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Military Service Members

Retirees and Annuitants

 

Military Retiree and Survivor Benefit Plan (SBP) Annuitants Resources

Photo of four people who are retirement age. Two women and two men.

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.

Types of retirement include: Regular, Reserve, Temporary Disability Retirement List (TDRL), Permanent Disability Retirement List (PDRL), and Temporary Early Retirement Authority (TERA).
 
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 requirements for all military retirees:

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 Addresses

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

Retired & Annuitant Pay Form Library and Tips/Tools

Forms Library Tips/Tools

All Other Questions

Other Questions

Submit other questions to DFAS for additional assistance.

 

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.

Military Retiree Customer Guide

Get this helpful guide to our tools and resources for military 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

Manage SBP Annuity Pay

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

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.
Retired & Annuitant Pay Form Library and Tips/Tools

Forms Library and Tips/Tools

All Other Questions

Other Questions

Submit other questions to DFAS for additional assistance.
 

Latest News

DFAS Survivor SBP Newsletter – Download the most current Survivor SBP newsletter for important information about annuitant pay.

Special Focus Webpages for:

SBP Annuitant Customer Guide

Get this helpful guide to our tools and resources for SBP annuitants.


Other Resources

Other Resources

Branch of Service Only askDFAS Submissions

Customer Debts and Deductions

  • Submit questions on a debt, or court ordered deductions like child/spousal support, former spouse, or bankruptcy.

Additional Resources

 

Civilian Employees

Vendors

 
Page updated November 7, 2022