Retirement checklist form template

£ 15

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

Why this form is necessary

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.

Workflow sequence

Previous step
Letters
Retirement arrangements meeting invitation letter template

Our Retirement Arrangements Meeting Invitation Letter template invites employees to discuss retirement plans, providing a supportive and organised approach to the transition.

This step
Retirement checklist form template
Next step
Scripts
Retirement announcement script

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.

Specifications

Reading time icon
Time to read / prep / use
5 mins
Document specs icon
Word count / length
120 words, 1 page A4
Date last reviewed icon
Date last reviewed
1 October 2024
retirement checklist form template

Retirement checklist

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.

Holiday Pay

All holiday accrued but not taken in the holiday year that your retirement takes place within will be included in your final pay.

Employee Benefits

Contact the HR department for information concerning your pension and any other benefit coverage.

Company Property

If you have been issued any of the following, please arrange to return them to your supervisor:

  • Company car
  • Mobile phone
  • Security badge
  • Lap-top computer
  • Keys
  • Other

Contact

Please continue to update us with any address or contact details changes.

A purchase is required to view    Protected content: Make a Purchase to unlock.

A purchase is required to view    Protected content: Make a Purchase to unlock.

Version: [1.0]

Issue date: [date]

Why choose our Retirement checklist form template?

Our content:

Is easy to edit and execute, with comprehensive implementation guidance.
Is designed by accredited, experienced HR practitioners.
Maintains your compliance with ACAS guidelines, legislation, and industry best practices.
Includes 12 months access to your purchase, with email alerts if updated or expanded.
Image by pch.vector on freepik

I have just renewed our membership for another year for HRdocbox. It's an extremely useful resource with a wide variety of documents and knowledge...
★★★★★
- Rachel Masing, ETM Group

I have previously posted a review on their service, however thought I should add an update. I have just signed up with them again...
★★★★★
- Jamie Allan, Armstrong Craven

Excellent library of resources and templates which have made my job in my small business so much easier to manage HR for my employees...
★★★★★
- Emma Hunt

Great value and the site contains an extensive library of essential HR documents. I access the site probably once a week...
★★★★★
- Laura Alliss-Etty

HRDocBox is a great resource. It is incredibly good value, providing a large selection of HR guidance materials as well as...
★★★★★
- Emma Beauchamp