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TRS Stamp:

PreSep Completion Date:

Managing Your Transition Information Checklist

EDIPI: _________________ Rank: _________ Last: ___________________ First: ________________

It’s time to start planning your transition from active duty! Contact your Unit Transition Coordinator (UTC). They will prepare you to begin the transition process by explaining pre-work requirements, scheduling initial and pre-separation

counseling, and registration for Transition Readiness Seminar (TRS) or Retirement Seminar.

**This page is required for check-in on Day 1 of your transition seminar**

Step One Initial Counseling (IC): A meeting with a TRB Advisor that occurs 18-12 months prior to EAS; 24-12 months prior to retirement with 20+ years of service. During IC you will receive information & resources for transition, review & update eForm. Contact your UTC to schedule this appointment. MANDATORY pre-work items for IC: Create eBenefits (Premium DS Level 2) username & password (Note 1)

Visual proof must be presented date completed: _______ UTC initials: ______

Complete the ONET Interest Profiler (Note 2) Visual proof must be presented date completed: _______ UTC initials: ______

Complete 17 Reserve Opportunities and Obligations Briefs (Note 3) Visual proof must be presented date completed: _______ UTC initials: ______

Initiate, SAVE, and digitally sign the eForm (Note 4) Visual proof must be presented date completed: _______ UTC initials: ______

Review the Statement of Benefits for Military Members (Note 5) date completed: _______ UTC initials: ______

Complete the following JKO courses (Note 6) o TGPS CVD 19-PRE VA Transition GPS Covid-19 Guidance date completed: _______ UTC initials: ______ o TGPS US000 Transition Demographics Survey date completed: _______ UTC initials: ______ o TGPS US 006 VA Benefits & Services date completed: _______ UTC initials: ______

Complete a Self-Assessment (Note 7) A copy will be provided by your UTC date completed: _______ UTC initials: ______

Update personal email address in MOL. date completed: _______ UTC initials: ______ IC Appointment date: ____________ time: _______

Tier: ____ Track: __________________

Alternate Track: __________________

Step Two Pre-Separation Counseling Brief: Provides MANY resources and introduces you to the Career

Readiness Standards (CRS) that are a mandatory part of this process. These documents help you plan your

transition and are great tools that an Advisor can help you with before your TRS class.

Contact your UTC for registeration:

Brief date: ____________ time: ________

TRS Stamp:

IC Completion Date:

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Step Three Attend TRS/Retirement Seminar: You can attend multiple tracks based on your transition goals and the information you choose to receive. Your UTC can schedule you for all classes. After the transition/retirement seminar, your eForm is updated and digitally signed by the TRB Advisor.

Class Check-in times: Camp Lejeune TRS 0700 Camp Lejeune Retirement Seminar 0730 All MCAS New River Seminars 0730

Dress Code: Business casual attire or uniform of the day is acceptable for all days of class.

NO jeans, shorts, t-shirts, flip-flops, flight suits, or coveralls.

- You MUST show your CAC and this stamped Checklist at check-in - Walk-ins will NOT be accepted - Children are not permitted - Attendance is MANDATORY per DoD regulations, absences may result in being dropped

Recommended materials to bring: - Leave and Earnings Statement (LES)- https://mypay.dfas.mil/mypay.aspx - Monthly financial data (ex: rent, loans, investments, phone, gas, groceries, utilities, etc.) - Laptop, tablet or other note taking material - Joint Service Transcript (JST): (Combo Report under Transcript link) https://jst.doded.mil/smart/welcome.do - Verification of Military Experience and Training (VMET) https://milconnect.dmdc.osd.mil/milconnect/ Sign

into the milConnect site and click on Correspondence/Documentation in the menu bar. Use the dropdown to select DoDTAP. Select the VMET tab and follow the onscreen instructions.

Step Four Capstone Review: A meeting with a TRB Counselor that you schedule. We will review your plan and discuss your transition goals, and answer questions. Per DoD policy this must occur no less than 120 days prior to your EAS. During this appointment your eForm will be updated and you and the Advisor must both digitally sign.

Career Readiness Standards (CRS) you must bring to Capstone Review based on your requirements:

1) Self-Assessment; 2) TRS Budget; 3) Draft resume; 4) GAP Analysis; 5) Comparison of Technical

Schools; 6) Comparison of Colleges/Universities.

