Fill in a Valid Dd 137 3 Template

What is the purpose of the DD Form 137-3?

The DD Form 137-3, also known as the Dependency Statement - Parent, is primarily used to verify the relationship and dependency status of parents in relation to a service member. This form helps determine the member’s eligibility for benefits such as Basic Allowance for Housing (BAH) and other assistance. The completed form is essential for processing entitlement requests and ensuring that all parties are appropriately documented.

Who needs to fill out the DD Form 137-3?

The service member must fill out the initial sections of the form, while the parent or their representative completes the later sections. If the parent is unable to fill out the form due to health or disability, a designated representative should step in. This representative must provide adequate information regarding their relationship to the parent and the reason for their assistance in completing the form.

What are the potential consequences of not submitting the DD Form 137-3?

Failure to submit the DD Form 137-3 can lead to a suspension of dependent entitlements. Without proper documentation proving dependency, benefits such as BAH and travel allowances may be halted until this information is provided. Therefore, it is crucial for service members and their families to ensure timely submission to avoid disruptions in support.

How should the form be submitted after completion?

Once the DD Form 137-3 has been filled out completely, it should be returned to the local personnel or payroll office that serves the member. It is important to ensure that all required sections are completed accurately and that any necessary notarizations are obtained before submission. Incomplete forms can delay processing, so thoroughness is essential.

Filling out the DD Form 137-3 can be a straightforward process, but mistakes can lead to delays or denials of benefits. One common error is neglecting to answer every question. If a question does not apply, respondents should clearly state "NOT APPLICABLE" or "N/A." Leaving questions blank can result in incomplete applications, causing unnecessary delays in processing.

Another frequent mistake is underestimating the importance of documentation. Verification of all income is crucial. Applicants must provide proof of the military member’s financial contribution when applying for benefits like Basic Allowance for Housing (BAH). Without these documents, claims can be rejected.

Many people forget to include the required signatures. For parents completing the form, it’s essential to sign and date where indicated. Furthermore, if a representative fills out the form on behalf of a parent due to disability, these details must be noted in the remarks. Without proper signatures, the form may be considered invalid.

Misunderstanding the "current address" can also lead to errors. The residence noted must accurately reflect where the parent currently lives. If the parent lives apart from the service member, this should be clearly stated in the appropriate section, avoiding potential confusion.

Providing incorrect financial details can hamper the benefits process. When listing monthly contributions from children, applicants should ensure accuracy and completeness. If discrepancies are found, this could delay or risk the entire claim.

Many overlook the remarks section, which is intended for additional context. This section should be used whenever necessary to clarify unique situations that wouldn't fit neatly into the form's structured sections.

Inadequate attention to dependent status can be another pitfall. Applicants must confirm that a parent is over 50% dependent on the service member. Miscalculating this dependency could jeopardize entitlement to benefits.

Another mistake is failing to update the form regularly. If the member has submitted applications previously, it’s important to note the dates and outcomes of any prior applications. This history provides context that can affect current claims.

Timeframes are also critical. Applicants often miss deadlines or don't properly account for the timeframe of ongoing support. If the member is deceased, the information provided must reflect the last 12 months leading up to their passing—failure to do so can invalidate the application.

Lastly, a significant oversight results from failing to read the penalty provisions and instructions diligently. Understanding the legal implications of providing false information is vital. By recognizing these common mistakes, individuals can improve their chances of a successful application for benefits.

The DD Form 137-3 is a critical document for members of the military who need to verify the dependency of their parents for benefits. Along with this form, several other documents and forms are often utilized to ensure that all necessary information is compiled and considered. Below is a list of related forms and documents that may be used in conjunction with the DD Form 137-3.

• DD Form 1172-2: This form is used to enroll an eligible family member in the Defense Enrollment Eligibility Reporting System (DEERS). It establishes access to military benefits such as medical care and education.
• Department of Defense (DoD) Form 214: This document serves as the Certificate of Release or Discharge from Active Duty. It provides vital information regarding the service member's military history.
• VA Form 21-526EZ: This is the application for Disability Compensation and Related Compensation Benefits from the Department of Veterans Affairs. It can be relevant for parents seeking assistance based on the member's service.
• DA Form 3349: Known as the Physical Profile, this document outlines the medical conditions that may affect a service member’s ability to perform their duties, which could influence dependency claims.
• Financial Statements: These documents list income, expenses, assets, and liabilities. They provide a clearer picture of the financial status of the member and their capability to support their parent's needs.
• Tax Returns: Members may need to provide copies of their tax returns to substantiate income and provide proof of dependency, especially if claiming any related benefits.
• Social Security Administration (SSA) Letters: Letters confirming the eligibility and amount of Social Security benefits being received by the parent can be important for benefits assessments.
• Power of Attorney: If the enlisted member cannot represent themselves, a Power of Attorney allows someone else to act on their behalf in financial or medical matters regarding the parent.
• Notarized Affidavit: This document may be necessary to affirm the dependency status and clarify any specific circumstances that might impact eligibility.

