Termination Checklist Template - Voluntary Termination (Page 2 of 2) in pdf

Termination Check List

403b and Aflac – Advise the employee to contact the 403b and Aflac representatives, if applicable.

Pension – Refer employee to the Lay Employees Pension Plan Summary Description located on the

Insurance Office web page at

. If the employee does not have access to the

internet then you can print out a copy from the web page. Notify employee of pension status (i.e., if

they are vested, when they can begin collecting their pension, etc.).

Date to expect last pay check - Paid at the time of separation if possible and no later than the next

regularly scheduled pay day.

Final Compensation - Final compensation includes, wages, salaries, earned commissions, earned

bonuses and the monetary equivalent of earned vacation. An employee may request that the final

paycheck be sent by mail.

Deductions from final pay – Deductions cannot be made from the employee’s pay (i.e., for loans of

money owed to the employer or purchases not paid in full or failure to return church property) without the

free written consent of the employee at the time of the deduction. As a general rule any amount that is

deducted from a nonexempt employee must not put the employee’s wages below the current minimum

wage ($8.25 as of 07/01/2010).

Repayment of Cash Advances – If the employee owes an amount that is more than 15

percent of his or her final gross wages, that amount may be withheld from the final paycheck, but only if

such an arrangement was specifically included in a prior agreement.

Severance – If severance has been promised it must be paid according to the terms of

the commitment made to the employee.

Church/School/Office Property - Request church keys or other property belonging to the employer

be turned in upon termination.

Reference – With written authorization from the employee references will be released

with remarks confined to job performance-related issues.

Service Letter – document provided to an employee by a former employer describing the nature and

duration of services provided by the employee and reason for termination. This is an efficient way of

providing departing employees with basic verification of employment information that they can pass on to

potential future employers.

Termination checklist completed for employee __________________________________________.

________________________________________________

_____________________

Parish/School/Agency/Office Representative

Date

Termination Checklist Template - Voluntary Termination Page 2