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ChecklistPensionLive

Retirement Checklist

Every document and step to complete in the run-up to retirement, in order.

Last updated 17/08/2026

Quick summary

  • A general planning checklist for the run-up to retirement, not an official mandatory-requirement list.
  • Exact procedures, timelines and document requirements vary by service — confirm specifics with your unit/office and Pension Disbursing Authority.
  • Pairs with the Retirement Planning Guide for the reasoning behind each step.

Checklist

Stored only in this browser — never uploaded, no account required.

Documentation

Pension & Dues

Medical

Family

Administrative Clearance

Financial

Frequently asked questions

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