DD Form 2656-8 Survivor Benefit Plan (SBP) - Automatic Coverage Fact Sheet

What Is DD Form 2656-8?

DD Form 2656-8 - the SBP Automatic Coverage Fact Sheet - is used to determine army members' marital and dependency status in order to establish and maintain an accurate accounting of the retired pay account. The fact sheet is not meant for electing SBP - it's used to obtain information about family members that are eligible to become beneficiaries under the Survivor Benefit Plan.

The DD 2656-8 is a part of a series of related documents used for actions related to the SBP, RSFPP, and RCSBP. The form was last released by the Department of Defense (DoD) in April 2017 with all previous editions being obsolete. An up-to-date fillable version of the DD Form 2656-8 is available for download or digital filing below or can be found on the Executive Services Directorate website.

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DD Form 2656-8 Instructions

The law states that every United States service member that has a spouse or children and retired on or after September 21, 1972, is automatically covered under maximum-rate SBP unless selected otherwise before retirement. The purpose of the DD 2656-8 is to correct automatically established SBP coverage to include a former spouse or any dependent or incapacitated children the retiree may have.

  1. The form consists of eight items that either identify the service member or provide information about the dependents. Boxes 1 through 3 are for entering the full name, social security number, and date of birth of the retiree. Box 4 describes the marital status and Box 5 describes the dependency status.
  2. Box 6 calls for the spouse's name, social security number, date of birth and the date and place of marriage.
  3. Box 7 is for listing all dependent children under the age of 22, children over the age of 22 disabled before the age of 18 and children with a disability incurred before the age of 22 while attending school.
  4. Box 8a, 8b, and 8c are for certification by the signatures of the retiree and a witness and for the date of signing respectively.

