNT INFORMATION BELOW TO RECEIVE THIS PAYMENT ELECTRONICALLY. THE ACCOUNT MUST BE IN THE
NAME OF THE PERSON, TRUST, ESTATE, ORGANIZATION/CHARITY/LEGAL ENTITY OF THE DESIGNATED BENEFICIARY.
DIRECT DEPOSIT/ELECTRONIC FUNDS TRANSFER INFORMATION: Please provide your banking information below.
32. NAME OF FINANCIAL INSTITUTION

33. TYPE OF ACCOUNT
CHECKING

34. BANK ROUTING NUMBER (NINE DIGIT FIELD)

The bank routing
number is always 9
digits and appears
between the |:
symbols.

SAVINGS

35. BANK ACCOUNT NUMBER

Beneficiary Name
Street Address
City, State, ZIP

SAMPLE CHECK

Check No. 1234

$

PAY TO THE
ORDER OF

Dollars

|:123456789|:

1617284958569678||:

1234

Bank Routing
Number

Bank Account
Number

Check Number
(Not needed)

The bank account
number varies in
length and may
contain dashes or
spaces. The
||: symbol indicates
the end of the account
number.

NOTE: DO NOT USE A DEPOSIT SLIP TO LOCATE YOUR BANKING INFORMATION. THIS INFORMATION CAN BE DIFFERENT THAN YOUR
ACCOUNT INFORMATION AND COULD RESULT IN DELAYING PAYMENT.

SECTION VII: SIGNATURE AND CERTIFICATION
(All information requested in this section is required)
IMPORTANT: This form must be signed by the beneficiary, guardian, attorney-in-fact, or fiduciary, in Item 36, for payment to be made for an
individual beneficiary. Otherwise, the trustee (for trusts), executor/administrator (for estates), or authorized representative (for an organization, charity,
or legal entity) must sign in Item 36, for payment to be made.
CERTIFICATION: I certify that the above entries are true and correct to the best of my knowledge and belief.
36. SIGNATURE OF BENEFICIARY (Guardian, Attorney-In-Fact, or Fiduciary), OR TRUSTEE, EXECUTOR,
OR REPRESENTATIVE

37. DATE SIGNED (MM/DD/YYYY)

NOTE: An "X" for signature is acceptable if the beneficiary cannot sign his/her name but is competent to handle his/her own affairs, and "X" for a
signature is acceptable when witnessed by two impartial people. Impartial person is one not having a vested interest.
38A. PRINTED NAME OF FIRST WITNESS

38C. TELEPHONE NUMBER OF FIRST WITNESS
(Include Area Code)

39A. PRINTED NAME OF SECOND WITNESS

39C. TELEPHONE NUMBER OF SECOND WITNESS
(Include Area Code)

38B. MAILING ADDRESS OF FIRST WITNESS

38D. SIGNATURE OF FIRST WITNESS

38E. DATE SIGNED (MM/DD/YYYY)

39B. MAILING ADDRESS OF SECOND WITNESS

39D. SIGNATURE OF SECOND WITNESS

39E. DATE SIGNED (MM/DD/YYYY)

YOU CAN SUBMIT THE COMPLETED FORM BY DOCUMENT UPLOAD OR MAILING TO THE ADDRESS BELOW.
MAIL TO:
DOCUMENT UPLOAD:
VA Insurance Center, P.O. Box 7208, Philadelphia, PA 19101
Upload the form using our secure website at: https://insurance.va.gov/home/ID
PRIVACY ACT NOTICE: 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 38, Code of
Federal Regulations 1.576 for routine uses identified in the VA system of records, 36VA29, Veterans and Uniformed Services Personnel Programs of U.S. Government Life Insurance RecordsVA, and published in the Federal Register. Your obligation to respond is voluntary, but your failure to provide us the information could impede processing. Giving us your SSN account
information is voluntary. Refusal to provide your SSN by itself will not result in the denial of benefits. VA will not deny an individual benefits for refusing to provide his or her SSN unless the
disclosure of the SSN is required by a Federal Statute of law in effect prior to January 1, 1975, and still in effect.
RESPONDENT BURDEN: An agency may not conduct or sponsor, and a person is not required to respond to a collection of information unless it displays a currently valid OMB control
Number. The OMB control number for this project is 2900-0060, and it expires XX/XX/20XX. Public reporting burden for this collection of information is estimated to average 6 minutes per
respondent, per year, including the time for reviewing instructions, searching existing data sources, gathering and maintaining the data needed, and completing and reviewing the collection of
information. Send comments regarding this burden estimate and any other aspect of this collection of information, including suggestions for reducing the burden to VA Reports Clearance
Officer at VACOPaperworkReduAct@VA.gov. Please refer to OMB Control No. 2900-0060 in any correspondence. Do not send your completed VA Form 29-4125 to this email address.
VA FORM 29-4125, XXX XXXX

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