Exiting Procedures

(Headquarters Only)

Updated 10/05/04

The following procedures summarize the actions employees and supervisors must follow before separating from ITA.

Separating Employee Must:

• Notify your immediate supervisor of your intentions to separate from ITA, so that the required action for separation, SF-52 Request for Personnel Action, is initiated, completed, and signed.

• For ITA employees:  Complete the top portion of Form ITA-2076, "Separation Clearance Certificate" which  is available in OurPlace.  To access these forms, you must log on to OurPlace, located at https://ourplace.ita.doc.gov.  For all other serviced bureau employees, complete form CD-126.  For both ITA and serviced bureau employees, hand-carry the respective forms to your supervisor first, and then to the various administrative offices indicated on the form, to obtain the required clearance signatures. To ensure all clearances are obtained, don't wait until your last day to begin the separation clearance process.  

• Have the timekeeper complete a leave audit and have the supervisor sign Form CD-527, "Audit for Leave Year" and, if applicable, Form CD-529, "Lump Sum Leave or Compensatory Time Payments".  Lump sum payment for annual leave is usually issued to the separated employee within two pay periods.  Attach both forms to the ITA-2076, "Separation Clearance Certificate".
• Hold all completed forms until your last day at work and hand-carry to your servicing HR Assistant. 
• If you feel you need clarification regarding the separation process or have any questions and would like to meet with your HR representative, contact the Office of Human Resources Management (OHRM) to make an appointment with the HR Assistant servicing your area.  The main OHRM phone number is 202-482-3301.

Other forms you may need to fill out include:

            SF-8 Notice to Federal Employee About Unemployment Insurance

            SF-2802 Application for Refund of Retirement Deductions (CSRS)

            SF-3106 Application For Refund of Retirement Deductions (FERS) 

            SF-2809 Employee Health Benefits Registration Form

            CD 525 Employee Address Form

            TSP Forms and Information regarding your Separation

Supervisors of Exiting Employee Must:

• Once notified by the employee of intent to separate, complete and sign the required separation SF-52, Request for Personnel Action.

• Sign and date the areas of the ITA-2076 or CD-126 for serviced bureaus requiring the supervisor's approval. If the employee was supervised for 90 days or more, conduct and prepare a final performance appraisal. Forward the appraisal directly to your servicing HR Assistant.  Supervisors must also submit official copies of performance appraisals for the previous four years. If the employee is transferring to another government agency, the appraisal will be forwarded along with the official personnel folder to that agency. Contact the Workforce Development Division (WDD) with questions on the performance appraisal process.

• Review and sign all applicable forms previously described.
• Ensure that the employee's final Time and Attendance Report is completed.
• Prior to the employee's last day, review all documentation to ensure accountability for money, property or information owed or belonging to the government.

For additional information contact your servicing Human Resources Assistant.  You may call the main phone number on (202) 482-3301.