PPC Logo

USCG Pay & Personnel Center             

Direct Access User Guides Retiree Self-Service E-Gov Travel System (ETS)
Procedures & Development (P&D) Branch

FORMS AND WORKSHEETS

PPC Page Menu
Contact Us

Customer Service Feedback

How are we doing?

Mailing Address:

Commanding Officer (Staff Symbol)
U.S. Coast Guard 
Pay & Personnel Center
444 S. E. Quincy St.
Topeka, KS 66683-3591

Telephone

(866) 772-8724
0730-1600 (Central time) M-F

E-Mail

PPC-DG-CustomerCare@uscg.mil

Web Content Manager 

Feedback button

About Forms

This page lists Forms and Worksheets referenced in the Personnel and Pay Procedures Manual. These forms and worksheets are now published independently of the manual. This allows us to effect needed changes and updates without waiting for a published change to the manual.

This page also provides links to some frequently used forms from Other Government Agencies and Coast Guard (CG) forms.

Click on the form number. The form will open in Adobe Acrobat, fill in fields and print the form. PLEASE NOTE: Many people will try opening a PDF form and find that they get an error that says, "Please wait."  This is not a problem with the form but has to do with the set-up of your computer's browser as the default for opening Adobe Acrobat forms.  Many computers use the web browser as the default for opening Adobe forms, but the browser cannot handle the macros built into the form. The simple solution to this problem is to save the form to your computer and then open the form in Acrobat DC. This allows full functionality.  Follow these instructions for opening the DD-2656 and other advanced PDF forms.

Adobe Acrobat (.pdf) forms: You need Adobe's free reader program to open Acrobat forms, visit the Adobe web site http://get.adobe.com/reader/ to download the program.

Printing Forms: If you experience any printing problems, please be sure you are using the printer icon (picture of a printer) in the Adobe Acrobat Reader tool bar and not the printer icon in the Internet Explorer tool bar.

 

Pay & Personnel Forms by Agency

Note: The lists below do not include all available forms, just the ones we use most often. If a form is not listed, visit the agency's website for additional forms. Please download forms before attempting to enter information. 

Collapse All Expand All
Expand List item 313Collapse List item 313  CG

Links to forms and worksheets P&As and SPOs use most often.
If a form is not listed below, visit the CG-612 Directives and Publications Division Coast Guard (CG) Authorized Forms page to download additional Coast Guard (CG) forms. 

Note: If you receive this message when opening a form, try downloading the form (right-click on the link) and opening it in Acrobat Reader.   Follow these instructions for opening the DD-2656 and other advanced PDF forms.

Please wait...

If this message is not eventually replaced by the proper contents of the document, your PDF
viewer may not be able to display this type of document.

You can upgrade to the latest version of Adobe Reader for Windows®, Mac, or Linux® by
visiting http://www.adobe.com/go/reader_download.

For more assistance with Adobe Reader visit http://www.adobe.com/go/acrreader.

Windows is either a registered trademark or a trademark of Microsoft Corporation in the United States and/or other countries. Mac is a trademark
of Apple Inc., registered in the United States and other countries. Linux is the registered trademark of Linus Torvalds in the U.S. and other...

Here are direct links to those most frequently used for pay and personnel forms and worksheets. Visit the CG-612 Directives and Publications Division Coast Guard (CG) Authorized Forms page to download other Coast Guard (CG) forms not listed below. 

 

Number

Title

Revised (MM/YY)

CG-1001

Change in Reserve Component Category (RCC)

01/21

CG-1001A

Electronic Based Distributed Learning (EBDL) Course Approval Request

04/20

CG-1001B

Monthly Incapacitation Claim Form (Member)

04/16

CG-1001C

Reserve Incapacitation Benefits Request

04/19

CG-1002

Lateral Change Request

10/20

CG-1300

Report of Suitability for Overseas Assignment

06/22

CG-1300A

Debt to Income Ratio Calculator

12/16

CG-1300B

Active Duty Dependents Overseas Screening

12/16

CG-1570

IDT Completion Sheet

08/15

CG-1650

Coast Guard Award Recommendation

02/20

CG-1884

Application For Annuity Under The Survivor Benefit Plan (SBP), Reserve Component Survivor Benefit Plan (RCSPB), Retired Serviceman's Family Protection Plan (RSFPP) And/Or Final Retired Pay Due

