Get Dd 2656 2009

Filling out the DD 2656 form online is a straightforward process that helps establish your retired pay account and designate beneficiaries for unpaid retired pay. This guide provides a step-by-step approach to ensure accurate completion of the form.

Follow the steps to successfully complete the DD 2656 form.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by reading the Privacy Act Statement and the instructions carefully to understand the necessary information required for proper completion.
3. In Section I, fill out your PAY IDENTIFICATION. Include your name, Social Security Number, retirement or transfer date, rank or pay grade, date of birth, and correspondence address with contact information.
4. Move to Section II to provide DIRECT DEPOSIT/ELECTRONIC FUND TRANSFER INFORMATION. Indicate your routing number, type of account, account number, and your financial institution's details.
5. In Section III, provide SEPARATION PAYMENT INFORMATION if applicable. Indicate if you received any separation payment and provide the type and amount.
6. Complete Section IV if you are a member of the Reserve Component not on active duty retiring at age 60, including details about any VA compensation for disability.
7. In Section V, designate your beneficiaries for unpaid retired pay. Include their names, Social Security Numbers, addresses, relationships, and share percentages.
8. Complete Section VI for FEDERAL INCOME TAX WITHHOLDING INFORMATION. Provide marital status, exemptions, and whether you claim exemption from withholding.
9. Fill out Section VII for voluntary state tax withholding, indicating the state, amount to deduct, and residence address if different.
10. Complete Section VIII for DEPENDENCY INFORMATION. Provide relevant details regarding your spouse and dependent children.
11. In Section IX, make your SURVIVOR BENEFIT PLAN election. Indicate your desired coverage, including beneficiaries and the level of coverage.
12. Use Section X to add any remarks or additional information if necessary.
13. In Section XI, read and certify the information provided. Sign and date the form.
14. Finally, if applicable, have your spouse complete Section XII, granting their concurrence on any SBP election, and ensure it is notarized.
15. Review all sections for accuracy, then save changes, download the document, print it, or share the form as needed.

Complete your DD 2656 form online today for a smoother transition into retirement.