VA Form 29-0975: 2024 Guide to Third Party Authorization

VA Form 29-0975: 2024 Guide to Third Party Authorization – If you have a VA life insurance policy or annuity and want to let a trusted family member, financial advisor, attorney, or other third party access your policy details, VA Form 29-0975 is the official authorization form you need. This form allows the Department of Veterans Affairs (VA) Insurance Center to release specific personal information about your VA life insurance or annuity to someone you designate.

The current version is VA Form 29-0975 (April 2024). It carries OMB Control Number 2900-0856 and has an estimated completion time of about 5 minutes.

Download the official form here:
Download VA Form 29-0975 (PDF) — Fillable version.

An electronic DocuSign version (VA Form 29-0975e) is also available through official VA channels.

What Is VA Form 29-0975?

VA Form 29-0975 is a specific authorization that gives the VA Insurance Center permission to share your personal VA life insurance policy or annuity information with a third party. It is not the same as the more general VA Form 21-0845 (Authorization to Disclose Personal Information to a Third Party), which covers broader VA benefits and claims.

This form is limited to VA life insurance matters such as:

  • Premium information
  • Loan or lien details
  • Policy or award information
  • Payment history
  • Annuity information
  • Change of address requests
  • Or “All” of the above

It does not allow disclosure of federal tax information.

Who Should Use VA Form 29-0975?

You should use this form if you are:

  • A veteran or annuitant who owns a VA life insurance policy (such as National Service Life Insurance) or receives annuity payments
  • Wanting to grant limited access to your policy details to a spouse, adult child, financial planner, attorney, or other trusted person or organization

Only the veteran or annuitant (the policyholder) can complete and sign this form. It cannot be executed by a power of attorney.

Note: You may have only one VA Form 29-0975 on file with the VA Insurance Center at any time.

When Should You Submit This Form?

Common situations include:

  • Allowing a family member to check premium status or payment history on your behalf
  • Giving your financial advisor access to loan or cash value information
  • Authorizing an attorney to review policy details during estate planning
  • Permitting a third party to request a change of address for your policy

You can choose one-time disclosure, ongoing access (until you revoke it or file a new form), or access until a specific end date.

Step-by-Step: How to Fill Out VA Form 29-0975?

The form is straightforward and fillable. Print clearly if completing by hand.

  1. Veteran/Annuitant Information (Questions 1–6): Enter the veteran’s full name, the annuitant’s name if different, complete mailing address, insurance policy number, Social Security Number, daytime phone, cell phone, and email address.
  2. Information to Release (Question 7): Check the box(es) for the specific information you want to authorize (Premium Information, Loan/Lien Information, Policy/Award Information, Payment History, Annuity Information, Change of Address, or All).
  3. Duration of Authorization (Question 8): Select one option — One time only, Ongoing until written notice to terminate or new form filed, or From date of signing until a specific date (month/day/year).
  4. Third Party Recipient (Question 9): Provide the full name and complete address of the person or organization. For organizations, include the name and title of the representative who will contact the VA.
  5. Security Question and Answer (Question 10): Choose one security question from the list (e.g., city and state mother was born in, high school attended, first pet’s name, favorite teacher’s name, or father’s middle name) and provide the answer. You must share both the question and answer with your designated third party. The VA will ask this question every time the third party contacts them for verification.
  6. Signature and Date (Question 11): Sign in ink and date the form. The veteran or annuitant must personally sign it.

Make a copy of the completed and signed form for your records before submitting.

Where to Submit VA Form 29-0975?

Mail your completed form to:
Department of Veterans Affairs
Insurance Center
P.O. Box 5209
Janesville, WI 53547-5209

There is currently no fax option listed for this form. You can also explore the official electronic DocuSign version (VA Form 29-0975e) through VA’s insurance forms page for potentially faster processing.

Official contact for questions: Call the VA Insurance Center toll-free at 1-800-669-8477.

Important Rules, Limitations, and Privacy Considerations

  • Only one VA Form 29-0975 may be active at a time.
  • You can revoke the authorization at any time by notifying the VA Insurance Center in writing.
  • The VA is not responsible for information released before your revocation takes effect.
  • This form provides limited disclosure authorization only — it does not create a power of attorney, fiduciary relationship, or broad access to all your VA records.
  • Your information is protected under the Privacy Act of 1974 and 38 U.S.C. 5701.

How to Revoke or Update Your Authorization?

To stop disclosure or change the third party/details, submit a new VA Form 29-0975 (which replaces the previous one) or send a written revocation request to the same Janesville mailing address. Clearly state that you are revoking the prior authorization.

Common Questions About VA Form 29-0975

Can I use this form for general VA benefits or medical records?
No. Use VA Form 21-0845 for general personal information or VA Form 21-4142 for medical records.

How long does authorization last?
It depends on the option you choose: one-time, ongoing, or until a specific date.

What if my third party needs to call the VA?
They will be asked the security question you selected. Make sure you provide them with both the question and your chosen answer.

Is there an online or electronic version?
Yes. Check the official VA Life Insurance forms page for the current DocuSign electronic option (VA Form 29-0975e).

Here are trusted, current official resources:

Tips for Securely Managing Your VA Life Insurance Information

  • Only authorize people or organizations you fully trust.
  • Keep a copy of every submitted form and note the date you mailed it.
  • Review your authorization periodically and revoke it if circumstances change.
  • Never share your security question answer with anyone except your designated third party.
  • For broader assistance with VA benefits, consider working with an accredited Veterans Service Organization (VSO) or attorney.