Termination Checklist

Please select the action items required for a termination of employment in your organization to create a customized checklist.

Company Assets

ItemAction to be takenSelect
Company credit card(s)Returned to ___________________(Name) on ___/___/___(Date)
Reconcile for possible taxable benefit
Employee discount cardReturned to ___________________(Name) on ___/___/___(Date)
I.D. cardReturned to ___________________(Name) on ___/___/___(Date)
KeysReturned to ___________________(Name) on ___/___/___(Date)
Manuals, books or other company documentsReturned to ___________________(Name) on ___/___/___(Date)
Computer access codesRemove access
Computers, tools or other equipmentReturned to ___________________ (Name) on ___/___/___(Date)
Sold to employee for Fair Market Value (FMV)
Not returned, or given/sold to employee below FMV and processed as taxable benefit
Cell phones, PDAsReturned to ___________________(Name) on ___/___/___(Date)
Sold to employee for Fair Market Value (FMV)
Not returned, or given/sold to employee below FMV and processed as a taxable benefit
Employee permitted to retain number/service at own cost
Deactivate number/service if employee not permitted to retain
Long distance telephone cardReturned to ___________________ (Name) on ___/___/___ (Date)
Reconcile for possible taxable benefit
Other