Dd Form 137 5 PDF Details

Embarking on the nuanced terrain of military family benefits, the DD Form 137-5 emerges as a pivotal document for service members with incapacitated children over the age of 21. Aimed at establishing the dependency status of such children, this form directly influences a member's eligibility for certain military benefits, including Basic Allowance for Housing (BAH), Uniformed Services Identification Card (USIP), and travel allowances. Mandated by an array of regulations and policies from the Department of Defense and other authoritative bodies, the form serves multiple purposes—from verifying the relationship between the service member and the child to determining the child's financial dependency status. Given its thorough nature, the form requires detailed information about the child's living arrangement, income, educational status, and health care expenses, among other aspects. While completion of this form can take between 30 to 60 minutes, its significance cannot be overstated, as it directly impacts the financial support and benefits a military family can access. Compiling this information may seem daunting, but it's a necessary step to ensure that families receive the support they’re entitled to. Each section of the DD Form 137-5 meticulously gathers data to provide a comprehensive profile of the child's needs and circumstances, highlighting the importance of accuracy and completeness in its submission.

QuestionAnswer
Form NameDd Form 137 5
Form Length5 pages
Fillable?No
Fillable fields0
Avg. time to fill out1 min 15 sec
Other namesdd 137 5 pdf, dd 137 5, dd form 137 5 form, dd137 5

How to Fill Out DD Form 137-5

DD Form 137-5 at a glance

What it is: DD Form 137-5 is the Dependency Statement - Incapacitated Child Over Age 21.

Who signs: Sign (1) SIGNATURE OF PERSON WHO HAS PHYSICAL CUSTODY OF THE CHILD (Can be member or other than member). Sign c. MEMBER (1) SIGNATURE (2) DATE SIGNED (YYYYMMDD).

The information will be used to determine the relationship and dependency of the claimed dependents and determine the member's entitlement of authorized benefits.

The member must complete the form in its entirety, sign and date the form, and have it notarized.

If the child resides alone or with someone other than the member, the member completes Items 1, 2, and 16, signs and dates the form, and the child or child's representative completes Items 3 through 15, signs and dates the form, and has it notarized.

If the member is deceased, the child or child's representative completes the form in its entirety, signs and dates the form, and has it notarized. Information furnished must reflect the 12 months prior to member's death.

What to bring and attach to DD Form 137-5

Verification of income is required.

A filled-in DD Form 137-5 example: a soldier requests BAH for an adult child

DD Form 137-5 example filled out, example: a soldier requests BAH for an adult child
Sergeant John Q. Sample files DD Form 137-5 for his adult child. On active duty in the Army, he requests BAH and this is his first application. He is married, and the child is his legitimate child. The picture shows Items 1 to 3, and its names and figures are sample values.

How to fill out DD Form 137-5, box by box

1. ENTITLEMENTS REQUESTED

DD Form 137-5 example filled out, 1. ENTITLEMENTS REQUESTED

In 1. ENTITLEMENTS REQUESTED, X and complete as applicable: a. TYPE, BAH, USIP CARD or TRAVEL ALLOWANCE.

b. FIRST APPLICATION? YES or NO. If No, give date of last application (YYYYMMDD).

c. LAST APPLICATION WAS APPROVED or DISAPPROVED.

2. MEMBER INFORMATION

DD Form 137-5 example filled out, 2. MEMBER INFORMATION

In 2. MEMBER INFORMATION, enter a. NAME (Last, First, Middle Initial), b. DoD ID NUMBER and c. RANK.

d. Status (X and complete as applicable): Active Duty, National Guard, Army, Navy, Deceased (Date of death) (YYYMMDD), Retired, Reserve, Marine Corps, Air Force or Other (Specify).

i. MARITAL STATUS (X one): SINGLE, SEPARATED, WIDOWED, MARRIED or DIVORCED.

Enter e. COMPLETE RESIDENCE ADDRESS (Street, Apartment Number, City, State, ZIP Code) and f. COMPLETE MILITARY ADDRESS (Include assignment: squadron and base).

