Transitioning? Use this Planning Checklist

Transitioning? Use this Planning Checklist



Use this checklist to help smooth your transition from military to civilian life

Financial Planning
□ Consider your bank or credit card needs. Do you need a brick and mortar bank where you’re moving?
□ Develop a budget knowing it will be adjusted in the coming months.
□ Revisit your personal financial plan. Interview financial advisors.
□ Determine retirement, education and insurance needs and plan for them.

Health & Life Insurance
□ Investigate options for transitional health care.
□ Estimate your family’s life insurance needs using this free calculator.
□ Determine how you will replace SGLI to protect your family’s financial future
□ Revisit your auto insurance policy. Obtain competitive bids and determine which fits your needs and budget.

Real Estate & Moving
□ Homeowners: Contact a real estate agent to sell your home.
□ Renters: Notify your landlord of your vacate date.
□ Contact a real estate agent where you’re moving to show you properties to buy or rent.
□ Contact a mortgage company to pre-apply for a mortgage; get a VA home loan form from the VA.
□ Determine if you need personal property storage or moving services.
□ Get moving and/or personal property insurance if your homeowners or renters policy doesn’t cover you during a move.

Telecomm & Utilities
□ Notify utility and telecomm providers of your move date.
□ Determine the best providers for phone, cellular phone, cable and internet service where you are moving.
□ Consider whether package deals or “bundles” are good deals for your needs.
□ With utility deregulation, consider your options for electricity, water and gas.

Get started with your civilian career job search by submitting your resume to job search sites that specialize in connecting you to companies specifically looking for veterans.

USBA is a not-for-profit Association that provides group life insurance, health insurance supplements, and other products and services to military personnel, Federal employees, National Guard and Reserve members, Veterans and their families.

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