Military Retiree and Survivor Benefit Plan (SBP) Annuitants Resources
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Military Retirees
Military Retirees
A military retiree is any service member or former service member who served on active duty, or as a member of the reserves or guard for the required period of time to receive military retirement pay. There are a number of factors that determine a service member's eligibility for military retired pay. It is important to note that not every military veteran is a military retiree. Only those service members who have retired from their Branch of Service and are eligible for and receiving retired pay are considered military retirees.
This includes service members who were placed on the Temporary Disability Retirement List (TDRL) or the Permanent Disability Retired List (PDRL) and receive retired pay from the Department of Defense. One special group of retired service members who are considered military retirees but who are not yet receiving retired pay is the Gray Area Retirees who are retired from their Branch of Service but are not eligible to receive their military retired pay until age 60 or until their special retired pay date if they have a reduced age retired pay date.
Retired and Annuitant (R&A) Pay is part of the Defense Finance and Accounting Service (DFAS), an agency under the Department of Defense (DoD). We are a payment agency. R&A Pay establishes, maintains and pays military retirees and their eligible surviving spouses and other family members.
Below are commonly requested resources, helpful tools, and forms and other documentation for submission to DFAS. Click on the category title below to jump to a specific section or scroll down the page to see the convenient options for all military retirees:
See the Explainer Webpage for How to Use Our Online Tools
Manage Retired Pay Account
Request a Duplicate Tax Statement (1099-R)
Duplicate Tax Statement
Report the Death of a Military Retiree
Death of a Military Retiree
Update Your Mailing Address
Mailing Address
Request Verification of Pay
Obtaining Verification of Pay
Submit Documentation of a Life-Changing Event
Life-Changing Events
Submit a Form To DFAS Using Our askDFAS Online Upload Tools
Submitting Forms via Online Upload Tools
Please note: All documents submitted via an askDFAS online upload tool must be in PDF format; include name and SSN on each attachment (annuitants: please include the member’s SSN)
Retired & Annuitant Pay Form Library and Tips/Tools
Forms Library Tips/Tools
- Visit our Forms Library to get a form. Form Wizards, helpful guides, checklists, or how-to videos available for many forms on this page.
- The following helpful Form Wizards take the “form” out of the form—available for (right click and choose "Save link as" to save the form to your computer):
All Other Questions
Ask a Question Online
Military Retiree Customer Guide to Online Tools
Get this helpful guide to our online tools and resources for military retirees.
Latest News
- Retiree Newsletter – Download the most current retiree newsletter for important information about retired military pay.
- Gray Area Retirees – Here you will find information for military reserve and guard Gray Area Retirees.
Survivor Benefit Plan (SBP) Annuitants
Survivor Benefit Plan (SBP) Annuitants
The Department of Defense (DoD) Survivor Benefit Plan (SBP) provides an ongoing monthly annuity payment to military spouses or children when a military member dies while on active duty, on inactive duty, or after retirement (if the retiree chooses to purchase coverage). SBP provides eligible beneficiaries with a monthly payment known as an annuity. The recipient of an SBP annuity is referred to as the annuitant.
This section provides SBP annuitants with commonly requested resources, helpful tools, and the ability to request documentation and submit forms to DFAS for processing.
Below are commonly requested resources, helpful tools, and forms and other documentation for submission to DFAS. Click on the category title below to jump to a specific section or scroll down the page to see the requirements for all annuitants:
Manage SBP Annuity Pay
See the Explainer Webpage for How to Use Our Online Tools
Manage SBP Annuity Pay Using myPay
Update Your Mailing Address
Submit Required SBP Annuitant Certifications
SBP Annuitant Certifications
Complete required certifications to maintain entitlement to an SBP annuity.
Request a Duplicate Tax Statement (1099-R)
Duplicate Tax Statement
Report the Death of a Military Retiree
Death of a Military Retiree
- Notify us if a military retiree has passed away.
Submit Documentation of a Life Change
Life-Changing Events
Submit a Form to DFAS Using askDFAS Online Upload Tools
Submitting Forms via Online Upload Tools
- Use the handy askDFAS tool to submit your forms to DFAS for processing.
Please note: All documents submitted via an askDFAS online upload tool must be in PDF format; include name and SSN on each attachment (annuitants: please include the member’s SSN)
Retired & Annuitant Pay Form Library and Tips/Tools
Forms Library and Tips/Tools
- Visit our Forms Library to find all forms. Form Wizards, helpful guides, checklists, or how-to videos available for many forms on this page.
- The following helpful Form Wizards take the “form” out of the form—available for (right click and choose "Save link as" to save the form to your computer):
All Other Questions
Submit other questions to DFAS for additional assistance.
SBP Annuitant Customer Guide to Online Tools
Get this helpful guide to our online tools and resources for SBP annuitants.
Latest News
DFAS Survivor SBP Newsletter – Download the most current Survivor SBP newsletter for important information about annuitant pay.
Special Focus Webpages for:
Other Resources
Branch of Service Only askDFAS Submissions
Customer Debts and Deductions
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Submit questions on a debt, or court ordered deductions like child/spousal support, former spouse, or bankruptcy.
Additional Resources