Enter g. TELEPHONE NUMBERS (Include DSN or Area Code), (1) WORK and (2) HOME, and h. E-MAIL ADDRESS.

3. MEMBER'S CHILD

DD Form 137-5 example filled out, 3. MEMBER'S CHILD

In 3. MEMBER'S CHILD, enter a. NAME (Last, First, Middle Initial), b. DOD ID NUMBER and c. DATE OF BIRTH (YYYYMMDD).

d. RELATIONSHIP TO MEMBER (X one): LEGITIMATE CHILD, CHILD BORN OUT OF WEDLOCK, ADOPTED CHILD or STEPCHILD.

Enter e. COMPLETE ADDRESS (Street, Apartment Number, City, State, ZIP Code). f. HAS CHILD EVER BEEN MARRIED? YES or NO. If Yes, attach a copy of annulment decree, final divorce decree, or death certificate of child's spouse.

4. CHILD'S OTHER PARENT(S)

In 4. CHILD'S OTHER PARENT(S), enter (1) NAME (Last, First, Middle Initial), (2) RELATIONSHIP TO CHILD and (3) COMPLETE ADDRESS (Street, Apartment Number, City, State, ZIP Code).

c. IS/ARE OTHER PARENT(S) IN ANY BRANCH OF SERVICE, INCLUDING RESERVE OR NATIONAL GUARD (X one): YES or NO. If Yes, show rank, name, SSN, and military address.

d. Does other parent claim child for Basic Allowance for Housing (BAH), Travel Allowance, or USIP Card (X one): YES or NO. If Yes, explain.

5. CHILD'S RESIDENCE

In 5. CHILD'S RESIDENCE, a. TYPE OF RESIDENCE (X and complete as applicable): HOME OR APARTMENT OF OTHER PARENT, HOME OR APARTMENT OF FRIEND OR RELATIVE (State relationship), HOME OR APARTMENT OF MEMBER, HOME OR APARTMENT OF CHILD, HOSPITAL OR INSTITUTION, HOME OR APARTMENT OF FORMER SPOUSE OF MEMBER, OTHER (Explain) or STUDENT DORMITORY OR OTHER ON-CAMPUS FACILITY.

c. IS RESIDENCE SUBSIDIZED HOUSING? YES or NO. d. DATE CHILD STARTED LIVING AT CURRENT ADDRESS (YYYYMMDD).

6. IF CHILD IS IN HOSPITAL OR INSTITUTION

6. If child is in hospital or institution: if child is in a hospital or institution, all of the following information must be furnished. Obtain this information from the hospital or institution.

Enter a. Date child entered hospital/institution (YYYYMMDD) and b. Anticipated date of discharge (If known) (YYYYMMDD).

c. Will child return to member's home after discharge? YES or NO. If "NO," explain where child will reside.

7. PERSONS LIVING IN HOUSEHOLD WITH CHILD, 8. HOUSEHOLD EXPENSES and 9. CHILD'S PERSONAL EXPENSES

When child resides in a hospital or institution and Item 6 is completed, do not complete Item 7, Item 8 or Item 9.

List all persons who live in the household, including claimed child. If employed, show hours per week worked. Continue in Remarks if more space is needed.

List the household expenses for all persons living in the home. If expense was one-time only, such as purchase of a new chair, do not show this as a monthly expense; list it as an expense for the past 12 months.

If child resides in the member's household or in a dwelling owned by the member, use Fair Rental Value (FRV) for dwelling. If child does not reside in member's household or in a dwelling owned by member, list actual mortgage, rent, or FRV if dwelling is mortgage-free. If FRV is used, give a brief explanation of how Fair Rental Value was obtained using the Remarks section.

FAIR RENTAL VALUE (FRV): FRV is a single monthly sum for the entire dwelling where the child lives. This sum is an amount the owner can reasonably expect to receive from a stranger to rent the dwelling. FRV will not include food, utilities, furniture, and home repairs, which are listed separately.

