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NDAA 2023 Survivor Benefit Plan (SBP) Open Season


Congress provided for a Survivor Benefit Plan Open Season in the 2023 National Defense Authorization Act (NDAA).

The SBP Open Season began on December 23, 2022 and ends on January 1, 2024.

SBP Open Season Enrollment Information – Click here to jump to the Enrollment Section

The SBP Open Season allows for retirees receiving retired pay, eligible members, or former members awaiting retired pay who who were NOT enrolled in SBP or RCSBP (Reserve Component Survivor Benefit Plan) as of December 22, 2022 to enroll. For a member who enrolls during the SBP Open Season, the law generally requires that the member will be responsible to pay retroactive SBP premium costs that would have been paid if the member had enrolled at retirement (or enrolled at another earlier date, depending on the member’s family circumstances).

SBP Open Season Discontinuance Information – Click here to jump to the Discontinuance Section

The SBP Open Season also allows eligible members and former members who were enrolled in SBP or RCSBP (Reserve Component Survivor Benefit Plan) as of December 22, 2022 to permanently discontinue their SBP coverage. The law generally requires the covered beneficiaries to concur in writing with the election to discontinue. Previously paid premiums will not be refunded.

We will post additional information and instructions on this webpage as they become available. Please check back for news during the 2023 calendar year. 


SBP Open Season: Enrolling in SBP Coverage - SBP Open Season Letter of Intent to Enroll Now Available for Retirees Receiving Pay

DFAS continues to work with our pay partners to finalize the forms, policies, and processes required to enroll this SBP Open Season. We appreciate your patience as we work through the preparation.

Enrollment during the SBP Open Season is a four-step process:

STEP 1. Submit the Letter of Intent to Enroll (LOI) including all required information and the type of enrollment.
Download the “Letter of Intent to Enroll during the SBP Open Season” – Right Click here and choose "Save link as..." to save it to your computer.
STEP 2.  DFAS will send you an estimate of your monthly premium costs going forward, as well as the one-time “buy-in premium,” based on the information provided.
Your final enrollment costs, both monthly premium and buy-in premium may change if there is a time gap between when you receive the estimate and the time you submit your final enrollment form. Costs may also change if there are changes to the information submitted.
STEP 3. After considering the costs, if you want to officially enroll, submit the enrollment form, including your choice for how you will pay for the buy-in premium. Payments can be made in a lump sum or through 12 equal monthly installments or a combination of the two.
Please note: We are working to finalize the enrollment form and the payment plans. Please check back for updated information.
STEP 4. DFAS will confirm your enrollment, including your final costs, and provide instructions on how to submit payment. You are allowed 30 days from the date you sign your enrollment form to cancel enrollment – cancellation must be in writing and received within the 30 days.
Letter of Intent to Enroll During the SBP Open Season
Download the “Letter of Intent to Enroll during the SBP Open Season” – Right Click here and choose "Save link as..." to save it to your computer.
PLEASE NOTE: To be valid, the form must be properly signed and dated. Once complete, signed, and dated, the form can be submitted directly through our askDFAS online upload tool or via fax or email.

Upload your Letter of Intent using our askDFAS online upload tool on DFAS.mil - CLICK HERE 

Fax to 800-469-6559

Mail to:
Defense Finance and Accounting Service
U.S. Military Retired Pay
8899 E 56th Street
Indianapolis IN 46249-1200
 
We also have a list of Frequently Asked Questions here about enrolling in SBP during the SBP 2023 Open Season – Right Click here and choose "Save link as..." to save it to your computer
 

**NOTE: The above process is for ARMY, NAVY, AIR FORCE, SPACE FORCE, and MARINE CORPS RETIREES RECEIVING PAY
Currently serving Reserve/Guard should contact their Branch of Service for information on the SBP Open Season and the process to submit the form.
Gray Area Retirees (not yet receiving retired pay) of the Navy, Marines and Air Force should contact their Branch of Service for information on the SBP Open Season and the process to submit their form.

Army Gray Area Retiree Soldiers (not yet receiving pay), please visit the Army’s webpage on the Survivor Benefit Plan at https://soldierforlife.army.mil/Retirement/survivor-benefit-plan or contact your local Retirement Services Officer.

Army Retired Soldiers, for assistance with your decision and form, please visit the Army’s webpage on the Survivor Benefit Plan at https://soldierforlife.army.mil/Retirement/survivor-benefit-plan or contact your local Retirement Services Officer.


SBP Open Season: Discontinuing SBP Coverage – SBP Open Season Discontinuance Form Now Available for Retirees Receiving Pay


As part of the SBP Open Season, retirees, reserve/guard, and Gray Area Retirees are allowed to stop (discontinue) their SBP coverage. The member (1) must get concurrence from their spouse plus any beneficiary covered by SBP that is 18 or over and (2) no premiums are refunded.

The following information applies to former active duty and reserve retirees receiving pay ONLY – follow the instructions below to submit the new discontinuance form directly to DFAS.

Currently serving Reserve/Guard should contact their Branch of Service for information on the SBP Open Season and the process to submit the form.
Gray Area Retirees (not yet receiving retired pay) of the Navy, Marines and Air Force should contact their Branch of Service for information on the SBP Open Season and the process to submit their form.

Army Gray Area Retiree Soldiers (not yet receiving pay), please visit the Army’s webpage on the Survivor Benefit Plan at https://soldierforlife.army.mil/Retirement/survivor-benefit-plan or contact your local Retirement Services Officer.
Army Retired Soldiers, for assistance with your decision and form, please visit the Army’s webpage on the Survivor Benefit Plan at https://soldierforlife.army.mil/Retirement/survivor-benefit-plan or contact your local Retirement Services Officer.

Before submitting your request for discontinuance, please review the SBP advantages and disadvantages information on the first page of the Discontinuance form. SBP Open Seasons rarely occur. Consider the impact your decision will have on your loved ones moving forward. Because your beneficiaries must also concur with the decision to discontinue, you may want to review this information with them.

DFAS developed a special form to discontinue coverage during the SBP Open Season.

Download the SBP Open Season 2023 Discontinuance Form – Provisional – Right Click here and choose "Save link as..." to save it to your computer.
PLEASE NOTE: To be valid, the form must be properly signed and dated by all parties, including the current spouse, and any currently-covered former spouse, child aged 18-22 or natural interest person (NIP). In addition, the covered party’s signature must either be notarized or witnessed by an SBP counselor.

Please remember to sign and date the form, have all beneficiaries concur, and have the notary or SBP counselor witness sign. Once all the information is filled in and all signatures received, the form can be submitted directly through askDFAS or via fax or email.

Defense Finance and Accounting Service
U.S. Military Retired Pay
8899 E 56th Street
Indianapolis IN 46249-1200

We also have a list of commonly asked questions about discontinuing participation in SBP. Find those FAQs here.

**REMINDER: Currently serving reserve/guard, and Gray Area Retirees (not yet receiving retired pay) should contact their Branch of Service for information on the process to submit their form. Contact information is on the DFAS Gray Area Retiree webpage at https://www.dfas.mil/grayarea.


ADDITIONAL INFORMATION

NDAA 2023 SBP Open Season Law

The law providing for an SBP Open Season is publicly available on web sites such as GovInfo at https://www.govinfo.gov (which provides free public access to official publications from all three branches of the Federal Government).



Related Links:


Note: The information on this website is provided to explain typical situations regarding retiree and annuitant benefits. For details and exceptions, please see applicable laws, financial management regulations, and instructions.

Page Updated March 13, 2023