Dfas beneficiary form 2026

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  1. Click ‘Get Form’ to open the DFAS Beneficiary Form in the editor.
  2. Begin by entering your name and Social Security Number at the top of the form. This information is crucial for identification purposes.
  3. In the 'TYPE OF ACTION' section, select either 'Designation of Beneficiaries' or 'Legal Order of Precedence'. Ensure only one option is checked.
  4. If you choose 'Designation of Beneficiaries', list each beneficiary's full name, relationship to you, and their share percentage. Remember that the total share must equal 100%.
  5. Complete all required fields for each beneficiary, including their Social Security Number if available, and address.
  6. Sign and date the form at the bottom. A witness who is not a designated beneficiary must also sign and provide their address.
  7. Review your completed form for accuracy before submitting it to ensure it meets all requirements.

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To seek dependent status for a minor child for whom you have legal custody or guardianship, you must submit the childs birth certificate, DD Forms 137-7 and 1172, and the original or certified copies of the guardianship or other relevant court documents to DFAS.
spouse, partner, children, parents, brothers and sisters, business partner, key employee, trust and charitable organization.
RETIRING MEMBERS must complete required section of DD Form 2656 to elect coverage for former spouse or former spouse and child(ren). *NOTE: If an election included child(ren), list in Item 10 ONLY the child(ren) resulting from the marriage of the member and the former spouse.
Navigate to the Fund Transfer section, where you will typically find the option to add a new beneficiary. Select Add Payee and choose the type of their account (it can be own bank or other banks). Fill in the beneficiarys name, account number, bank name and IFSC accurately, and then click on Add and Confirm.
PRINCIPAL PURPOSE(S): This form is used to determine the beneficiaries of a deceased military retiree for entitlement of unpaid retired pay.