Get Access to World’s largest Template Library & Tools

Table of Contents

  1. Checklist Template Bundle
  2. Steps to Make a Pre-Retirement Checklist
  3. 11+ Pre-retirement Checklist Templates in PDF | DOC
  4. 1. Pre-retirement Checklist
  5. 2. Pre-Retirement Planning Checklist
  6. 3. Pre-Retirement Death Benefit Checklist
  7. 4. Employer Pre-Retirement Death Checklist
  8. 5. Pilot’s Pre-Retirement Checklist
  9. 6. Pre-Retirement Checklist for Support Staff Members
  10. 7. Pre- and Post-Retirement Checklist
  11. 8. Sample Pre-Retirement Checklist
  12. 9. Employee Pre-Retirement Checklist
  13. 10. Faculty Pre-retirement Checklist
  14. 11. Pre-retirement Checklist Example in DOC

10+ Pre-retirement Checklist Templates in PDF | DOC

It is important for a retiree to make sure that they are ready for such a huge shift in their life as well as finances before they are finally and officially going to retire. Pre-retirement means the period between the time that you have decided to retire and when you have officially retired. Therefore, it is quite necessary for a retiree to go through and complete all the tasks before they officially retire and this is when a pre-retirement checklist comes in. It helps in double-checking on certain things before a retiree permanently leaves his/her workplace.

Checklist Template Bundle

checklist template bundle 788x510
Details
File Format
  • MS Word
  • Google Docs
  • PDF

Download

Steps to Make a Pre-Retirement Checklist

Step 1: Determine Your Budget

The first thing you must add to your pre-retirement checklist is developing your budget. You must know how much you will need per month to live on. You can take up the easiest way to start creating a retirement budget and that is to look at what you currently spend as a non-retiree. You can collect your utility bills, bank statements along with the credit card statements and calculate how much you are spending in some major categories like daily essentials.

Step 2: Create a Retirement Plan

This is something very important before your retirement. Make sure that you decide at what age you plan to retire and also determine how much you will need to save to live a comfortable lifestyle once you have officially retired. Make sure that you do reevaluate this plan throughout the years.

Step 3: Settle Your Retirement Income

Make sure that you have checked the sources of income that you will have during your retirement. These sources of income may include a pension, social security, etc. You must prepare for the unexpected as sudden medical bills or a drop in the market may bring about significant effects and especially affect your retirement income needs.

Step 4: Try to Eliminate Your Debts

Make sure that you have paid back all your debts and focus on becoming debt-free by the time you reach your retirement date or even sooner than that. Your retirement planning will become a smoother process after getting out of debt as early as possible. It will be terrifying to find yourself paying a mountain of bills even after having a significant drop in income after retirement.

Step 5: Know the Process of Withdrawing Funds

After a lot of hard work and savings, when you have finally saved an ample amount and it is time to withdraw this fund, you must know how you can do that. Not everyone is aware of the process of withdrawing their funds from the bank, therefore, most of them are confused and stuck and face problems while withdrawing their funds. Therefore, it is necessary to add this to your pre-retirement checklist before you decide on officially retiring.

11+ Pre-retirement Checklist Templates in PDF | DOC

1. Pre-retirement Checklist

pre retirement checklistunbiased.co.uk
Details
File Format
  • PDF

Size: 523.6 KB

Download Now

There is no loss in making sure that you have a healthy overview as well as understanding your financial situation. You must get a clear idea early or before getting your retirement as it will help you in making certain changes or adding some new aspects to your plans. The given template deals with some advice regarding the pre-retirement checklist so you can check it out and get some guidance before you start planning for your retirement.

2. Pre-Retirement Planning Checklist

pre retirement planning checklistbmoharris.com
Details
File Format
  • PDF

Size: 181.8 KB

Download Now

Not everyone is aware of making a proper pre-retirement checklist, therefore, it is a wise choice to take the help of a perfectly prepared pre-retirement planning checklist. This checklist deals with all the important tasks that are to be checked or marked before getting officially retired from your workplace. Make sure that you know what exactly you are going for when it comes to retirement. Download this pre-retirement planning checklist template now!

