Federal Retirement Readiness Workbook & Checklist

Know where you stand before you choose when to retire.

The Federal Retirement Readiness Workbook & Checklist is a practical planning companion designed to help federal employees organize the information that matters before retirement.

Use this workbook to work through key areas of your retirement planning, including:

• FERS retirement eligibility
• Your High-3 average salary
• Creditable federal service
• Sick leave considerations
• TSP planning
• FEHB continuation
• FEGLI decisions
• Social Security
• Medicare considerations
• Survivor benefit decisions
• Retirement income planning
• Important documents and records
• Your retirement timeline
• Questions to resolve before submitting your retirement application

Rather than trying to keep everything in your head, you'll have one organized place to identify what you know, what you still need to verify, and what deserves your attention before retirement.

Designed to complement The Federal Employee Benefits & Retirement Survival Guide: 2026 Edition.

DIGITAL PRODUCT
This is a downloadable educational resource. No physical product will be shipped.

For educational purposes only. This resource does not constitute financial, legal, tax, or individualized retirement advice.