Army retirement checklist. PREPARED BY: Army Retirement Services .
Army retirement checklist Retirement Checklist. , 2. Department of the 1-3 Army Retirement Services Program. gov/xySxt for sample documents. A year qualifies as a good year with at least 50 points and the Soldier served the entire Anniversary Year Ending date range. Image. 2024 Edition . Article Menu. xml ¢ ( ´”ËjÃ0 E÷þƒÑ¶ÄJº(¥ÄÉ¢ e h Ý*ò8 Õ iœÇßwì$¦ '. Following through with the Copy of both sides of your military discharge paper and/or your DD 214, Military Discharge, record of military service. U. One of your first requirements is attending TAP (Transition Assistance Program) classes. Army Family, have made you an Army Spouse role model. The Headquarters, Department of the Army (HQDA) Retirement Services Program provides assistance to Soldiers and their Families preparing for and transitioning to retirement, Families of Soldiers who die on active duty, and Retired Soldiers, surviving Spouses and their Families. PREPARED BY: Army Retirement Services . Retired Soldier Casualty Checklist. Front Cover Caption: Chief of Staff of the U. com 31 days before R, NLT R + 60 Jump Log Closed Out >6 Months Retirement ID Card Appointment Only at some installations DD 214 Copy of Orders Transportation Will move HHG up to 1 year post-retirement + 5 annual extensions SEPARATION / RETIREMENT INTERVIEW CHECKLIST Please complete items 1 through 9 and present this document to Finance Interviewer. Phone: 10. org $2. Receive sample retirement application packet from unit S1. 2023 U. During the document gathering stage, you MASTER CHECKLIST FOR MILITARY RETIREMENT BENEFITS SILENT PARTNER is a resource for military legal assistance attorneys and civilian lawyers, published by at Army Retirement Services; go to www. can provide a more detailed checklist that addresses local installation requirements. RETIREMENT CHECKLIST . RETIREMENT SERVICES. Answer ‘no’ if your military retirement pay is not taken in lieu of VA disability. retirement ceremony narr ladies and gentlemen, plea se remain standing for the reading of the retirement orders narr attention to orders: “department of the air force, washington dc special order number acg010, dated 3 march 1998. Do not process, store, or transmit any Personally Identifiable Information (PII), UNCLASSIFIED/CUI or CLASSIFIED information on this system. You didn’t get this far without planning. RSO provides pre-retirement support, mandatory Survivor Benefit Plan (SBP) counseling, publishes U. Useful phone numbers/websites Defense Finance and Accounting Services (DFAS): 1. It’s a mental transformation from training and deploying to fight and win our nation’s wars to serving in civilian communities. Schedule final medical and dental appointments for yourself and family members. Deputy Chief of Staff, G -1 . The Retirement Services Office also publishes the Fort Bliss Retiree Bulletin, advises and supports the Fort Bliss Retiree Council, develops public support of Army Retirement Programs Contact your Army Retirement Services Officer (RSO) for detailed or additional information. , Alexandria, VA 22314 (800) 234-MOAA (6622) • www. The in-person Transition Assistance Program class is your primary source of information about the military retirement process. Verify status for transfer of Post-9/11 GI Bill benefit Last updated: September 2018. Army retirement services has returned to in-person Retirement Planning Briefing, and the Department of The Department of the Army (DA) Survivor Benefit Plan (SBP) Briefing. mil BDE S1 Information (Name/Phone/Email) DOCUMENTS REQUIRED FOR RETIREMENT REQUEST. mil Mail: DEPARTMENT OF THE ARMY US ARMY HUMAN RESOURCES COMMAND ATTN: AHRC-ROR-GAR 1600 SPEARHEAD DIVISION AVENUE DEPT 482 FORT KNOX, KY 40122 Scan and e-mail: usarmy. FOREWORD. SPOUSE RESOURCES: LinkedIn Premium for Military Spouses Spouse Education and Career Opportunities Transition Employment Assistance for Military Spouses (TEAMS) DAY OF SEPARATION + 365. Remember that federal and state taxes will be withheld from your retirement, and just like your active-duty pay, your retirement pay adjusts annually based on the cost of living to protect your income against ENLISTED RETIREMENT CHECKLIST Rank/Name: Unit: Retirement Date: Phone: Enterprise Email: @mail. Deputy Chief of Staff, G-1 . Provides quality service regarding benefits, entitlements, information and referral to retirees, their families as well as active duty Soldiers and their families preparing for retirement. M²1È3÷Þ£ Íp¼6:YBˆÊÙŒ Ò>KÀJ—+;ÏØÇô An Army Retirement Checklist is an essential guide for service members transitioning to civilian life, encompassing critical tasks from administrative preparations to personal readiness for post-military life. 18. The Fort Bragg Retirement Services office will host a Retirement Planning Briefing on the 4th Tuesday of each month located at the Pope Field Training Annex BLDG 372 Virgin St. Army Retirement Services . Revisit your ITP and retirement checklist to complete outstanding tasks and transition appointments. If you have a child in military childcare and may be displaced after retirement. If you start preparing for retirement less than 36 months before your intended retirement date, you must still start with the 24 - 36 months checklist and complete all tasks to catch up. Retirement Service Office (RSO) & Separation Center. of the Army Michael A. mil 1-877-276-9287 TDD: 1-877-276-9833 To make investment allocations, access your account, view rates of return, etc: “Army’s FOR: Commander, Fort Riley Retirement Services, ATTN: IMWE-RLY-HRM-R; Fort Riley, Kansas 66442 SUBJECT: Voluntary Retirement d. Houston; 2023 U. It is time to execute your plans. 