R&A Pay establishes, maintains and pays military retirees, and their eligible surviving spouses and other family members.
Who We Are, What We Do
Who to Contact? DFAS, the VA or the Military
How Long Does It Take?
Find information about current topics and more
Retiree and Annuitant Pay Dates
Retiree payments will be made as scheduled on April 30, 2021. Annuitant payments will be made as scheduled on May 3, 2021.
Retirees and Annuitants: 2020 Tax Year Statements
2020 tax statements for retirees are available in myPay as of Dec. 15, 2020
2020 tax statements for annuitants are available in myPay as of Dec. 19, 2020
Tax statements sent through the U.S. Postal Service were mailed no later than Feb 1, 2021. In many cases, the electronic online forms are available much earlier and more securely than those sent to customers electing delivery by mail.
1099-R Reissues can be sent beginning February 10, 2021. Did you know we have convenient options for requesting a 1099-R reissue without calling our call center? CLICK HERE to find out how!
Please note: IRS Form 1095-B will only be available online via myPay, unless a request is received for a copy by mail. CLICK HERE to request a 1095-B by mail.
According to the IRS, these forms are not required to prepare or file income tax returns..
As required by the Internal Revenue Service (IRS), DFAS continues to provide IRS Forms 1095-B or 1095-C via individual myPay accounts. These forms are created for military, retiree and federal civilian employees who receive healthcare insurance coverage through Tricare or Federal Employee Health Benefit programs.
Tax Statements for Former Spouses Now in myPay
Former Spouses can now view/print/download tax year 2020 1099-Rs conveniently from myPay: https://mypay.dfas.mil.
Plus 1099-Rs are available for up to four previous tax years. If you’re not using myPay, now is a great time to get started: look for “New User” on the myPay homepage.
Retirees: Corrected Print 1099-Rs in the mail as of February 1
For retirees who receive their 1099-R statements through the mail: corrected print 2020 1099-Rs with the correct Payer's FIN are in the mail, as of February 1. Use this corrected 2020 1099-R with the Payer’s FIN of 34-0727612 when filing your taxes.
Please consider current postal travel times when anticipating the delivery of your corrected 1099-R. You can also download a correct 2020 IRS 1099-R from myPay. It is available now. See the Managing Your Retirement - Taxes webpage for more information.
Note: 2020 Retiree IRS 1099-Rs mailed in early January contained a Payer's Federal Identification Number (FIN) that is missing the last digit because of a printing error. The correct Payer's FIN is: 34-0727612. We apologize for the inconvenience.
The Payer's FIN on the annuitant 1099-Rs is correct.
SBP-DIC Offset Phased Elimination - 2021 Phase One
Some spouse SBP annuitants will see an increase in the SBP annuity payment they receive during phase one. Some spouse SBP annuitants will not see a change in phase one of the SBP-DIC Offset Phased Elimination. You DO NOT need to call DFAS to tell us you are affected by the change in the law. See our full range of FAQs.
*Note: the change in the law does NOT affect the amount of DIC you receive from the VA. You should continue to receive your normal DIC amount from the VA.*
Check Out Our New Survivor SBP Newsletter - First Issue Now Online!
DFAS has a new Survivor SBP Newsletter! Check out the first issue, with lots of news and helpful info for survivors/SBP annuitants. Learn all about the upcoming changes to the SBP-DIC offset, when you’ll get your tax statements, the new School Cert process, our helpful form tools and more! Get it here: https://go.usa.gov/x7eMc
2021 Cost of Living Adjustment (COLA)
Based on the increase in the Consumer Price Index, there will be a 1.3 percent Cost of Living Adjustment (COLA) for most retired pay and Survivor Benefit Plan annuities, and the Special Survivor Indemnity Allowance (SSIA), effective Dec. 1, 2020.
With the COLA applied, the maximum amount of SSIA payable will be $327.
Retirees will see the change in their Dec. 31, 2020 payment and annuitants in their Jan. 4, 2021 payment.
For details, see the Fiscal Year 2021 COLA Memorandum:
TRICARE Enrollment Fee Allotments
Please contact your TRICARE regional contract. DFAS cannot set up these allotments. They must be set up by TRICARE through the regional contractors. Please note: only Retirees can set up allotments from their pay. Allotments cannot be paid from SBP or SSIA annuity pay.
The information to set up allotments through the regional contractors is as follows:
Allotments can be set up online or via phone. For more information on setting up allotments, visit https://www.humanamilitary.com/selectfees or call 1-800-444-5445.
Allotments can be setup online, via telephone self-service, or by paper application. For more instructions on setting up allotments, visit https://www.hnfs.com/content/hnfs/home/tw/bene/enroll/allotment.html or call 1-844-866-9378.
For Country Specific Toll-Free Numbers, visit: http://www.tricare-overseas.com/contact-us
Please contact your country-specific number via phone for more information about setting up your allotment.
See the December DFAS Retiree Newsletter for more information on setting up the new TRICARE Select Enrollment Fees
SBP Student Child Annuitants: New Form Wizard for the School Certification Form!
Find out more on the School Certifications webpage.
You can now use the new DD 2788 School Certification Form Wizard to fill in your form! The form wizard will ask you a series of questions and fill in your answers in the appropriate areas of the form. When you have finished answering the questions, you can either choose to electronically sign your form or click a button to generate a ready-to-print-and-sign PDF with your answers.
Did you know there’s a new easier, annual plan for School Certifications with no school signature or transcript needed? The new school certification form is shorter and simpler. Check out the School Certifications webpage for all of the good news.
Spouses and Children of Recently-Deceased Retirees
We have new tools and information to assist you with the SF 1174 for claiming the retiree’s Arrears of Pay. We can now deposit an Arrears of Pay (AOP) payment directly to an eligible claimant’s bank account instead of mailing a check. And we have an online upload option that will provide you with status notifications. Please see the How to Claim Arrears of Pay Using the 1174 page for details.
Spouses, Eligible Former Spouses, and Children of Deceased Retirees
We have new tools and information to assist you with the DD Form 2656-7 for starting a Survivor Benefit Plan Annuity. We have a Form Wizard to help fill out the form correctly and easily. And we have an online upload option that will provide you with status notifications. Please see the Start an SBP Annuity page for details.
Processing Time Frames - How Long Does It Take?
Please see our new webpage for current typical processing time frames: How Long Does It Take?
R&A Pay is Expanding Communication through Emailed SmartDocs
As part of our commitment to continually improving our customer service, R&A Pay is expanding the use of emailed SmartDocs as a way to communicate about changes to your account and actions that may be needed. Email notifications will speed up the time it takes to notify you about your account. If you don’t yet have an email address in myPay, please add one now so you can receive these email notifications.
A treasury mandate requires us to pay our customers electronically. Most military retirees and annuitants getting paper checks need to set up direct deposit. Start direct deposit now.
Direct Express® Debit Card Program provides members who do not have a bank account an alternative to payment by EFT.
Follow these steps to avoid missing or incorrect payments!
Department of Defense issued implementing guidance extending SBP coverage to same-sex spouses of military members and retirees.
FIND IT FAST
Pay Verification / Proof of Income
Survivor Benefit Plan Information
HOW DO I?
Get My 1099R
Correct My 1099R
Change My Arrears of Pay Beneficiary
Start or Change Direct Deposit
Change My Address
Manage My Allotments
Start International Direct Deposit
Report a Retiree's Death
Report an SBP Annuitant's Death
The most convenient way to manage your retirement account is through myPay, our online account management system.
myPay Login Instructions:
If you've never logged into myPay
If you forgot your login ID
If you forgot your password
Page updated April 12, 2021.