Retirement checklist form template
Supporting information
If you have an employee who is ready to retire, pass this retirement checklist to them to help prepare.
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.
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.
Restricted before purchase.
Restricted before purchase.
Version: [1.0]
Issue date: [date]
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.
Documentation sequence
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