Electronic versions can be found at: http://www.mccslejeune-newriver.com/trs/

Capstone Review appointment: date __________ time ________ Advisor Name _____________________

Step Five Commander’s Verification/Capstone: No later than 90 days prior to EAS your UTC will schedule a meeting with your CO/Capstone Designee who will review the CRS and sign the eForm. You now have a completed DD2648. Your UTC will help you print out two copies. They will keep one, take the other to IPAC to get your DD-214.

Make an appointment today! You do NOT need to attend TRS to meet with an Advisor about questions you have regarding your transition.

Camp Lejeune, Bldg. 824 (910) 451-3781; MCAS New River, AS-912, (910) 449-4914 http://www.mccslejeune-newriver.com/trs

Seminar Date & Location: ____________

Track Date & Location: ____________

Notes for Virtual TRS:

X.

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Note 1. Create a Premium DS (Level 2) Logon: Access the DS LOGON website https://myaccess.dmdc.osd.mil/identitymanagement

1. Click on the button on the Self-Service Consent to Monitor webpage.

2. Log in using your DS Logon, CAC, or DFAS my pay account information.

3. will be located in the top right corner of your welcome page if you have a premium account. Print your Welcome/Home Page that displays your name and the Premium Account Level for the DS Logon to provide your UTC with proof that you have created your DS Logon.

a. From here you can conveniently access MilConnect to sign into your eForm:

Click on the tab labeled “Websites Accepting DS LOGON”

Locate the box labeled “milConnect”, click on it to log into your account

Proceed to Note 3 below.

4. If you do NOT see Premium, upgrade your account by following the instructions on the screen. Once you receive the Premium account, print or take the screenshot that displays your name and the Premium Account Level to provide your UTC with proof that you have created your DS Logon.

Note 2. Complete the ONET Interest Profiler: Access the O*NET website at: https://www.mynextmove.org/explore/ip

1. Read the instructions on each slide and click the button to navigate through the assessment. 2. Save and print/screenshot your completed assessment results to show your UTC proof of completion.

Note 3. Complete the ROOB courses

1. We recommend using your CAC and a computer with a CAC reader. 2. Go to www.marinenet.usmc.mil and select “authentication” for your CAC certificate. 3. Type ROOB in the search box on the MarineNet portal page.

4. Locate the Reserve Opportunities & Obligations Brief (ROOB) in the Instructor-Led Training/Moodle part of the

MarineNet ecosystem and enroll in the course.

5. Read the ROOB introduction and scroll to access the videos.

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6. Select the Introduction to Reserve Opportunities and Obligations card and then select the link to launch the first

video. NOTE: There are 17 videos, and you MUST view them ALL for course completion.

7. Once the content launches, select the play button to start the video. Then scroll down if necessary to read any

accompanying text and linked resources which will open in new tabs. NOTE: During peak times, you may need to refresh the browser in the resource tab for the website to load properly. When the current video is complete, select the link on the bottom right to launch the next video in the series in the same tab.

8. Upon completion of ALL 17 videos, take a screen shot showing the completion of the ROOB course to satisfy the

requirement. Ensure a date stamp AND your name (top right) is included in your screenshot.

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Note 4. Initiate, SAVE, and digitally sign the eForm: Access the milConnect website at https://milconnect.dmdc.osd.mil/milonnect/

1. Click the button. 2. Login using your CAC, DS Logon Username, or DFAS Login.

3. Click the dropdown menu.

4. Select the link.

5. Click the button.

6. Click the button in the bottom right hand corner of the webpage. 7. Complete Section I. Service Member Personal Information. Answer any items highlighted in RED or marked with

the symbol.

8. Click the button in the bottom right hand corner of the webpage to navigate to the next page. 9. Complete Section II. Pre-Separation/Transition Counseling, Pre-Separation/Transition Counseling Needs

Assessment, Review and Verification:

a. Select the radio dial for items 1 and 7 Use the icon to select the date that you completed the eBenefits registration (DS Logon) and O*NET Online Interest Profiler (see NOTES 1 & 2).

b. Leave items 2 through 6 and 8 in this section as “NO”. c. Items 9 through 12 ONLY APPLY if you have attended the Vocational Career Track or the Education Career

Track. Select the radio dial for items 9 - 12 since this DOES NOT apply to you.

10. Click on the button in the bottom right hand corner of the webpage to navigate to the next page. 11. Answer the questions in Section III. Signatures and Remarks, 1. Service Member Consent for Information Sharing

and/or Post-Separation Contact.