3. Pre-Retirement Death Benefit Checklist

pre retirement death benefit checklistgacities.com
Details
File Format
  • PDF

Size: 65.1 KB

Download Now

This is a readymade pre-retirement death benefit checklist which is a requirement when it comes to checking some important points while inspecting your pre-retirement death benefits. The checklist may include checking the salary sheet, death certificate of the participant along with the proof of birth for the participant and many more. Avail it now while you still can!

4. Employer Pre-Retirement Death Checklist

employer pre retirement death checklistoptrust.com
Details
File Format
  • PDF

Size: 434.5 KB

Download Now

This is an employer pre-retirement death checklist template that lays out certain important points that must be mentioned while making a checklist. A pre-retirement checklist must start with the personal information of the retiree followed by the submission of some important documents that are mandatory. It must also consist of the employer information that will include where the retiree worked along with some basic information of the head or the employer.

5. Pilot’s Pre-Retirement Checklist

pilot’s pre retirement checklistmorganstanley.com
Details
File Format
  • PDF

Size: 287.4 KB

Download Now

Do you happen to be a pilot who is planning to retire? If yes, then it is important to double-check all your needs and requirements before you step into the life of retirement. Our pilot’s pre-retirement checklist will help you gather financial information that will be required for your benefits package. It also mentions some action items at the end that should be considered several months prior to retiring. With the benefits information in your hand before your retirement, you can work on your personalized retirement income plan for you as well as your family.

6. Pre-Retirement Checklist for Support Staff Members

pre retirement checklist for support staff membersucalgary.ca
Details
File Format
  • PDF

