Financial planning tool / Deployment

Deployment Money Checklist

Capture pay changes, household access, beneficiaries, and bills before a deployment window.

12 minRelated: Financial Planner, Trust & Estate AttorneyLife event: Deployment, Active Duty

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0 of 14 items

Working copy / changes save automatically

Tools, calculators, estimators, checklists, and worksheets are for educational organization only and are not financial, tax, legal, accounting, or investment advice. Results depend on the assumptions you enter.

Cash flow

Confirm cash buffer for the household
Review Savings Deposit Program (SDP) eligibility
Notes on monthly budget changes

Bills and autopay

Set or confirm autopay for major bills
Ensure household has access to needed accounts
Update billing addresses if needed

Powers of attorney

Discuss whether a general or limited POA is appropriate
Identify specific POAs (vehicle, housing, taxes)
Consider visiting base legal assistance

Insurance and beneficiaries

Review SGLI coverage and beneficiaries
Review any private life insurance beneficiaries
Review TSP beneficiaries

Family communication

Confirm emergency contact info
Family communication plan notes

Continue planning

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