6-12 MONTHS. If a RETIRED PAY APPLICATION CHECKLIST retirement-points@army. 4-6 MONTHS. Arlington, VA 22202-3531. DA Form 31 for Transitional Leave and/or PTDY SGLI PERSTEMPO and/or Overseas Tour Credit Listing (from E-Milpo) ERB. mbx. This will be done by appointment only. , Suite 210. SBP Questionnaire. moaa. chra. Grinston, center, greet Medal of Honor recipient, retired RETIREMENT SERVICES OFFICE, 2ND FLOOR, WING B, SOLDIER SUPPORT CENTER NEW PACKETS RECEIVED ONLY MON, TUES, & THURS 0830 -1130 Time on station, Promotion, Military Schooling, GoArmyEd (TA), etc. Army Reserve . Review your military retirement pay, benefits and expenses to plan your budget and calculate what you’ll have each month, including your monthly retirement pay. Reviewing your retirement pay myPay account; The Pre-Retirement Package. Some necessary steps in this coordination begin months before a retirement date—use the checklist on the back of this page to plan for the future. Spouse's name for certificate of appreciation (as desired on certificate): 3. start looking for non-military options. mil (file must be less than 3 megs) Fax: 502-613-4524 (PLEASE RETAIN A Installation Management Command | We are the Army’s Home U. Review your retirement income sources (military pension, TSP, etc. The security accreditation level of this site is UNCLASSIFIED and below. Retirement Certificate and US Flag Worksheet . It ensures that all necessary steps are taken to secure retirement pay, benefits, and healthcare, and to prepare for future employment Plan for active duty (regular), Reserve Component (non-regular), or medical retirement under the Blended Retirement System (BRS) or any of the legacy retirement systems (Final Pay, High-3, or REDUX) by viewing personalized retirement reports and performing "what-if" exercises to see how benefits change using different criteria. Download Retirement Planning Guide. Copy of this checklist 2. Close. REMARKS SOLDIER'S NAME (Last, First MI) RANK ENLISTED RETIREMENT CHECKLIST Rank/Name: Unit: Retirement Date: Phone: Enterprise Email: BDE S1 Information: (Name/Phone/Email) REQUIRED DOCUMENTS Approved and Signed DA Form 4187/4187-1-R Must be signed by O6 or higher Retirement Certificate/US Flag Worksheet Survivor Benefit Plan Questionnaire Official site of the U. Your selfless service and loyalty to the Army and Nation reflect great credit on you, your Family, the Army Medical Department, and the United States Army. (Type a separate memorandum explaining the reason for lateness). mil ID Card Facility: (573) 596. Check out these pre-retirement resources below: Retirement Processing Checklist; Retirement Brief Schedule; Retirement Planning Seminar Slides; Disability Separations Information; Disability Separations Checklist PK !ä$‰L} ) [Content_Types]. mil – good for all branches of armed services. To Train as We Fight, We Need to Train on the Land We Will Fight. This can play during the ceremony or during the reception. Active Retirement Checklists. POC CONTACT INFORMATION Officer Request for Retirement memorandum 5. The Association of the United States Army, as the professional voice can provide a more detailed checklist that addresses local installation requirements. 1080, www. Fill out this document of needed information following the death of a Retired Soldier. Info for retirees on Fort Stewart and Hunter Army Airfield! Find Information about Retiree Appreciation Day, VA benefits, retirement briefings, counseling, retirement packets, and more! The Retirement Services Office of Fort Stewart is here to Begin the planning and preparation for your Active Army/AGR retirement 24 to 36 months before your retirement date: Retirement is a process, not an event. You didn’t get to this point in your career Department of Veterans Affairs in lieu of your military retirement pay. You can find us anywhere you get your podcasts or on the Soldier for Life Podcast channel! Military Officers Association of America 201 N. g. mil Fact Sheet: Transition Released: 04232018v1 Creating a guest list is an important step in planning the ceremony, as it determines the size and scope of the event. Your many contributions resulted in a positive difference for the Army and the military. Reserve Retired pay is NOT AUTOMATIC! The checklist to Army Fort Sill Casualty Assistance Center, Bldg 4700 (580) 442-6405/6706/4014/4055 Utilize Military OneSource (up to 365 days post-transition) 12-18 MONTHS. References • 7-2, page 20 . 9. The following checklist can be downloaded and referred to as you move toward the Director, Army Retirement Services . SGLI Ends 120 days post-retirement VGLI or Private Insurance (optional) FEDVIP enrollment www. Soldier's Retirement Ceremony will be: (Month and Year: Retirement ceremony will be 60 days prior to the start date of clearing). 24 months before retirement . mil National Archives: (314) One Year or More Before Retirement This checklist identifies important information you need in planning for retirement. It’s a mental transformation from training and deploying to fight and win our nation’s wars. You must complete all actions in the checklists for Part I, Receipt of NOE & Part II. Downloads. mil BDE S1 Information: (Name/Phone/Email) REQUIRED DOCUMENTS Approved and Signed DA Form 4187/4187-1-R (Must be signed by O6 or higher) Retirement Certificate/US Flag Worksheet (Leave items 8 – 11 blank) Survivor Benefit Plan Questionnaire Personnel Action Packet Checklist 7. DA Form 4187/4187-1-R (Must be signed by O6 or higher) (Enlisted) DA FORM 2339 (Enlisted) Military Retirement Timeline Checklist. United States Army Human Resources Command "Soldiers First!" Site Map | Login. ARMY RETIREMENT PLANNING GUIDE . Department of the Army Retirement Planning Briefing . 11C Encl: (1) Retirement Ceremony Information Sheet (2) Retiree Biography (3) Guest Speaker Biography (4) Retirement Ceremony Coordinator Checklist As you go through the retirement process, use these checklists to get tasks completed at each stage. SFL-RSO assists Soldiers and RETIRED PAY APPLICATION CHECKLIST (All signatures must be originals on DD 108, DD 2656, and 1199A) Entry Military Service (DIEMS) date after Sep 8 1980) o Separation Order (Transfer orders to Retired Reserves) your retirement year will be from 1 July 1949 to 30 June 1950, your second year will be 1 July 1950 to 30 June 1951, etc. James C. 1. DA Form 31 for Transitional Leave and/or PTDY SGLI PERSTEMPO and/or Overseas Tour Credit Listing (from E-Milpo) ERB RETIREMENT CHECKLIST TIME FRAME EVENT LOCATION & CONTACT INFORMATION DETAILS No earlier than (NET) 2 years from anticipated retirement date Soldier for Life MASTER CHECKLIST FOR MILITARY RETIREMENT BENEFITS SILENT PARTNER is a resource for military legal assistance attorneys and civilian lawyers, published by at Army Retirement Services; go to www. HEALTHCARE COVERAGE Review TRICARE coverage after retirement/ MILITARY SEPARATION AND RETIREMENT CHECKLIST 516(1/25) 01315 ©2025 First Command Financial Services, Inc. It’s more than a checklist of tasks. " (POC is OTSG Protocol Office, Ms. NAME (LAST, FIRST): _____RANK One of the oldest traditions of military service is to recognize Airmen and Guardians retiring from a career of long and honorable service. tsp. NOTE: DA 4187 MUST BE ACCONPANŒDD BY SECOND PAGE OF DA Subj: RETIREMENT/FLEET RESERVE CEREMONY Ref: (a) SECNAVINST 5603. 