07/13

CG-2000

PCS Departing Worksheet

04/22

CG-2001

Departing TDY or PCS/TEMDUINS to "A" School Worksheet

08/19

CG-2003

PCS Entitlements Advance Travel Worksheet

Note: Per the CG Pay Manual, Servicing Personnel Offices (SPO) shall only approve requests for advance pay of up to one month if applicants meet the conditions in paragraph 2 of the message. Any request for two or three months advance pay must be approved by the member's commanding officer in consideration of the guidelines in paragraphs 3.A through 3.E of the message. PCS travel and transportation advances are limited to 80% of the estimated travel and transportation costs to include MALT, per diem, DLA, and TLE. Payment must not be made more than 30 days before the member detaches, except under extenuating circumstances (e.g., member moves dependents before detaching).

05/10

CG-2005

PCS Reporting Worksheet

06/19

CG-2010

Advances Worksheet

08/13

CG-2015

Pay Delivery Worksheet
Note: Use the CGFINCEN EFT/ACH Travel Claim Direct Deposit Account Change Form to change the account used for your travel claim payments.

03/20

CG-2016

Request for Duplicate or Replacement IRS Form W-2

03/15

CG-2020

Dependency Worksheet

06/19

CG-2020A

Support Statement

02/10

CG-2020C

Former Spouse Statement

04/15

CG-2020D

Designation of Beneficiaries

Designation of Persons Authorized to Direct Disposition of Remains

Per the National Defense Authorization Act 2012 signed by the President on 31 Dec, the "Designation of Persons Authorized to Direct Disposition of Remains of Members of the Armed Services" (PADD) is now a "member-designated" benefit. As outlined in ALCOAST 427/08 only spouse, adult child, parent or adult sibling were allowed to be designated. If none were known or alive then any relative may have been designated, or finally, a close friend. The new law allows members to designate any person of choice.

No one is required to change any PADD designation as a result of the change in law or to update their form CG-2020D at this time. Existing PADD designations for someone other than a relative--which actually should not have been accepted at the time--will now be acceptable, no update needed. The change supports every Coast Guard member who has reason to designate a PADD other than a relative.

The Personnel Service Center (PSC) is in the process of updating the designation form and will be promulgating an ALCOAST once the revised form is approved.

Note: If a member has a spouse but designates a person other than the spouse to receive all or a portion of the death gratuity pay, the member's Commanding Officer is required to notify the spouse, in writing, about the designation. Here is a template (in MS Word format) for the Memo to notify the member's spouse.

09/10

CG-2025

BAH/Housing Worksheet
Note: Also complete DD Form 2367, Individual Overseas Housing Allowance (OHA) Report, if entitled to OHA.

 

06/21

CG-2025A

Housing Allowance (BAH/OHA) Protection Worksheet

02/20

CG-2025B

Member-Married-to-Member BAH Worksheet

02/10

CG-2026

OCONUS Early Return of Dependents (ERD) - Request for TONO/LOA

06/23

CG-2030

Career Development Worksheet

06/19

CG-2035

Family Separation Allowance (FSA) Worksheet

05/21

CG-2036

Career Sea Pay Premium Worksheet

06/19

CG-2040

Allotment Worksheet

02/10

CG-2044

Special Duty Pay Worksheet

06/19

CG-2045

Career Intentions Worksheet

Note: CG-Form 2045, Career Intentions Worksheet, has been updated to allow Command Approvers to electronically submit the approved form via email through a "Submit Button" at the bottom of the page. The new popup email automatically populates the Interservice Transfer Team's ISTT email address in the cc line providing them immediate notification of a member's intention to separate.   Giving them this visibility will provide for greater communication between the ISTT and a separating member helping them to understand all the benefits to affiliating with the Reserves after they separate.   

Note: Use the Submit button for final submissions only!  Command approvers will enter the email address for the Servicing Personnel Office for the unit in the "To" line of the message generated by the form. Do not submit unapproved forms to the Interservice Transfer Team.

