How to Fill Out DD Form 2656-7

DD Form 2656-7 at a glance

What it is: DD Form 2656-7, Verification for Survivor Annuity, is used to verify eligibility for an annuity under RSFPP, SBP, and/or RCSBP.

Who signs: The claimant or authorized representative must sign.

The surviving spouse, dependent child(ren), surviving former spouse(s), and/or natural persons with an insurable interest (as defined in the Glossary, DoDI 1332.42) use it.

A filled-in DD Form 2656-7 example: a widow verifies a survivor annuity

DD Form 2656-7 example filled out, example: a widow verifies a survivor annuity
Jane Ann Sample, a widow, fills out DD Form 2656-7. She claims SBP as spouse, was married on the date of death, and has no children under 23. The picture shows the completed form, and all its values are invented. She is a citizen of the United States, so the nonresident alien box stays empty. The date of divorce stays empty because she was married on the date of death. Nothing goes in the children rows of Box 3 because she has no children under 23. Nothing goes in the other annuity rows of Box 3 because she receives no other annuity from DFAS. Box 4 and Box 5 stay empty because they apply to other applicants. Nothing goes in the VA rows of Box 6 because she has not applied to the VA and does not intend to.

How to fill out DD Form 2656-7, box by box

Box 1, deceased member data verification

In Box 1, enter the deceased member's name (Last, First, Middle Initial), social security number, date of birth (YYYYMMDD), date of death (YYYYMMDD), branch of service and rank/rate.

Box 2, claimant verification

In Box 2, enter the claimant's name (Last, First, Middle Initial), social security number, date of birth (YYYYMMDD), telephone (include area code) and the country of which you are a citizen.

For i. correspondence address, enter the street, apartment number, city, state and ZIP code.

If you are a nonresident alien, X the box, enter your country of residence, and see the note.

Nonresident aliens are automatically taxed at the rate of 30 percent, unless there is a tax treaty between the United States and the foreign country permitting a lesser rate.

If the country in which the annuitant lives has a tax treaty with the United States, then complete IRS Form W-8BEN, Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding showing the country of residence.

Box 2, type of benefit claimed and relationship

For g. type of benefit claimed, the boxes are SBP, RCSBP and RSFPP.

For h. relationship, X one: spouse, child, former spouse or insurable interest.

Box 3, spouse applicants only

The Box 3 section applies to spouse applicants only. For a., mark YES or NO: "I certify that I was legally married to the member on the date of death".

If YES, verify the date of marriage to the member (if blank or incorrect, provide the correct marriage date). If NO, provide the date of divorce (YYYYMMDD).

For b. are there children under age 23 or incapacitated of the deceased member, mark YES or NO. If YES, provide the name (Last, First Middle Initial), SSN and date of birth (YYYYMMDD) for each child.

The annuity may be affected if you are receiving any other military survivor annuity of any kind from this deceased member or any other deceased member. You are obligated to notify DFAS of any other annuities that might affect your entitlement.

For c. are you receiving any other annuity from DFAS based on the military record of any other deceased military retiree, mark YES or NO. If YES, provide the name of the deceased retiree (Last, First, Middle Initial), SSN, coverage type (SBP or RSFPP) and monthly benefit amount.

Box 4, child applicants only

Box 4 applies to child applicants only. For a. are you married, mark YES or NO. For b., if you are 18 years of age or older, mark YES or NO: are you a full-time student?

Box 5, former spouse applicants only

The Box 5 section applies to former spouse applicants only. Enter the date of divorce from the deceased member (YYYYMMDD) and the date of remarriage (YYYYMMDD).

Box 6, statement of understanding about DIC, spouse applicants only

Box 6, the statement of understanding about Dependency and Indemnity Compensation (DIC), applies to spouse applicants only. A spouse receiving DIC may not receive the full amount of an annuity under SBP, or RCSBP.

All SBP premiums paid will be refunded if the SBP annuity is not payable because the DIC payment is greater.

For a. have you applied or do you intend to apply to the Veteran's Administration (VA) for benefits, mark YES or NO. If YES, provide the VA claim number, the VA monthly award amount and the mailing address of the VA office handling your account (Street, City, State, ZIP Code).

Box 7, claim certification and signature

Box 7 is to be completed by all applicants.

The signature must be that of: the applicant; or for the annuitant by: the custodial natural parent or the legal representative; guardian; or custodian.

Failure to sign will delay payment of the annuity.

Enter the signature of applicant or legal representative (if applicable), and the date signed (YYYYMMDD).

More rules for DD Form 2656-7

Providing the information is voluntary; however, failure to provide identifying information may delay the verification process and any subsequent payment.

Common questions about DD Form 2656-7

What are the instructions for completing DD 2656-7 form?

Verify that the information provided is correct, provide any missing information, and line through and correct any errors.

How do I speak to someone at DFAS?

If you have questions or need assistance completing the form, contact DFAS toll-free at 1-800-321-1080.

Where do I file it?

After verifying the information provided, sign the form and return it to: Defense Finance and Accounting Service, U.S. Military Annuitant Pay, 8899 E. 56th Street, Indianapolis, IN 46249-1300 or fax it to DFAS toll-free at 1-800-982-8459.

Sources

[1] DD Form 2656-7 (JULY 2020), Verification for Survivor Annuity, Washington Headquarters Services (the Official source link on this page).

DD Form 2656-7 PDF Details

Check that the information provided on the form is correct.

Corrections: Please provide any missing information and line through and correct any errors.

Where to send: Return it to Defense Finance and Accounting Service, U.S. Military Annuitant Pay, 8899 E. 56th Street, Indianapolis, IN 46249-1300, or fax 1-800-982-8459.

Who signs: The claimant or authorized representative must sign.

Delay: Failure to sign will delay payment of the annuity.

Questions: Please contact DFAS toll-free at 1-800-321-1080.

QuestionAnswer
Form NameDD Form 2656-7
Form Length2 pages
Fillable?Yes
Fillable fields78
Avg. time to fill out13 min
EditionJULY 2020
Where to sendDefense Finance and Accounting Service, U.S. Military Annuitant Pay, 8899 E. 56th Street, Indianapolis, IN 46249-1300, or fax 1-800-982-8459
Other namesDD Form 2656-7, DD2656-7, DD 2656-7, 2656-7, Verification for Survivor Annuity
Official sourceDD FORM 2656-7, JULY 2020