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Retirement counseling guide 2026

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  1. Click ‘Get Form’ to open the retirement counseling guide in the editor.
  2. Begin by reviewing the 'Foreword' section, which provides essential context about the retirement process and resources available.
  3. Move to 'Chapter 1 — Introduction' and familiarize yourself with key concepts such as the importance of early preparation and understanding your benefits.
  4. In 'Chapter 2 — General Administration', fill out personal and family information accurately. Ensure all vital documents are organized for future reference.
  5. Proceed to 'Chapter 3 — Medical Information' and complete any necessary medical forms or requests for TRICARE coverage.
  6. Review 'Chapter 4 — Department of Veterans Affairs (VA) Benefits' to understand your eligibility for various VA programs and complete related applications.
  7. Utilize the tools provided in 'Chapter 10 — Retirement Outprocessing Checklist' to ensure you complete all required actions before your retirement date.

Engage with our platform today to streamline your retirement planning process!

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