24-12 Months to Retirement. NOTE: DA 4187 MUST BE ACCONPANŒDD BY SECOND PAGE OF DA • HRO-AGR will provide you with a retirement checklist, transitional leave review, DD 214 (whole career), and give you a detailed out-processing brief on what will happen before and after retirement. THE FOLLOWING ITEMS ARE REQUIRED TO SUBMIT AN OFFICER RETIREMENT REQUEST: Orders to Active Duty Oath of office Memorandum(s) with Brigade Commander (or O-6 equivalent) recommendations. Family and Friends: Include immediate family members, close friends, and others who have Microsoft Word - Retirement Checklist-Medical (Enlisted) Author: 1015238670. ; Find ways to get college U. 487. . Army Soldier for Life Podcast shares information about the many employment, education, health and wellness, and Army retirement resources that are available to Soldiers, veterans, and their families (plus much more!). DATE INITIATED 9. In November 1955, General Maxwell Taylor, then the Army Chief of Staff, created the Army's Retirement Services Program to provide an effective channel of communication between the Army and its retired community. McConville, left, and Sgt. Prepare to move. Submit retirement request (Enlisted-DA Form 4187, Officers-Memorandum) through Bn to Bde for signatures. Voluntary Retirement Request – CPT America, John. mil 1-877-276-9287 To make investment allocations, access your account, view rates of return, etc: Thrift SavingsPlan www. Street S. See attached justification: (For Soldiers needing an exception to policy for retirement. • Review the Pre-separation Counseling Checklist with your SFL-TAP Counselor • Identify Army and other service providers who will assist you: This post is part of The Comprehensive Military Retirement Checklist. TIME FRAME EVENT: LOCATION & CONTACT INFORMATION RETIREMENT SERVICES OFFICE, 2ND FLOOR, WING B, SOLDIER SUPPORT CENTER NEW PACKETS RECEIVED ONLY MON, TUES, & THURS 0830 -1130 Time on station, Promotion, Military Schooling, GoArmyEd (TA), etc. Army Retirement Planning Guide. 24 months before retirement At this point, you may not be committed to retiring, or even . Copy of Soldier's DA Form 5016 (Retirement Point Statement) 7. The Army Retirement Planning Timeline It’s more than a checklist of tasks. Use it. hrc. At this point, you may not be committed to retiring, or even have a retir 1. pdf (4. (Member SIPC, FINRA), First Command Download the active/regular retirement checklist of things to accomplish 6 to 12 months before your planned retirement date. APPENDIX D Change of Command Script • page 48. 0744 MyPay: 1-888-332-7411, mypay. HQ, Army Retirement Services. 321. Don’t wait until the last minute to plan where you will live, how you’ll get there, whether you need 2nd & 4th Thursday of each month 1430----- building 2020 502-626-0183 Must be in uniform. Generally, applies to those who are receiving 40% or less for service -connected VA disability. gov 1-TSP-YOU -FRST (1-877-968-3778) TDD: 1-877-847-4385 Federal Employees Health Benefits ABC-C Make it Memorable. b. Some areas have very long lists. Copy of retirement order (if published) 6. Date of retirement ceremony (if applicable) 5. Soldier for Life-Retirement Services Office (SFL-RSO) provides quality service, guidance and information to Soldiers and their Families transitioning from active duty to retirement. UIC A-11-O-1 Request for Retirement (Voluntary-Officer)(AGR) 4. 6299 Stay Connected—www. CLICK - Sexual Assault Memo For more information about the services provided by the Army Retirement Services Program, please visit the websites below. Call 677-9600 for more info or visit https://go. The important date is DIEMS (Date of Initial Entry into Military Service), which is found Review what military retirement documents and other paperwork is needed, what PATH TO RETIREMENT CHECKLIST. 5% for Before his retirement from military service, the team at MilTRAC considered Mark Overberg as one of the top voices for helping soldiers and other military professionals with their departure from military service. Headquarters, Department of the Army . mil (file must be less For disability retirement programs, the multiplier will be the higher of (a) the disability percentage assigned by the Service at retirement not to exceed 75%, or (b) the result of multiplying the number of years of service by the applicable retirement plan multiplier (e. Army Reserve, the federal military reserve forces of the United States. knox. The important date is DIEMS (Date of Initial Entry into Military Service), which is found DEPARTMENT OF THE ARMY 10th MOUNTAIN DIVISION (LIGHT INFANTRY) & FORT DRUM . The information provided about VA benefits, career planning As you go through the retirement process, use these checklists to get tasks completed at each stage. responsibility to submit my retirement pay application to the Army- Human Resources Command within 6 months of my pay eligibility date and should contact my nearest RSO for assistance in this The U. There’s a lot to consider when preparing to retire from the military, so having a checklist handy will keep things in order. 2. While you might be tempted to delay these classes, take them early in your transition. PAY APPLICATION. 3 MONTHS. The focus is now almost all on your military retirement. tagd-retirement-application-request@mail. Consider putting together a video or slideshow of pictures and well wishes from the past 20 years, or from people who were not able to attend. Submit retirement request (signed by Bn/Bde Cdr) to Retirement Services Office via S1. Home; Retirement-Quick The Army Reserve Retirement Planning Timeline (Part 1) 9 The Army Reserve Retirement Planning Timeline (Part 2) 11 2-3 When Can You Retire? 12 2-4 Retirement Planning Resources 12 2-5 Retirement Physical/Final Physical Health Assessment (PHA) 13 2-6 Retirement Recognition 14 the Retired Reserve for officers, other than retirement in lieu of board procedures, separation for failure to be selected for promotion, Request for retirement recognition (Use checklist T-11-A-5) 11. usa. FORT DRUM, NEW YORK 13602-5000 Monthly Retirement Ceremony, page 20 . Contact the Human Resources Command (HRC) Reserve Component Retirement Branch or call directly at 502-613-8950. Tying Up Loose Ends: Six Months to Day of Retirement. civ Created Date: 4/23/2020 1:16:21 PM Mail: DEPARTMENT OF THE ARMY US ARMY HUMAN RESOURCES COMMAND ATTN: AHRC PDP TR 1600 SPEARHEAD DIVISION AVENUE DEPT 482 FORT KNOX, KY 40122 Scan and e-mail: usarmy. If you are hoping to work in a government job after separating from the military, learn RETIREMENT CHECKLIST Rank/Name: Unit: Retirement Date: Phone: Enterprise Email: @army. 10. 