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MilPayTools.com

Military Transition Planning Worksheet

Use with the Transition Readiness Calculator at milpaytools.com/calculators/transition-readiness

Name

Separation / retirement date

Rank / Branch

Years of service

My Current Military Compensation

Base pay (monthly)

BAH — housing allowance

BAS — subsistence allowance

Tax advantage estimate

Total monthly value

My Post-Military Estimate

Target civilian salary (annual gross)

Expected net monthly take-home

Spouse / partner income (annual)

Expected VA disability compensation

Healthcare replacement cost (monthly)

Monthly expenses (excluding healthcare)

Monthly surplus or shortfall

Income minus adjusted expenses

Emergency fund runway

Liquid savings ÷ monthly expenses = _____ months

My Key Deadlines

BDD filing window (180–90 days before separation)

SHPE / SHA medical appointment

Final dental exam

SGLI → VGLI conversion deadline (120 days after sep)

TRICARE / TAMP end date

Final PCS move deadline

DD-214 review date

My 3 Priority Action Items

Notes

Generated from MilPayTools.com — Free military financial calculators at www.milpaytools.com/calculators

Data current as of January 1, 2026

In the print dialog: set paper size to Letter, margins to Default or Normal, and check “Background graphics” if fields appear blank.