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)*

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

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

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

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

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

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

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

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

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

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

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

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