Retirement checklist form template
If you have an employee who is ready to retire, pass this retirement checklist to them to help prepare.
5 mins
What is a Retirement checklist form?
The purpose of this Retirement checklist form template is to provide you with a flexible and customisable document to serve as a robust and effective starting point for you.
By using our Retirement checklist form template, you can streamline your process, maintain consistency and accuracy, and save time, and it can be easily adapted to fit your specific scenario.
The Employer (you) to the Employee
Great Britain & NI (United Kingdom), Worldwide
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.
Version: [1.0]
Issue date: [date]
What communication / process sequence is this part of?
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.
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.
Why buy our Retirement checklist form template?
- It's easily editable and implementable, saving you time and money
- It's designed by CIPD accedited Chartered HR practitioners with operational experience in this area
- You will maintain compliance with ACAS guidelines, legislation, and industry best practices
- Email notifications for any updates made to this template or its accompanying materials
- 12 months of unrestricted access without any additional costs (any update in that period is free to you)
- A 25% discount on all library, toolkit, and template purchases/renewals