“We have a lot of things to do to be ready for BRS ...

1 Blended Retirement: Actions Needed (before 1 JAN18) We have a lot of things to do to be ready for BRS Execution Tuesday 28 NOV17 All States TelecomBRS Opt In Eligible ListBRS List to HRC180 days down to 30 day CP NoticeHRC List to DFAS Scrub your State for any Soldier who will have a 12 year PEBD anniversary in 1stQTR of 2018 Have a conversation with every one of them (start with JAN anniversary group) Make sure you know their PEBD anniversary date and backward plan these dates to ensure no Soldier is MYPAY Goes LiveBRS Continuation Pay POAM60 daysBRS Window Opens1 JAN18180 days down to 30 day CP Notice60 days to pay CP12 YR PEBD Anniversary Identify BAR/Flagged Soldiers who will have a 12 year anniversary in 2018, notify unit leadership for decision Make sure your 12 year anniversary population know that they have to give CP notice at a minimum of 30 days before their 12 year anniversary (By name)

2 Inform Soldiers of TSP website choices which must be done before CP payment is made (defer or cash). See BRS Continuation Pay TSP Slide It will probably help to ID BRS Yes population informally to ensure Chain of Command is doing the correct things (so you don t miss the deadline)BRS Continuation Pay TSPC ontinuation Pay into Thrift Savings Plan Must elect at least 1% of basic pay to be eligible to contribute from continuation pay (bonus pay). Social Security (FICA) and Medicare taxes will be taken out of full continuation pay amount ( ) Caution: Continuation Pay going into TSP counts towards annual contribution limit ($18,500 for 2018.)

3 Reduced matching if go over limit early in year) Can be split into 4 equal payments to reduce tax Worklist (NLT 1 JAN18)NGB Figure out Proof of BRS Continuation Pay ProcessoSRIP UpdateoGuidance for Incentive ManagersoARNG CP Policy NLT (DEC) Determine RCMS BRS data report requirements Lump sum packet checklistState BRS Eligible List scrub WARNORD CP PopulationoCP process for 1stQTR CP takersoGIMS users informed/trained WARNORD Lump SumoID any potential takers and have conference calls RSP Soldiers attending AIT in 2018 need to take Opt In Course at State Counseling Forms?

4 BACKUPBRS Continuation Pay Data FlowCP Request4 YR ADSO STGIMSSIDPERSEXT Trans-actionPAY Order to DFASDJMS RCIPERMSRCMSRPAMR eporting Proof BRS (LES) CP Contract Enlistment / EXT Counseling (Optional)ARISSPFQCIPERMS count equals RCMS data queryFind incomplete IPERMSR ecords and fixPFQCHRC Report matches RCMS BRS CP Query Plan / Adjust next year s reenlistment incentivesIPPS-A Forecast Mid Career Retention Rates Determine Financial Literacy Training Success (% deferred CP) Adjust RSO Outreach / Travel planHRC BRS ReportHRC Report does not matchState s BRS CP data, FIXPFQCCDR approves Continued serviceBAR, FLAG (Before CP Anniversary)Commander s DecisionBRS Lump Sum (2018) POAM90daysBRS Window Opens1 JAN18180 days down to 90 day Lump Sum Notice60 days to pay CPRetired Pay Begins Lump sum only applies to Soldiers who are in BRS Beware of BRS Opt in to get lump sum (we will deal with the packet directly (DFAS, HQDA, NGB, STATE)Terminally ill Soldiers.)

5 Current law may entice BRS Opt In, retirement, Lump sum, SBP activity in rush to get it done before Soldier dies.