HR conversation prep sheet
Print this before you talk to HR, and write answers as you go. Asking for answers in writing is reasonable, and it gives you something to check dates and amounts against later.
Contacts
Who to reach, and how, after your access ends.
HR contact name, email and phone
Benefits administrator (COBRA) contact
Payroll contact
Final pay and expected payments
When is my final paycheck paid, and how (direct deposit or check)?
Is unused PTO or vacation paid out? How much, and when?
Severance: the total amount, whether it's before or after taxes, and when it's paid (lump sum or installments)?
What happens to any bonus, commission, or equity I've earned?
Benefits end dates
What is the exact last day of my health, dental and vision coverage?
When will the COBRA election notice arrive, and who sends it?
What happens to my HSA/FSA, life insurance, and retirement plan?
Documents to request
Copy of the severance agreement, and the deadline to respond
Final pay statement and any separation notice my state requires
Benefits summary and the retirement plan's Summary Plan Description
Questions for a professional
Things to take to an employment attorney, tax preparer, or benefits advisor rather than decide on the spot.
Anything in the agreement I don't understand or want reviewed
Tax questions about severance or payouts
LayoffOS worksheet · For people in the United States · Organizational tool, not legal, tax, or benefits advice · elevateanew.com