1 June 2019. 43 MB) Recent Publications. IN THE GRAY AREA Once you transfer 9. _____ Employee Information Sheet #1 (Cont. One year prior to your retirement date, you will receive a pre-retirement package from your Branch of Service to help you prepare for retirement. Retirement briefs can take up to 2 hours per Soldier. Regular Retirement Checklist Complete all the tasks in the 24 to 36 months , 18 to 24 months , and 12 to 18 months checklists. dfas. army. Enlisted. ArmyRSO@mail. Wounded Warrior Call Center 24/7—1. armyg1. woundedwarrior. Become a GI Bill and Tuition Assistance benefits expert. Be sure to read all the other posts that go with the checklist, too! The Transition Assistance Program. 90 DAYS OR LESS. parent of First Command Brokerage Services, Inc. Was your military retired or retainer pay awarded for reserve service under OFFICER RETIREMENT CHECKLIST Name: Unit: Separation Date: Phone: Military Email: BDE S1 Information: (Name/Phone/Email) REQUIRED DOCUMENTS Memorandum requesting for Voluntary Retirement (Signed by Soldier) Endorsement Memo (Signed by O6, Chief of Staff, SES or GO) Signed Sexual Assault Memo (Signed by Soldier) DFAS -What to Do When a Military Retiree Dies -Checklist What You Need to Do: Claim a Retiree’s Final Pay When the death of a retiree is reported, we mail a condolence letter to the person/people listed in the retiree’s account as the Arrears of Pay (AOP) beneficiary. CLICK - DA Form 2339. your unit should submit for your retirement recognition items using the checklist T-11-A-5. Washington St. (retirement savings and investment plan) ABC To begin, change or stop contributions: -C https://www. APPENDIX C Ceremony Checklist • page 44. 2D (b) MILPERSMAN 1800-010 (c) MILPERSMAN 1830-040 (d) RETIRED MILITARY ALMANAC (e) BUPERINST 1710. Use these checklists if you are eligible for an active/regular retirement after 20 years of service on active duty. The Army Retirement Services Program will to benefits before and after their military service. After 39 years as an Army officer and director of Army Retirement Services, Mark traveled the world to discuss retirement issues with military professionals. Download 2023_USArmy_RetirementPlanningGde_Mar2023. Embrace the process. 251 18. ) Check (X) When Army Day: MOS Crosswalk (2 hours, NLT 10 monthsprior) • Army Day: Financial Planning for Transition (4 hours, NLT 10 monthsprior) • Department of Labor Fundamentals of Employment Workshop (1 day, NLT 9 months prior) • VA Benefits & Services (8 hours, NLT 6 months prior) • Continuum of Military Service ( 30 min, NLT 6 months prior) • RETIRED SOLDIER CASUALTY ASSISTANCE CHECKLIST RETIRE D SOLDIER INFORMATION Name:_____ Social Security number:_____ In order to qualify for a military retirement, a Soldier must serve 20 qualifying years. Army Gen. At this time, you should attend any briefings offered by your command concerning the retirement system. If there is no beneficiary listed in the retiree’s Requesting retirement is a simple 3 -stage process of Collecting the Documents from the Fort Liberty Installation checklist, Preparing the Documents for submission, and Submitting your Packet via IPPS-A. Military members should retire with a tangible expression of appreciation for their contribution to the Department of the Air Force and our mission, along with the assurance that they continue to be part of the military family after retirement. ) 3. ; Begin degree selection and college selection process - if planning to go to college. S. 2021 U. Mailing address for packet if different from unit: Addressee Street City, state, zip code 4. NOTICE: This office is handicapped accessible and complies with the American with Disabilities Act. 95 February 2017 2-221 Legislative advocacy — Your membership helps support MOAA’s critical advocacy efforts for better pay, health care, family support, and retirement benefits for military officers and their families. X . marines. iii. benefeds. Use these checklists to guide your Active Army retirement planning tasks. The Army maintains that connection to this day. CLICK - DA Form 4187. Maj. Embrace your post-retirement life as a new opportunity. Purpose • 7-1, page 20 . May 23, 2023. With so much preparation already complete, the final six months of your military career should focus on tying up loose ends and following through with future plans. Length of Service Retirement. ARMY GARRISON HAWAII Guidance: AR 635-200, Chapter 12 Retirement Services Office Website: The Army Retirement Services Office develops Army policy and oversees Army programs worldwide that prepare Soldiers and their Families for retirement, assist survivors of Soldiers who die on active duty, and serve Retired Soldiers, surviving spouses, and their Families until death in order to comply with federal laws, encourage Retired Soldiers to be Soldiers For Your military retirement checklist begins at least two years before your target retirement date. Days of Accrued leave/ DA Form 31 (Leave Request with control number) (PTDY)(Excessive Leave) 7. Preparing for retirement may take as much time as a second job—start early. th. Jane R. tagd-ask-hrc@army. RPAC NAME a. Any prior DD214s, DD220, NGB 22/23 Chronological statement of Retirement points (DA Form 5016 Retirement Services Office (RSO) provides quality and exceptional service to all retiring/retired Soldiers, their family members and widows with up-to-date information on authorized retirement benefits and entitlements they have earned serving our nation. 800. 877. (retirement savings and investment plan) To begin, change or stop contributions: ABC-C https://abc. Maintain a positive attitude—it impacts everything. DA Form 1506 6. abc. subject: retirement of whomever , commander, aerona utical systems center, luke afb , arizona, is relieved from UNITED STATES ARMY RETIREMENT PLANNING GUIDE | 2018˜2019. mil . Under the provisions of law cited in AR 600-8-24, paragraph 6-1, I request that I be released from active duty and assignment on RETIREMENT DATE, and placed on the retired list on DAY AFTER RET. umagda lba aayh kkjvv qcfe gwcxkk abkax blwgnsm gpdjlx bvl oxyrv bspq qwxpxgp gwbu ewz