02/21

CG-2050

Nonreceipt Worksheet

03/20

CG-2055A

Reserve Retirement Transfer Request

04/20

CG-2070

TDY Travel Request/Authorization Worksheet

Note: Update is in the pipeline. There are several web links on the form that no longer function. Here are the updated links:

  1. When completing "Traveler's Mode of Transportation" refer to the "How to Calculate Constructive Cost" article on PPC Travel's web page for guidance on computing airfare (GTR) and travel by POC costs. Also, note that IAW JTR 020203-3 When travel must be by automobile, a Government automobile, when available, is most advantageous.
     

  2. When completing "Purpose of Travel" refer to https://cg.portal.uscg.mil/communities/interim-conference-requests/SitePages/Home.aspx for guidance on travel for conferences.
     

  3. When completing "Cost of Estimate Calculations", item "G-Cost of Airline Ticket" refer to https://cpsearch.fas.gsa.gov/cpsearch/search.do or contact the contract travel office for airfares. 
     

  4. Members who are traveling more than 400 miles in their private or government/rental motor vehicle shall complete a TRiPS assessment and have their supervisor review and approve the assessment prior to detaching from their command. TRiPS can be accessed at: https://trips.safety.army.mil/coastguard/

06/13

CG-2075

Family Subsistence Supplemental Allowance (FSSA) Application

Note: After September 30, 2016, a member is eligible for a supplemental subsistence allowance only if the member is serving outside the United States, the Commonwealth of Puerto Rico, the United States Virgin Islands, or Guam.

Please disregard the USDA Gross Monthly Income Eligibility Limits in block 14. They are out of date. Refer to "Table 1: Gross Monthly Income Limit (130% of Federal Poverty Level)" on the Supplemental Nutrition Assistance Program (SNAP) Fiscal Year (FY) 2023 Income Eligibility Standards sheet from https://fns-prod.azureedge.us/sites/default/files/resource-files/FY23-Income-Eligibility-Standards.pdf for the FY 2023 income limits. 

06/12

CG-3307

Administrative Remarks (Link takes you to the list of authorized entries)

09/23

CG-3600

Designation Of Beneficiary For Payment Of Unpaid Retired Pay (Note: all dates are entered DDMMMYYYY, Example 29 FEB 2024)

08/12

CG-3788A-G

CG-3788A

ENLISTED EVALUATION REPORT NONRATED OR RATED SEAMN / FIREMAN

CG-3788B

ENLISTED EVALUATION REPORT THIRD CLASS PETTY OFFICER

CG-3788C

ENLISTED EVALUATION REPORT SECOND CLASS PETTY OFFICER

CG-3788D

ENLISTED EVALUATION REPORT FIRST CLASS PETTY OFFICER

CG-3788E

ENLISTED EVALUATION REPORT CHIEF PETTY OFFICER

CG-3788F

ENLISTED EVALUATION REPORT SENIOR CHIEF PETTY OFFICER

CG-3788G

ENLISTED EVALUATION REPORT MASTER CHIEF PETTY OFFICER

08/21

CG-3867

Claim for Final Retired Pay

04/22

CG-4251

Military Temporary Duty (TDY) or Civilian Temporary Duty (TD) Travel Orders

06/19

DD-2656

Coast Guard, PHS, & NOAA Retired Pay Account Worksheet and Survivor Benefit Plan Election, to using the DD Form 2656, Data for Payment of Retired Personnel.  
PLEASE NOTE: Many people will try opening a PDF form and find that they get an error that says "Please wait."  Follow these instructions for opening the DD-2656 and other advanced PDF forms.