12. Click on the button in the bottom right hand corner of the webpage. The button WILL NOT appear if there is any missing information in your eForm. Answer any items highlighted in RED or marked

with the symbol and save the form again. You may have to save and close the form a couple time before the button illuminates.

13. Click on the button. Click on the button for the “I approve electronically signing this document” dialog box to digitally sign and lock your eForm. The eForm will automatically close once it has been digitally signed.

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14. Click on the hyperlink to re-open eForm.

15. Click on the button to open a PDF file with your digital signature at the bottom. Ensure the digital signature is present before printing/taking a screenshot.

16. Click on the button to close out of your eForm. 17. Provide your UTC with a printed copy or screenshot showing your digital signature.

Note 5: Download and review the Statement of Benefits (if not provided by your UTC): Access the DoDTAP website at:

https://www.dodtap.mil/resources.html. Click on the link and follow the prompts to download a PDF copy of the Statement of Benefits for Service Members. For additional resources and transition information, visit the Marine for Life Cycle website at https://usmc-mccs.org/cycle/transition/ . Note 6: Complete required JKO courses: Access the JKO website at: https://jkodirect.jten.mil/Atlas2/page/login/Login.jsf

1. Click on the button on the DoD Warning Banner dialog box.

CAC Users

2. Click on the hyperlink. 3. Enter your PIN.

Non-CAC Users

You will need a CAC User to sponsor you. From a computer that has Microsoft Outlook, have your sponsor select the appropriate icon under “I DO NOT have a CAC”. They will need to send an email to JKO to get you a username and password.

ONCE YOU ARE LOGGED IN:

4. Click on the tab at the top of the webpage.

5. From the dropdown menu select and click on the button.

6. Click the button for each required course listed on page 1.

7. Click on the button in the Academic Integrity Notice dialog box.

8. Click on the tab at the top of the webpage.

9. Scroll down to the section of the webpage and click the button each required course listed on page 1.

10. Click on the tab at the top of the page to launch the course.

11. Follow the prompts on the screen to complete the online training.

12. Exit the course by selecting tab at the top of the web page.

13. Select the tab at the top of the webpage.

14. Click on the icon to download a copy of your training certificate. Save a copy of your certificate to your computer or take screenshot as proof of your completion.

15. Repeat steps 4-14 until all listed courses have been completed.

16. Provide proof of completion for all of the JKO courses to your UTC. Note 7: Complete the Self-Assessment: Download a copy of the Self-Assessment from the MCCS website at: www.mccslejeune-newriver.com/trs

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SELF-ASESSMENT: Fill out the assessment hardcopy or electronically. There is no JKO online course that corresponds to completing this assessment. It is your road map for establishing your transition goals. This document will be reviewed during the Capstone Review phase with your assigned TRS advisor, as well as during the Capstone/Commander’s Verification phase with your Commander/Capstone Designee. Include notes for the following items on the Self-Assessment: SECTION C: PERSONAL ASSESSMENT

Individual/Family Insurance Considerations

Post-Transition Housing and Relocation Considerations

Post-Transition Transportation Considerations

Community Resources and Peer to Peer Support Gap Analysis found at www.mccslejeune-newriver.com/trs

Complete this requirement in conjunction with MOC Crosswalk. Use your Joint Service Transcript (JST) /Verification of

Military Education and Training (VMET) to help guide you with your skills, education, & training. Use O*NET and My Next

Move to find the salary information and employment trends. Be sure to fill in all boxes.

Helpful Websites for completing the Gap Analysis:

ACE credits: http://www.acenet.edu/news-room/Pages/Transfer-Guide-Understanding-Your-Military-Transcript-and-ACE-Credit-Recommendations.aspx

JST: https://jst.doded.mil/smart/dodMandatoryBanner.do

My Next Move https://www.mynextmove.org/vets

O*NET: https://www.onetonline.org/

VMET: https://www.dmdc.osd.mil/tgps/pages/VMET/access_dd2586.xhtml TRS Budget: found at www.mccslejeune-newriver.com/trs

Complete this requirement in conjunction with Personal Finance Planning. You must complete ALL of the TABS (BOTH the ACTUAL AND PROJECTED columns):

Net Worth

Income

2nd Income (to input your projected income)/Spouse’s Income (if applicable)

Living Expenses

Indebtedness

Action Plan If you would like additional assistance with personal financial planning, reach out to a Personal Financial Manager or Counselor by visiting www.mccslejeune-newriver.com/Finance to schedule a virtual appointment.