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HomeRetiredMilitaryQuick Tools for Retirees SBP Annuitants Survivors

#### **Quick ToolsaskDFAS****Forms Library****Customer Service**

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                          - Understanding SBP, DIC and SSIA
                          - School Certifications
                          - Powers of Attorney/Third Party Representatives for Annuitants
                          - Starting SBP for Gray-Area Reservist
                          - Report SBP Annuitant's Death
                          - Survivor Benefit and Arrears of Pay Frequently Asked Questions
                          - DFAS Survivor SBP Newsletter
                        - Secondary Dependency
                        - SBP Open Season NDAA2023

# Quick Tools for Retirees, SBP Annuitants and Survivors

 Links to our most popular self-service tools for**retirees**, Survivor Benefit Plan (SBP) **annuitants**, and **survivors** are available below for your convenience.. For news and additional resources, **please visit our other web pages on****DFAS.mil**. 

### **Retirees,****start here**    **         SBP Annuitants or Survivors, start here**

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#### To **Report****the****Death** of a **Retiree** using our convenient online tool, click here.

#### To **Report****the****Death** of an **SBP Annuitant**using our convenient online tool, click here.

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## **Retirees**

#### **1099-R Online Reissue Tool**

 **Request a duplicate mailed copy of your 1099-R** using our convenient online tool. The IRS Form 1099-R is used to report the distribution of retirement benefits such as pensions and annuities, similar to a W-2 for taxable wages. DFAS issues 1099-Rs, either electronically or by mail, no later than January 31 each year – please allow time for the mail to arrive. Requests for re-issuance of a 1099-R are available through the above link usually beginning the second week of February.

#### **What to Do When a Military Retiree Dies**

Please see our **webpage that outlines how to report and death and the steps to take after the death is reported**.We also have a helpful **"When a Military Retiree Dies" Checklist** you can download and follow as you complete the steps.

#### **myPay** - **https://mypay.dfas.mil**

 myPay is a convenient tool for getting your tax documents quickly and easily, as well as managing your retired pay account year-round. myPay provides access to a range of information about your payments.** Log in to myPay** at **https://mypay.dfas.mil**to conveniently:
                        - Get a  ‘Verification of Pay’ letter
                        - Download  your  tax documents . 
                        - Update  your  contact information
                        - Change your  tax withholding
                        - Change  direct deposit  or  allotments
                        - Check your  SBP coverage  or your  AOP beneficiary

#### **Form Wizards**

 Form Wizards “take the form out of the form” by walking you through the information needed to help ensure that all necessary fields are completed properly. The Form Wizards also have a helpful link to submit the form through an askDFAS online upload tool. Plus, some offer the option of signing electronically.

##### ** Retiree Form Wizard - DD Form 2894:**

**    Beneficiary Update – DD Form 2894 – Form Wizard** or **Blank Form - Get them on our Forms Library Webpage**This form allows you to update the beneficiary information on file so that your loved ones receive your Arrears of Pay (AOP) according to your wishes. The AOP is the prorated final pay entitlement following your death. It is important to keep you beneficiary information updated at all times. This includes Name, Beneficiary Allocation Percentage, Relationship, and Address/Contact Information.** For more information about Designating an AOP Beneficiary, click here.**** For more information about Managing Your AOP Beneficiary, click here.**

#### **Change of Address**

#####   **askDFAS Online Retiree Change of Address Tool**

 Use this online tool to quickly and easily request an update to the address on file for your retired pay account.

##### **  Retiree Change of Address Request/State Tax Withholding Authorization Form – DD Form 2866 - Get it on our Forms Library Webpage**

 This form is used to change a member's address in the military retired pay system so the information is current and accurate, and also allows the member to start, stop, or change state income tax withholding. Both of these actions are also available separately through the retiree’s **myPay** account. 

