FINAL PAY & BENEFITS CHECKLIST

Complete for every separation. Final-pay timing and PTO payout rules vary by state — verify against current law for the employee's work state.

Employee: [EMPLOYEE NAME] | Work state: [STATE] | Last day: [LAST DAY] Separation type: [ ] Resignation [ ] Termination [ ] Layoff [ ] Retirement

Final pay calculation

• Regular wages through last day: $ __________
• Overtime owed: $ __________
• Accrued unused vacation/PTO (per policy + state law): __________ hours = $ __________
• Earned bonus/commission owed: $ __________
• Allowable deductions (with written authorization where required): $ __________
• Total final pay: $ __________ | Pay date: __________ | Method: [ ] Direct deposit [ ] Check

Timing compliance

• [STATE] deadline for this separation type: [e.g. Immediately / within 72 hours / next regular payday]
• Deadline date: __________ — Met: [ ] Yes

Benefits & notices

• Benefits end date: __________
• COBRA / state continuation notice sent: [ ] Yes Date: __________ Method: __________
• Retirement plan distribution packet provided: [ ] Yes
• Unemployment insurance notice provided (where required): [ ] Yes / [ ] N/A
• HIPAA / privacy reminders given: [ ] Yes

Records

• Personnel file updated with separation paperwork: [ ] Yes
• Payroll register reconciled: [ ] Yes

Completed by: ___________________________ Date: ______________

Reviewed by: ___________________________ Date: ______________

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General template only — not legal advice. Have employment counsel review before use, especially for state-specific requirements. Downloaded from AskHrAI (https://askhrai.com/forms/final-pay-checklist).