 

CG-5100

Officer Uniform Allowance Claim Worksheet

09/19

CG-5150

Civilian Clothing Monetary Allowance Worksheet

08/15

CG-5155A

Enlisted Supplementary Clothing Allowance Worksheet

11/15

CG-5305

CG-5305A

NAVAL ENGINEER OFFICER (CG-NEN-10) BONUS AGREEMENT

CG-5305B

AVIATION OFFICER BONUS AGREEMENT

CG-5305C

CGCYBER ENLISTED BONUS AGREEMENT

CG-5305D

C4-IT CYBER OFFICER BONUS AGREEMENT

CG-5305E

CYBER SECURITY RETENTION INCENTIVE REQUEST FORM (12/19)

CG-5305F

AFLOAT OFFICER (XO-DEPT HEAD) BONUS AGREEMENT

CG-5305G

ENLISTMENT BONUS - BOATSWAIN MATE (CSTB BM-RAP)

CG-5305H

CG JAG OFFICER BONUS AGREEMENT 

CG-5305I

INVESTIGATING OFFICER (CG-INV) BONUS AGREEMENT

CG5305J

ENLISTED CRITICAL SKILLS RETENTION BONUS (CSRB) 

 

10/24

CG-5357

Individual Development Plan

12/20

CG-5357A

Executive Development Plan

07/20

CG-5370A

Sex Offender Policy Acknowledgement and Disclosure

02/21

CG-5489-1

Remission Application

02/10

CG-5489-2

Waiver Application

09/14

CG-5489B

Financial Statement

02/20

CG-6049

Personal Fitness Plan

03/16

CG-7201

Application for Waiver of Collection of Erroneous Payments for Retirees and SBP Annuitants

08/19

CG-7202

Waiver Application for Annuitant

02/10

CG-7220

Family Separation Housing (FSH) Worksheet

Note: Use this worksheet in lieu of completing the SPO Endorsement (Item 10.K) on the PCS Reporting worksheet (CG-2005)

01/16

CG-7220A

Annex T: Enlistment Bonus Agreement (non-prior service with guaranteed A-school or prior service with qualifying skill)

10/24

CG-7220B

Annex T.1: Enlistment Bonus Agreement (non-rate bonus)

10/24

CG-7220D

Designated Career Field Bonus (DCFB) Agreement

10/24

CG-7220E

Critical Skills Retention Bonus (CSRB) Agreement 

11/18

CG-7220G

Coast Guard Galley Temporary Closure Suspend Collection of CG Standard Meal Rate (CGSM) Deduction

01/16

CG-7220H

Family Stability Act BAH/Housing Worksheet

02/20

CG-7220I

Annex T.3: Enlistment Bonus Agreement (college credit bonus)

10/24

CG-7220J

Annex T.4: Enlistment Bonus Agreement (quick ship bonus)

10/24

CG-7220K

Annex T.5: Change in Rating Enlistment Bonus

10/24

CG-7221

Retired Allotment Authorization Form

07/10

CG-7270

COLA - Unique Expenses Reimbursement Worksheet

02/15

CG-7302

EFT / ACH Member Payment Enrollment Form

03/19

CG-7421H

IPERMS User Role Request (Must download form to enable)

10/22

CG-7430A

Continuation Pay Election

11/17

CG-7431

Basic Needs Allowance Worksheet

08/23

CG-7431A

Basic Needs Allowance Eligibility Screening Worksheet

08/23

CG-7543

Statement of Financial Status Submitted for Consideration In Connection with Indebtedness to the United States

02/10

CG-11221

Reserve Component Survivor Benefit Plan (RCSBP) Option - Election Certificate

PLEASE NOTE: Many people will try opening a PDF form and find that they get an error that says "Please wait."  Follow these instructions for opening advanced PDF forms.

12/22

If a form is not listed above, visit the CG-612 Directives and Publications Division Coast Guard (CG) Authorized Forms page to download additional Coast Guard (CG) forms. 