DD 2656-8 Related Forms

  1. DD Form 2656, Data for Payment of Retired Personnel is the main form in the DD 2656 Forms series and is used for electing an SBP and designating beneficiaries for retired pay.
  2. DD Form 2656-1, SBP Election Statement for Former Spouse Coverage is a form used by spouses and former spouses of servicemen for purposes of providing information regarding SBP benefits.
  3. DD Form 2656-2, SBP Termination Request is used to voluntarily discontinue participation in the Uniformed Services Survivor Benefit Plan.
  4. DD Form 2656-5, RCSBP Election Certificate is used by Reserve Component Members to make an election for the Reserve Component Survivor Benefit Plan during the 90-day period after receiving notification of eligibility to claim Reserve retired pay.
  5. DD Form 2656-6, SBP Election Change Certificate is used by a retired army member along with the appropriate documentation to change a Survivor Benefit Plan election.
  6. DD Form 2656-7, Verification for Survivor Annuity is used by the surviving spouse, former spouse or dependent children to verify eligibility for an annuity under the SBP, Retired Servicemen Family Protection Plan or Reserve Component SBP.
  7. DD Form 2656-10, SBP/RC SBP Request for Deemed Election is used by former spouses to provide information related to SBP coverage.
  8. DD Form 2656-11, Statement Certifying Number of Months of SBP Premiums Paid is a form submitted in order to contest the number of months credited toward Paid-up SBP by the DFAS.
SURVIVOR BENEFIT PLAN (SBP) - AUTOMATIC COVERAGE FACT SHEET
PRIVACY ACT STATEMENT
AUTHORITY: 5 U.S.C. 301, Departmental Regulations; 10 U.S.C., Chapters 53, 61, 63, 65, 67, 69, 71, 73, 74; 10 U.S.C. Sec. 1059, and 1408(h); 38
U.S.C. Sec. 1311 and 1313; Pub. L. 92-425; Pub. L. 102-484 Sec. 653; Pub. L. 103-160 Sec. 554 and 1058; Pub. L. 105-261, Sec. 570; DoDI 1342.24,
Transitional Compensation for Abused Dependents; DoD Financial Management Regulation 7000.14-R, Volume 7B and E.O. 9397 (SSN).
PRINCIPAL PURPOSE(S): To determine your marital and dependency status in order to correctly establish and maintain an accurate accounting of
your retired pay account. Applicable SORNs: T7347b.
ROUTINE USE(S): Certain "Blanket Routine Uses" for all DoD maintained systems of records have been established that are applicable to every
record system maintained within the Department of Defense, unless specifically stated otherwise within the particular record system notice. These
additional routine uses of the records are published only once in each DoD Component's Preamble in the interest of simplicity, economy and to avoid
redundancy. .
DISCLOSURE: Voluntary; however, if the required information is not provided, your retired pay account may reflect incorrect SBP coverage and
premium costs. The Social Security Number is required to identify the correct member/annuitant account and to apply the correct coverage and costs.
Public Law 92-425, effective September 21, 1972, provides that every member having a spouse and/or child(ren), who
retired/transfers (reserve) on or after that date is automatically covered under SBP at the maximum rate unless he/she elected
otherwise before retirement or transfer.
On the date your retired/retainer pay account was established, one of two situations occurred: either we received no SBP election,
or we received an invalid SBP election. Therefore, we established your retired pay account with SBP coverage at the maximum rate,
based either on Spouse-only coverage or coverage based on dependents listed on your invalid SBP election.
Since Retired Pay Operations does not have complete information concerning your current marital status and dependents, the
above SBP coverage may or may not be correct. This is not an SBP election form. The purpose of this form is to obtain a listing of
all eligible members of your family to be listed as eligible beneficiaries under SBP. Please complete and return this form to: Defense
Finance and Accounting Service, U.S. Military Retirement Pay, 8899 E. 56th Street, Indianapolis, IN 46249-1200.
You are not required to provide this information, but failure to do so may result in incorrect SBP deductions from your retired pay
and adjustments to your survivor's annuity payments, or difficulty in establishing eligibility to receive future payments.
If you did not have a spouse or dependent child(ren) as of the effective date of your entitlement to retired/retainer pay, or if before
that date you either declined SBP coverage or elected coverage before the effective date of your entitlement to retired/ retainer pay,
notify us immediately. Upon receipt of the original copy of your election/declination, your account will be adjusted as warranted.
DEPENDENCY INFORMATION
(To be completed by member)
1. MEMBER'S NAME
2. SOCIAL SECURITY NUMBER 3. DATE OF BIRTH
(Last, First, Middle Initial)
(YYYYMMDD)
4. ARE YOU MARRIED?
5. DO YOU HAVE ANY DEPENDENT CHILDREN?
YES
NO
YES
NO
(Complete Item 6)
