Retiree Change of Address Request Form
This form enables military retirees to request a change of address and update tax withholding information. It ensures that the retiree's address in the military pay system is current and allows for proper tax deductions. Users must complete this form to ensure accurate payments and correspondence.
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How do I fill this out?
To fill out this form, begin by providing your personal details, including your name and Social Security Number. Next, enter your new correspondence address in the specified sections. Finally, indicate whether you want to change your state tax withholding and sign the form.
How to fill out the Retiree Change of Address Request Form?
1
Enter your name and Social Security Number.
2
Provide your new correspondence address.
3
Choose your state tax withholding preferences.
4
Review all filled sections for accuracy.
5
Sign and date the form before submission.
Who needs the Retiree Change of Address Request Form?
1
Retired military personnel updating their address.
2
Survivors of military retirees needing tax information.
3
Family members managing financial matters for a retiree.
4
Administrators in military pay offices validating records.
5
Tax preparers assisting military retirees with filing.
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What are the instructions for submitting this form?
To submit the completed Change of Address Form, send it via mail to the Defense Finance and Accounting Service at 8899 E. 56th Street, Indianapolis, IN 46249-1200. You may also consider faxing it to their designated fax number, which should be found in official resources. Ensure that you keep a copy of the submitted form for your records, and consult the appropriate military resource for any electronic submission options available.
What are the important dates for this form in 2024 and 2025?
For the the year 2024 and 2025, ensure you have submitted your Change of Address Form by the end of the year for the tax withholding updates to take effect with the new year’s payments. Changes made by December 15, 2024, will be processed for the following tax year. Keep an eye on IRS announcement for any new tax regulations affecting retirees.
What is the purpose of this form?
The main purpose of the Retiree Change of Address Request Form is to maintain accurate records within the military pay system. This ensures that retired individuals receive their benefits and communications without delay. Additionally, it allows retirees to manage their tax withholding preferences accurately.
Tell me about this form and its components and fields line-by-line.
- 1. Member's Name: This section requires the retiree's full name.
- 2. SSN: Social Security Number, crucial for account verification.
- 3. New Correspondence Address: Fields for the updated address, including street, city, state, and ZIP code.
- 4. State Income Tax Withholding Authorization: Options for managing state tax withholding related to military pay.
- 5. Signature: An area for the retiree's signed consent and date of submission.
What happens if I fail to submit this form?
Failing to submit this form may lead to delays in benefit payments and miscommunication from the military pay offices. Incorrect tax deductions can also affect your finances negatively.
- Delayed Payments: Without an updated address, retirees may not receive important payments.
- Incorrect Tax Withholding: Failure to update tax information can lead to under- or over-withholding.
- Communication Issues: Not providing current address may result in missing essential correspondence.
How do I know when to use this form?
- 1. Change of Address: When relocating to a new residence and needing to update the military pay records.
- 2. Tax Withholding Adjustment: To start or modify state income tax withholding from your military pension.
- 3. Maintain Accurate Records: Ensuring the military has your correct information for future correspondence.
Frequently Asked Questions
What is the purpose of this form?
The form allows military retirees to update their address and tax withholding information to ensure accurate payments.
How can I fill out the form?
You can fill out the form by entering your details in the specified fields using our PDF editor.
Do I need to provide my Social Security Number?
Yes, the Social Security Number is required for identification and to update your account accordingly.
Can I change my tax withholding amount?
Yes, you can specify your desired withholding amount when filling out the form.
How do I submit the completed form?
Submit the completed form to the designated address provided on the document.
What if I make a mistake while filling out the form?
You can easily edit the form using our PDF editor until you are satisfied with your input.
Is there a deadline for submitting this form?
It is advisable to submit this form as soon as your address or tax situation changes.
Can someone else submit this form for me?
Yes, a family member or representative can fill out and submit the form on your behalf.
What should I do if I don’t have access to a printer?
You can save the filled form as a PDF and send it via email if permitted.
How can I ensure my form is processed quickly?
Ensure all the provided information is accurate and complete before submission.
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