Article Guide
The EBB RI 20 97 form serves a critical function for military personnel seeking to establish their estimated earnings during their time of service. This form must be submitted to the respective military finance center, which is determined by the branch of service. For individuals who have served in multiple branches, it is essential to request earnings for each period separately. Along with the form, applicants must attach relevant documentation such as a DD 214 or its equivalent, and any available records that detail pay or promotions earned during their military career. If a DD 214 is not available, obtaining a SF 180 is a necessary step to request verification of military records before forwarding the EBB RI 20 97 to the pay center. The pay center requires this verification to process any estimated earnings effectively. The form itself collects vital information, including the employee’s name, Social Security Number, and military service details, while also emphasizing that the uniformed services must provide estimated pay to Non-Appropriated Fund employees for military service completed after December 31, 1956. Therefore, accurately completing this form is crucial for guaranteeing retirement service credit and ensuring proper benefits down the line.
Form Sample
United States
Office of Personnel Management
Retirement Operations Center
Boyers, Pennsylvania 16017
Estimated Earnings During Military Service
Instructions: You must complete blocks 1 through 10 and send this form to the applicable Defense Finance and Accounting Service to request your military earnings. Get the address from the reverse side of this form. Attach your Honorable Discharge, DD 214 or its equivalent and any available records of pay or promotions. The DFAS cannot provide estimated earnings without verification of your active duty service. Use a separate form RI
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Name (Last, first, middle) |
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Other names used |
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Social Security Number |
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4. Date of birth (mm/dd/yyyy) |
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All military service numbers |
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Branch of service |
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The uniformed services must provide Federal employees' estimated basic pay for military service they performed after December 31, 1956. This is needed to make a deposit to the Civil Service Retirement and Disability Fund for retirement credit. Please provide the estimated basic pay earned by the person named above.
7. Signature of requester
10. Requester's name and address (Where information will be sent)
Name
8. Relationship to person named |
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9. Date (mm/dd/yyyy) |
Person named is requester |
Survivor |
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Other |
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(specify): |
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Telephone number (including area code) |
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Address
Email Address
City
State
Zip Code (5 digits)
11.Active military service after 12. Estimated Earnings (Base Pay)
December 31, 1956 (Dates Do not provide estimated earnings for any period of service prior to January 1, 1957. indicated below must be
based on DD 214 or equivalent certification.)
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To |
From |
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Rate of Basic Pay |
Earnings |
(mm/dd/yyyy) |
(mm/dd/yyyy) |
(mm/dd/yyyy) |
(mm/dd/yyyy) |
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Type of Discharge
13. If period of service began before and ended |
14. Lost time |
From |
after December 31, 1956, enter date service |
None |
(mm/dd/yyyy) |
actually began. (mm/dd/yyyy) |
Inclusive dates |
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Number of days ________ |
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15. Signature of authorized official furnishing estimate |
16. Date |
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To |
From |
To |
(mm/dd/yyyy) |
(mm/dd/yyyy) |
(mm/dd/yyyy) |
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17.Telephone number (including area code)
18. Typed name of authorized official
19. Title of authorized official
Print Form
Save Form
Clear Form
RI
Estimated Earnings Requests for Military Deposits
Military Finance Centers
www.dfas.mil/civilianemployees/militaryservice/militarydeposits.html
Note: For cover sheet, go to: https://corpweb1.dfas.mil/civpaywf/coversheet
Air Force
DFAS - Indianapolis Center
Attention: Verifications Center (Estimated Earnings)
8899 East 56th Street
Indianapolis, IN
Phone:
https://corpweb1.dfas.mil/civpaywf/coversheet Title: Estimated Earnings - Air Force
Fax:
*Utilizing cover sheet expedites processing time*
Army
DFAS - Indianapolis Center
Attention: Verifications Section (Estimated Earnings)
