Post-Deployment Checklist

Returning from deployment can be a great time to make a fresh financial start. With new priorities and budget realities to consider, your money will need reintegration, too. Follow these steps to ease your transition and get set up for your next chapter.

Things to take care of right away.

• Create or update your monthly budget to reflect changes in income, expenses and savings. Use our online Monthly Budget Planner.
• Organize your accounts and inventory your assets and liabilities. To make things easy, use our Personal Net Worth Worksheet.
• Review and update your insurance coverage as needed, including health, homeowner's, renter's and auto.
• Create or update your estate plan, including beneficiaries. Creating an Estate Plan.
• Contact credit reporting agencies to remove any active-duty alerts.
• Determine any federal and state tax filing requirements.
• Participate in the DOD Savings Deposit Program (SDP)? Complete a withdrawal request using myPay to close out the account. Get Savings Deposit Plan details.
• Invoke Servicemembers Civil Relief Act (SCRA) for deployment discounts or benefits? Notify all creditors and lenders of your return.
• Guard and Reserve members: Contact your employer/HR administrator with questions and any special accommodation requests.

A few friendly reminders.

• Include your significant other in all financial decisions. Working together gives you a better chance of meeting shared goals.
• Revisit your financial goals and adjust as your priorities change. See how.
• Update your resume and LinkedIn profile to add newly-acquired skills.
• Take good care of yourself along with important financial matters. Stay connected with friends and family, and ask for help when you need it.

Welcome home.