Financial planning tool / PCS

PCS Money Checklist

Organize entitlements, receipts, and timing details around a permanent change of station.

10 minRelated: Financial Planner, CPALife event: PCS, Active Duty

Completion status

0 of 17 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.

Before orders

Save a digital and paper copy of orders
Check Dislocation Allowance (DLA) eligibility
Decide between PPM (DITY) and government move
Notes / open questions

Housing and BAH

Confirm current BAH stop date
Confirm new duty station BAH start date
Plan for lease or mortgage overlap
Estimated new housing budget

Spouse income

Notify spouse employer of move
Discuss remote/portable work options
Check professional license transfer rules

Taxes and residency

Confirm legal state of residence
Confirm spouse residency under MSRRA if applicable
State filing questions for a tax pro

Records to gather

Save all PCS-related receipts
Keep weight tickets for PPM
Track travel days, lodging, and tolls

Continue planning

Next actions

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