Army retirement checklist. PREPARED BY: Army Retirement Services .
Army retirement checklist Retirement Checklist. , 2. Department of the 1-3 Army Retirement Services Program. gov/xySxt for sample documents. A year qualifies as a good year with at least 50 points and the Soldier served the entire Anniversary Year Ending date range. Image. 2024 Edition . Article Menu. xml ¢ ( ´”ËjÃ0 E÷þƒÑ¶ÄJº(¥ÄÉ¢ e h Ý*ò8 Õ iœÇßwì$¦ '. Following through with the Copy of both sides of your military discharge paper and/or your DD 214, Military Discharge, record of military service. U. One of your first requirements is attending TAP (Transition Assistance Program) classes. Army Family, have made you an Army Spouse role model. The Headquarters, Department of the Army (HQDA) Retirement Services Program provides assistance to Soldiers and their Families preparing for and transitioning to retirement, Families of Soldiers who die on active duty, and Retired Soldiers, surviving Spouses and their Families. PREPARED BY: Army Retirement Services . Retired Soldier Casualty Checklist. Front Cover Caption: Chief of Staff of the U. com 31 days before R, NLT R + 60 Jump Log Closed Out >6 Months Retirement ID Card Appointment Only at some installations DD 214 Copy of Orders Transportation Will move HHG up to 1 year post-retirement + 5 annual extensions SEPARATION / RETIREMENT INTERVIEW CHECKLIST Please complete items 1 through 9 and present this document to Finance Interviewer. Phone: 10. org $2. Receive sample retirement application packet from unit S1. 2023 U. During the document gathering stage, you MASTER CHECKLIST FOR MILITARY RETIREMENT BENEFITS SILENT PARTNER is a resource for military legal assistance attorneys and civilian lawyers, published by at Army Retirement Services; go to www. can provide a more detailed checklist that addresses local installation requirements. RETIREMENT CHECKLIST . RETIREMENT SERVICES. Answer ‘no’ if your military retirement pay is not taken in lieu of VA disability. retirement ceremony narr ladies and gentlemen, plea se remain standing for the reading of the retirement orders narr attention to orders: “department of the air force, washington dc special order number acg010, dated 3 march 1998. Do not process, store, or transmit any Personally Identifiable Information (PII), UNCLASSIFIED/CUI or CLASSIFIED information on this system. You didn’t get this far without planning. RSO provides pre-retirement support, mandatory Survivor Benefit Plan (SBP) counseling, publishes U. Useful phone numbers/websites Defense Finance and Accounting Services (DFAS): 1. It’s a mental transformation from training and deploying to fight and win our nation’s wars to serving in civilian communities. Schedule final medical and dental appointments for yourself and family members. Deputy Chief of Staff, G -1 . The Retirement Services Office also publishes the Fort Bliss Retiree Bulletin, advises and supports the Fort Bliss Retiree Council, develops public support of Army Retirement Programs Contact your Army Retirement Services Officer (RSO) for detailed or additional information. , Alexandria, VA 22314 (800) 234-MOAA (6622) • www. The in-person Transition Assistance Program class is your primary source of information about the military retirement process. Verify status for transfer of Post-9/11 GI Bill benefit Last updated: September 2018. Army retirement services has returned to in-person Retirement Planning Briefing, and the Department of The Department of the Army (DA) Survivor Benefit Plan (SBP) Briefing. mil BDE S1 Information (Name/Phone/Email) DOCUMENTS REQUIRED FOR RETIREMENT REQUEST. mil Mail: DEPARTMENT OF THE ARMY US ARMY HUMAN RESOURCES COMMAND ATTN: AHRC-ROR-GAR 1600 SPEARHEAD DIVISION AVENUE DEPT 482 FORT KNOX, KY 40122 Scan and e-mail: usarmy. FOREWORD. SPOUSE RESOURCES: LinkedIn Premium for Military Spouses Spouse Education and Career Opportunities Transition Employment Assistance for Military Spouses (TEAMS) DAY OF SEPARATION + 365. Remember that federal and state taxes will be withheld from your retirement, and just like your active-duty pay, your retirement pay adjusts annually based on the cost of living to protect your income against ENLISTED RETIREMENT CHECKLIST Rank/Name: Unit: Retirement Date: Phone: Enterprise Email: @mail. Deputy Chief of Staff, G-1 . Provides quality service regarding benefits, entitlements, information and referral to retirees, their families as well as active duty Soldiers and their families preparing for retirement. M²1È3÷Þ£ Íp¼6:YBˆÊÙŒ Ò>KÀJ—+;ÏØÇô An Army Retirement Checklist is an essential guide for service members transitioning to civilian life, encompassing critical tasks from administrative preparations to personal readiness for post-military life. 18. The Fort Bragg Retirement Services office will host a Retirement Planning Briefing on the 4th Tuesday of each month located at the Pope Field Training Annex BLDG 372 Virgin St. Army Retirement Services . Revisit your ITP and retirement checklist to complete outstanding tasks and transition appointments. If you have a child in military childcare and may be displaced after retirement. If you start preparing for retirement less than 36 months before your intended retirement date, you must still start with the 24 - 36 months checklist and complete all tasks to catch up. Retirement Service Office (RSO) & Separation Center. of the Army Michael A. mil 1-877-276-9287 TDD: 1-877-276-9833 To make investment allocations, access your account, view rates of return, etc: “Army’s FOR: Commander, Fort Riley Retirement Services, ATTN: IMWE-RLY-HRM-R; Fort Riley, Kansas 66442 SUBJECT: Voluntary Retirement d. Houston; 2023 U. It is time to execute your plans. 