8899 East 56th Street
Indianapolis, IN
Phone:
https://corpweb1.dfas.mil/civpaywf/coversheet Title: Estimated Earnings - Army
Fax:
*Utilizing cover sheet expedites processing time*
Coast Guard
Commanding Officer (SES)
Coast Guard Pay and Personnel Center
444 Southeast Quincy Street
Topeka, KS
Phone:
Fax:
US Coast Guard Website:
http://www.uscg.mil/ppc/separations/
Email:
Marine Corps
DFAS - Indianapolis Center - JFVBB
Attention: Verifications Section (Estimated Earnings)
8899 East 56th Street
Indianapolis, IN
Fax Coversheet:
https://corpweb1.dfas.mil/civpaywf/coversheet Title: Estimated Earnings - Marine Corps
Fax:
*Utilizing coversheet expedites processing time*
National Oceanic and Atmospheric Administration (NOAA)
NOAA Commissioned Personnel Center
1315
Silver Spring, MD
Navy
DFAS - Indianapolis Center - JFVBB
Attention: Verifications Section (Estimated Earnings)
8899 East 56th Street
Indianapolis, IN
Fax Coversheet:
https://corpweb1.dfas.mil/civpaywf/coversheet Title: Estimated Earnings - Navy
Fax:
*Utilizing coversheet expedites processing time*
Public Health Service
U.S. Public Health Service
Division of Commissioned Personnel and Readiness
Commissioned Corps Compensation
1101 Wootton Parkway, Plaza Level, Suite 100
Rockville, MD 20852
Phone Number:
Fax:
To obtain a copy of your
Recently separated military veterans may be able to find their records through the Joint Department of Veterans Affairs
and Department of Defense eBenefits Portal.
(https://www.ebenefits.va.gov/ebenefits/homepage)
Or, you may write or send a military records request form, Standard Form 180 (http://www.archives.gov/research/order/
Department of Veterans Affairs and Department of Defense
National Personnel Records Center
Military and Civilian Personnel Records
1 Archives Drive
St. Louis, Missouri 63138
Reverse of RI
Document Specifications
| Fact Name | Description |
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| Purpose | The EBB Ri 20 97 form is used to estimate earnings during military service for employees in the Non-Appropriated Fund (NAF) program. |
| Submission Requirements | This form must be submitted to the appropriate military finance center corresponding to the branch of military service. |
| Verification Attachment | Submission of the form requires attaching verification documents, such as DD 214 or an equivalent, to ensure accuracy in estimated earnings. |
| Applicable Law | The form relates to guidelines established under military law for the purpose of retirement service credit, specifically for military service after December 31, 1956. |
| Completion Instructions | Authorized officials must fill out specific sections of the form, including the estimation of basic earnings and discharge type. |
Steps to Filling Out Ebb Ri 20 97
Completing the EBB RI 20 97 form requires providing accurate personal and military service information. Follow these steps carefully to ensure your form is filled out correctly and submitted to the appropriate military finance center.
- Enter the Employee Name (Last, First, Middle).
- If applicable, include Other Names Used.
- Provide your Social Security Number.
- Fill in your Date of Birth.
- Enter your Military Service Number.
- Select your Branch of Service.
- Estimate your basic pay earned during military service and provide the following information:
- From and To dates for each period of service: (Mo, Day, Yr).
- Rate of Basic Earnings for each period.
- Indicate Type of Discharge.
- Document any lost time, noting the Number of Days Lost.
- Complete the Inclusive Dates fields, entering the start and end dates of service.
- Sign the form in the space designated for the Signature of Requestor.
- Indicate your Relationship to Employee if you are not the employee.
- Provide the Date when the form is signed.
- If you are an authorized official completing the estimate, include your signature in the section labeled Signature of Authorized Official.
- List your Date of signing, as well as your Telephone Number (including area code).
- Print your name under Typed Name of Authorized Official.
- State your Title of Authorized Official.
- Finally, return the completed form to the Name and Address specified in the designated section.
More About Ebb Ri 20 97
What is the purpose of the Ebb Ri 20 97 form?
The Ebb Ri 20 97 form is used to request an estimate of earnings during military service. It is essential for employees who have served in the military to provide this information to the appropriate military finance center. This form is particularly relevant for Non-Appropriated Fund (NAF) employees seeking service credit for retirement purposes under the U.S. Army NAF Employee Retirement Plan.
Who should submit the Ebb Ri 20 97 form?
Military personnel or their authorized representatives must submit the Ebb Ri 20 97 form to obtain estimated earnings. If an individual has served in more than one branch of the military, they are required to request earnings separately for each period from the relevant branch. It is crucial to ensure that the form is completed accurately to facilitate proper processing.
