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 |
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Complete a self-assessment interest inventory through your local Base/WingPSO Office |
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Attend a SCAN seminar |
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Think about what type of job you are interested in post-career |
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Make an appointment with your local Base/WingPSO to discuss post career options |
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Think about what type of education you may need |
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1 - 2 YEARS BEFORE RELEASING DATE |
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Identify hobbies |
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Contact a professional group if you have a skilled trade |
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Learn about jobs in the public service (internal postings) |
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Volunteer for an organization to gain experience |
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Investigate if educational upgrading is required |
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Research education options and facilitate interviews with schools, if pursuing continuing education |
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If you have a vocational plan, submit a request for ILP through the Base/Wing PSO |
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12 MONTHS BEFORE RELEASING DATE |
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Participate in CAF Career Transition Services (CAF CTS): |
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General and Medical SCAN Seminars |
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Career Transition Workshops (CTWs) |
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Prior Learning Assessment and Recognition (PLAR) |
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Apply for the VAC Career Transition Services and explore career options with VAC CTS; begin researching possible labor markets information and career options |
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Identify second career options |
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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) |
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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 |
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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 |
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6 MONTHS BEFORE RELEASING DATE |
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Implement a plan for; study, work, and retirement |
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Consider the option to apply for the Priority Entitlements (Priority Hire) |
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Apply for the CAF Vocational Rehabilitation Program for Serving Members (VRPSM) |
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Learn about employment in the public service (Preference and Mobility) through VAC VPSU |
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Prepare or update your resumé |
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Attend a job interview preparation session |
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Contact a professional group if you have a skilled trade |
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Find websites for job postings |
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Find courses or programs to increase your employability |
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Start applying for jobs and post your resumé |
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1 MONTH BEFORE RELEASING DATE |
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Volunteer with an organization |
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Request letter of reference |
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Request your Record of Employment |
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Identify hobbies |
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Apply for VAC Education and Training benefits |
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AFTER RELEASE DATE |
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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 |
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Verify if you can financially support yourself and your family |
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1 - 2 YEARS BEFORE RELEASING DATE |
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Contact Manulife/SISIP Services to discuss options available under the CAF LTD and CAF VRP |
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Contact VAC for initial interview to inquire about Disability Award eligibility |
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Apply for VAC Disability Award (if applicable) online through “www.cra-arc.gc.ca or at a Service Canada office. |
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Apply for CAF LTD to gain access to post-release income replacement and CAF VRP for pre- and post-release funded vocational support |
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Plan your pension road map |
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Meet a financial planner |
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6 MONTHS BEFORE RELEASING DATE |
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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 |
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Apply for CAF Annuity/Pension |
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Verify your release benefits which may include a pension forecast if applicable as based on years of service |
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Make arrangements to pay outstanding debts or make alternate arrangements for future payments (i.e., CANEX, Non-Public Funds (NPF)) |
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1 MONTH BEFORE RELEASING DATE |
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Confirm your life insurance requirements after release |
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Apply for the Veterans discount CF One card |
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Complete the CPP and/or QPP form |
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Consider your post-transportation requirements |
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AFTER RELEASE DATE |
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Continue with CAF VRP and CAF LTD for income replacement, education, and employment assistance |
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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 |
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Build your contact network |
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1 MONTH BEFORE RELEASING DATE |
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Keep your military connections |
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Build your contact network |
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Plan how you will stay in contact with your colleagues |
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Identify opportunities for spiritual involvement |
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Get involved with community initiatives and volunteer organizations |
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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 |
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Think about where you may want to live after release |
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12 MONTHS BEFORE RELEASING DATE |
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Decide where you will be living after release |
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Search for schools for children/spouse/self and other community-based organizations you will need |
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Prepare Declaration of Intended Place of Residence (IPR) or Election |
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6 MONTHS BEFORE RELEASING DATE |
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Meet a Brookfield Global Relocation Services (BGRS) representative for your last move |
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Contact the release section to plan the move of household goods and effects |
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Plan a visit or tour of where you want to reside |
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Set up or arrange for any required home modifications |
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Identify location for long term storage of household goods and effects |
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Set up or arrange rental accommodation if not purchasing |
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Ensure continuity of current home support services, housekeeping assistance and ground maintenance assistance, if applicable |
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1 MONTH BEFORE RELEASING DATE |
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Update mailing information, if necessary |
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Set up or arrange for a home support service |
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Set up or arrange housekeeping assistance |
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Set up or arrange grounds maintenance assistance |
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Apply for an occupancy extension, if necessary |
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AFTER RELEASE DATE |
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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 |
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Meet with CFHS Nurse Case Manager |
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Make an appointment with the CAF Transition Centre |
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Plan a release examination with the Dental Detachment |
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Identify a civilian dentist for your post-transition |
