Form B-41, Application for Allocation or Attachment to a Reserve Component (Application for Assignment to Retired Reserve), in USAR PAM 600-5, provides you with a checklist of what is required in a retirement application package.
This checklist starts with a header that asks for your name, rank, Army email, your unit, UIC, POC unit contact information, and other basic administrative data. Administrative data tracking checklist.
This checklist is the first part of the package. The following models in the package follow:
DA Form 4561:
This is a request to allocate or attach a spare component. Both your captain and you sign this.
It asks for basic administrative information such as your name, address, social security number, phone numbers, etc. If you are requesting to retire voluntarily, you can select “voluntary appointment” on the form.
In another part of the form, you will request a transfer to the retired reserve. Depending on the unit you use, you may only have to complete your personal information. Your unit will end up completing the rest. Other modules may require you to complete the entire form.
Some units will do the whole thing for you; Check with your unit administrators which one applies.
DA Form 4856:
The following two figures are indicative data. One will be your captain. The other would be from your service career advisor.
When you leave ready reserves (TPU/SELRES/IMA/IRR), you will lose some of the benefits. For example, as a TPU member, you are eligible for Tricare Reserve Select.
When transferring to Retired Reserves, you will be eligible for Tricare Retired Reserve. The premiums for this program are quite expensive when compared to the premiums for Tricare Reserve Select. Your leader may tell you this.
As a member of TPU/SELRES you are eligible for SGLI. If you transfer from this program, you will no longer be eligible for SGLI. You will be able to register with VGLI if you have served under an active duty or posting contract.
The leader can tell you what might happen to your pack. He can also learn about your reason for retiring, hoping to gain information that can benefit those who remain in the unit.
A Service Career Counselor can tell you about your chances of returning to a TPU/SELRES, IMA, or IRR. He or she can also update you on call-out active-duty retirement opportunities.
What you get will vary depending on your unit.
Chain of command recommendations:
Your retirement is not a guaranteed matter. If you have time in your contract, if you are critical to your unit, and it is able to accomplish its mission, your retirement application may be denied. Support for your chain of command is also needed for your retirement.
Obtaining Army Reserve points or a twenty-year letter:
You will need one or both of them in your package to document the fact that you are eligible for paid retirement at 60.
Application for recognition of retirement:
Service members retired from service are eligible for recognition. Examples include Certificate from the President, Award Medal, Retired Soldier’s Lapel, US Flag, etc. The unit could throw in some additional recognition elements.
Requests uploaded to your electronic records:
This is an action that will happen after your package has been approved. If you are in TPU / SELRES, you must keep digging until you receive this order. If you are in an IMA or IRR, you must maintain your obligations until you receive your retirement order.
From the date this application lists you as a retired reserve, you will no longer be required to meet your TPU/IMA/IRR obligations. You will be asked to turn in any unit items from which you are signed out.
reference:
USAR PAM 600-5