Expand List item 307Collapse List item 307  DD Forms
Department of Defense (DD) (Links will open a page on the DoD forms page where you will find the link to the actual form)
  • DD Form 4 Enlistment/Reenlistment Document Armed Forces of the United States
  • DD Form 139, Pay Adjustment Authorization
  • *DD Form 256 CG, Honorable Discharge (This is not a link, see *below)
  • *DD Form 257 CG, General Discharge  (This is not a link, see *below)
  • *DD Form 259 CG, Bad Conduct Discharge  (This is not a link, see *below)
  • *DD Form 260 CG, Dishonorable Discharge  (This is not a link, see *below)
    *Discharge certificates are limited distribution forms. They are not available on the internet. Only Servicing Personnel Offices (SPOs) and Personnel and Administrative (P&A) Offices are authorized to possess the templates. Download the certificates file from Official Yeoman Team - DISCHARGE CERTS - All Documents (sharepoint-mil.us) . If you are not a member of the YNs Teams page, you will have to request membership access..
  • DD 616,  Report of Return of Absentee (Replaces CG-2842)
  • *DD Form 794 CG, Discharge Under Other Than Honorable Conditions. (This is not a link, see *above)
  • DD Form 1299,  Application for Shipment and/or Storage of Personal Property
  • DD Form 1351-2,  Travel Voucher
  • DD Form 1351-2C,  Travel Voucher or Subvoucher (Continuation sheet)
  • DD Form 1351-3,  Statement of Actual Expenses
  • DD Form 1746, Application for Assignment to Housing
  • DD Form 2058,  State of Legal Residence Certificate. 

    General Residency Rules: The general rule is that legal residency is established when an individual is physically present in a state AND has the intent to permanently reside in the state.

    "Intention to permanently reside" can be shown through a combination of several factors: ownership of real property; registering to vote; registering a vehicle; obtaining a driver's license; and declaring of legal residency on legal documents (including DD Form 2058: State of Legal Residence Certificate). One of these factors by itself would probably not be enough to change residency, but if a service member moved to a state and registered to vote, bought a house, registered her car, obtained a new driver's license, and registered her children in the local schools, she would most likely be considered to be a resident of the new state. For example, if you were a legal resident of Delaware when you entered the Armed Forces, you remain a legal resident of Delaware for Delaware state income tax purposes unless you voluntarily abandoned your Delaware residency and established a new legal domicile in another state. A change in legal residence is documented by filing DD Form 2058 with your military personnel office.
  • DD Form 2058-1, Tax Exemption Test Certificate, State Income (This form is currently applicable to the States of New Jersey, New York, and Oregon)
  • DD Form 2058-2,  Native American State Income Tax Withholding Exemption Certificate (complete in-lieu of DD-2058, if applicable)
  • DD Form 2278,  Application for Do It Yourself/Self-Procured Move and Counseling Checklist
  • DD Form 2366,  Montgomery GI BILL Enrollment/Disenrollment, SOI
  • DD Form 2366-1,  Montgomery GI BILL Increased Benefit Contribution Program
  • DD Form 2367, Individual Overseas Housing Allowance (OHA) Report
  • DD-2648 and DD-2648-1 are no longer used. See DoD Transition Assistance Program (dodtap.mil))
  • DD-2656, Data for Payment of Retired Personnel (PLEASE NOTE: Many people will try opening a PDF form and find that they get an error that says "Please wait."  Follow these instructions for opening the DD-2656 and other advanced PDF forms.
  • DD Form 2760, Qualification to Possess Firearms or Ammunition - Submission of annual verification can now be completed via Direct Access Self-Service. Please refer to the following guide for instruction: Lautenberg – Annual Verification (10/16/2024) 
  • DD Form 2769 Application for Annuity - Certain Military Surviving Spouses
  • DD Form 2860,  Claim for Combat Related Special Compensation (CRSC)
  • NAVPERS 1336/6-CG Special Request/Authorization (Leave Chit)
  • More DOD and DD are available from the DOD Forms Program page - http://www.esd.whs.mil/Directives/forms/
PLEASE NOTE: Many people will try opening a PDF form and find that they get an error that says "Please wait."  This is not a problem with the form but has to do with the set-up of your computer's browser as the default for opening Adobe Acrobat forms.  Many computers use the web browser as the default for opening Adobe forms, but the browser cannot handle the macros built into the form. The simple solution to this problem is to save the form to your computer and then open the form in Acrobat DC. This allows full functionality. Follow these instructions for opening the DD-2656 and other advanced PDF forms.
Expand List item 308Collapse List item 308  DHS
Department of Homeland Security:
  • DHS-11000-9,  Disclosure and Authorization Pertaining to Consumer Reports Pursuant to the Fair Credit Reporting Act
Expand List item 310Collapse List item 310  IRS
IRS:
  • IRS W-4,  Employee's Withholding Allowance Certificate
  • IRS W-4P,  Withholding Certificate for Pension or Annuity Payments
Expand List item 311Collapse List item 311  OPM
OPM:
  • OPM-71,  Request for Leave or Approved Absence
  • OPM RI20-97,  Estimated Earnings During Military Service
Expand List item 309Collapse List item 309  SF/OF
Standard Forms:
  • SF-15, Application for 10 Point Veteran Preference
  • SF-600, Chronological Record of Medical Care
  • SF-813, Verification of a Military Retiree’s Service in Non-Wartime Campaigns or Expeditions

