Retirement counseling guide 2026

1. Click ‘Get Form’ to open the retirement counseling guide in the editor.
2. Begin by reviewing the Foreword section, which emphasizes the importance of preparation for retirement. Familiarize yourself with key resources mentioned.
3. Move to Chapter 1 and fill in your personal information in the Personal/Family Information section. Ensure all vital documents are organized as suggested.
4. In Chapter 2, navigate through General Administration. Pay special attention to Military Records and ensure you have copies of necessary documents like DD Form 214.
5. Continue to Chapter 3 for Medical Information. Schedule your retirement physical as advised and document any medical care options you may need post-retirement.
6. Review Chapters 4 through 8 for detailed information on VA benefits, Social Security, and Survivor Benefits. Make notes on any actions required for applications or enrollments.
7. Finally, complete the Retirement Outprocessing Checklist in Chapter 10 to ensure all steps are followed before your retirement date.

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