U.S. COAST GUARD
Pay & Personnel Center

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.

Here are direct links the most frequently used 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	05/11
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-2046	Application to Sell Special Leave Accrual (SLA)	02/10
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: 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.   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.   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.    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-2842	Report of Return of Absentee (CG-2842 is obsolete. Use DD-616.)	12/99
CG-3307	Administrative Remarks (Link takes you to the list of authorized entries)	05/20
CG-3600	Designation Of Beneficiary For Payment Of Unpaid Retired Pay	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	TEST
CG-4251	Military Temporary Duty (TDY) or Civilian Temporary Duty (TD) Travel Orders	06/19
CG-4600	Premium-Class Travel Authorization/Approval Request	02/18
CG-4700/ DD-2656	PPC is changing from using the CG-4700 Form, 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 see "Coast Guard adopts DoD form for retired pay accounts" for more information and a link for the DD-2656.   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	02/10
CG-5150	Civilian Clothing Monetary Allowance Worksheet	08/15
CG-5155A	Enlisted Supplementary Clothing Allowance Worksheet	11/15
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-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-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-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-7421A	TPAX/IATS User Role Designation and Authorizing Official (AO) Designation	07/17
CG-7421C	JUMPS User Access Authorization	02-10
CG-7421D	Perceptive Content (Previously "ImageNow") User Access Authorization (Note: Form title is not updated to reflect the software title change.)	03/16
CG-7421H*	IPERS User Role Request (*Note: CG Portal link. CAC logon required)	10/22
CG-7430	Blended Retirement System Election	11/17
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. 

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
• 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.

Department of Homeland Security:

• DHS-11000-9,  Disclosure and Authorization Pertaining to Consumer Reports Pursuant to the Fair Credit Reporting Act

IRS:

• IRS W-4,  Employee's Withholding Allowance Certificate
• IRS W-4P,  Withholding Certificate for Pension or Annuity Payments

OPM:

• OPM-71,  Request for Leave or Approved Absence
• OPM RI20-97,  Estimated Earnings During Military Service

Standard Forms:

• SF-15, Application for 10 Point Veteran Preference
• SF-600, Chronological Record of Medical Care
• SF-1038,  Advance of Funds Application and Account
• OF-1164, Claim for Reimbursement for Expenditures on Official Business

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.

Direct Access User Roles and Functions: Functional roles have been created to assist users with requesting roles.  For example, instead of having to know which specific roles you need, you will select a “Functional Role”.  Examples:  CG SPO Technician, CG SPO Auditor, CG CGIS Investigator. Please visit the DA User Roles and Functions page for more information. 

Direct Access Notifications	09/19/2023
Requesting, Removing, and Withdrawing User Roles and Functions	03/29/2023
Recertifying User Roles and Functions	03/29/2023
Recertification Status Report	03/29/2023
Why was my user role request denied?	03/29/2023
Command Approver Procedures
Approving or Denying User Roles	03/29/2023

Note: You must be on a CG Workstation, VDI, or VPN to access the Knowledge Base. It will not display properly with just a CAC logon.

Topic	Process Map	Knowledge Base Entry	Procedure Guides (PDF) & Tutorials
Competencies		06/18/2020	05/26/2023
Competency Dictionary		T​he Direct Access Competency Dictionary (file in MS Excel format) (a spreadsheet that shows all authorized competency codes and descriptions) is maintained by Commandant (CG-1B-1).
Honors & Awards		12/05/2019	Individual Awards: 03/31/2023 Mass Update (Multiple members-Same award & date): 04/17/2023
Incentive Points	N/A	Change to Policy and Procedures for Servicewide Exam Points (ALCOAST 367/22)	05/25/2023
Education	FORCECOM Degree Reporting	10/16/2019	Upon degree completion, students will request an official transcript be sent to ETQC-Registrar Office 300 E. Main Street, STE 1201, Norfolk, VA 23510 Visit ETQC's website https://www.forcecom.uscg.mil/Our-Organization/FORCECOM-UNITS/ETQC/VOLUNTARY-EDUCATION/  for specific procedures
Electronic Based Distributed Learning (EBDL) Courses	Effect EBDL System	EBDL Courses Approved for Reserve Retirement Points (CG-R55)	03/31/2023
Languages		01/21/2015	Guide 03/31/2023
Licenses and Certifications		12/05/2014 License Codes 09/29/2022 Certification Codes 09/29/2022	03/30/2023
Memberships		12/05/2014  Membership Codes 09/29/2022	03/31/2023
Test Results		06/08/2016 Note: Types of test results include; ASVAB, AFQT, SAT, ACT, GRE, GMAT, LSAT, OPI, and BPMC.	04/05/2023
Training (Adding updating additional training)			Guide: 04/05/2023
Member Weigh-In Data		10/30/2020	Guide 03/30/2023
Member Weigh-In Report		10/21/2015	03/31/2023
Viewing an Officer Specialty Code			03/31/2023

Note: You must be on a CG Workstation, VDI, or VPN to access the Knowledge Base. It will not display properly with just a CAC logon.