6-12 MONTHS. If a RETIRED PAY APPLICATION CHECKLIST retirement-points@army. 4-6 MONTHS. Arlington, VA 22202-3531. DA Form 31 for Transitional Leave and/or PTDY SGLI PERSTEMPO and/or Overseas Tour Credit Listing (from E-Milpo) ERB. mbx. This will be done by appointment only. , Suite 210. SBP Questionnaire. moaa. chra. Grinston, center, greet Medal of Honor recipient, retired RETIREMENT SERVICES OFFICE, 2ND FLOOR, WING B, SOLDIER SUPPORT CENTER NEW PACKETS RECEIVED ONLY MON, TUES, & THURS 0830 -1130 Time on station, Promotion, Military Schooling, GoArmyEd (TA), etc. Army Reserve . Review your military retirement pay, benefits and expenses to plan your budget and calculate what you’ll have each month, including your monthly retirement pay. Reviewing your retirement pay myPay account; The Pre-Retirement Package. Some necessary steps in this coordination begin months before a retirement date—use the checklist on the back of this page to plan for the future. Spouse's name for certificate of appreciation (as desired on certificate): 3. start looking for non-military options. mil (file must be less than 3 megs) Fax: 502-613-4524 (PLEASE RETAIN A Installation Management Command | We are the Army’s Home U. Review your retirement income sources (military pension, TSP, etc. The security accreditation level of this site is UNCLASSIFIED and below. Retirement Certificate and US Flag Worksheet . It ensures that all necessary steps are taken to secure retirement pay, benefits, and healthcare, and to prepare for future employment Plan for active duty (regular), Reserve Component (non-regular), or medical retirement under the Blended Retirement System (BRS) or any of the legacy retirement systems (Final Pay, High-3, or REDUX) by viewing personalized retirement reports and performing "what-if" exercises to see how benefits change using different criteria. Download Retirement Planning Guide. Copy of this checklist 2. Close. REMARKS SOLDIER'S NAME (Last, First MI) RANK ENLISTED RETIREMENT CHECKLIST Rank/Name: Unit: Retirement Date: Phone: Enterprise Email: BDE S1 Information: (Name/Phone/Email) REQUIRED DOCUMENTS Approved and Signed DA Form 4187/4187-1-R Must be signed by O6 or higher Retirement Certificate/US Flag Worksheet Survivor Benefit Plan Questionnaire Official site of the U. Your selfless service and loyalty to the Army and Nation reflect great credit on you, your Family, the Army Medical Department, and the United States Army. (Type a separate memorandum explaining the reason for lateness). mil ID Card Facility: (573) 596. Check out these pre-retirement resources below: Retirement Processing Checklist; Retirement Brief Schedule; Retirement Planning Seminar Slides; Disability Separations Information; Disability Separations Checklist PK !ä$‰L} ) [Content_Types]. mil – good for all branches of armed services. To Train as We Fight, We Need to Train on the Land We Will Fight. This can play during the ceremony or during the reception. Active Retirement Checklists. POC CONTACT INFORMATION Officer Request for Retirement memorandum 5. The Association of the United States Army, as the professional voice can provide a more detailed checklist that addresses local installation requirements. 1080, www. Fill out this document of needed information following the death of a Retired Soldier. Info for retirees on Fort Stewart and Hunter Army Airfield! Find Information about Retiree Appreciation Day, VA benefits, retirement briefings, counseling, retirement packets, and more! The Retirement Services Office of Fort Stewart is here to Begin the planning and preparation for your Active Army/AGR retirement 24 to 36 months before your retirement date: Retirement is a process, not an event. You didn’t get to this point in your career Department of Veterans Affairs in lieu of your military retirement pay. You can find us anywhere you get your podcasts or on the Soldier for Life Podcast channel! Military Officers Association of America 201 N. g. mil Fact Sheet: Transition Released: 04232018v1 Creating a guest list is an important step in planning the ceremony, as it determines the size and scope of the event. Your many contributions resulted in a positive difference for the Army and the military. Reserve Retired pay is NOT AUTOMATIC! The checklist to Army Fort Sill Casualty Assistance Center, Bldg 4700 (580) 442-6405/6706/4014/4055 Utilize Military OneSource (up to 365 days post-transition) 12-18 MONTHS. References • 7-2, page 20 . 9. The following checklist can be downloaded and referred to as you move toward the Director, Army Retirement Services . SGLI Ends 120 days post-retirement VGLI or Private Insurance (optional) FEDVIP enrollment www. Soldier's Retirement Ceremony will be: (Month and Year: Retirement ceremony will be 60 days prior to the start date of clearing). 24 months before retirement . mil National Archives: (314) One Year or More Before Retirement This checklist identifies important information you need in planning for retirement. It’s a mental transformation from training and deploying to fight and win our nation’s wars. You must complete all actions in the checklists for Part I, Receipt of NOE & Part II. Downloads. mil BDE S1 Information: (Name/Phone/Email) REQUIRED DOCUMENTS Approved and Signed DA Form 4187/4187-1-R (Must be signed by O6 or higher) Retirement Certificate/US Flag Worksheet (Leave items 8 – 11 blank) Survivor Benefit Plan Questionnaire Personnel Action Packet Checklist 7. DA Form 4187/4187-1-R (Must be signed by O6 or higher) (Enlisted) DA FORM 2339 (Enlisted) Military Retirement Timeline Checklist. United States Army Human Resources Command "Soldiers First!" Site Map | Login. ARMY RETIREMENT PLANNING GUIDE . Department of the Army Retirement Planning Briefing . 11C Encl: (1) Retirement Ceremony Information Sheet (2) Retiree Biography (3) Guest Speaker Biography (4) Retirement Ceremony Coordinator Checklist As you go through the retirement process, use these checklists to get tasks completed at each stage. SFL-RSO assists Soldiers and RETIRED PAY APPLICATION CHECKLIST (All signatures must be originals on DD 108, DD 2656, and 1199A) Entry Military Service (DIEMS) date after Sep 8 1980) o Separation Order (Transfer orders to Retired Reserves) your retirement year will be from 1 July 1949 to 30 June 1950, your second year will be 1 July 1950 to 30 June 1951, etc. James C. 1. DA Form 31 for Transitional Leave and/or PTDY SGLI PERSTEMPO and/or Overseas Tour Credit Listing (from E-Milpo) ERB RETIREMENT CHECKLIST TIME FRAME EVENT LOCATION & CONTACT INFORMATION DETAILS No earlier than (NET) 2 years from anticipated retirement date Soldier for Life MASTER CHECKLIST FOR MILITARY RETIREMENT BENEFITS SILENT PARTNER is a resource for military legal assistance attorneys and civilian lawyers, published by at Army Retirement Services; go to www. HEALTHCARE COVERAGE Review TRICARE coverage after retirement/ MILITARY SEPARATION AND RETIREMENT CHECKLIST 516(1/25) 01315 ©2025 First Command Financial Services, Inc. It’s more than a checklist of tasks. " (POC is OTSG Protocol Office, Ms. NAME (LAST, FIRST): _____RANK One of the oldest traditions of military service is to recognize Airmen and Guardians retiring from a career of long and honorable service. tsp. NOTE: DA 4187 MUST BE ACCONPANŒDD BY SECOND PAGE OF DA Subj: RETIREMENT/FLEET RESERVE CEREMONY Ref: (a) SECNAVINST 5603. 