For members who separated prior to 1 October 2006:

The SF-813 must be sent to the NPRC at the address below or submitted online at www.archives.gov.

National Personnel Records Center
1 Archives Drive
St. Louis, MO  63138-1002
Be advised, CG members must allow 6 months after retirement date before submitting request to NPRC.

For members who retired after 1 October 2006:

Send SF-813 to the Coast Guard’s Military Records Branch at HQS-SMB-CGPSC-MR-CustomerService@uscg.mil
  • SF-1038,  Advance of Funds Application and Account
  • OF-1164, Claim for Reimbursement for Expenditures on Official Business
Expand List item 312Collapse List item 312  VA/SGLI/SGLV
VA/OSGLI:
Note:  If you are in any uniformed service and you have full-time SGLI coverage; use the SGLI Online Enrollment System (SOES) (under the Benefits Tab, click Life Insurance SOES - SGLI Online Enrollment System.) to:
  • reduce or decline SGLI coverage
  • designate or update the beneficiary on a SGLI policy
  • restore or increase SGLI coverage when it has previously been reduced or declined
  • SGLV-8286,  Link to VA Site: SGLI Election And Certificate and other SGLI forms

    Note;: Please be sure to always use the most recent revision when completing new elections or changing beneficiary designations. Elections and designations completed using earlier editions of the SGLV-8286 remain valid. Members do not need to complete a new form if there are no changes to their elections or beneficiary designations.
  • SGLV-8286A,  Link to VA Site: SGLI Family Coverage Election and other FSGLI forms.

    Note: Per     E-Mail ALSPO B/16, this form is only to be completed when a member is reducing coverage, declining coverage, increasing coverage, restoring coverage, or applying for coverage when member-married-to-member. This form is not required when a member, who is subject to automatic coverage, accepts the automatic coverage. 

    The form is not intended for use during annual validation or PCS reporting in where the purpose is to “continue” or “validate” previously existing coverage.  Completing the form unnecessarily during these circumstances creates confusion and frequently causes OSGLI to mistakenly deny coverage under the assumption that the member is applying for previously declined or reduced spouse coverage.
  • More SGLI and VGLI Forms
    The health-related questions (SGLV-8286, Item 4, About Your Health or SGLV-8286A, Part III - Spouse Information) on the forms are only required to be completed when the member has previously declined coverage or elected coverage for a reduced amount and wants to reinstate or increase coverage. Please refer to the Personnel and Pay Procedures Manual, for additional information on completing forms SGLV-8286 and SGLV-8286A.
 
Announcements and Upates
Default Coast Guard Logo

Nov. 16, 2023

Reminder for Soon-to-be-Retirees and DD-2656 Submission

Reminder for Soon-to-be-Retirees: Beginning January 1, 2024, PPC/RAS will no longer accept versions

Default Coast Guard Logo

Oct. 28, 2021

Reminder: If your retirement date is on or after 1 January, 2022, as of 1 November 2021, PPC/RAS will no longer accept Form CG-4700 as your application for retirement pay

CG Form 4700, Coast Guard, PHS & NOAA Retired Pay Account Worksheet and Survivor Benefit Plan Election is being phased out. Coast Guard, PHS and NOAA personnel will join their DoD counterparts and begin using DD Form 2656, Data for Payment of Retired Personnel to establish their retired pay accounts at the Pay & Personnel Center.