🐠 who have left a firm before, what should I remember to do before I leave? I cashed out my recognition awards, cleared my amex expenses, and going to get my phone #.

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1. Cash out Well being rewards
2. Transfer your Amex points if you have them
3. create an external login for benefits express
4. start drafting that farewell email to save time on last day
5. don’t forget to return your mifi along with laptop
6. return/ship client laptop/badge and have your team pay for the shipping label so that you don’t have to deal with it
7. distribute any remaining recognition awards to colleagues
8. backup personal stuff from your laptop
9. collect immigration documents if applicable
10. Do all the hr exit stuff - there’s a link on kcurve for offboarding
11. Take a screenshot of your vacation balance, 401k, wealth builder balance on last day
12. Backup the last 2 paystubs just in case
13. Make sure you are able to log into hsa and change the password recovery address from pwc email to your personal email

helpfullikesmart

Thank you P2!

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Save your contacts

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Clear your browser history šŸ˜‚

likefunny

Sounds like a question for the PWC specific bowl

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Or, I specified ā€œa firmā€ in the OP, because general guidance for off boarding will likely be the same across most firms in the industry, and people will likely have helpful tips regardless of their firm?

Send a nice thank you note

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