What documentation is required when submitting the Ebb Ri 20 97 form?
When submitting the Ebb Ri 20 97 form, it is necessary to attach supporting documentation such as the DD 214 or an equivalent document, along with any available records of pay or promotions. If a DD 214 is not available, one should obtain a Standard Form (SF) 180 from the personnel office to verify military service before forwarding the request. This verification is critical, as the pay center cannot provide estimated earnings without it.
What details must be included in the Ebb Ri 20 97 form?
The form requires several details, including the employee's name, social security number, date of birth, military service number, and branch of service. Additionally, it asks for the estimated earnings based on service dates, rates of basic pay, and type of discharge. Accurate completion of these sections is essential for determining the correct retirement service credit.
How is the estimated earnings information processed and verified?
Once the Ebb Ri 20 97 form is duly completed and submitted, an authorized official will review the request. They will complete a section of the form that includes the estimated earnings based on the provided service dates. This estimate must align with the records reported on the DD 214 or equivalent documentation. Once verified, the form is returned to the appropriate military finance center for processing, ensuring that the employee's service is properly credited for retirement purposes.
Common mistakes
Individuals filling out the Ebb Ri 20 97 form may encounter several common mistakes. Recognizing these errors can help ensure that the form is completed correctly and processed efficiently. Below is an expanded list of five mistakes often made during this process.
- Neglecting to attach necessary documentation
- For accurate processing, individuals must include a DD 214 or equivalent documentation. Failing to do so can delay the estimate.
- If no DD 214 is available, one should obtain a SF 180 to verify military service. Missing these documents is a frequent oversight.
- Incorrectly identifying periods of service
- Individuals may inaccurately enter the dates of service, leading to potential inaccuracies in the estimated earnings. It is important to use the actual date of service whenever possible.
- Entering a service period that falls either before December 31, 1956, or without proper certification can cause complications, as this information is explicitly excluded.
- Omitting signatures
- The signature of the requestor is essential. Failure to sign can result in the form being returned for correction.
- Additionally, the required signature of an authorized official can often be overlooked, further delaying the submission's progress.
- Incorrectly filling out the personal information section
- Providing incorrect names, Social Security numbers, or other identifiers can lead to significant issues. Each entry in this section needs to be double-checked for accuracy.
- Leaving fields blank or using abbreviations that could be misinterpreted can also result in processing errors.
- Submitting an incomplete form
- Some individuals may not realize that every section of the form is important. Omitting required details or not providing sufficient information about military service can hinder processing.
- Thoroughness is crucial; even minor details should be carefully reviewed before submission to avoid delays.
Understanding these common mistakes can help individuals complete the Ebb Ri 20 97 form more effectively. By taking time to review the form and ensuring all requirements are met, individuals can facilitate a smoother submission process.
Documents used along the form
The Ebb Ri 20 97 form is crucial for requesting estimated earnings during military service. Alongside this form, several other documents are often necessary to ensure a complete application process. Here’s a list of related forms and documents that support the submission of the Ebb Ri 20 97 form.
- DD 214: This document serves as the Certificate of Release or Discharge from Active Duty. It provides essential details about a service member’s military history, including the type of discharge and dates of service. Attach it to verify military earnings.
- SF 180: This form is used to request military records. If a DD 214 or equivalent is unavailable, the SF 180 helps obtain necessary service verification from the personnel office.
- Military Pay Records: These records document the pay and promotions received during service. They help substantiate the earnings claimed in the Ebb Ri 20 97 form.
- Release of Information Authorization: This document allows the military to share relevant service information with specified entities, aiding in the verification of service details needed for processing the estimate.
- Dependents Eligibility Report: If applicable, this report outlines the eligibility of dependents for benefits. It may be required to demonstrate family claims related to military service benefits.
Completing the Ebb Ri 20 97 form alongside these documents ensures a more efficient process in obtaining estimated earnings. Make sure to gather all necessary paperwork before submission to avoid delays.
