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RESERVE COMPONENT SURVIVOR BENEFIT PLAN (RCS BP) ELECTION CERTIFICATE PRIVACY ACT STATEMENT AUTHORITY: Chapter 73, Title 10, U.S. Code, and EO 9397. PRINCIPAL PURPOSE(S): For use by Reserve Component
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How to fill out dd form 2656 5

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How to fill out DD Form 2656 5:

01
Start by obtaining the most recent version of DD Form 2656 5, which can be found on the official website of the Department of Defense or by visiting a military installation.
02
Carefully read through the instructions provided on the form to familiarize yourself with the requirements and procedures for completion.
03
Begin by entering your personal information in the appropriate sections, such as your full name, Social Security Number, and contact details.
04
Read each question or instruction on the form thoroughly and provide accurate responses or selections as required. This may include providing details about your military service, retirement plans, beneficiary designations, and so on.
05
If you have any questions or need assistance while completing the form, consult the instructions or seek guidance from your unit's administrative personnel or a legal officer.
06
Double-check all the information you have entered to ensure accuracy and completeness before signing and dating the form.
07
Submit the completed and signed form to the appropriate personnel or office, as indicated on the form or as per the instructions provided.

Who needs DD Form 2656 5:

01
Active duty servicemembers in branches of the United States military who are approaching retirement or considering retirement options.
02
Retired servicemembers who wish to make changes to their existing retirement pay account, such as updating beneficiary information or modifying payment options.
03
Surviving spouses or dependents of deceased retired servicemembers who need to initiate or make changes to their Survivor Benefit Plan (SBP) coverage.
Note: It is always advisable to consult with a qualified professional or refer to the latest regulations and guidelines when completing any official military form.

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DD Form 2656-5 is a document used by the United States Department of Defense (DoD) to allow retired service members participating in the Survivor Benefit Plan (SBP) to designate or update a beneficiary for their SBP payments. The Survivor Benefit Plan is a program that provides monthly income to eligible survivors of military retirees after the retiree's death. DD Form 2656-5 enables retired service members to designate a person or multiple individuals as their beneficiary to receive these survivor benefits. The form requires personal and contact information for both the retired service member and the beneficiary, as well as signatures from both parties to validate the designation.
The DD Form 2656-5 is required to be filed by the Retiree (or the member) to designate a beneficiary for the Survivor Benefit Plan (SBP) annuity.
To fill out DD Form 2656-5, which is the Survivor Benefit Plan (SBP) Election Change Certificate, follow these steps: 1. Start by entering your full name, social security number, and beneficiary category number in Part I. 2. In Part II, select the appropriate section and check the box for the change you are making to your SBP coverage. You have the options to change or revoke your election, change from spouse coverage to former spouse coverage, or change former spouse coverage from a court order. Provide necessary details such as the beneficiary's full name, social security number, and date of birth. 3. In Part III, indicate the effective date of the change you are making. This could be the date of marriage, divorce, or any other applicable event. Provide the relationship and social security number of the beneficiary. 4. In Part IV, provide your mailing address, email address, phone number, and employer information. 5. Part V requires your signature and date. Your witness (who must be at least 18 years old) should also sign and provide their address. 6. If you are using a power of attorney, fill out Part VI. 7. Finally, review the entire form to ensure accuracy and completeness. Note: It is always recommended to consult with a legal professional or contact the Defense Finance and Accounting Service (DFAS) for assistance in filling out specific forms.
The DD Form 2656-5 is used for requesting a Survivor Benefit Plan (SBP) election change and is primarily for the surviving spouse or former spouse of a deceased military member. The purpose of this form is to allow the surviving spouse or former spouse to make changes to their SBP election, such as updating beneficiaries, changing coverage levels, or requesting termination of SBP coverage. This form is submitted to the Defense Finance and Accounting Service (DFAS) to initiate the desired changes to the SBP coverage.
DD Form 2656-5, "Retirement Application - Survivor Benefit Plan (SBP) Election," is used by retiring members to apply for retired pay and to make SBP elections. The following information must be reported on this form: 1. Personal Information: The form requires the retiree's full name, Social Security Number, and date of birth. 2. Retiree's Address: The retiree must provide their current mailing address, including the street address, city, state, and ZIP code. 3. Retiree's Email Address and Contact Number: The retiree must provide their email address and phone number for communication purposes. 4. Retiree's Marital Status: The retiree must indicate whether they are married or single. If married, the spouse's information should be provided. 5. Retiree's Certifications: The retiree must certify by signing the form that the information provided is true and complete to the best of their knowledge. 6. Spouse's Information (if applicable): If the retiree is married, they must provide the spouse's full name, Social Security Number, date of birth, and mailing address. 7. Survivor Benefit Plan (SBP) Election: The retiree must make a selection regarding whether they want to elect or decline participation in the SBP. If participating, they need to provide information on the beneficiary(ies) including their name(s), relationship, Social Security Number(s), and date(s) of birth. 8. Annuity Start Date: The retiree must indicate the desired date of the annuity's commencement. 9. Witness Attendance: The form requires the signature and contact information of two witnesses who can verify the retiree's signature. 10. Designation of Beneficiary for Lump Sum Arrears: The retiree may designate a beneficiary for any unpaid or deferred retired pay upon their death. It is essential to carefully read and accurately complete the form, as any errors or incomplete information could result in delays or complications in the retirement and SBP process.
The penalty for the late filing of DD Form 2656-5 (Retiree Change of Address and/or Beneficiary Election Form) will depend on the specific rules and regulations of the issuing authority. In general, the most common consequence of late filing is a delay in the processing of the requested changes or elections. It is important to submit the form in a timely manner to avoid any potential issues or complications.
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