Forms

Defense Finance
and Accounting Service
Providing payment services of the U.S. Department of Defense
MyPay

Fax or Mail Forms

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

 

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

FMS Form 1201DFAS

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

 

AskDFAS Initiate

Online authorization to initiate payment to Direct Express Card®

 

FS Form 1201W-DFAS

Request for Payment of Federal Benefits by Check

 

DD 2558

Authorization to Start, Stop, or Change an Allotment

 

VOP Letter

Verification of Pay Letter

 

Retiree Beneficiary Forms

DD 2894

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

 

Retiree Continued Eligibility Forms

DD 2892

Certificate of Eligibility for Retired Members

Instructions

DFAS-CL 1800/97

Retiree Certificate of Existence - COE

Instructions

DFAS-CL 1800/100

Retiree Report of Existence - ROE

Instructions

Tax Forms

IRS W7

Application for IRS Individual Taxpayer ID Number

Instructions

IRS W4

IRS Form W-4

 

IRS W4P

IRS Withholding Certificate for Pension of 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

Helpful tools and how-to information

Child Annuitant's School Certificate

Instructions

How-To Checklist

DD 2790

Custodianship Certificate of Minor Child

Instructions

FMS 2231

Fast Start Direct Deposit

 

SF 1199A

Direct Deposit Enrollment

 

IRS W4P

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

Instructions

DFAS 9415

Representative Payee Certification

Instructions

DD 2656-7

Helpful tools and how-to information

Verification for Survivor Annuity

Instructions

How-To Checklist

How-To Video

 

   

Annuitants' Continued Eligibility Forms

CEI

Certificate to Establish Identity

 

COE

Annuitant Certificate of Eligibility

Instructions

ROE

Annuitant Report of Existence (foreign address)

Instructions

ROE

Annuitant Report of Existence (Legal Representative)

Instructions

Casualty Assistance:

SF 1174

Helpful tools and how-to information

Claim for Unpaid Compensation of Deceased Member of the Uniformed Service

Instructions

How-To Checklist

How-To Video

DD 2790

Custodianship Certificate of Minor Child

Instructions

FAA/9573

Affidavit in Support of Common Law Marriage

Instructions

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 W4P

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:

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

Instructions

DD 2656-1

Survivor Benefit Plan Election Statement for Former Spouse Coverage

 

DD 2656-2

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

 

DD 2656-6

Survivor Benefit Plan Election Change Certificate

 

SBP Withdrawal Due to VA Disability Packet

Packet with form and fact sheet to withdraw from SBP due to qualifying VA disability

 

 

Page Updated Oct. 31, 2019