More New Form Tools - New Additions for Annuitants
Over the past six months, we introduced online form tools to help retirees and annuitants fill out and submit required forms correctly and more easily.
Recently, we launched a few more helpful form tools for Annuitants for these forms:
- DD 2790 - Custodian Certificate to Support Claim on behalf of Minor Children of Deceased Members of the Armed Forces
- DFAS Form 9415 - Representative Payee
- Certificate to Establish Identity of Annuitant (CEI)
We have a PDF how-to checklist and a YouTube how-to video for the DD 2790 and DFAS Form 9415, and a how-to checklist for the CEI. These tools are available on the Retired and Annuitant Forms webpage at: https://www.dfas.mil/retiredmilitary/forms
Don’t forget about our other helpful form tools:
We have a PDF how-to checklist and an AskDFAS online upload tool. Also, we are sending monthly SmartDoc email reminders to the SBP child annuitants (who have a valid email address in myPay) who need to submit a School Certification form in the following month. The School Cert tools are available at:
SF1174 Arrears of Pay
We have a Form Wizard, a PDF how-to checklist, a YouTube how-to video and an AskDFAS online upload tool. The tools are available on our “How to Claim Arrears of Pay Using the 1174” webpage at: /retiredmilitary/survivors/1174RetireeAOP
DD2656-7 Annuity Application
We have a Form Wizard, a PDF how-to checklist, a YouTube how-to video and an AskDFAS online upload tool. The tools are available on our “Start an SBP Annuity” webpage at: https://www.dfas.mil/retiredmilitary/survivors/ApplySBP
Just as a reminder when submitting documents through AskDFAS, it can take up to three business days for documents to be indexed in our system. Also, your ticket number cannot be used to reference status when calling our Customer Care Center.
All of the form tools are available from the Forms page on our website:
What are Form Tools?
PDF Form Wizards
The Form Wizards “take the form out of the form” by having you answer a series of questions. Once you have answered the questions, the wizard automatically places your answers in the correct areas of the form and generates a ready-to-print PDF of the completed form. Customers can also save a PDF of the generated form to their own computer.
The wizards are designed to generate a printable version of the filled-out forms, since these forms require a “wet” signature and in some cases, witnesses or notaries.
The PDF Form Wizards can only be used on a Windows or MAC computer with compatible PDF software, such as the free Adobe Acrobat DC.
How-to checklists and videos
The new how-to checklists provide a different kind of help, by explaining the information that needs to be included on a form, and additional documentation that may be needed. The how-to videos complement the checklists with visual instructions. Both also have a reminder to sign the form, which is one of the major omissions that prevent us from processing a form.
AskDFAS online upload tools
The new AskDFAS online upload tools allow some forms and the required documentation to be uploaded and submitted through AskDFAS on the DFAS.mil website, which is also accessible on a mobile browser.
To use the new online tool to submit a form, you just need to fill in the required information in the online screen, and then upload a PDF of your completed and signed form and documentation.
Please note the AskDFAS online upload tools can only accept the specific form and documentation noted on the upload tool. Other requests or documents cannot be processed through the online upload tools.
We have more helpful tools coming in 2020. Watch the Latest News area of our website for news: https://www.dfas.mil/retiredmilitary
Page last updated on March 18, 2020