Employee Termination Checklist Form


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Employee Termination Checklist Form

Employee Name: ______________ Department:______________

Termination Date: _____________

Termination Checklist:

___Exit interview

___Resignation letter received

___Forwarding address for W-2

___If terminated, employee termination form

___Letter of Recommendation, if eligible

Employer Property

___Office keys

___Electronic Pass Key

___Cell phone

___Pager

___Company credit card

___Company laptop or computer equipment

___Company Car

___Uniforms returned

___Company tools returned

___Other company property returned

___Outstanding company loans agreed to be taken from final pay

HR To Do:

___Cancel building alarm code

___Disable or change office alarm code

___Remove email address

___Remove voicemail

___Update office staff list

___Cancel company credit card

___Shred credit cards

___Shred business cards

___Post new job opening

___Prepare statement about termed employee; give to receptionist

Benefits:

___Cancel Medical/Dental/Life Insurance

___Send Cobra notice as required, other insurance continuations notices as required

___Cancel retirement plan contributions

___Send employee retirement plan letter from administrator

Final Pay:

___Calculate final payroll

___Deduct company owed loans if applicable

___Inform employee when final payroll is ready for pick up

___Is employee eligible for vacation pay

___If retiring, employee gift or party planning

___Employee file to storage

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