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Annex J - Checklist of Requirements

To enumerate the numbered documentary requirements for National Office Clearance and the processing of terminal leave benefits for BIR employees who separate through compulsory retirement, optional retirement, or resignation.

Document type
DOC
Index unit
bir-text-annex-j-checklist-of-requirements
Year
Not classified
Text quality
Not specified

Document text

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This annex is a checklist of the documentary requirements an exiting BIR employee must submit to obtain National Office Clearance and terminal leave benefits. It gives itemized lists for three separation modes - compulsory retirement, optional retirement, and resignation - covering the intent letter endorsed by the Regional Director or Head of Office, Commissioner of Internal Revenue approval (retirement) or acceptance (resignation), GSIS application and clearance, service records, multiple clearances (Regional/District, National Office, Certificate of Cleared Accountabilities, Ombudsman; Office of the President for presidential appointees; CSC for resignation), revocation of system access, an RA 3019 affidavit, salary and leave-without-pay certificates, leave cards, BIR ID/E-card surrender, a Statement of Assets and Liabilities, an exit questionnaire, a PSA marriage contract for name changes of married women, and Land Bank deposit arrangements. The provided text cuts off partway through the resignation list.