Form Wizard Round-Up 

     A Form Wizards is a tool that “takes the form out of the form” by having the user answer a series of questions. Their responses to those questions are then populated in the proper areas of the forms.

     Form Wizards also provide data validation of the user input. Certain fields that are required or have a particular format will alert the user if information is input incorrectly or if required information is missing. It will not allow the user to generate the form until the input is corrected.

     Another benefit of using a Form Wizard is it allows for informational pop-ups to guide the user in providing the proper responses to complete their form. 

     Some Form Wizards allow for electronic signature and a direct upload to askDFAS, which eliminates the need for the customer to print, sign and then either mail, fax or scan the document to upload. The customer can have peace of mind that their form was completed and submitted correctly to DFAS. 

     Form Wizards that are now available are on the Forms webpage of the DFAS R&A website at https://www.dfas.mil/raforms. The Form Wizard is positioned above the PDF version of the form on the website.
 

Form Wizards that are available for retiree-related forms include: 

DD Form 2894- Designation of Beneficiary Information
     Used to designate a beneficiary or beneficiaries for the retiree’s final pay, known as the arrears of pay.

     Allows for electronic signature and direct upload to askDFAS.

SF 1174- Claim for Unpaid Compensation of Deceased Member of the Uniformed Service
     Used by a beneficiary or claimant to submit a claim for the deceased retiree’s arrears of pay.

 

Form Wizards that are available for annuitant-related forms are as follows:

DD Form 2656-7- Verification for Survivor Annuity
     Used by the annuitant to apply for their annuity as the beneficiary from the Survivor Benefit Plan.

     Allows for electronic signature and direct upload to askDFAS.

DD From 2788- Child Annuitant’s School Certificate
     Used by a child annuitant, between the ages of 18 to 22 and attending school full-time, to certify their annual school attendance.

     Allows for electronic signature and direct upload to askDFAS.

DFAS 9415- Representative Payee Certification
     Used by a person applying to be the Representative Payee on the behalf of the annuitant, if the annuitant is mentally incompetent, or an otherwise legally disabled person for whom a guardian or other fiduciary has not been appointed. 
 

     Please note as forms are being updated in newer versions of Adobe, when using Chrome, Edge, Firefox or Safari to access an Adobe Form Wizard, the user must download or save the PDF (by clicking the download or save icon in the upper right-hand corner of the page). Then go to the saved location and open the form/Form Wizard. It is not recommended to save completed forms on a public or shared computer due to Personal Identifiable Information (PII).

Page updated December 23, 2022