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• Focus on Retirement & Execute Plans: 1 to 6 Months Before Retirement

PREVIOUS

• Start Researching: 24 to 36 Months Before Retirement
• Begin Decision Making: 18 to 24 Months Before Retirement
• Set the Date: 12 to 18 Months Before Retirement

Complete all the tasks in the 24 to 36 months, 18 to 24 months, and 12 to 18 months checklists. If you are just beginning your preparation for retirement, you must work on all previous checklists concurrently with the following:

At this point, your focus is on finalizing your retirement plans and beginning your civilian job search.

• At the 9 to 12-month mark
  • Submit your retirement request (those retiring from Active Duty must submit no more than 24 months out and no less than 9 months out) and draft leave plan.

• • Finalize your leave plan for Administrative Absence (formerly known as Permissive TDY) and terminal leave.
    • Submit your final request for Administrative Absence and terminal leave 60 – 90 days before you plan to take it.
    • Your dates may be as far as 6 – 9 months out from your retirement date depending on how much you plan to take and when.

• • Complete the pre-separation transition checklist (DD Form 2648) with the transition services office.

• • Contact your servicing Retirement Services Officer (RSO) to receive your Survivor Benefit Plan (SBP) Counseling.
    • Use the SBP planning tools on the DoW Actuary Page and the Survivor Benefit Plan Decision page to help in your survivor planning.

• As close as possible to the 6-month mark before terminal leave starts:
  • Schedule your retirement physical.
    • This will allow you to use it in any claim for VA disability compensation while still on active duty.
      • See the VA Benefits Delivery at Discharge Program fact sheet and information on filing a pre-discharge claim.

• Complete your professional wardrobe for job interviews.
• Start your active job search.