Similar forms
The EBB RI 20-97 form is closely related to the DD 214 form, which is known as the Certificate of Release or Discharge from Active Duty. Like the EBB RI 20-97, the DD 214 serves a vital role in documenting a service member's military history. It provides essential details about the duration of service, type of discharge, and any military awards received. This form is often required for verifying military service when applying for various benefits, making it a crucial document for veterans seeking employment or claiming veterans’ benefits.
Another comparable document is the SF 180, or Request Pertaining to Military Records. Similar to the EBB RI 20-97, the SF 180 is used to obtain military service records. Individuals use this form when they do not have access to their DD 214 or need additional documentation related to their service. The SF 180 facilitates the retrieval of service records from the National Personnel Records Center, ensuring that service members have access to the necessary documents for verification and benefits purposes.
The VA Form 21-526EZ, or Application for Disability Compensation and Related Compensation Benefits, also shares similarities with the EBB RI 20-97. This application form is used by veterans to claim disability benefits from the Department of Veterans Affairs. Both forms require documentation of military service and earnings, but the VA Form 21-526EZ is more focused on disability-related benefits rather than estimating military earnings. This highlights the broader spectrum of benefits available to veterans, dependent on verification of service and associated records.
Lastly, the NAF Retirement Plan application functions in a similar way to the EBB RI 20-97 by facilitating benefits for military personnel. It specifically pertains to the Non-Appropriated Fund (NAF) employees who have served in the military. Like the EBB RI 20-97, this document requires verification of service and earnings to ensure that the employee is properly credited for their time of service. Both documents emphasize the importance of maintaining accurate records to secure retirement benefits and financial security for service members.
Dos and Don'ts
When filling out the EBB RI 20 97 form, it’s essential to ensure accuracy and completeness to facilitate the processing of your request. Here are six important do’s and don’ts to consider:
- Do submit the form to the appropriate military finance center for your branch of service.
- Do attach any relevant documents, such as your DD 214 or records of pay and promotions.
- Do ensure you provide the estimated basic pay earned, excluding combat or flight pay.
- Do clearly indicate your relationship to the employee if you are not the requestor.
- Don’t forget to obtain a SF 180 if you do not have a DD 214 for verification of service.
- Don’t omit the required details, like periods of service and type of discharge, from the form.
Following these guidelines will aid in a smoother submission process and help avoid unnecessary delays in your request.
Misconceptions
Understanding the EBB Ri 20 97 form can be confusing, leading to several misconceptions about its purpose and requirements. Here are four common misconceptions, along with clarifications for each.
- The EBB Ri 20 97 form is only for active military members. This form can also be used by veterans who may be seeking retirement service credit for their military service, regardless of whether they are currently active.
- You only need to submit the form once, regardless of service history. If you have served in multiple branches of the military, you must submit the form to each branch separately to ensure all periods of service are accurately reported.
- An estimate of earnings is provided without any additional documentation. To receive an accurate estimate, it is essential to attach verification documents such as the DD 214 or equivalent, and any applicable records of pay and promotions.
- The form can be submitted at any time without consequences. There are specific timelines and eligibility criteria for submitting the EBB Ri 20 97 form. Delays in submission may affect your ability to receive credits for your military service during retirement.
Key takeaways
Here are key takeaways regarding the EBB RI 20-97 form that should be kept in mind:
- Submission Destination: This form must be submitted to the appropriate military finance center based on the branch of military service.
- Multiple Branches: If service was in more than one branch of the military, separate requests for estimated earnings must be made for each period.
- Required Documentation: Attach a DD 214 or equivalent documentation along with any available records of pay or promotions.
- Lack of DD 214: If a DD 214 or equivalent is not available, obtain a SF 180 from the personnel office to verify service before forwarding the form.
- Verification is Essential: The pay center cannot provide estimated earnings unless verification documentation is attached to the form.
- Personal Information Required: Fill in the employee’s name, other names used, Social Security number, date of birth, military service number, and branch of service.
- Estimation of Pay: Provide an estimate of basic pay earned post-December 31, 1956, excluding certain payments like combat or flight pay.
- Signature Requirements: The requestor must sign the form and indicate their relationship to the employee.
- Completion by Authorized Officials: An authorized official must complete sections regarding estimated earnings, including specific dates and types of discharge.
- Form Submission: Upon completion, send the form to the designated recipient, ensuring the address includes the correct details for processing.