Complete the checklist before retiring.
What are your top concerns?

Full Name

1. Is Your (OPF) Official Personnel Folder updated and Accurate --- Creditable Civilian Service Form (SF 50)

I'd like to discuss

2. Have you reviewed your FERS/CSRS Annuity Payout estimate in the last 12 months?

I'd like to discuss

3. Is Your Personally Identifiable Information (PII) Protected? Have You Been a Victim of Identity Theft?

I'd like to discuss

4. Is your TSP Allocation Setup to minimize a major market correction?

I'd like to discuss

5. Have you reviewed the impact of taxes on the distribution of your TSP?

I'd like to discuss

6. Do you have a plan to maximize your Social Security Income?

I'd like to discuss

7. Have you researched the best month and day to retire?

I'd like to discuss

8. Are Your Beneficiary Designations Updated (TSP/FERS/CSRS/FEGLI)? Do you have a will?

I'd like to discuss

9. Do you understand how your unused sick leave is treated at retirement?

I'd like to discuss

10. Have you reviewed your FEGLI Coverage and are you planning to keep some or all of your Life Insurance in Retirement?

I'd like to discuss

11. Do You Know What Your Health (FEHB) Insurance will cost in Retirement? What about Long Term Care?

I'd like to discuss

12. Do you have a trusted retirement planner (Fiduciary) who is an expert on Federal Employee Benefits/Retirement?

I'd like to discuss

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Complete the checklist before retiring.What are your top concerns?