Annex A - Transition Checklist

Medical Release

EMPLOYMENT OR OTHER MEANINGFUL ACTIVITY

Engage in activities you find beneficial and meaningful

TO DO

DONE

NEED HELP

DURING YOUR CAREER

Complete a self-assessment interest inventory through your local Base/WingPSO Office

Attend a SCAN seminar

Think about what type of job you are interested in post-career

Make an appointment with your local Base/WingPSO to discuss post career options

Think about what type of education you may need

1 - 2 YEARS BEFORE RELEASING DATE

Identify hobbies

Contact a professional group if you have a skilled trade

Learn about jobs in the public service (internal postings)

Volunteer for an organization to gain experience

Investigate if educational upgrading is required

Research education options and facilitate interviews with schools, if pursuing continuing education

If you have a vocational plan, submit a request for ILP through the Base/Wing PSO

12 MONTHS BEFORE RELEASING DATE

Participate in CAF Career Transition Services (CAF CTS):

General and Medical SCAN Seminars

Career Transition Workshops (CTWs)

Prior Learning Assessment and Recognition (PLAR)

Apply for the VAC Career Transition Services and explore career options with VAC CTS; begin researching possible labor markets information and career options

Identify second career options

Begin to think of a post-release plan whether schooling, returning to work, On-the-Job Training (OJT), looking for employment, or preparing a plan under the CAF Vocational RehabilitationProgram for Serving Members (VRPSM)

Inquire at CAF Transition Centre for return to work plan regarding your eligibility for the Red Seal or Priority Entitlements (Priority Hire) Programs. Engage the CAF VRP for funding before release

Begin funded vocational retraining through the CAF VRP or have your resumé prepared, a job search started, or assistance with your entitlement under Priority Hiring, providing you have already applied to CAF LTD

6 MONTHS BEFORE RELEASING DATE

Implement a plan for; study, work, and retirement

Consider the option to apply for the Priority Entitlements (Priority Hire)

Apply for the CAF Vocational Rehabilitation Program for Serving Members (VRPSM)

Learn about employment in the public service (Preference and Mobility) through VAC VPSU

Prepare or update your resumé

Attend a job interview preparation session

Contact a professional group if you have a skilled trade

Find websites for job postings

Find courses or programs to increase your employability

Start applying for jobs and post your resumé

1 MONTH BEFORE RELEASING DATE

Volunteer with an organization

Request letter of reference

Request your Record of Employment

Identify hobbies

Apply for VAC Education and Training benefits

AFTER RELEASE DATE

Active Priority Entitlement Option or using Preference and Mobility option within Public Service (as applicable).

Medical Release

FINANCES

Gain financial security

TO DO

DONE

NEED

HELP

DURING YOUR CAREER

Verify if you can financially support yourself and your family

1 - 2 YEARS BEFORE RELEASING DATE

Contact Manulife/SISIP Services to discuss options available under the CAF LTD and CAF VRP

Contact VAC for initial interview to inquire about Disability Award eligibility

Apply for VAC Disability Award (if applicable) online through “www.cra-arc.gc.ca or at a Service Canada office.

Apply for CAF LTD to gain access to post-release income replacement and CAF VRP for pre- and post-release funded vocational support

Plan your pension road map

Meet a financial planner

6 MONTHS BEFORE RELEASING DATE

If you have not already been contacted by Manulife/SISIP Services, call Manulife/SISIP Services to ensure all required paperwork is in place for your CAF LTD and CAF VRP supports

Apply for CAF Annuity/Pension

Verify your release benefits which may include a pension forecast if applicable as based on years of service

Make arrangements to pay outstanding debts or make alternate arrangements for future payments (i.e., CANEX, Non-Public Funds (NPF))

1 MONTH BEFORE RELEASING DATE

Confirm your life insurance requirements after release

Apply for the Veterans discount CF One card

Complete the CPP and/or QPP form

Consider your post-transportation requirements

AFTER RELEASE DATE

Continue with CAF VRP and CAF LTD for income replacement, education, and employment assistance

Obtain your retirement benefits

Medical Release

SOCIAL INTEGRATION

Become engaged in the community and in mutually supportive relationships

TO DO

DONE

NEED

HELP

DURING YOUR CAREER

Build your contact network

1 MONTH BEFORE RELEASING DATE

Keep your military connections

Build your contact network

Plan how you will stay in contact with your colleagues

Identify opportunities for spiritual involvement

Get involved with community initiatives and volunteer organizations

Make arrangements for military associations and mess memberships

Medical Release

HOUSING AND PHYSICAL ENVIRONMENT

Live in safe, adequate, and affordable housing

TO DO

DONE

NEED

HELP

DURING YOUR CAREER

Think about where you may want to live after release

12 MONTHS BEFORE RELEASING DATE

Decide where you will be living after release

Search for schools for children/spouse/self and other community-based organizations you will need

Prepare Declaration of Intended Place of Residence (IPR) or Election

6 MONTHS BEFORE RELEASING DATE

Meet a Brookfield Global Relocation Services (BGRS) representative for your last move

Contact the release section to plan the move of household goods and effects

Plan a visit or tour of where you want to reside

Set up or arrange for any required home modifications

Identify location for long term storage of household goods and effects

Set up or arrange rental accommodation if not purchasing

Ensure continuity of current home support services, housekeeping assistance and ground maintenance assistance, if applicable

