Holly's list of 18F offboarding tasks

Offboarding_from_18F.md

• Official handbook page
• Save the usernames and passwords for systems you may need when you are no longer an employee, such as
  • Employee Express
  • Benefeds (dental and vision insurance)
  • The website for your medical insurance
  • FSAFEDS
  • TSP
• Log into Employee Express
  • Write down your login information for employee express. You can't get this back after you leave GSA.
  • Switch your W2s to Mail instead of Electronic
  • Make sure your address is up to date
  • Download all of your paystubs
• FSA
  • Spend down your FSA if you can. That money is lost when you leave government.
• Keeping your Health Insurance?
  • If you are planning to apply for the government version of COBRA, be sure to do the paperwork as early as possible.
• FERS contribution refund
  • If you have been in government for less than 5 years, and you are leaving government now, consider getting a FERS contribution refund. Since you are forced to pay 4.4% of your pay to FERS while you are a government employee, getting it back is worth your time.
  • Your refund will have two parts: contributions and interest
  • Interest can be rolled over into your (not ROTH) TSP account.
  • Contributions can be rolled over into a ROTH IRA, but not your ROTH TSP. You can also roll these over into a Traditional IRA, but I don't recommend it.
  • You'll have to fill out three forms. SF-3106 to withdraw your FERS contributions. TSP-60 to roll over the interest to the TSP. And whatever forms your ROTH IRA financial firm requires for rollovers.
  • Moncef wrote a great guide to FERS refunds.
• Government records
  • Go through your Google Drive, computer harddrive, Slack files, and anywhere else you have documents.
  • Retain anything that is a government record in an appropriate way.
  • Consider deleting anything that doesn't need to be retained.
  • Note that your boss will inherit your Google Drive files into their Google Drive account when you leave GSA.