For each ITEM enter (1) PRESENT MONTHLY EXPENSE and (2) TOTAL EXPENSE FOR PAST 12 MONTHS.

List all of the child's personal expenses regardless of who is paying for them.

10. CHILD'S INCOME

10. CHILD'S INCOME: All gross income received by or in behalf of the child, whether taxable or nontaxable, and whether received monthly, quarterly, or yearly, must be listed.

This includes any income you receive as custodian or administrator for the child. If any income received during the past 12 months was a lump-sum (one-time) payment, be sure to state this. Verification documents are required.

For each SOURCE enter (1) PRESENT MONTHLY INCOME and (2) TOTAL INCOME FOR PAST 12 MONTHS.

11. CHILD'S EMPLOYMENT

11. Child's employment (Show additional periods of work in the Remarks section.): has child been employed during the past 12 months? YES or NO. If Yes, furnish the following:

(1) NAME OF EMPLOYER, (2) DATE EMPLOYMENT STARTED (YYYYMMDD), (3) DATE EMPLOYMENT ENDED (YYYYMMDD), (4) MONTHLY SALARY (Gross), (5) TYPE OF WORK PERFORMED and (6) REASON EMPLOYMENT ENDED.

d. IS OR WAS CHILD'S JOB CONSIDERED AS BEING A "SHELTERED WORKSHOP" - THAT IS, OPEN ONLY TO DISABLED OR HANDICAPPED PEOPLE? YES or NO. If Yes, and child is currently working, attach a statement from the employer verifying this information.

12. CHILD'S SCHOOL ATTENDANCE

12. Child's school attendance: has child attended college since age 21? YES or NO. If Yes, furnish the following:

(1) NAME AND ADDRESS OF SCHOOL, (2) (X as applicable) VOCATIONAL or FOR RECEIVING DEGREE, (3) DATES ATTENDED, (4) (X) FULL-TIME or PART-TIME, and (5) CHILD'S MAJOR.

13. MEMBER'S CONTRIBUTION

13. Member's contribution: a. Show the total amount the member has contributed to the child's support for each of the past 12 months, (1) Month and year and (2) Amount.

b. MEMBER PROVIDES SUPPORT BY (X one): ALLOTMENT, PERSONAL CHECK, MONEY ORDER or OTHER (Explain).

15. SIGNATURES

15. Signatures: read the penalty provisions, sign and date the form, and have it notarized.

Sign (1) SIGNATURE OF PERSON WHO HAS PHYSICAL CUSTODY OF THE CHILD (Can be member or other than member).

Enter (2) RELATIONSHIP TO CHILD and (3) DATE SIGNED (YYYYMMDD).

b. Notary public: subscribed and duly sworn (or affirmed) to before me according to law by the affiant(s).

Sign c. MEMBER (1) SIGNATURE (2) DATE SIGNED (YYYYMMDD).

a. Custodian: the custodian prints name(s) and will immediately notify the service concerned of any change in child's financial circumstances, marital status, physical custody, or change in dependency upon the service member as shown in this form.

Before you go

Answer all questions. If any question does not apply, write "NOT APPLICABLE" or "N/A" in that block. Use the Remarks section when required. Incomplete answers will delay final action on the application.

Common questions about DD Form 137-5

What is dd form 137?

DD Form 137-5 is the Dependency Statement - Incapacitated Child Over Age 21. Disclosure is voluntary: however, failure to provide this information will result in a suspension of the dependent entitlements until the member can provide the required certificate.

Is there a penalty?

Whoever, in any matter within the jurisdiction of any department or agency of the United States, knowingly and willfully falsifies, conceals, or covers up a material fact, or makes any false, fictitious, or fraudulent statements, shall be fined as provided in Title 18, or imprisoned not more than 5 years, or both (U.S. Code, title 18, section 1001).

Sources

[1] DD Form 137-5 (MAR 2018), Dependency Statement - Incapacitated Child Over Age 21, Department of Defense (the Official source link on this page).

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