1 MONTH BEFORE RELEASING DATE

Update mailing information, if necessary

Set up or arrange for a home support service

Set up or arrange housekeeping assistance

Set up or arrange grounds maintenance assistance

Apply for an occupancy extension, if necessary

AFTER RELEASE DATE

Engage with BGRS for last move benefits, if applicable

Medical Release

HEALTH

Function well physically, mentally, socially and spiritually

TO DO

DONE

NEED

HELP

1 - 2 YEARS BEFORE RELEASING DATE

Meet with CFHS Nurse Case Manager

Make an appointment with the CAF Transition Centre

12 MONTHS BEFORE RELEASING DATE

Sign the necessary consents with your release

Have an Integrated Transition Plan (ITP) developed

Apply for VAC Disability Benefits

Find civilian health professionals

Submit your application for CAF LTD if you have a medical condition (both service and non-service-related). Note: You do not have to be medically released to apply

6 MONTHS BEFORE RELEASING DATE

Contact VAC for a Transition Interview. Inquire if VAC Case Manager will be assigned upon release message

Complete dental examination before your release

Book your release medical appointments at the local CFHS clinic

Participate in the Veteran Family Program - Military Family Resource Centres (MFRC)

Participate in a Medical SCAN Seminar

Discuss your Continuity of Care plan with your Nurse Case Manager who will work with your medical team in order to facilitate seamless transition of care post-release (i.e. finding a family doctor, specialist referrals, prescriptions, application for provincial health card, etc.)

1 MONTH BEFORE RELEASING DATE

Find a peer support coordinator

Apply for Vocational Rehabilitation Program

Meet your military doctor to discuss your case

Prepare a list of medications

Make sure you have all the necessary vaccinations before you leave

Complete a medical examination and obtain a copy before your release

Request a copy of your medical file

Request a copy of your dental file

Apply for a provincial health care card

Confirm your continued enrollment in Public Service Health Care Plan (PSHCP) (if applicable)

Apply for Pensioners Dental Services Plan (PDSP) (if applicable)

Acquire gym membership and continue DFit program

Participate in Reserves Dental Care Plan (RDCP) (if applicable)

Arrange for private health insurance if required

Identify any medical care required by your family

Identify extenuating family circumstances

AFTER RELEASE DATE

Continue the follow up with specialist or family physicians.

Medical Release

LIFE SKILLS and PREPAREDNESS

Adapt, manage, cope and thrive within civilian life

TO DO

DONE

NEED

HELP

DURING YOUR CAREER

Create a MyVAC account at www.Veterans.gc.ca.

Attend a Long Term Planning (LTP) seminar

12 MONTHS BEFORE RELEASING DATE

Create a MyVAC account at www.Veterans.gc.ca.

Plan your release

Calculate leave to determine release date

Submit a request for release

Participate in your first release interview

Maintain a file of all important documents and certificates for ready reference

Plan an appointment with the Release Administrator

Identify extenuating family circumstances (e.g. need to provide care for elderly parents, family business, exceptional family member needs, etc.) in case this will impact your plan

Provide family members with information about available resources and support, for example, OSI family support, MFRC, community health organizations, etc

6 MONTHS BEFORE RELEASING DATE

Make an appointment with your orderly room of your unit to complete Out-Clearance

Unit CO or sub unit commander interview

Unit Stores (Quarter Master)

Clothing Stores

Mess

Unit Orderly room

Plan your schedule for your clearance out for your unit

Plan your schedule for your clearance out from the base

Ask for a copy of your Personnel file

Build in sufficient time for hand-over to your replacement

Make an appointment with the Release Administrator. Be prepared to provide:

Registered Retirement Savings Plan (RRSP) information and Income Tax Notice of Assessment for Severance application

Confirms current and future contact information

Reconcile difference between HRMS and your personnel file

Approves the information that will be printed on your certificate of service

Forms to be signed and completed

Agreement to Release

Medical Statement on Release

Release Understanding

CFRG application and supporting forms

Release Digest-Payment instruction

Security Screening Certificate and Briefing Form

Plan your remaining leave days

Complete your release package and mail to Ottawa

Identify dental and medical care required by your family

1 MONTH BEFORE RELEASING DATE

Complete a VAC transition interview

Confirm receipt of your pension forms

Scheduling Depart with Dignity ceremony and book the venue to coincide with final days

Plan your last day at work

Establish civilian wardrobe for work and everyday

Meet with a notary or lawyer to draft a power of attorney

Meet with a notary or lawyer to write a will

Develop a healthy lifestyle plan (Personal Support Program)

Find courses or programs to build resilience training for dealing with stress

Develop organizational skills

Establish daily routines

Update mailing information, ensure to change your address with the CAF for future correspondence

FINAL WEEK - DATE: __________________________

Participate in your Departure with Dignity

Participate in your Final Release Interview (ON LAST DAY)

Documents that you can expect to be provided:

Administrative Review Disclosure Package

Release Authority/Transfer Notification

Application for Voluntary Release

Release Understanding

Medical Statement on Release

Military Personnel Record Resume (MPRR)

Cancellation of Security Clearance

Security Caution and Document Return

Certificate of Service

Master Pay Record

Surrender of Military ID

Record of Employment

Receive Veteran Service Card (VSC)

Complete an exit survey

Finalize your out clearances