- Coordinates, conducts, and facilitates detailed periodic Pre-Retirement and Survivor Benefit Plan (SBP) group briefings for all retiring Soldiers (highly encourages family members to attend).
- Counsels Soldiers and family members concerning retirement rights, benefits, and privileges.
- Conducts one-on-one (desk-side) Pre-Retirement briefings as needed.
- Assists retiring Soldiers and family members with completion of the DD Form 2656 (Data for Payment od Retired Personnel).
- Processes the DD Form 2656 electronically using TRANSPROC to the Department of Defense Finance and Accounting Services, Cleveland (DFAS-CL).
- Provides CSB/REDUX retirement pay option counseling, and processing of the CSB/REDUX pay option election form, DD Form 2839 (If assigned as the Installation CSB/REDUX Program Manager).
- Other services and related information (if assigned those duties) related to pre-retirement services, such as, retirement application processing, retirement orders and DD Form 214 processing, and final out-processing procedures.
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- Counsels and assists survivors of retired Soldiers, and Soldiers who die on active duty regarding their SBP options and entitlements, and the proper processing of their SBP elections, which includes counseling on Department of Veterans (VA) Dependency and Indemnity Compensation (DIC) and its relationship to SBP.
- Publishes/mails retiree newsletters at least annually.
Published periodic articles for installation and local newspapers.
- Conducts an annual Retiree Appreciation Day (RAD).
Provides information and filing assistance for the "Annuities for Certain Military Surviving Spouses" - or ACMSS, also known as "Forgotten Widows".
- Provides information and assistance to Soldiers, spouses, and former spouses regarding the Uniformed Services Former Spouse's Protection Act (USFSPA).
- Assists/advises retired Soldiers in understanding and applying for Combat-Related Special Compensation (CRSC).
- Provides information to retired Soldiers on Concurrent Retirement and Disability Payments (CRDP).
- Assists retired Soldiers and family members in obtaining: copies of lost documents (I.E., DD Form 214, retirement orders, and medical records); re-issuance of military awards; and issuance of military ID Cards.
- Provides retired Soldiers and their families with information and referrals on a myriad of other benefits/entitlements including Veterans Affairs (VA), TRICARE medical/dental; Social Security/Medicare benefits; and others.
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