Forms Library

Print these forms and send the completed forms to DFAS following the instructions provided.

Please note: If you click on a form and you see a message that says "Please wait..." you will need to download the form to your computer or device before you can open and use it. Right click on the link to the form, select "Save link as..." and a popup box will appear to allow you to save the form. Once you open the form, you will need to click on "Enable All Features" in order to view and fill in the form.


 

Form Number

Title/ Description

Supplemental Instructions

Retired Military Pay Accounts:

Address Forms

DD 2866

Retiree Change of Address/State Tax Withholding Request

 

Apply for Retirement

DD 2656

Retirement Application - Data for Payment of Retired Personnel

 

DD 149

Application for Correction of Military Record

 

Banking and Checking Forms

FMS 2231

Fast Start Direct Deposit

 

SF 1199A

Direct Deposit Enrollment

 

OF 1199-I

International Direct Deposit Enrollment

Instructions

DD 2558

Authorization to Start, Stop, or Change an Allotment

 

DD 2660 

Statement of Claimant Requesting Recertified Check

 

FMS Form 1201DFAS

Sign-Up Form for the Direct Express® Card for Benefit Payments

 

FS Form 1201W-DFAS

Request for Payment of Federal Benefits by Check

 

 

 

Retiree Beneficiary Forms

DD 2894 Form Wizard

DD 2894 Printable PDF Form

Designation of Beneficiary Information

 

DD 2864

Voluntary Separation Incentive Beneficiary Designation

 

Debts

DD 2789

Waiver/Remission of Indebtedness

Instructions

Financial Statement of Debtor

Financial Statement of Debtor

Instructions 

Retiree Continued Eligibility 

Retiree Foreign Address Update for Mailed Check (FAUMC) 

Retiree Foreign Address Update for Mailed Check (FAUMC)

 

Retiree Restart Pay Confirmation (RPC) 

Retiree Restart Pay Confirmation (RPC) 

 

Tax Forms

IRS W7

Application for IRS Individual Taxpayer ID Number

Instructions

IRS W4

IRS Form W-4

 

IRS W4P - SBP Annuitants: Use this form for federal tax withholding

IRS Withholding Certificate for Pension or Annuity Payments

 

DD 2868

Request for Withholding State Tax

Instructions

IRS W-8BEN

Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding

Instructions

Strickland Decision Letter

Taxability Information on CRDP/CRSC

 

Annuity Assistance:

Annuitants' Startup Forms

DD 2788 Form Wizard

DD 2788 Printable PDF Form

Helpful tools and how-to information

Child Annuitant's School Certificate

 
 

DD 2790

Helpful tools and how-to information

Custodianship Certificate of Minor Child


How-To Checklist

How-To Video

FMS 2231

Fast Start Direct Deposit

 

SF 1199-A

Direct Deposit Enrollment

 

IRS W-4P

IRS Withholding Certificate for Pension of Annuity Payments

 

IRS W-8BEN

Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding

 

DD 2828

Physician Certificate for Child Annuitant

 

DFAS 9415 Annuitant Representative Payee Certification Form Wizard

DFAS 9415 Fillable - Use this version to fill in the form on your computer. You will need PDF software to use this version.

DFAS 9415 Print Only - Use this version if you want to print out and fill in the paper form.

Helpful tools and how-to information

Representative Payee Certification

 

DD 2656-7 Form Wizard

DD 2656-7 Printable PDF Form
**Please see our “Start an Annuity” webpage for important information about the DD Form 2656-7 to start an SBP annuity.

Helpful tools and how-to information

Verification for Survivor Annuity

 

 

   

Annuitants' Continued Eligibility Forms 

Annuitant Survivor Benefit Plan-Marital Status Update (SBP-MSU
Please see our webpage, “Manage Your SBP Annuity” for news about the new, simpler eligibility verification requirements for SBP annuitants.

Annuitant Survivor Benefit Plan-Marital Status Update


 

Annuitant Foreign Address Update for Mailed Check (FAUMC)
Please see our webpage, “Manage Your SBP Annuity” for news about the new, simpler eligibility verification requirements for SBP annuitants

 Annuitant Foreign Address Update for Mailed Check

Annuitant Restart Pay Confirmation (RPC)
Please see our webpage, “Manage Your SBP Annuity” for news about the new, simpler eligibility verification requirements for SBP annuitants

 Annuitant Restart Pay Confirmation

 

 

 

Casualty Assistance:

SF 1174 Form Wizard

SF 1174 Printable PDF Form

Helpful tools and how-to information

Claim for Unpaid Compensation of Deceased Member of the Uniformed Service

How-To Checklist

How-To Video

Form 1059

Direct Deposit Authorization

 

DD 2790

Helpful tools and how-to information

Custodianship Certificate of Minor Child

Instructions

How-To Video

Combat Related Special Compensation:

DD 2860

Claim for CRSC

 

Former Spouse/Garnishment:

FORM

Affidavit of Current Family Status

 

DD 2293

Application for Former Spouse Payments from Retired Pay

 

FORM

Court Order Request Form

 

FMS 2231

Fast Start Direct Deposit

 

IRS W-4P

IRS Withholding Certificate for Pension or Annuity Payments

 

DD 2656-10

Survivor Benefit Plan/Reserve Component SBP Request for Deemed Election

 

Form 1059

Direct Deposit Authorization

 

Survivor Benefit Plan - Forms for Retirees:

DD 2891

Authorization for RSFPP and SBP Costs Deduction

Instructions

DD 2656-5

Reserve Component SBP Election Certificate

Instructions

DD 2656-10

Survivor Benefit Plan/Reserve Component SBP Request for Deemed Election

Instructions

DD 2656-8

Survivor Benefit Plan Auto Coverage Fact Sheet

 

DD 2656-1

Survivor Benefit Plan Election Statement for Former Spouse Coverage

 

DD 2656-2
**DO NOT USE THIS FORM TO DISCONTINUE UNLESS YOU ARE IN YOUR THIRD YEAR OF RECEIVING RETIRED PAY

Survivor Benefit Plan Termination Request (third-year retirees only)**

 

DD 2656-6 Form Wizard

DD 2656-6 Printable PDF Form

Survivor Benefit Plan Election Change Certificate

 

SBP Withdrawal Due to VA Disability Packet

Packet with form and fact sheet to discontinue participation in SBP due to qualifying VA disability

 


Please note: If you click on a form and you see a message that says "Please wait..." you will need to download the form to your computer or device before you can open and use it. 

Page Updated Mch 15 2024