Get Service Retirement Checklist

Filling out the Service Retirement Checklist is an essential step for users preparing for retirement. This guide provides clear and supportive instructions to help users complete the checklist efficiently and accurately.

Follow the steps to complete the Service Retirement Checklist online.

1. Click the ‘Get Form’ button to obtain the Service Retirement Checklist and open it for editing.
2. Begin by reviewing each section of the checklist. Ensure you understand the eligibility criteria for unreduced or reduced retirement. Note any relevant details about hazardous duty supplements and other retirement benefits.
3. Check if the user has any unused sick leave or disability credits. Document this information for the counseling session.
4. Prepare to conduct a counseling session. Provide the necessary guides and resources to the user, including information on estimating income and expenses through helpful tools.
5. Confirm the user's eligibility for various retirement benefits, including the health insurance credit and life insurance options.
6. Review payment options available to the user, making sure to detail the requirements and implications of each choice.
7. Have the user complete the Application for Service Retirement (VRS-5) and any additional forms required based on their specific plan.
8. Once the forms are completed, review the entire package for completeness, sign the employer certification section, and submit all original forms to the appropriate office.
9. Inform the user about post-application communications and the importance of confirming their benefit payout option selections.
10. After submission, encourage the user to create a secure online account to manage their retirement benefits.

Start filling out your Service Retirement Checklist online today to ensure a smooth transition into retirement.