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9.
10.
Prepare an information sheet similar to the one
shown in figure 9-2 for the member.
Complete the Lump Sum Leave endorsement
on the DD 214.
DOCUMENT DISTRIBUTION FROM THE
DISBURSING OFFICE
You are now ready to distribute the documents you
received from the personnel office—the member’s
detaching endorsement, DD 214, and release
orders—and the member’s PFR. Use the following
procedure to distribute these documents and their
respective copies:
Detaching endorsement. Original in the retained
transmittals, one copy in the PFR, and one copy
as local procedures require.
DD 214. The original and all copies returned to
the personnel division.
PFR. If your activity has FSPC capability, retain
the PFR as long as the MMPA is balanced based
on local review. (Exceptions: Do not retain the
member’s PFR if the member is deceased or has
received a Voluntary Separation Incentive or
Special Separation Benefit or if certain
conditions exist, such as a noncompute account,
preventing an FSPC worksheet from being
generated.) If your activity does not have FSPC
capability (and if the member’s records do not
indicate any of the exceptions we just described),
mail the PFR to DFAS—CL no later than 3
working days after the date of the separation or
discharge. The face of the PFR will be annotated
with the reason for submission.
FINAL ACTION BY DFAS — CLEVELAND
CENTER
Within 90 days following the member’s separation,
DFAS—CL will balance the MMPA and determine the
amount owed to the member or by the member,
whichever the case may be. If the member was
underpaid, a check will be sent to the member’s home
address as shown on the detaching endorsement. If the
member was overpaid, action will be taken to collect
the overpayment. In either case, the MMPA will be
closed.
As a part of the closing of the MMPA, DFAS—CL
will prepare a final LES. An IRS W-2 form will also
be prepared showing the member’s tax status for the
current year through the date of discharge. The final
LES and the IRS W-2 will be mailed to the member’s
home address.
OFFICER PROCESSING
Most of the procedures for officer processing are
the same as those for enlisted processing. The main
differences are in the beginning of the process. Since
an officer does not have an EAOS, the Bureau of Naval
Personnel (BUPERS) must notify DFAS—CL of the
officer’s pending release, resignation, or discharge.
This notification will include the actual or approximate
date of discharge or release from active duty and
authorization for any separation payments due. Upon
receipt of the notification from BUPERS, DFAS—CL
will note the information in the Remarks section of the
LES.
The required documents, disbursing processing,
and document distribution procedures are the same as
those we previously described for enlisted members.
RETIREMENT OR TRANSFER TO THE
FLEET RESERVE
When a service member retires or transfers to the
Fleet Reserve, the processing procedure includes
additional steps to those we have previously discussed
for separations and discharges. For the most part, the
differences are in lead time and documentation.
However, different processing procedures are also
involved. In the following paragraphs, we explain
some of these requirements.
REQUESTS FROM MEMBERS
A member requesting retirement or transfer to the
Fleet Reserve should forward the request to BUPERS.
Upon approval, BUPERS will notify DFAS—CL of the
prospective date of the member’s release from active
duty. This will be posted to the MMPA. For 4 months
before the member’s retirement or transfer to the Fleet
Reserve, the LES will reflect the necessary separation
information in the Remarks section.
DOCUMENTS REQUIRED
In addition to the normal separation documents,
detaching endorsement, DD 214, and orders, a
member’s retirement or transfer to the Fleet Reserve
will require the processing of two additional
forms-the Navy Retired/Retainer Pay Data Form,
NAVCOMPT 2272, and the Fleet Reserve Transfer
Authorization, NAVPERS 1830/2.
9-6
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