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EXITING EMPLOYEE CHECKLIST

 

Final paycheck, including final vacation pay-out

 

Termination Certification

 

COBRA information for medical/dental/vision

 

Personnel Handbook/manual

 

Company owned software

 

401(k) Distribution Form

 

401(k) Disbursement Letter (if account less than $5,000)

 

401(k) Special Tax Information Sheet regarding withdrawals and rollovers

 

Joint & Survivor Annuity Form

 

Vested Stock Paperwork

 

Expense Reports (must be submitted within 30 days of Termination date)

 

Company Credit Card

 

Laptop computer and any accessories

 

Home Office Equipment

 

Cell Phone, if owned by Company

 

Pager, if owned by Company

 

ID Badge

 

Keys to building, office, desk & file cabinets

 

Reimbursement to the company for hire-on bonus or relocation assistance, if applicable

 

Other:

My initial next to each above indicate that I have either received these items from or
returned them to the Company.  If I never had these items, I have noted "N/A" in the
space provided.

The following items are at my home:

 
 
 

And will be returned to the Company no later than:___________________.

___________________________________  ____________________________________
                    Employee Name (Print)                                               (Signature)

       __________________
                   (Date)