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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.

42+ FREE CHECKLIST Templates - Download Now Adobe PDF, Microsoft Word (DOC), Microsoft Excel (XLS), Google Docs, Apple (MAC) Pages, Google Sheets (Spreadsheets), Apple (MAC) Numbers

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

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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

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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

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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

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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

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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

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7. Pre- and Post-Retirement Checklist

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8. Sample Pre-Retirement Checklist

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9. Employee Pre-Retirement Checklist

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10. Faculty Pre-retirement Checklist

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11. Pre-retirement Checklist Example in DOC

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