Actions Taken in Retired & Annuitant Pay

How to Report a Retiree's Death

The survey found that loved ones of retirees with Survivor Benefit Plan (SBP) coverage didn’t understand they needed to send paperwork for both the retiree’s last pay AND the SBP annuity. We addressed the concern by adding more information to our “Report a Retiree's Death” webpage and creating a downloadable PDF checklist outlining what family members needs to know and do when a retiree dies.

askDFAS Experience Improved

Using customer feedback, Retired & Annuitant Pay recently set out on a mission to make our askDFAS online tools experience more intuitive and helpful. For both retirees and SBP annuitants, there are now many new online tools and the tools are organized into clearer categories. There are even new options to ask account questions online via askDFAS! Find out more here.

Tax Documents Overseas

Some retirees and annuitants had difficulty getting replacement tax documents because our online request forms wouldn’t accept a foreign address. Now, our 1099-R reissue online tool and our notification of death online forms both accept foreign addresses.

Quick Tools

We created a new Quick Tools webpage, which offers organized links to our most-requested tools. This is part of our initiative to create more wayfinding webpages so you can quickly and easily find what the information you need on our website.

SBP Annuitant Verification Simplified

When SBP annuitants were confused about how and when they needed to provide their annual eligibility verification, we overhauled the verification process for annuitants. The biggest change was streamlining the SBP requirements, which were the most burdensome. Now, no annuitant is required to provide more than one annual verification.