Downloading a Form to Your Computer
Fillable forms cannot be viewed on mobile or tablet devices. Follow the steps below to download and view the form on a desktop PC or Mac.
- Right Click for PC or Ctrl + Click for Mac on the PDF link and click “Save link as” from the menu.
- Select the folder you want to save the file in and then click "Save."
- Navigate to the folder you saved the file in and Right Click for PC or Ctrl + Click for Mac, then select "Open With" from the menu and select Adobe Acrobat Reader DC.
Note: Open the PDF file from your desktop or Adobe Acrobat Reader DC. Do not click on the downloaded file at the bottom of the browser since it will not open the PDF in Adobe Acrobat Reader DC. It will try to open the file in the browser that results in the same browser error message.
To provide a means of requesting the amount of pension benefits paid to a beneficiary.
When to Prepare
The worker prepares Form H1214 to request benefit information from the military or private pension source.
Number of Copies
The worker prepares an original and two copies.
The worker mails the original and first copy to the pension source. He retains the second copy in the case folder. When the reply is received, he destroys the copy.
The pension source's staff completes Form H1214 and returns the original to the worker.
The original of Form H1214 is kept in the case folder for three years after denial of the client.