Free Downloads for Federal Employees
Printable checklists and guides to help you navigate federal benefits, retirement planning, and career transitions. Print directly or use the Download PDF button on each page.
Federal Retirement Readiness Checklist
ComprehensiveA comprehensive FERS retirement checklist organized by timeline: 5 years out, 1 year out, 6 months out, final month, and separation day. Covers FERS eligibility, High-3, TSP, FEHB, FEGLI, sick leave, military buyback, Social Security, and the OPM application process.
Federal Retirement Application Checklist 2026
Application-ReadyStep-by-step checklist for submitting your FERS retirement application. Covers records verification, High-3 documentation, required documents for SF-3107, survivor benefit election, and how to verify OPM's determination letter line by line — including the 30-day reconsideration window.
RIF Survival Checklist 2026
Time-SensitiveWhat to do before, during, and after a federal Reduction in Force. Covers the go-bag documents to save while you still have system access, RPL registration (30-day window), severance pay eligibility, FEHB and TSP continuation, and the hard 30-day MSPB appeal deadline.
VERA Decision Worksheet 2026
Decision ToolA fill-in-the-blank worksheet for quantifying the VERA accept vs. wait trade-off. Calculates VERA pension, wait scenario pension, FERS supplement gap years, VSIP after-tax estimate, and USPS-specific PSHB Medicare Part B line item.
TSP Separation Checklist
TSP-FocusedA focused checklist for federal employees leaving government service. Covers TSP loan payoffs, beneficiary review, the 4 separation options (leave in TSP, roll to IRA, roll to new employer, withdraw), Rule of 55, 72(t) SEPP, Roth conversion windows, tax withholding, and RMD planning.