Military Retirement Paperwork: A Checklist That Actually Works
Military retirement paperwork has gotten complicated with all the forms, signatures, and deadlines flying around. As someone who processed my own retirement and helped dozens of service members navigate the bureaucracy, I learned everything there is to know about getting your paperwork right the first time. Today, I will share it all with you.
Essential Forms
Probably should have led with this section, honestly. Your DD-214 is the most important document—it’s proof of service for VA benefits, employment, loans, and everything else. You’ll also need your retirement orders, SBP election (DD Form 2656), TSP withdrawal paperwork, and TRICARE enrollment forms.
Timeline and Deadlines
Start your retirement paperwork 12-18 months out. Submit your retirement request through your chain of command, complete all required physicals and medical screenings, attend mandatory TAP courses, and finalize SBP elections before your retirement date. That’s what makes early planning endearing to us retirees—it prevents last-minute scrambles and ensures smooth processing.
Common Mistakes to Avoid
Don’t wait until the last minute to file paperwork. Don’t assume someone else will track your documents. Don’t skip TAP or pre-retirement briefings. And critically, keep copies of everything you submit—DFAS and the VA lose paperwork all the time.
