INDIVIDUAL TRANSITION PLAN
Transition Assistance Program
NAME: INSTALLATION:
WORK EMAIL: PERSONAL EMAIL:
DATE OF SEPARATION: WORK
PHONE: CELL:
RET/SEP: BRANCH: CHARACTER OF DISCHARGE:
TRANSITION DATES:
Anticipated End of Service (EAOS/Retirement/Resignation) Date:
Anticipated Terminal Leave Date (if known): Terminal Leave Start Date
Step 1: Initial Counseling Due Date (EOS date - NLT 365 days): Completion Date
Step 2: Pre-Sep Counseling Due Date (EOS date - NLT 365 days): Completion Date
Step 3: Transition Assistance Program (TAP) Class Date: Completion Date
Step 4: Capstone Review Due Date (EOS date - NLT 90 days): Completion
Date
Step 5: Commander/Designee Verification Due Date (EOS date - NLT 90 days): Completion Date
Throughout the transition process, there are Career Readiness Standards (CRS) that you are required to meet. CRSs tangibly
measure Service member’s preparation for entry into a civilian career, higher education, and/or vocational training. During
the Capstone review, a Service member’s ITP, CRS deliverables pertaining to the member’s personal goals and DD Form 2648
will be checked to identify gaps and determine if the member is at risk of not meeting the CRS before separation, retirement,
or release from active duty.
PAY GRADE & MOS/DESIGNATOR TITLE:
Write the career field you wish to pursue based on your personal, family, and financial obligations and desires
My desired career field:
My desired relocation
destination:
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SELECT YOUR ASSIGNED TIER LEVEL: I II III
CAREER TRACK (check one or more career goal)
Employment Education
Seeking immediate employment In need of additional courses
☐ ☐
Entrepreneurship Vocational
Wanting to start your own business Need additional technical training
☐ ☐
CAREER READINESS STANDARDS
- Initial Self-Assessment /ITP
- Attend Career Track (if not exempted)
- Register for VA Benefits and Services
- Continue Military Service Opportunity Reserve Component
- GAP Analysis or Verification of Employment
- 12-month post separation projected budget
- Draft Resume or Verification of Employment (as required based on selected Track)
- Comparison of Technical Institutions ( as required based on selected Track)
- Comparison of College/University (as required based on selected Track)
INDIVIDUAL/FAMILY INSURANCE CONSIDERATIONS
1. Have you visited www.healthcare.gov to evaluate the cost of health insurance? Yes No
2. Have you explored options for Life Insurance and/or Survivor Benefit Plan? Yes No
3. Have you visited MilitaryOneSource, VA Vet Centers or DoD in Transition Program for information on
confidential mental health Services? Yes No
POST-TRANSITION HOUSING AND RELOCATION CONSIDERATIONS
1. Have you considered using one or more cost of living calculators, such as those provided by bankrate.com,
payscale.com, nerdwallet.com, and/or moving.com? Yes No
2. Did you know the installation transportation office can provide information about the movement and storage
of your household goods? Yes No
3. Have you visited the VA website to get information on the VA home loan program? Yes No
POST-TRANSITION TRANSPORTATION CONSIDERATIONS
1. Will you have reliable transportation to/from your place of employment and/or school? Yes No
2. Have you reviewed your vehicle payment, insurance, registration, and taxes? Yes No
3. Is there a need to purchase a new vehicle for you or spouse/dependents? Yes No
4. If you are disabled, have you determined if you are eligible for assistance in purchasing a vehicle and/or
automotive adaptive equipment by visiting the VA’s website? Yes No
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COMMUNITY RESOURCES AND PEER-TO-PEER SUPPORT
1. Have you visited Military One Source for peer-to-peer specialty consultations to discuss personal or career
aspirations or challenges of military life? Yes No
CRITERION-BASED FINANCIAL PLAN FOR MILITARY TO CIVILIAN TRANSITION
1. Are you aware you can order your free FICO score from your installation PFM staff? Yes No
2. Have you examined your tax status with regard to taxable income? Yes No
3. Do you have an up-to-date will and/or power of attorney? Yes No
4. Do you need additional assistance to prepare for finances post-transition? Yes No
VETERAN AFFAIRS BENEFITS AND SERVICES
Register for an eBenefits DS Logon Premium Account for access to personalized benefits and information that
allows you to log in to multiple VA and DoD websites and apps using a username and password
http://www.benefits.va.gov
Date completed:
BENEFITS OF THE RESERVE COMPONENT/INTER-SERVICE TRANSFER
Attend the Reserve Opportunities and Obligations Brief, to evaluate the benefits of joining the Reserve
Component, if applicable. RC service may be mandatory based on your years of service.
Date completed:
VERIFICATION OF MILITARY EXPERIENCE AND TRAINING (VMET)
Your VMET (DD Form 2586), provides an overview of your military experience and training. You can use this
document along with your DD Form 214, evaluation records, training certificates, awards, transcripts, and other
documentation to complete a resume, a job application, identify credit recommendations from the American
Council of Education (ACE), and possible certification/waiver of apprenticeship requirements.
JOINT SERVICES TRANSCRIPT (JST)/COMMUNITY COLLEGE OF THE AF (CCAF)
The Joint Service Transcript (Navy) is an academically accepted document approved by ACE to validate your
military occupational experience. The JST also includes military courses you completed, descriptions of
military occupations, and college test scores. The CCAF transcript (Air Force) documents credits attained from
the Community College of the Air Force.
JST: https://jst.doded.mil CCAF: https://www.airuniversity.af.edu/Barnes/CCAF/
NETWORK * NETWORK * NETWORK
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