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Our askDFAS Self-Serve Tools allow you to conveniently update your mailing address, request a duplicate 1099-R tax statement, or request verification of pay using an online form.
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!
Our askDFAS “Ask a Question” Tools allow you to send a question and get a response via askDFAS.
Report the death of a military retiree Change my mailing address for my retired pay account Get a duplicate copy of my 1099-R tax statement Request a verification of pay letter Submit a form or document online Submit a question via askDFAS
Check our Quick Tools webpage Need a form? Go to our Forms Library webpage Need more assistance? Find out how to contact us
Use this online tool to quickly and easily request an update to the address on file for your retired pay account. Fill out the ticket and verification questions and submit your request.
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.
Use this online tool to quickly and easily request a verification of pay letter mailed to your address on file. Your letter should be in the mail within 7-10 business days. If you need a verification of pay letter sent to an alternate address, please use your myPay account (https://mypay.dfas.mil) or contact our Customer Care Center.
Securely submit documents in a PDF format to DFAS for processing. Click the link below that best fits your form or document. See "How to Submit Documents" below for step-by-step instructions. General Retiree Documents – Upload (Use this tool if the document does not fit one of the specific tools below) Active Duty Retirement Ppwk – Upload* DD 2558 - Allotment Updates – Upload* DD 2894 - Desig of Beneficiary – Upload* Power of Attorney/3rd Party Doc – Upload Reserve/Guard Retirement Ppwk – Upload* Retiree DOHA Appeal – Upload SBP DD 2656-1 – Upload* SBP DD 2656-2 – Upload* SBP DD 2656-6 – Upload* SBP DD 2656-8 – Upload* Tax Withholding Changes – Upload* *These form upload tools will send Status Notifications to the email address included on the askDFAS ticket.
1-Click on the askDFAS upload tool link that best fits the document (see above) 2-Fill out all applicable information 3-Read the instructions and click the Confirmation button 4-Attach your completed and signed documents in PDF format (include name and SSN on each attachment) 5-Scroll to the bottom and select “Upload File(s)” 6-Select “Submit” Please note: All documents submitted via an askDFAS online upload tool must be in PDF format; include retiree name and SSN on each attachment. For Form Uploads, it will take up to three business days for your document(s) to be available in our processing system. We can process a typical request in 30 business days if we have all the required information upon submission.
Send a question and get a response via askDFAS. See "How to Submit a Question" below for step by step instructions. Disability Entitlements – Questions General / Form / Document – Questions General Disability Pay – Questions International Direct Deposit – Questions Payment Inquiry – Questions Survivor Benefit Plan – Questions
1-Choose the “Retiree - Ask a Question” subcategory that most closely matches your question (see above). 2-Fill out all applicable information. If validation questions are present, you must answer correctly in order for DFAS to respond. 3-Fill in your question. Please be as clear and specific as you can when providing your question. 4-Click “Submit” to send your question to the DFAS Cleveland Customer Care Center. Please remember the passcode you created on the ticket so that you can access it to review the answer. After you submit your question via one of the tools, expect a response via askDFAS within three business days. You will receive an email alerting you when your ticket has been updated with a response. You’ll need to log back in to the ticket to view the response. Please note: tools that are designed for account-specific questions will ask “Validation Questions” that you must answer correctly in order for DFAS to respond. On such tickets, if the Validation Questions are answered incorrectly, a 24-hour security hold will be placed on the retiree’s account. This means the retiree must wait until the 24-hour security hold is over to contact the DFAS Cleveland Customer Care Center for more assistance.
Click here to get our helpful guide to our online tools and resources for retirees and SBP annuitants.
We have special tools for the family of military retirees who passed away. There is an online form to report the death of a military retiree, as well as two “Ask a Question” tools for beneficiaries. We also have an online upload tool for the SF 1174 Claim Form, to claim a deceased retiree's final pay. Notification of Retiree Death tool - Use this online form to report the death of a military retiree. Final Pay of Deceased Member - Questions - Use this Ask a Question tool to ask a GENERAL question about how to claim a deceased retiree's final pay. This includes the Arrears of Pay (AOP) Claim Form - SF 1174 - and supporting documentation. Starting SBP Annuity Pay – Questions - Use this Ask a Question tool to ask a GENERAL question about starting SBP Annuity pay, such as the process steps and forms/documents required. SF 1174 – Arrears of Pay (AOP) - Upload - Use this askDFAS Online Upload Tool to submit your SF 1174 form (to claim a deceased retiree's final pay), certificate of death, and other supporting documentation.
Quick Tools for Retirees and SBP Annuitants Customer Service Forms Library askDFAS Online Tools for SBP Annuitants
Page Updated June 11 2024