Size: 134.4 KB

Download Now

7. Pre- and Post-Retirement Checklist

pre and post retirement checklistmichigan.gov
Details
File Format
  • PDF

Size: 107.1 KB

Download Now

8. Sample Pre-Retirement Checklist

sample pre retirement checklistr.utexas.edu
Details
File Format
  • PDF

Size: 65.0 KB

Download Now

9. Employee Pre-Retirement Checklist

employee pre retirement checklistamerican-equity.com
Details
File Format
  • PDF

Size: 100.9 KB

Download Now

10. Faculty Pre-retirement Checklist

faculty pre retirement checklistmillersville.edu
Details
File Format
  • DOC

Size: 8.6 KB

Download Now

11. Pre-retirement Checklist Example in DOC

pre retirement checklist examplemtfs.co.uk
Details
File Format
  • DOC

Size: 475.8 KB

Download Now

More in Checklist Templates

10+ Onboarding Interns Checklist Templates in Google Docs | Excel | Word | Numbers | Pages | PDF10+ Onboarding Feedback Form Templates in Google Docs | PDF | Word | Pages
10+ Homeowners Insurance Templates in Google Docs | Word | Pages | PDF10+ New Hire Onboarding Checklist Templates in Excel | Numbers | Word | Google Docs | Pages | PDF
4+ Resume Screening Checklist Templates in DOC | PDF10+ Aggregate Limit Templates in Google Docs | Publisher | Word | Pages | AI | PSD | PDF
10+ Revenue Cycle Management Templates in Google Docs | Google Sheets | Excel | Word | Numbers | Pages | PDF10+ Daily Cleaning Checklist in Docs | Word | Pages | Excel | Numbers | Editable PDF | PDF
10+ Resume Review Checklist Templates in PDF | DOC12+ HR Compliance Checklist Templates in PDF | Word | Pages
10+ Business Management Checklist in Google Docs | MS Word | Pages | MS Excel | Numbers | PDF9+ Meeting Logistics Checklist Templates in PDF | DOC
10+ Pre-retirement Checklist Templates in PDF | DOC9+ Retirement Party Checklist Templates in PDF
10+ Retirement Planning Checklist Templates in PDF | DOC10+ Business Startup Checklist Templates in Google Docs | MS Word | Pages | PDF
11+ Retirement Checklist Templates in PDF | DOC10+ Partnership Agreement Checklist in Templates in Google Docs | Word | Pages |
10+ Business Partnership Checklist in Google Docs | MS Word | Pages | PDF10+ Mortgage Checklist Templates in PDF | DOC
11+ Child Care Inspection Checklist Templates in PDF | DOC11+ Investment Checklist Templates in PDF | DOC
11+ Project Audit Checklist Templates in PDF | DOC5+ Risk Management Audit Checklist Templates in PDF | DOC
9+ Financial Audit Checklist Template in PDF | DOC10+ Access Statement Templates in PDF | DOC
10+ School Checklist Templates in Word | Pages | Excel14+ Office Cleaning Checklist Templates in PDF | DOC
9+ Office Move Checklist Templates in PDF | DOC10+ Office Relocation Checklist Templates in PDF | DOC
7+ Office Supply Checklist Templates in PDF | Word11+ Quality Audit Checklist Templates in PDF | DOC
7+ Physical Security Audit Checklist Templates in Doc | PDF18+ Process Audit Checklist Templates in Excel | PDF
10+ Compliance Audit Checklist Templates in PDF | DOC12+ IT Audit Checklist Templates in Doc | Excel | PDF
10+ Brand Audit Checklist Templates in PDF13+ School Safety Audit Checklist Templates in PDF | WORD
11+ Medication Audit Checklist Templates in PDF | DOC11+ Laboratory Safety Audit Checklist Templates in Doc | PDF
10+ Safety Audit Checklist Templates in PDF | WORD10+ Audit Review Checklist Templates in PDF | DOC
14+ Hr Audit Checklist Templates in PDF | DOC | XLS10+ Health and Safety Audit Checklist Templates in DOC | PDF
10+ Free Internal Audit Checklist Templates in DOC | PDF10+ Retail Business Checklist Templates in PDF | Word
4+ Retail Cleaning Checklist Templates in PDF7+ Retail Audit Checklist Templates in PDF | DOC
6+ Retail Store Cleaning Checklist Templates in DOC | PDF7+ Retail Daily Checklist Templates in PDF | DOC
10+ Retail Store Checklist Templates in PDF | Word17+ Sample Induction Checklist Templates
6+ Church Event Planning Checklist Templates in DOC | PDFFREE 5+ Network Security Checklist Templates in PDF
10+ Nursing Facility Checklist Templates in PDF | DOC8+ Annuity Checklist Templates in MS Word | PDF
5+ Annuity Review Checklist Templates in DOC | PDF11+ Liability Checklist Templates in DOC | PDF
6+ Liability Claim Checklist Templates in PDF10+ Insurance Liability Checklist Templates in PDF | Word
4+ Nanny Checklist Templates in PDF9+ Internship Interview Checklist Templates in PDF | DOC
10+ Internship Preparation Checklist Templates in PDF | DOC11+ Internship Program Checklist Templates in PDF | DOC
6+ Internship Orientation Checklist Templates in PDF11+ Internship Checklist Templates DOC | PDF
3+ Employer Internship Checklist Templates in PDF8+ Annual Checklist Templates
9+ Market Checklist Templates10+ Record Keeping Checklist Templates
FREE 10+ Information Security Checklist Templates in MS Word | PDF7+ Expansion Checklist Templates
FREE 9+ Physical Security Checklist Templates in MS Word | PDF10+ Grant Checklist Templates
FREE 7+ Security Inspection Checklist Templates in PDF | MS WordFREE 11+ Home Security Checklist Templates in PDF | MS Word
FREE 10+ Application Security Checklist Templates in PDF | MS WordFREE 10+ HIPAA Security Checklist Templates in PDF | MS Word
FREE 10+ Business Security Checklist Templates in PDF | MS WordFREE 4+ Desktop Security Checklist Templates in PDF
FREE 6+ Security Assessment Checklist Templates in PDF5+ Computer Security Checklist Templates in DOC | PDF
8+ Security Audit Checklist Templates in PDF | DOCFREE 11+ Security Checklist Templates in Google Docs | MS Word | Pages | PDF
5+ Building Security Checklist Templates in PDF6+ Database Security Checklist Templates in PDF | DOC
8+ Babysitters Checklist Templates in PDF12+ Teacher Observation Checklist Templates in PDF | MS Word
10+ Task Checklist Templates5+ Shift Change Checklist Templates
10+ Termination Checklist Templates6+ Nurse Competency Checklist Templates in DOC | PDF
18+ Medication Administration Checklist Templates in DOC | PDF10+ Travel Planning Checklist Templates
12+ Grocery Checklist Templates20+ School Checklist Templates in Google Docs | Word | Pages | PDF
14+ Bookkeeping Checklist Templates in PDF | DOC25+ Maintenance Checklist Templates in Google Docs | Word | Pages | PDF | XLS
10+ Property Management Checklist Templates in PDF8+ Real Estate Checklist Templates for Agents in PDF
bottom banner