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Retirement checklist form

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

Reading time
How long to understand and implement this form?
5 mins
Word count
How many words in this form?
120
We also have budget-friendly bundles featuring this template:

What is a Retirement checklist form?

The purpose of this Retirement checklist form 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, you can streamline your process, maintain consistency and accuracy, and save time, and it can be easily adapted to fit your specific scenario.

Issued by who, to whom
Who should issue this form, and to whom?
The Employer (you) to the Employee
Applicable legal jurisdictions
In which jurisdictions can this form be used?
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]

This is a preview. Access to the remainder requires a purchase.

In which communication or process sequence does this template belong?

Previous step
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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.

retirement checklist form