Service Member's Individual Transition Plan Checklist

Upon completing the Service Member's Individual Transition Plan Checklist, submit the form to your unit's administrative office. You can also email a scanned copy to your transition counselor or upload it through the designated online submission portal provided by your unit. Ensure all necessary signatures are obtained before submission to avoid any delays or issues. My advice for submitting this form is to double-check all information entered and verify that all sections are complete and accurate.

This form should be completed and verified prior to the service member's separation date.

The purpose of this form is to document and certify the achievement of career readiness standards for service members transitioning out of the military. It serves as a comprehensive checklist to ensure that all necessary steps are taken, from assessing personal and family needs to evaluating military service benefits and completing career readiness standards. By completing this form, service members, transition counselors, and unit commanders can ensure that the transition process is smooth, efficient, and successful. This checklist provides a clear structure for service members to follow, helping them prepare for life after military service and take advantage of available resources and support.

• 1. Name: Enter the service member's full name.
• 2. Grade: Select the service member's grade from the drop-down list.
• 3. SSN: Enter the service member's Social Security Number.
• 4. Separation Date: Enter the expected date of the service member's retirement, discharge, or release from active duty in YYYYMMDD format.
• 5. Service: Select the service member's branch of service from the drop-down list.
• 6. Unit: Enter the designation of the service member's current unit of assignment.
• 7. Date Attended Pre-Separation Counseling: Enter the date the service member attended pre-separation counseling in YYYYMMDD format.
• 8. Exempted From Attending: Mark 'None' if not exempted, otherwise mark the appropriate exemption box.
• 9. Reason Exempted: Mark the corresponding reason for the service member's exemption from attending the DOL Employment Workshop.
• 10. Assessment of Personal/Family Needs: Mark 'Yes' or 'No' indicating whether each personal and family needs assessment has been completed.
• 11. Evaluation of Military Service Benefits: Mark 'Yes,' 'No,' or 'N/A' for each evaluation of military service benefits, training, experience, and acquired skills.
• 12. Career Readiness Standards: Mark 'Yes,' 'No,' or 'N/A' for each career readiness standard.
• 13. VA Representative Contact Information: Enter the name, location, and telephone number of the VA representative, and indicate if a referral is required.
• 14. DOL Representative Contact Information: Enter the name, location, and telephone number of the Department of Labor representative, and indicate if a referral is required.
• 15. Other Resources Contact Information: Enter the name, location, and telephone number of other resources, and indicate if a referral is required.
• 16. Verification: Signatures and dates of the service member, transition counselor, and commander or their designee to verify that all applicable Career Readiness Standards have been met.

Failure to submit this form can result in delays or issues with the transition process.

• Inaccurate Records: The service member's records may not accurately reflect their transition readiness.
• Missed Benefits: The service member may miss out on important benefits and resources.
• Transition Delays: The transition process may be delayed, impacting the service member's plans and timeline.

• 1. Service Member Transition: For documenting career readiness standards as a service member transitions out of the military.
• 2. Pre-Separation Counseling: To track and verify the service member's pre-separation counseling and personal/family needs assessment.
• 3. Benefit Evaluation: To evaluate and document the transferability of military skills and benefits to civilian life.
• 4. Career Readiness: To ensure the service member meets career readiness standards and is prepared for employment, education, or training post-separation.
• 5. Contact Information: To provide necessary contact details for supporting agencies assisting the service member post-separation.