(Complete Item 7)
6.a. SPOUSE'S NAME
b. SOCIAL SECURITY NUMBER c. DATE OF BIRTH
(Last, First, Middle Initial)
(YYYYMMDD)
d. DATE OF MARRIAGE
e. PLACE OF MARRIAGE
(YYYYMMDD)
(City, County, State)
I have the following dependent children under age 22 (or over age 22 and incapable of self-support because of a disability incurred
7.
before age 18, or with a disability incurred after age 18 but before age 22 while attending school).
a.
b.
c.
d.
NAME
SOCIAL SECURITY
DATE OF BIRTH
RELATIONSHIP
NUMBER
(Last, First, Middle Initial)
(YYYYMMDD)
(Natural, Step, Adopted, Foster)
(1)
(2)
(3)
(4)
(5)
(6)
8. SIGNATURES
a. RETIREE
b. WITNESS
c. DATE
(YYYYMMDD)
DD FORM 2656-8, APR 2017
PREVIOUS EDITION IS OBSOLETE.
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SURVIVOR BENEFIT PLAN (SBP) - AUTOMATIC COVERAGE FACT SHEET
PRIVACY ACT STATEMENT
AUTHORITY: 5 U.S.C. 301, Departmental Regulations; 10 U.S.C., Chapters 53, 61, 63, 65, 67, 69, 71, 73, 74; 10 U.S.C. Sec. 1059, and 1408(h); 38
U.S.C. Sec. 1311 and 1313; Pub. L. 92-425; Pub. L. 102-484 Sec. 653; Pub. L. 103-160 Sec. 554 and 1058; Pub. L. 105-261, Sec. 570; DoDI 1342.24,
Transitional Compensation for Abused Dependents; DoD Financial Management Regulation 7000.14-R, Volume 7B and E.O. 9397 (SSN).
PRINCIPAL PURPOSE(S): To determine your marital and dependency status in order to correctly establish and maintain an accurate accounting of
your retired pay account. Applicable SORNs: T7347b.
ROUTINE USE(S): Certain "Blanket Routine Uses" for all DoD maintained systems of records have been established that are applicable to every
record system maintained within the Department of Defense, unless specifically stated otherwise within the particular record system notice. These
additional routine uses of the records are published only once in each DoD Component's Preamble in the interest of simplicity, economy and to avoid
redundancy. .
DISCLOSURE: Voluntary; however, if the required information is not provided, your retired pay account may reflect incorrect SBP coverage and
premium costs. The Social Security Number is required to identify the correct member/annuitant account and to apply the correct coverage and costs.
Public Law 92-425, effective September 21, 1972, provides that every member having a spouse and/or child(ren), who
retired/transfers (reserve) on or after that date is automatically covered under SBP at the maximum rate unless he/she elected
otherwise before retirement or transfer.
On the date your retired/retainer pay account was established, one of two situations occurred: either we received no SBP election,
or we received an invalid SBP election. Therefore, we established your retired pay account with SBP coverage at the maximum rate,
based either on Spouse-only coverage or coverage based on dependents listed on your invalid SBP election.
Since Retired Pay Operations does not have complete information concerning your current marital status and dependents, the
above SBP coverage may or may not be correct. This is not an SBP election form. The purpose of this form is to obtain a listing of
all eligible members of your family to be listed as eligible beneficiaries under SBP. Please complete and return this form to: Defense
Finance and Accounting Service, U.S. Military Retirement Pay, 8899 E. 56th Street, Indianapolis, IN 46249-1200.
You are not required to provide this information, but failure to do so may result in incorrect SBP deductions from your retired pay
and adjustments to your survivor's annuity payments, or difficulty in establishing eligibility to receive future payments.
If you did not have a spouse or dependent child(ren) as of the effective date of your entitlement to retired/retainer pay, or if before
that date you either declined SBP coverage or elected coverage before the effective date of your entitlement to retired/ retainer pay,
notify us immediately. Upon receipt of the original copy of your election/declination, your account will be adjusted as warranted.
DEPENDENCY INFORMATION
(To be completed by member)
1. MEMBER'S NAME
2. SOCIAL SECURITY NUMBER 3. DATE OF BIRTH
(Last, First, Middle Initial)
(YYYYMMDD)
4. ARE YOU MARRIED?
5. DO YOU HAVE ANY DEPENDENT CHILDREN?
YES
NO
YES
NO
(Complete Item 6)
(Complete Item 7)
6.a. SPOUSE'S NAME
b. SOCIAL SECURITY NUMBER c. DATE OF BIRTH
(Last, First, Middle Initial)
(YYYYMMDD)
d. DATE OF MARRIAGE
e. PLACE OF MARRIAGE
(YYYYMMDD)
(City, County, State)
I have the following dependent children under age 22 (or over age 22 and incapable of self-support because of a disability incurred
7.
before age 18, or with a disability incurred after age 18 but before age 22 while attending school).
a.
b.
c.
d.
NAME
SOCIAL SECURITY
DATE OF BIRTH
RELATIONSHIP
NUMBER
(Last, First, Middle Initial)
(YYYYMMDD)
(Natural, Step, Adopted, Foster)
(1)
(2)
(3)
(4)
(5)
(6)
8. SIGNATURES
a. RETIREE
b. WITNESS
c. DATE
(YYYYMMDD)
DD FORM 2656-8, APR 2017
PREVIOUS EDITION IS OBSOLETE.
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