Annex - D - Release Administrator Checklist

Release Authority for Release Benefits Administration (RBA)

After receiving your release information, the Release Administrator will:

• Confirm the Release Authority
• Confirm your Release Item
• Confirm your Release Date
• Upload the Release Authorization Documents
• Upload the Release Authorization Acting Letter (if required)

Prepare For Your Initial Interview
Before your Initial Interview, the Release Administrator will:

• Upload the following documents (as applicable):
  • DND Arrears Verification CFSA 300
  • Enrolment Form(s) CF 444
  • Severance Pay/Rehabilitation Leave Worksheet
  • Previous Canadian Forces Severance Pay (CFSP)
  • Payment in Lieu (PiL) Election Calculation Form
  • Previous Qualifying Service Calculation Notification (DND 1112)
  • Documents for Pay Forfeiture
  • Statement of Reserve Service (CF 1007)
• Confirm the availability of the Mandatory Documents in Personal File
  • Birth Certificate
  • Enrollment Form CF 444 (the most recent)
  • Promotion Message (the most recent)
  • Supplementary Death Benefit (SDB) Form (CF 2196)
• Print the following documents
  • Human Resources Management System (HRMS)/Guardian Member Personnel Record Résumé (MPRR)
  • Statement of Understanding (SOU)
  • Certificate of Service (More than 10 years (CF 54) printed at RBA)
• Financial Reconciliation
  • Update Alternate PON to 005
  • Review and Post any outstanding transactions
  • Review Miscellaneous Information
  • Update Individual Notes
  • Update Allotments Menu
  • Update Pay Arrangement
  • Review Current Address
  • Review Personal Data
  • Review Pay Status History
  • Review Continuous Allowances
  • Review Continuous Deductions
  • Calculate your last pay

Conduct the Initial Interview
During the Initial Interview, the Release Administrator will:

• Discuss Out-Clearance Process related to:
• Medical Part 1 and 2
  • Dental Appointment
  • Base Personnel Selection Officer (BPSO)
  • Permanent Married Quarters (PMQ)/Ration & Quarter (R&Q) (if applicable)
  • SISIP Financial benefits and options, CAF LTD and VRP
  • Base Supply to return kit
  • MESS
  • Non-Public Fund (NPF)
  • Claims
  • Cashier
  • Mobile Support Equipment (MSE)/Transport
  • Access Passes (Building/Parking)
  • Personnel Support Programs (PSP)/Sports Store
  • Individual Designated Travel Card (IDTC)/BMO Card
  • Military Family Resource Centre (MFRC)
  • VAC
  • Person Liability Clearance Card (PLCC)
• Discuss the following:
  • Canadian Forces Integrated Relocation Program (CFIRP) Benefit – Intended Place of Residence (IPR)
  • CFIRP Benefit – IPR Relocation Move
  • Legion Membership
  • Medical Insurance – Public Service Health Care Plan (PSHCP) coverage
  • Dental Service after Release – Pensioner’s Dental Services Plan
  • The Mandatory Transition Course
  • The Canada Pension Plan (CPP)
  • Transfer to another CAF Component
  • Supplementary Death Benefit (SDB)
  • HG&E in Long Term Storage at Release
  • Pay Allotments
  • Debt to the Crown
  • CFSP calculation by RBA – the member has the option to seek professional financial advice
  • CFSP – CRA Letter/Notice of Assessment
  • CFSP – Payment Instruction for the Transfer of Funds
  • Statement of Ordinary Residence (SOR) on Release
  • Security Clearance
  • CAF Exit Survey
  • DWD Entitlements (i.e., who will be the OPI for your DWD and when)
• Review the following:
  • MPRR
  • Pension Benefit application process
  • Certificate of Service Application
  • Release Transfer Notification Message (RTNM) message
• Confirm the following:
  • Retirement Leave
  • Leave Cash Out
• Prepare NDI 10 (Temp ID Card)
• Provide you with a copy of the SOU
• Confirm your contact information after release
• Explain what happens at the Final Interview
• Schedule the Progress Interview

Conduct the Progress Interview
Between your Initial Interview and the Final Interview, the Release Administrator will contact you to:

• Confirm that the Pension Package forms have been completed, mailed, and received at the Pension Centre
• Confirm that the Out-Clearance is progressing
• Confirm the Final Interview Appointment
• Check if you have used any leave or if you are planning to take any leave before your release date
• Confirm military kit return status
• Confirm SISIP Financial advice on: CAF LTD, VRP, insurance options and general advice
• Confirm if any other issues have been identified that would undermine a successful transition

Prepare for the Final Interview
Before your Final Interview, the Release Administrator will:

• Print the following documents:
  • Release or Transfer Notification Message
  • HRMS/Guardian MPRR
  • Copy of SOU for Signature
  • Copy of Declaration of IPR (or election)
  • Copy Supplementary Reserve Application (if applicable)
  • CF WILL/WILL Certificate after Signature
  • Admin Cancellation of SC TBS/SCT 330-47
  • Copy of Security Caution Certificate
  • Release Digest (DND2520)
  • Debt to the Crown letter (MFSI7)
  • Release Aide-Memoire
• Prepare the following documents:
  • Certificate of Service Trained BOT or BRT (CF 2279)
  • Certificate of Service Untrained (CF 707)
  • Certificate of Service (CF54) Received
  • Records of Employment (ROE)
  • Banking Information
  • Final Pay Calculation
  • Retirement Leave Request Authorization (CF100)
  • Leave Cash-out Form

Conduct the Final Interview
During the Final Interview, the Release Administrator will:

• Finalize and provide you with a copy of your RTNM
• Discuss the following:
  • Funeral Benefits
  • Survivor Benefits
  • Hospitalization/Sick Leave while on Retirement Leave
  • Rank/Title after Release
  • Wearing the Uniform after Release
  • Administration while on Retirement Leave
  • Banking instruction DND2520/2517
• Provide the following:
  • Copy of Declaration of IPR (or Election)
  • Copy for Signature (Supplementary Reserve Application Form CF 1117)
  • Acknowledgement  of Receipt of Documents on Release
  • Copy of Release Digest/summary
  • Certificate of Service
• Explain and Provide a Copy of SOU for Signature
• Issue the ROE (RBA will issue for those with 30+ days of Retirement Leave)
• Administrative Cancellation of Security Clearance TBS/SCT 330-47
• Provide the Copy and Sign Security Caution Certificate
• Review and sign the MPRR
• Issue Veteran Service Card (NDI 75)
• Collect the following:
  • NDI 10/20
  • The Geneva Convention ID Card (if applicable)
  • The Personal Liability Clearance Card
  • The MP ID Card (if applicable)
  • The Building Pass(es)
  • Any Classified Material
  • The CRA Notice of Assessment (NOA)/CRA Letter