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The DA 5960 form plays a crucial role in the context of military finance, specifically relating to the management of service members' pay and allowances. This form is primarily used to request a change in a service member's basic allowance for housing (BAH) or to report changes in dependency status. It ensures that military personnel receive the correct financial support based on their living situation and family obligations. Completing the DA 5960 accurately is essential, as it directly impacts the amount of housing allowance a service member is entitled to. The form requires detailed information, including the service member's personal details, the nature of the request, and any supporting documentation that may be necessary. Understanding the implications of this form can help service members navigate their financial responsibilities more effectively, ensuring they receive the benefits to which they are entitled.

Dos and Don'ts

When filling out the DA 5960 form, it’s essential to follow certain guidelines to ensure your application is processed smoothly. Here’s a list of things to do and avoid:

  • Do: Read the instructions carefully before starting.
  • Do: Provide accurate information. Double-check your entries.
  • Do: Use black ink for clarity and legibility.
  • Do: Sign and date the form where required.
  • Don't: Leave any required fields blank; this could delay processing.
  • Don't: Use white-out or correction fluid on the form.
  • Don't: Submit the form without making a copy for your records.
  • Don't: Forget to check for any additional documents that may be required.

Key takeaways

Filling out and using the DA 5960 form can be straightforward if you keep a few key points in mind. Here are some important takeaways to help you navigate the process.

  • The DA 5960 form is essential for requesting a basic allowance for housing (BAH) or for reporting changes in your housing situation.
  • Ensure that all sections of the form are completed accurately. Missing information can delay processing.
  • Provide supporting documentation when necessary. This can include lease agreements or orders that validate your request.
  • Submit the form to your unit’s personnel office. They will guide you through any additional steps required.
  • Keep a copy of the completed form for your records. This can be useful for future reference or if any issues arise.

By keeping these takeaways in mind, you can ensure a smoother experience with the DA 5960 form.

Guide to Writing DA 5960

Completing the DA 5960 form is an important step in your process. After filling out the form, you will need to submit it to the appropriate military personnel office for processing. Make sure to review all the information for accuracy before submission.

  1. Begin by obtaining a blank DA 5960 form. You can find this form online or at your local military office.
  2. Carefully read the instructions on the form to understand what information is required.
  3. Fill in your personal information in the designated sections. This includes your name, Social Security number, and rank.
  4. Provide details about your duty station and the unit you are assigned to.
  5. Complete the sections regarding your dependents. Include their names, dates of birth, and relationship to you.
  6. Indicate any special circumstances that may apply to your situation. This could involve changes in your family status or financial needs.
  7. Review the form for completeness. Ensure all required fields are filled out and that there are no errors.
  8. Sign and date the form at the bottom, confirming that all information provided is accurate.
  9. Make a copy of the completed form for your records before submission.
  10. Submit the form to your designated personnel office, either in person or through the appropriate electronic method.

Frequently Asked Questions

  1. What is the DA 5960 form?

    The DA 5960 form is a request for a basic allowance for housing (BAH) for military personnel. It is used to determine the eligibility of service members for housing allowances based on their duty station and family status.

  2. Who needs to fill out the DA 5960 form?

    Active duty service members, reservists on active duty, and certain members of the National Guard may need to complete this form. It is essential for those who are seeking housing allowances or adjustments to their current allowances.

  3. How do I obtain the DA 5960 form?

    You can obtain the DA 5960 form from your unit's administrative office or download it from the official Army Publishing Directorate website. Make sure to use the most current version to ensure your request is processed correctly.

  4. What information do I need to provide on the DA 5960 form?

    The form requires personal information such as your name, rank, and duty station. You will also need to indicate your family status, including details about dependents. Ensure that all information is accurate to avoid delays.

  5. How is the DA 5960 form submitted?

    Once completed, the DA 5960 form should be submitted to your unit's finance office. They will review the form and process your request for the housing allowance. Follow up with them to confirm receipt and processing status.

  6. What happens after I submit the DA 5960 form?

    Your finance office will review your submission. If everything is in order, they will process your request and adjust your housing allowance accordingly. If there are any issues, they will contact you for clarification or additional information.

  7. How long does it take to process the DA 5960 form?

    Processing times can vary. Generally, it may take several weeks to process the form, depending on the workload of the finance office and the accuracy of the information provided. It’s a good idea to check in regularly for updates.

  8. Can I appeal if my request is denied?

    If your request for a housing allowance is denied, you can appeal the decision. Contact your finance office for guidance on the appeals process. They will provide you with the necessary steps to take and any required documentation.

  9. Is there a deadline for submitting the DA 5960 form?

    While there is no specific deadline, it is best to submit the DA 5960 form as soon as your situation changes, such as a new duty station or a change in family status. This will help ensure you receive the correct housing allowance in a timely manner.

Similar forms

The DA 5960 form, which is used to request a waiver for certain financial obligations, shares similarities with the Standard Form 86 (SF-86). The SF-86 is a questionnaire for national security positions, primarily designed to assess an individual's background for security clearance. Both forms require detailed personal information and financial disclosures. The thoroughness of the SF-86, much like the DA 5960, aims to ensure that applicants are transparent about their financial situations, which is crucial for evaluating their reliability and trustworthiness in sensitive positions.

Another document akin to the DA 5960 is the Form 1040, the U.S. Individual Income Tax Return. While the DA 5960 focuses on financial obligations related to military service, the Form 1040 provides a comprehensive overview of an individual's annual income and tax liabilities. Both documents require individuals to report income and expenses, ensuring that financial information is accurately disclosed. This transparency is vital for assessing eligibility for various programs or benefits, whether in a military context or for tax purposes.

