Annual Retiree Account Statements

Military retirees and annuitants paid by the Defense Finance and Accounting Service (DFAS) can expect to receive their tax statements and end-of-year statements beginning mid-December on myPay.  DFAS will be sending a combined mailing to those retirees who do not have access to myPay and to those retirees who have requested a hardcopy of a Retired Account Statement (RAS) or a 1099R.  All annuitants will receive a combined mailing of both the Annuity Account Statement (AAS) and the 1099R.

The end of the year and tax statements for DFAS customers are projected to be distributed by the dates in the following table:

If the statements are not received by January 15, 2007, it is typically for one of two reasons.  The most common reason is when retirees and annuitants move from one place of residence to another and do not contact DFAS to change their correspondence address.  In these cases, the statements will be returned to DFAS to process as a change of address request. The other reason for non-receipt of the end of the year statements for retirees is because the retiree has requested or already has a myPay Personal Identification Number (PIN) and accessing myPay is consenting to receive ONLY an electronic 1099R.  The exception to this rule is if the retiree has requested that either the RAS or the 1099R be mailed to them, in which case both forms will be mailed to the retiree’s current correspondence address.

If either of these situations occurs, customers have several options to obtain their earning statements or their 1099Rs.  The quickest and simplest way is by accessing the myPay system.  If the customer has a myPay PIN, they have the ability to access their pay account to change their current correspondence address and to view and print their current earning statements and their 1099Rs.

Another way a customer can request a 1099R is through the Interactive Voice Response System (IVRS).  This service will provide the capability to speak with an automated agent around the clock, seven days a week, and will allow a customer to perform self-service on some of the more routine inquires even after hours.  Customers are now able with the use of myPay PIN to speak requests for mailing address changes, bank address, and automated 1099R requests.

New Users or customers who need a myPay PIN must request a new temporary PIN. Click on the New PIN button on the myPay home page.

After you have entered your Social Security Number and selected the 'YES' button you can select the option to have a new random temporary PIN mailed to your correspondence address that is posted to your pay account. If we can email to a pre-registered address you will also be offered that option. Security Restrictions allow PINs to be emailed that have been pre-registered from the appropriate administrator or to a pre-defined Secure Personal Email you provided previously in myPay. If we cannot email a new random temporary PIN to you, the screen will display the mail option for obtaining a new PIN.

Note: If you are offered the PIN by email or PIN by mail option and your email or home address of record has not been updated, you can fax, mail, or email your request for a PIN reset. Please include the following information:

§         Name

§         SSN

§         Copy of your government photo ID (If you do not have a government photo ID, you can send a copy of your driver’s license or other photo ID.)

§         Daytime phone number

§         Signature

FAX to: 216-522-5800 or send this information to:

DFAS-Cleveland/PMCAA
Attention myPay
1240 East 9th Street
Cleveland, Ohio 447199

Email to: https://corpweb1.dfas.mil/askDFAS/askMYPAY.jsp

If you Fax, mail or email your request, your new Temporary PIN will be set to the last five numbers of your SSN. Please wait at least two business days before attempting to use your new temporary PIN (allow additional time if you mailed your request). You will not receive any notification that your temporary PIN has been reset.

If this process does not work for you or you need additional assistance with obtaining a PIN, please contact the Customer Support Unit Toll Free at 1-888-DFAS411 or 1-888-332-7411, Commercial 216-522-5096 or Defense Switching Network (DSN) at 580-5096. This support line is available Monday through Friday, 7:00 A.M. to 6:30 P.M. Eastern Standard Time.

If the customer did not receive their 1099Rs and their RAS or AAS, they will need to contact DFAS Customer Service Center at 1-800-321-1080 or in writing by mail to:

For retirees:

DFAS, U.S. Military Retirement Pay
P.O. Box 7130
London, KY 40742-7130

For annuitants:

DFAS, U.S. Military Annuity Pay
P.O. Box 7131
London, KY 40742-7131

If the request is in writing, retirees and annuitants are reminded to ensure the customer’s name, SSN, address, phone number, a brief description of what is being requested and a signature is included in the request. Without this information, there could be a delay in processing the request.