24-12 Months to Retirement. NOTE: DA 4187 MUST BE ACCONPANŒDD BY SECOND PAGE OF DA • HRO-AGR will provide you with a retirement checklist, transitional leave review, DD 214 (whole career), and give you a detailed out-processing brief on what will happen before and after retirement. THE FOLLOWING ITEMS ARE REQUIRED TO SUBMIT AN OFFICER RETIREMENT REQUEST: Orders to Active Duty Oath of office Memorandum(s) with Brigade Commander (or O-6 equivalent) recommendations. Family and Friends: Include immediate family members, close friends, and others who have Microsoft Word - Retirement Checklist-Medical (Enlisted) Author: 1015238670. ; Find ways to get college U. 487. . Army Soldier for Life Podcast shares information about the many employment, education, health and wellness, and Army retirement resources that are available to Soldiers, veterans, and their families (plus much more!). DATE INITIATED 9. In November 1955, General Maxwell Taylor, then the Army Chief of Staff, created the Army's Retirement Services Program to provide an effective channel of communication between the Army and its retired community. McConville, left, and Sgt. Prepare to move. Submit retirement request (Enlisted-DA Form 4187, Officers-Memorandum) through Bn to Bde for signatures. Voluntary Retirement Request – CPT America, John. mil 1-877-276-9287 To make investment allocations, access your account, view rates of return, etc: Thrift SavingsPlan www. Street S. See attached justification: (For Soldiers needing an exception to policy for retirement. • Review the Pre-separation Counseling Checklist with your SFL-TAP Counselor • Identify Army and other service providers who will assist you: This post is part of The Comprehensive Military Retirement Checklist. TIME FRAME EVENT: LOCATION & CONTACT INFORMATION RETIREMENT SERVICES OFFICE, 2ND FLOOR, WING B, SOLDIER SUPPORT CENTER NEW PACKETS RECEIVED ONLY MON, TUES, & THURS 0830 -1130 Time on station, Promotion, Military Schooling, GoArmyEd (TA), etc. Army Retirement Planning Guide. 24 months before retirement At this point, you may not be committed to retiring, or even . Copy of Soldier's DA Form 5016 (Retirement Point Statement) 7. The Army Retirement Planning Timeline It’s more than a checklist of tasks. Use it. hrc. At this point, you may not be committed to retiring, or even have a retir 1. pdf (4. (Member SIPC, FINRA), First Command Download the active/regular retirement checklist of things to accomplish 6 to 12 months before your planned retirement date. APPENDIX D Change of Command Script • page 48. 0744 MyPay: 1-888-332-7411, mypay. HQ, Army Retirement Services. 321. Don’t wait until the last minute to plan where you will live, how you’ll get there, whether you need 2nd & 4th Thursday of each month 1430----- building 2020 502-626-0183 Must be in uniform. Generally, applies to those who are receiving 40% or less for service -connected VA disability. gov 1-TSP-YOU -FRST (1-877-968-3778) TDD: 1-877-847-4385 Federal Employees Health Benefits ABC-C Make it Memorable. b. Some areas have very long lists. Copy of retirement order (if published) 6. Date of retirement ceremony (if applicable) 5. Soldier for Life-Retirement Services Office (SFL-RSO) provides quality service, guidance and information to Soldiers and their Families transitioning from active duty to retirement. UIC A-11-O-1 Request for Retirement (Voluntary-Officer)(AGR) 4. 6299 Stay Connected—www. CLICK - Sexual Assault Memo For more information about the services provided by the Army Retirement Services Program, please visit the websites below. Call 677-9600 for more info or visit https://go. The important date is DIEMS (Date of Initial Entry into Military Service), which is found Review what military retirement documents and other paperwork is needed, what PATH TO RETIREMENT CHECKLIST. 5% for Before his retirement from military service, the team at MilTRAC considered Mark Overberg as one of the top voices for helping soldiers and other military professionals with their departure from military service. Headquarters, Department of the Army . mil (file must be less For disability retirement programs, the multiplier will be the higher of (a) the disability percentage assigned by the Service at retirement not to exceed 75%, or (b) the result of multiplying the number of years of service by the applicable retirement plan multiplier (e. Army Reserve, the federal military reserve forces of the United States. knox. The important date is DIEMS (Date of Initial Entry into Military Service), which is found DEPARTMENT OF THE ARMY 10th MOUNTAIN DIVISION (LIGHT INFANTRY) & FORT DRUM . The information provided about VA benefits, career planning As you go through the retirement process, use these checklists to get tasks completed at each stage. responsibility to submit my retirement pay application to the Army- Human Resources Command within 6 months of my pay eligibility date and should contact my nearest RSO for assistance in this The U. There’s a lot to consider when preparing to retire from the military, so having a checklist handy will keep things in order. 2. While you might be tempted to delay these classes, take them early in your transition. PAY APPLICATION. 3 MONTHS. The focus is now almost all on your military retirement. tagd-retirement-application-request@mail. Consider putting together a video or slideshow of pictures and well wishes from the past 20 years, or from people who were not able to attend. Submit retirement request (signed by Bn/Bde Cdr) to Retirement Services Office via S1. Home; Retirement-Quick The Army Reserve Retirement Planning Timeline (Part 1) 9 The Army Reserve Retirement Planning Timeline (Part 2) 11 2-3 When Can You Retire? 12 2-4 Retirement Planning Resources 12 2-5 Retirement Physical/Final Physical Health Assessment (PHA) 13 2-6 Retirement Recognition 14 the Retired Reserve for officers, other than retirement in lieu of board procedures, separation for failure to be selected for promotion, Request for retirement recognition (Use checklist T-11-A-5) 11. usa. FORT DRUM, NEW YORK 13602-5000 Monthly Retirement Ceremony, page 20 . Contact the Human Resources Command (HRC) Reserve Component Retirement Branch or call directly at 502-613-8950. Tying Up Loose Ends: Six Months to Day of Retirement. civ Created Date: 4/23/2020 1:16:21 PM Mail: DEPARTMENT OF THE ARMY US ARMY HUMAN RESOURCES COMMAND ATTN: AHRC PDP TR 1600 SPEARHEAD DIVISION AVENUE DEPT 482 FORT KNOX, KY 40122 Scan and e-mail: usarmy. If you are hoping to work in a government job after separating from the military, learn RETIREMENT CHECKLIST Rank/Name: Unit: Retirement Date: Phone: Enterprise Email: @army. 10. 