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Deferred Resignation Checklist for Federal Employees
Deferred resignation checklist for 2026: type the dates from your DRP offer and the workbook shows what to fix before you sign. In the filled example it finds 5 things: 19.4 weeks of paid leave against a 12-week limit, leave starting before the revocation window ends, no debt waiver, a TSP loan, and 3 of 18 clauses missing.
Preview
What's inside
- Deferred_Resignation_Checklist_2026_Blank.xlsx
- Deferred_Resignation_Checklist_2026_Example.xlsx
- Deferred_Resignation_Checklist_2026_Printable.docx
Who it is for
US federal employees offered a deferred resignation agreement, especially FERS employees choosing between resigning and retiring under MRA+10 or VERA.
What's inside
- Example workbook (Alex Example, a sample person) and a blank workbook
- Leave check against the 12-week OPM limit (final rule of 10/19/2026, in force 11/18/2026)
- Retirement route and MRA+10 cut: in the example $19,043.65 a year from 04/01/2027 or $22,295.00 from 04/01/2028
- FEHB 5-year check, TCC cost, annual leave payout
- 18 agreement clauses against the OPM sample agreement
- 12 tasks with due dates from your own dates
- Printable Word worksheet: 12 checks, clause table, questions for HR, worked example
- Fill-in guide in every file: a “Fill in with AI” chapter with ready-made sentences for an AI chat assistant, matched to the template’s fields
Better than a generic resignation checklist
- Most checklists and articles describe the 2025 offer. This one uses the 2026 rule, including the withdrawal line in 5 CFR 715.202(b).
- It computes your own numbers, and every step is on the Calculation tab.
- Dated sources: Federal Register, OPM bulletin of 12/11/2025, OPM sample agreement, OPM FERS and FEHB pages.
Format
US Letter. 2 × .xlsx (Excel, Google Sheets, LibreOffice), 1 × .docx (Word, Google Docs). Rules re-read October 29, 2026. A planning tool, not legal or financial advice.
How to use it
- Open the blank workbook.
- Type your offer in the yellow cells.
- Take every ✘ line to HR before you sign.
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A template you fill in yourself — not legal or tax advice.