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Retirement checklist form template

£ 9

Supporting information

Documentation sequence

If you have an employee who is ready to retire, pass this retirement checklist to them to help prepare.

5 minute read • 1 May 2025
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Retirement checklist form

Formal confirmation

Submit a retirement letter reminding the company of your upcoming retirement to your manager or supervisor who will forward it to the HR department. Please include your forwarding address in your letter.

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What is this for?

This Retirement checklist form template aims to offer you a versatile and customisable tool, serving as a solid foundation for your needs. Utilise it to ensure consistency, enhance accuracy, and save valuable time.

Adapt it to suit your unique requirements, ensuring efficiency and effectiveness in your HR processes.

retirement checklist form template

Documentation sequence

Previous
Letters
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Retirement checklist form template
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Our Retirement Announcement Script template respectfully informs the team about an employee's retirement, celebrating their contributions and wishing them well in their next chapter.