These documents work together with the DD Form 137-3 to help establish the claimed benefits accurately. Having all necessary forms and supporting documents readily available can streamline the process of applying for military-related benefits.

• DD Form 1172-2: This form is used to apply for identification cards for dependents of service members. Like the DD 137-3, the information collected assesses eligibility and dependency status, enabling access to benefits.
• DD Form 214: This document serves as a certificate of release or discharge from active duty. It includes details about a service member's time in service and can impact a parent’s eligibility for certain benefits, similar to how the DD 137-3 verifies dependency status.
• DA Form 4824: Known as the "Request for Verification of Child's Dependency," this form collects information about a dependent child's service-related benefits. Both forms require detailed personal and financial information for verification of status.
• SGLI Election and Certificate (SGLV 8286): This form allows service members to designate individuals for insurance benefits. Similar to the DD 137-3, it involves establishing the relationship and dependency of beneficiaries.
• DD Form 149: This is a request for correction of military records. It can include information about dependents that may affect the outcome of a request for benefits, just as the DD 137-3 determines dependency eligibility.
• VA Form 21-534: This application is for dependency and indemnity compensation benefits. It collects similar information about a veteran’s dependents to establish eligibility for benefits.
• Form 1040: The U.S. Individual Income Tax Return requires information about dependents for tax benefits. Both the tax return and the DD 137-3 specify the financial support provided to dependents.
• Form I-130: The Petition for Alien Relative collects information about family relationships for immigration purposes. Like the DD 137-3, it validates relationships to establish eligibility for benefits.
• VA Form 22-5490: This form is used for applying for the Dependents' Educational Assistance program. It requires similar verification of eligibility and dependency status for educational benefits.
• SF-180: This form requests military records, which may include information on dependents or beneficiaries similar to what is collected on the DD 137-3 to establish claims to benefits.

When filling out the DD 137-3 form, it is important to follow specific guidelines to ensure the application is processed effectively. Here are ten things you should and shouldn't do:

• Do answer all questions thoroughly to avoid delays.
• Don't leave any applicable question blank; write "NOT APPLICABLE" or "N/A" if it does not pertain to you.
• Do include the member's complete residence address including the street, city, state, and ZIP code.
• Don't provide incomplete or vague information, as this can hinder your application.
• Do attach verification documents for all income sources listed.
• Don't forget to notarize the form if a representative is completing it for the parent.
• Do be clear and concise when explaining any special circumstances in the Remarks section.
• Don't submit the form without obtaining required signatures from all parties involved.
• Do ensure the member's contributions are accurately reported for the past 12 months.
• Don't ignore the penalty provisions; providing false or misleading information can lead to severe consequences.

• Misconception 1: The DD Form 137-3 is only for active-duty military members.

This form is also applicable for members of the National Guard and Reserves. It is not exclusive to those on active duty, so anyone eligible can submit it.

• Misconception 2: Completing the form is optional.

While some information gathering may seem voluntary, failure to complete the form when required can lead to a suspension of benefits. It is important to provide all necessary information to avoid delays in entitlement determinations.

• Misconception 3: The form only requires information about the parent.

The form requires details about both the member and the parent, including financial contributions and household details. The thoroughness of the information provided is crucial for proper assessment of dependency.

• Misconception 4: Notarization is not required if the parent can complete it independently.

Notarization is needed regardless of whether the parent or a representative fills out the form. This requirement exists to ensure authenticity and prevent fraud.

• Misconception 5: Income verification is not necessary.

Verification of all income—including any contributions from the member—is a mandatory part of the application process. It is essential to provide accurate documentation to support any claims.

• Misconception 6: The form has no expiration or deadline.

The DD Form 137-3 is subject to periodic reviews and must be completed according to the current guidelines. Prompt submission is necessary to maintain benefits.

When filling out and using the DD 137-3 form for dependency claims, consider the following key points:

• Understand the purpose: This form verifies the relationship and dependency of claimed dependents to determine eligibility for benefits.
• Complete all applicable sections: The member must fill out Items 1 and 2 and ensure they sign and date the form.
• If a parent cannot complete the form: A representative should fill Items 3 through 12. Include necessary details in the Remarks section.
• Accuracy is crucial: Answer all questions thoroughly. If a question does not apply, write "N/A."
• Include verification: Proof of all income and contributions must accompany the application, especially for benefits like Basic Allowance for Housing (BAH).
• Parent's dependency: The parent must be more than 50% dependent on the member to qualify for benefits.
• Residency details matter: Indicate the type of residence and whether it is the parent’s permanent address.
• Household expenses: List all expenses accurately. Consider using Fair Rental Value (FRV) if applicable.
• Be mindful of deadlines: Failure to timely submit this form may suspend dependent entitlements.
• Have it notarized: Ensure the form is notarized, along with required signatures, before submission.

Always return the completed form to your local serving personnel or payroll office for processing. Following these guidelines can help ensure a smooth application experience.