Separation Procedures
(Headquarters Only)
Updated 07.21.04

Separation clearance is a mandatory requirement. If an employee leaves without completing separation clearance procedures, he/she may jeopardize timely release of payments still owed to the employee.

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.
  • Contact the Office of Human Resources Management (OHRM) to make an appointment with the HR Assistant servicing your area as soon as the separation is known. The HR Assistant will counsel you on separation procedures and provide all necessary forms.
  • For ITA employees, complete the top portion of Form ITA-2076, "Separation Clearance Certificate" which is available in OurPlace. You need to be logged on to OurPlace to access these forms. For all other servicing bureau employees, complete from CD-126. Hand-carry to your supervisor first, and then to the various administrative offices indicated on the form to obtain the required clearances. To ensure all clearances are obtained, don't wait until your last day!
  • 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 are usually issued to the separated employee within two pay periods) and attach 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.

 

Other forms you 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-2909 Employee Health Benefits Registration Form
   CD 525 Employee Address Form

Supervisors of Exiting Employee Must:

  • Sign and date the portions of the ITA-2076 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 HR servicing specialist. 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