In addition to these important military forms, it's essential to be aware of various documents used in other fields, such as the Minnesota Motorcycle Bill of Sale. This form facilitates the transfer of ownership for motorcycles, providing crucial details about both the vehicle and the parties involved. For those interested in learning more about this process, you can find a helpful resource at motorcyclebillofsale.com/free-minnesota-motorcycle-bill-of-sale, which guides users through the steps of obtaining and completing the necessary paperwork.

The FAFSA (Free Application for Federal Student Aid) is another document similar to the DA 5960. The FAFSA collects financial information from students and their families to determine eligibility for federal student aid. Like the DA 5960, it requires detailed financial disclosures, including income and assets. Both forms aim to assess financial need, ensuring that assistance is directed to those who require it most. The information provided can significantly impact the resources available to the applicant, whether for education or military service.

The Form I-864, Affidavit of Support, also bears resemblance to the DA 5960. This form is used in immigration processes to demonstrate that a sponsor can financially support an immigrant. Both forms necessitate financial disclosures and a commitment to meet certain financial obligations. The DA 5960 assesses the applicant's ability to manage financial responsibilities in a military context, while the I-864 ensures that immigrants will not become public charges, reflecting the importance of financial stability in both scenarios.

Additionally, the VA Form 21-526EZ, Application for Disability Compensation and Related Compensation Benefits, shares similarities with the DA 5960. This form is used by veterans to apply for disability benefits, requiring detailed information about financial status and medical conditions. Both forms are designed to evaluate eligibility for benefits, with a focus on the applicant's financial situation. The thoroughness of the information provided in both cases is crucial for determining the level of assistance that can be offered.

The Form W-4, Employee's Withholding Certificate, is another document that aligns with the DA 5960 in terms of financial disclosure. While the W-4 is used by employees to indicate their tax withholding preferences, it also requires individuals to provide information about their financial situation. Both forms are instrumental in ensuring that the appropriate financial obligations are met, whether through tax withholding or military financial waivers. The accuracy of the information on these forms directly impacts the individual's financial responsibilities.

Similarly, the Form 4506-T, Request for Transcript of Tax Return, is comparable to the DA 5960. This form allows individuals to request their tax return transcripts from the IRS, which can be essential for verifying income and financial status. Both documents emphasize the importance of accurate financial reporting. The information obtained through the 4506-T can be used to support claims made on the DA 5960, illustrating the interconnectedness of financial documentation across various contexts.

Another relevant document is the Form 8888, Allocation of Refund to Multiple Accounts. This form is used by taxpayers to direct their tax refunds to multiple accounts. While its primary purpose differs from that of the DA 5960, both forms involve financial decision-making and the management of financial resources. The DA 5960 assesses the ability to meet financial obligations, while the Form 8888 allows individuals to strategically allocate their financial resources, highlighting the importance of financial planning in both contexts.

Lastly, the Form 4506, Request for Copy of Tax Return, is similar to the DA 5960 in that it also deals with the retrieval of financial information. This form allows individuals to obtain copies of their tax returns for various purposes, including loan applications or financial assessments. Both documents require individuals to provide personal and financial details, emphasizing the necessity of accurate and accessible financial records. The process of obtaining financial information through the 4506 can support claims made on the DA 5960, demonstrating the importance of comprehensive financial documentation.

Documents used along the form

The DA Form 5960, known as the Basic Allowance for Housing (BAH) form, is a critical document for service members seeking to establish or update their housing allowance. However, this form is often accompanied by several other documents that provide necessary information and support for the BAH request. Below is a list of these forms, each serving a distinct purpose in the housing allowance process.

  • DA Form 31: This is the Request and Authority for Leave form. It is used by service members to request leave from duty. While not directly related to housing, it may be necessary for service members who are relocating or transitioning between assignments.
  • DD Form 214: The Certificate of Release or Discharge from Active Duty provides essential information about a service member's military service. It is often required to verify eligibility for certain benefits, including housing allowances.
  • Trailer Bill of Sale Form: To effectively transfer ownership of a trailer, utilize our comprehensive Trailer Bill of Sale form guide for accurate and legal documentation.
  • DA Form 4814: This is the Application for Family Housing form. Service members use it to apply for on-base housing, which can influence their BAH status. It outlines family size and housing needs.
  • DA Form 3685: The Application for Housing Allowance Adjustment is used when a service member's housing situation changes, such as a change in dependents or a relocation. This form helps adjust the BAH accordingly.
  • W-2 Form: The Wage and Tax Statement is important for verifying income. This document may be required to assess a service member's financial situation, which can impact their housing allowance eligibility.
  • Lease Agreement: A copy of the lease agreement is often needed to substantiate the housing costs claimed for BAH. It provides details about the rental terms and conditions, including the amount of rent paid.

Misconceptions

The DA 5960 form is often misunderstood. Here are four common misconceptions about this form:

  • It is only for military personnel. While the DA 5960 form is primarily used by military members, it can also be utilized by certain civilian employees of the Department of Defense.
  • It is only required for housing allowances. Many believe that the form is solely for housing allowances. In reality, it can also be used for other benefits, such as Basic Allowance for Subsistence (BAS).
  • Once submitted, it cannot be changed. Some people think that after the DA 5960 is submitted, no modifications can be made. However, individuals can request updates or changes if their circumstances change.
  • It is a one-time form. Many assume that the DA 5960 is a one-time requirement. In fact, it must be updated regularly, especially when there are changes in living conditions or family status.