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12 MONTHS BEFORE RELEASING DATE |
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Sign the necessary consents with your release |
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Have an Integrated Transition Plan (ITP) developed |
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Apply for VAC Disability Benefits |
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Find civilian health professionals |
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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 |
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6 MONTHS BEFORE RELEASING DATE |
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Contact VAC for a Transition Interview. Inquire if VAC Case Manager will be assigned upon release message |
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Book your release medical appointments at the local CFHS clinic |
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Participate in the Veteran Family Program - Military Family Resource Centres (MFRC) |
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Participate in a Medical SCAN Seminar |
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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.) |
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1 MONTH BEFORE RELEASING DATE |
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Find a peer support coordinator |
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Apply for Vocational Rehabilitation Program |
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Meet your military doctor to discuss your case |
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Prepare a list of medications |
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Make sure you have all the necessary vaccinations before you leave |
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Complete a medical examination and obtain a copy before your release |
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Request a copy of your medical file |
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Apply for a provincial health care card |
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Confirm your continued enrollment in Public Service Health Care Plan (PSHCP) (if applicable) |
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Apply for Pensioners Dental Services Plan (PDSP) (if applicable) |
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Acquire gym membership and continue DFit program |
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Participate in Reserves Dental Care Plan (RDCP) (if applicable) |
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Arrange for private health insurance if required |
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Identify any medical care required by your family |
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Identify extenuating family circumstances |
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AFTER RELEASE DATE |
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Continue the follow up with specialist or family physicians. |
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If required by your civilian dentist, you can ask for a copy of your CAF dental record, either the complete record or a portion of it to the dental detachment that serves the member's releasing base within one year after release |
Medical Release |
LIFE SKILLS and PREPAREDNESS Adapt, manage, cope and thrive within civilian life |
TO DO |
DONE |
NEED HELP |
DURING YOUR CAREER |
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Create a MyVAC account at www.Veterans.gc.ca. |
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Attend a Long Term Planning (LTP) seminar |
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12 MONTHS BEFORE RELEASING DATE |
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Create a MyVAC account at www.Veterans.gc.ca. |
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Plan your release |
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Calculate leave to determine release date |
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Submit a request for release |
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Participate in your first release interview |
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Maintain a file of all important documents and certificates for ready reference |
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Plan an appointment with the Release Administrator |
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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 |
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Provide family members with information about available resources and support, for example, OSI family support, MFRC, community health organizations, etc |
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6 MONTHS BEFORE RELEASING DATE |
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Make an appointment with your orderly room of your unit to complete Out-Clearance |
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Unit CO or sub unit commander interview |
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Unit Stores (Quarter Master) |
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Clothing Stores |
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Mess |
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Unit Orderly room |
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Plan your schedule for your clearance out for your unit |
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Plan your schedule for your clearance out from the base |
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Ask for a copy of your Personnel file |
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Build in sufficient time for hand-over to your replacement |
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Make an appointment with the Release Administrator. Be prepared to provide: |
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Registered Retirement Savings Plan (RRSP) information and Income Tax Notice of Assessment for Severance application |
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Confirms current and future contact information |
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Reconcile difference between HRMS and your personnel file |
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Approves the information that will be printed on your certificate of service |
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Forms to be signed and completed |
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Agreement to Release |
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Medical Statement on Release |
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Release Understanding |
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CFRG application and supporting forms |
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Release Digest-Payment instruction |
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Security Screening Certificate and Briefing Form |
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Plan your remaining leave days |
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Complete your release package and mail to Ottawa |
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Identify dental and medical care required by your family |
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1 MONTH BEFORE RELEASING DATE |
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Complete a VAC transition interview |
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Confirm receipt of your pension forms |
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Scheduling Depart with Dignity ceremony and book the venue to coincide with final days |
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Plan your last day at work |
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Establish civilian wardrobe for work and everyday |
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Meet with a notary or lawyer to draft a power of attorney |
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Meet with a notary or lawyer to write a will |
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Develop a healthy lifestyle plan (Personal Support Program) |
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Find courses or programs to build resilience training for dealing with stress |
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Develop organizational skills |
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Establish daily routines |
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Update mailing information, ensure to change your address with the CAF for future correspondence |
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FINAL WEEK - DATE: __________________________ |
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Participate in your Departure with Dignity |
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Participate in your Final Release Interview (ON LAST DAY) Documents that you can expect to be provided: |
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Administrative Review Disclosure Package |
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Release Authority/Transfer Notification |
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Application for Voluntary Release |
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Release Understanding |
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Medical Statement on Release |
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Military Personnel Record Resume (MPRR) |
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Cancellation of Security Clearance |
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Security Caution and Document Return |
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Certificate of Service |
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Master Pay Record |
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Surrender of Military ID |
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Record of Employment |
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Receive Veteran Service Card (VSC) |
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Complete an exit survey |
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Finalize your out clearances |
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