Retirement Checklist

Manage your customers’ retirement process online with Jotform’s free Retirement Checklist. When a member of your bank resigns from their, have them fill out this simple Retirement Planning Questionnaire and their information will automatically appear in an easy-to-use online database. You can then access and edit this information on any device, download it as a CSV, PDF, or Excel file, and share it with your bank’s consulting department in one click.

Make this Retirement Checklist work for your bank by customizing the template without coding! Just drag and drop as many rows, columns, and labels as needed to organize employee information and files. You can also create filters that group submissions based on specific conditions, and change the view type to spreadsheet, calendar, or card view. With a custom online Retirement Checklist, you can keep track of each step for your customers and ensure a smooth transition into retirement!