DD Form 137 5 Instructions - PDF documents 2026

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Definition & Meaning

DD Form 137-5, known as Dependency Statement - Incapacitated Child Over Age 21, is utilized by the U.S. military to establish eligibility for certain entitlements and benefits for dependents. Specifically, it addresses the situation of a dependent child over the age of 21 who is incapacitated. This form is essential in providing financial support and benefits to dependents who are unable to support themselves due to a medical or mental condition. The instructions related to this form guide users in accurately completing it to ensure that all required information is provided, which helps in the processing and approval of the request for benefits.

Key Elements of the DD Form 137-5 Instructions - PDF Documents

Understanding the critical elements of the form and its instructions is vital for accurate completion. The instructions typically include:

  • Personal Information: Details of the service member and the dependent.
  • Medical Condition: Documentation of the dependent's incapacitating condition.
  • Financial Dependency: Information indicating the financial reliance of the incapacitated dependent on the service member.
  • Verification: Details of required signatures and certification, often involving a medical professional's affidavit attesting to the dependent's condition.

This structured information is crucial for processing the form, ensuring that the service member’s dependent receives rightful benefits.

Steps to Complete the DD Form 137-5 Instructions - PDF Documents

Completing this form involves several detailed steps:

  1. Personal Details: Fill in the personal information of both the service member and the dependent, including names, social security numbers, and contact details.
  2. Medical Details: Provide documentation of the medical or mental condition that prevents self-sufficiency. This section requires diagnostic and functional capacity information certified by a healthcare provider.
  3. Financial Details: Outline the financial dependency of the incapacitated child on the service member, including sources and amounts of income.
  4. Certification: Obtain necessary signatures from both the service member and the certifying medical authority.
  5. Supplementary Documents: Attach any additional documents required, such as medical records or proof of financial need.
  6. Submission: Ensure the form and supplementary documents are submitted to the correct military office for processing.

Following these steps meticulously ensures that the form is completed in compliance with the guidelines.

Who Typically Uses the DD Form 137-5 Instructions - PDF Documents

This form is predominantly used by military personnel who have incapacitated children over the age of 21. It allows them to declare and qualify these dependents for continued benefits. The form is crucial for:

  • Active Duty Military Members: Seeking to include incapacitated children in their benefits plan.
  • Retired Military Personnel: Affording continued support to dependents who cannot self-support due to incapacitation.
  • Guard and Reserve Members: Who need to document dependents for potential eligibility for specific military entitlements.

By addressing these roles, the form ensures that all eligible dependents are accounted for and receive proper support.

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Legal Use of the DD Form 137-5 Instructions - PDF Documents

The DD Form 137-5 serves a legal and administrative purpose. Its correct use is essential for:

  • Establishing Dependency: Legally documenting the dependent status of an incapacitated child over 21 allows for the provision of benefits.
  • Verification of Eligibility: Used as an official record to prove the need and justify dependency status.
  • Ensuring Benefits: Helps secure necessary military benefits for children unable to support themselves due to medical conditions.

Understanding these legal aspects ensures the proper handling and processing of the form.

Important Terms Related to DD Form 137-5 Instructions - PDF Documents

Several key terms often appear in the instructions and are important to comprehend:

  • Incapacitated: Refers to a medical or mental condition impairing self-support.
  • Dependent: A person relying on the military member for over 50% of their support.
  • Certification: The formal validation by a licensed medical professional regarding the dependent's condition.

Familiarity with these terms enhances the accuracy and understanding of the form’s purpose and requirements.

Required Documents

Submitting the DD Form 137-5 necessitates several documents to support the information provided:

  • Medical Evidence: Such as doctor’s notes or hospital records verifying the incapacitating condition.
  • Proof of Financial Support: Documentation showing the financial dependency of the child on the military member.
  • Legal Documents: If necessary, to establish guardianship or other legal standing.

These supporting documents are integral to the form's successful processing.

Submission Methods (Online / Mail / In-Person)

The form can be submitted through various channels, depending on the requirements and preferences of the service branch:

  • Online: Some branches may offer electronic submission through a secure portal.
  • Mail: Traditional mailing remains an option for those who prefer physical document handling.
  • In-Person: Submissions can often be made at military bases or relevant administrative offices for processing.

Choosing the appropriate method ensures timely and secure submission, tailored to the service member's needs.

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Fill out VA Form 21-509, Statement of Dependency of Parents, located at . Submit the completed form to your local VA regional office: .
Other family members may become military dependents under certain conditions and after a special review. Examples include a parent, a parent-in-law, grandparent, grandparent-in-law, grandchild, disabled child over the age of 21, and a brother, sister, niece or nephew for whom the service member has legal guardianship.
PLEASE DO NOT RETURN YOUR FORM TO THE ABOVE ORGANIZATION. RETURN COMPLETED FORM TO YOUR LOCAL SERVING PERSONNEL/PAYROLL OFFICE. The member must complete the form in its entirety, sign and date the form, and have it docHubd.

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People also ask

To support a dependency claim for a parent, the following documentation is required by DFAS: completed DD Form 137-3 and DD Form 1172; relationship documents (birth certificate, marriage certificate, divorce documents, etc.); documentation verifying all gross income; identification; social security card; proof of
Quadrennial (every four years) redetermination is required for a secondary dependent who receives a Uniformed Services Identification and Privileges Card (commonly referred to as USIP card or ID card). A USIP card may be obtained at your nearest military ID card issuing facility.
Soldiers spouses and dependents can live on base with them in family housing. Parents, extended family, and friends cannot live on base but are welcome to visit. While visiting family members and friends cannot stay overnight in the barracks, there are on-base accommodations for them.
You must have provided more than half of your parents support during the tax year in order to claim them as a dependent. The amount of support you provided must also exceed your parents income by at least one dollar.
If youre on active duty for more than 30 days or youre retired, you can apply for your dependent parents and parents-in-law to: Get care in military hospitals and clinics.

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