Certification Process Eases for Student Recipients of Survivor Benefit Plan
Current as of May 15, 2020
The certification process has gotten easier for students age 18 and older covered as a child annuitant under the military Survivor Benefit Plan.
The changes went into effect in May 2020, highlighted by the following:
- A simpler certification form
- A student’s ability to self-certify
- An extension of the certification deadline to annually instead of each term/semester
SBP annuity payments for qualifying high school and college students are not affected by school closures in the wake of coronavirus disease 2019.
A quick SBP overview
The Department of Defense sponsors and subsidizes the SBP, which provides an ongoing monthly annuity (up to 55% of the service member’s retired pay) to military spouses and/or children when a military member dies while on active duty, inactive duty or after retirement.
Coverage is automatic and at no cost for members on active duty and for Reserve Component members while performing inactive-duty training. Active-duty members can purchase coverage upon retirement. Reserve Component members can elect full-time coverage, whether on duty or not, when they reach 20 years of qualifying service for reserve retired pay.
The department’s fiscal year 2020 budget made changes to the amount of the survivor benefit. The change, which takes place over three years, specifically affects those spouses and children of service members who died on active duty when the surviving spouse previously elected to transfer the SBP annuity to a child or children.
Student eligibility for the military SBP
The SBP’s child annuity payments typically end when recipients turn 18. You are eligible to continue receiving payments until the end of the school year during which you turn 22, as long as you remain unmarried and you attend one of the following full time:
- High school
- Accredited trade school
- Accredited technical school
- Accredited vocational institute
- Accredited college or university
Easing the certification process
The DOD simplified the process of students becoming certified in other ways, including:
- Students will now self-certify. So they will no longer need a school official’s signature or school documentation when they certify full-time attendance. With COVID-19 school closures, this truly simplifies the process.
- Simpler Child Annuitant’s Certification for Previous Attendance Letter for certifying past attendance.
The Defense Finance and Accounting Service details the new certification process on their website, including all the changes. Make sure to complete the updated Child Annuitant’s School Certification form.
The DOD is taking steps to make it easier to validate each student’s eligibility with an online option for uploading and submitting school certification forms. Use the AskDFAS online upload tool.
How to submit certification forms
Here are three no-cost ways you can submit your school certification form each term/semester. (Be sure to keep a copy for your records each time.)
- Online: You now have a convenient online option. DFAS created a submission module, https://go.usa.gov/xymaH, where you can upload a school certification form through AskDFAS on the DFAS.mil website. This is accessible on mobile browsers. Simply fill in the required information in the online screen, and upload a PDF of your completed and signed DD Form 2788.
- By mail:
Defense Finance and Accounting Service
U.S. Military Annuitant Pay
8899 E. 56th Street
Indianapolis, IN 46249-1300
- By fax: 800-982-8459
If you would like to receive email reminders when it is time to submit your school certifications, follow the simple directions to create a profile in myPay.
Look for additional information about military benefits on the DFAS website. You can also speak with a customer service representative at 216-522-5955 or 800-321-1080, or write to the address above.
Military OneSource and the Office of Financial Readiness have more resources and tips to help you and your family members prepare for your financial future. Follow FINRED on Facebook, Twitter and Instagram and look for more on YouTube (streaming YouTube is currently blocked from DOD networks) and the FINRED website and blog.