#### **askDFAS Online Upload Tools**

 Our askDFAS online upload tools allow you to simply and securely submit documents to DFAS for processing. Using askDFAS to submit your documents is far superior to mail or fax. Many document uploads will also receive status notifications as they are processed! **A simple guide on how to access the Form Upload tools can be found here -** *click on Retirees and Annuitants and scroll to Submitting Forms via Online Upload Tools.*

#### **Retiree Customer Guide to Online Tools**

 **Get this helpful guide to our online tools and resources for retirees.**

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## **SBP Annuitants / Survivors**

#### **1099-R Online Reissue Tool**

 **Request a duplicate mailed copy of your 1099R** using our convenient online tool. The IRS Form 1099-R is used to report the distribution of retirement benefits such as pensions and annuities, similar to a W-2 for taxable wages. DFAS issues 1099-Rs, either electronically or by mail, no later than January 31 each year – please allow time for the mail to arrive. Requests for re-issuance of a 1099-R are available through the above link usually beginning the second week of February.

#### **What to Do When a Military Retiree Dies**

Please see our **webpage that outlines how to report and death and the steps to take after the death is reported**.We also have a helpful **"When a Military Retiree Dies" Checklist** you can download and follow as you complete the steps.

#### **myPay** - https://mypay.dfas.mil

 myPay is a convenient tool for getting your tax documents quickly and easily, as well as managing your annuity pay account year-round. myPay provides access to a range of information about your payments.** Log in to myPay** at **https://mypay.dfas.mil **to conveniently:
                        - Download  your  tax documents . 
                        - Update  your  contact information
                        - Change your federal  tax withholding
                        - Change your  direct deposit

#### **Form Wizards**

 Form Wizards “take the form out of the form” by walking you through the information needed to help ensure that all necessary fields are completed properly. The Form Wizards also have a helpful link to submit the form through an askDFAS online upload tool. Plus, some offer the option of signing electronically.

##### ** SBP Annuitant / Survivor Form Wizards available:**

**  Start an SBP Annuity – DD Form 2656-7—Form Wizard or Blank Form - Get them on our Forms Library Webpage** This is the form to start an SBP annuity, for more info click here. If you’d like to use the Form Wizard to guide you step-by-step through completing the form, click here.  **Please see our “Start an Annuity” webpage for important information about the DD Form 2656-7 to start an SBP annuity.**  Arrears of Pay for a Deceased Retiree – SF 1174 – Form Wizard or Blank Form - Get them on our Forms Library Webpage** This form is used to file a claim for unpaid compensation of deceased member of the uniformed services (Arrears of Pay is the retiree’s final paycheck entitlement). **For more information on Arrears of Pay, visit here**. **(Please note: for Arrears of Annuity, please visit here)****  Child Annuitant’s School Certification – DD Form 2788 – Form Wizard or Blank Form - Get them on our Forms Library Webpage** DFAS uses this information to determine the continued eligibility of child annuitants who are receiving annuity payments from the Survivor Benefit Plan (SBP) or the Retired Serviceman's Family Protection Plan. Once the child annuitant reaches age 18, it must be verified that the child is attending a qualifying school on a full time basis in order to be entitled to annuity payments. For more information on school certification, visit here. **  Representative Payee Certification – DD Form 9415 – Form Wizard or Blank Form - Get them on our Forms Library Webpage** DFAS uses this form to establish a representative payee to receive survivor annuity payments on behalf of a minor, mentally incompetent, or otherwise legally disabled person for whom a guardian or other fiduciary has not been appointed. For more information on Powers of Attorney and Third Party Representatives for Annuitants, visit here.

#### **askDFAS Online Upload Tools **

 **Our askDFAS Online Upload Tools** allow you to simply and securely submit documents to DFAS for processing. Using askDFAS to submit your documents is far superior to mail or fax. Many document uploads will also receive status notifications as they are processed! **A simple guide on how to access the Form Upload tools can be found here -** *click on Retirees and Annuitants and scroll to Submitting Forms via Online Upload Tools*.

#### **SBP Annuitant Customer Guide to Online Tools**

 **Get this helpful guide to our online tools and resources for SBP annuitants**. 

Page Updated May 16 2024

 

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