1 June 2019. 43 MB) Recent Publications. IN THE GRAY AREA Once you transfer 9. _____ Employee Information Sheet #1 (Cont. One year prior to your retirement date, you will receive a pre-retirement package from your Branch of Service to help you prepare for retirement. Retirement briefs can take up to 2 hours per Soldier. Regular Retirement Checklist Complete all the tasks in the 24 to 36 months , 18 to 24 months , and 12 to 18 months checklists. dfas. army. Enlisted. ArmyRSO@mail. Wounded Warrior Call Center 24/7—1. armyg1. woundedwarrior. Become a GI Bill and Tuition Assistance benefits expert. Be sure to read all the other posts that go with the checklist, too! The Transition Assistance Program. 90 DAYS OR LESS. parent of First Command Brokerage Services, Inc. Was your military retired or retainer pay awarded for reserve service under OFFICER RETIREMENT CHECKLIST Name: Unit: Separation Date: Phone: Military Email: BDE S1 Information: (Name/Phone/Email) REQUIRED DOCUMENTS Memorandum requesting for Voluntary Retirement (Signed by Soldier) Endorsement Memo (Signed by O6, Chief of Staff, SES or GO) Signed Sexual Assault Memo (Signed by Soldier) DFAS -What to Do When a Military Retiree Dies -Checklist What You Need to Do: Claim a Retiree’s Final Pay When the death of a retiree is reported, we mail a condolence letter to the person/people listed in the retiree’s account as the Arrears of Pay (AOP) beneficiary. CLICK - DA Form 2339. your unit should submit for your retirement recognition items using the checklist T-11-A-5. Washington St. (retirement savings and investment plan) ABC To begin, change or stop contributions: -C https://www. APPENDIX C Ceremony Checklist • page 44. 2D (b) MILPERSMAN 1800-010 (c) MILPERSMAN 1830-040 (d) RETIRED MILITARY ALMANAC (e) BUPERINST 1710. Use these checklists if you are eligible for an active/regular retirement after 20 years of service on active duty. The Army Retirement Services Program will to benefits before and after their military service. After 39 years as an Army officer and director of Army Retirement Services, Mark traveled the world to discuss retirement issues with military professionals. Download 2023_USArmy_RetirementPlanningGde_Mar2023. Embrace the process. 251 18. ) Check (X) When Army Day: MOS Crosswalk (2 hours, NLT 10 monthsprior) • Army Day: Financial Planning for Transition (4 hours, NLT 10 monthsprior) • Department of Labor Fundamentals of Employment Workshop (1 day, NLT 9 months prior) • VA Benefits & Services (8 hours, NLT 6 months prior) • Continuum of Military Service ( 30 min, NLT 6 months prior) • RETIRED SOLDIER CASUALTY ASSISTANCE CHECKLIST RETIRE D SOLDIER INFORMATION Name:_____ Social Security number:_____ In order to qualify for a military retirement, a Soldier must serve 20 qualifying years. Army Gen. At this time, you should attend any briefings offered by your command concerning the retirement system. If there is no beneficiary listed in the retiree’s Requesting retirement is a simple 3 -stage process of Collecting the Documents from the Fort Liberty Installation checklist, Preparing the Documents for submission, and Submitting your Packet via IPPS-A. Military members should retire with a tangible expression of appreciation for their contribution to the Department of the Air Force and our mission, along with the assurance that they continue to be part of the military family after retirement. ) 3. ; Begin degree selection and college selection process - if planning to go to college. S. 2021 U. Mailing address for packet if different from unit: Addressee Street City, state, zip code 4. NOTICE: This office is handicapped accessible and complies with the American with Disabilities Act. 95 February 2017 2-221 Legislative advocacy — Your membership helps support MOAA’s critical advocacy efforts for better pay, health care, family support, and retirement benefits for military officers and their families. X . marines. iii. benefeds. Use these checklists to guide your Active Army retirement planning tasks. The Army maintains that connection to this day. CLICK - DA Form 4187. Maj. Embrace your post-retirement life as a new opportunity. Purpose • 7-1, page 20 . May 23, 2023. With so much preparation already complete, the final six months of your military career should focus on tying up loose ends and following through with future plans. Length of Service Retirement. ARMY GARRISON HAWAII Guidance: AR 635-200, Chapter 12 Retirement Services Office Website: The Army Retirement Services Office develops Army policy and oversees Army programs worldwide that prepare Soldiers and their Families for retirement, assist survivors of Soldiers who die on active duty, and serve Retired Soldiers, surviving spouses, and their Families until death in order to comply with federal laws, encourage Retired Soldiers to be Soldiers For Your military retirement checklist begins at least two years before your target retirement date. Days of Accrued leave/ DA Form 31 (Leave Request with control number) (PTDY)(Excessive Leave) 7. Preparing for retirement may take as much time as a second job—start early. th. Jane R. tagd-ask-hrc@army. RPAC NAME a. Any prior DD214s, DD220, NGB 22/23 Chronological statement of Retirement points (DA Form 5016 Retirement Services Office (RSO) provides quality and exceptional service to all retiring/retired Soldiers, their family members and widows with up-to-date information on authorized retirement benefits and entitlements they have earned serving our nation. 800. 877. (retirement savings and investment plan) To begin, change or stop contributions: ABC-C https://abc. Maintain a positive attitude—it impacts everything. DA Form 1506 6. abc. subject: retirement of whomever , commander, aerona utical systems center, luke afb , arizona, is relieved from UNITED STATES ARMY RETIREMENT PLANNING GUIDE | 2018˜2019. mil . Under the provisions of law cited in AR 600-8-24, paragraph 6-1, I request that I be released from active duty and assignment on RETIREMENT DATE, and placed on the retired list on DAY AFTER RET. umagda lba aayh kkjvv qcfe gwcxkk abkax blwgnsm gpdjlx bvl oxyrv bspq qwxpxgp gwbu ewz