Topic	Knowledge Base Entry	Procedure Guide (PDF)
Personal Data		04/04/2023
Address (Home, Mailing & Home or Record)	02/19/2015	04/04/2023
BAH Dependency Verification SPO Procedure	10/02/2020	04/04/2023
BAH Dependency Verification Reports	10/02/2020	04/04/2023
Change of Name	01/13/2015	04/04/2023
Correction of SSN or Date of Birth	01/13/2015
Citizenship / Passport Data	01/13/2015
Diversity Data	01/13/2015
E-Mail Address	12/17/2014
Marital Status	01/13/2015
Dependent Information	01/21/2015	11/22/2022
Dependent Aging Out		04/04/2023
Divorce, Annulment, or Death of a Dependent	01/21/2015	04/04/2023
Questionable Dependent / PPC Legal Approval	01/21/2015	04/04/2023
BAH/Dependency Data / Emergency Contact Data Form Print Procedure*	10/13/2015	04/05/2023
Urinalysis Report	01/15/2015	04/04/2023
Understanding Job Data		04/04/2023

(*) BAH Dependency Data Form - Delayed Processing - Changes you make in Personal Information/Dependent Information WILL NOT IMMEDIATELY APPEAR ON THE BAH DEPENDENCY DATA FORM. The form relies on an update process that runs daily at 0500 (EST) to pull data from for the form. Wait until after 0500 (EST) or until the next day before attempting to print the form. Includes procedures for printing by member employee ID and batch printing by department ID (SPO or unit).

Visit our PHS Officer Corps Direct Access User Guides page for PHS specific guides.

Required User Role for "Schedule a Query":

Only the user roles listed below have the ability to run a report that uses the Schedule a Query component.

Note: You must be on a CG Workstation, VDI, or VPN to access the Knowledge Base. It will not display properly with just a CAC logon.

Topic	Knowledge Base Entry	Procedure Guide (PDF)	Video Tutorial
Absence Request Report (Last item in Chargeable Absence Requests guide)	11/29/2017	04/27/2023	03/11/2019
Action Request Report and Viewing Transaction by Member		04/10/2023
Active Duty 6th or 10th Anniversary Query	12/11/2017	04/10/2023	N//A
Adhoc Report Request Procedure		02/16/2022	‎08‎/‎21‎/‎2018
BAH/COLA Report		04/04/2023	03/21/2019
BAH Dependency Verification Reports	10/02/2020	04/04/2023
BAH Mismatches (HR Quality Assurance Tool)  Do not submit a customer care ticket if there is no pay adjustment needed.  For example, A BAH quarters status code is changed from code “G” without dependents to code “H” without dependents due to member married to member marriage with no other dependents, and there is no change in the monthly BAH amount the member received and is entitled to.  No pay adjustment is needed.  Do not submit a ticket.		Under Construction	02/25/2019
Basic Needs Allowance Report		06/23/2023
Department Role Query		04/12/2023	03/20/2019
Dependent Accountability Report	04/17/2017	04/20/2023	07/11/2019
CG Dept Run	06/08/2021	04/10/2023	01/14/2020
Begin Extension/Re-Extension Reports	12/10/201	04/12/2023	N/A
Coast Guard Military Human Resource Record (CGMHRR)		11/07/2022 (PSC iPERMS Access Information Page)
Government Travel Charge Card Command / Area Coordinators	11/29/2016	04/17/2023 (PPC P&D Provided Guide) 10/23/2010 (PSC-BOPS Provided Guide)	07/11/2019
Identifying Inactive Duty for Training (IDT) Dates		07/22/2022	10/17/2018
JUMPS Data Repository (JDR)		05/08/2017
Leave Correction Report		04/04/2023
Member All Duty Report		05/16/2023	N/A
Member Information	07/29/2017	04/10/2023	N/A
Member Weigh-In Report	10/21/2017	03/31/2023	07/16/2019
Net Pay Amount (NPAM) Report		09/02/2020	N/A
Obligated Service Report		04/12/2023	N/A
Payroll Verification Report- by SPO	02/20/2018	04/10/2023
Payroll Verification Report- by EMPLID	02/20/2018	04/10/2023	02/28/2018
Payslip		Individual 06/06/2019 Batched 06/07/2022	Individual 08/13/2019
Positions at a Department		04/10/2023	N/A
Prior Unit History Report		05/05/2022
Reserve Order Discrepancy Report		03/30/2023	02/06/2018
Reserve Member Balances		03/30/2023	02/21/2019
Reserve Orders Extract Report		03/30/2023	02/21/2019
Schedule a Query		04/13/2023
Suspicious Amount-Net Pay Difference  Greater Than $500 (NP500 Report)		07/29/2022	08/13/2018
Unit Roster	09/21/2022	09/21/2022	07/11/2019
Urinalysis Report	02/20/2018	04/04/2023	N/A
View Member Inactive Duty for Training (IDT) Drills		03/30/2023	10/17/2018

Can't open .XML files?

DA outputs some reports in extensible markup language format, these files have the .XML suffix. Windows 10 on the standard workstation doesn't have a default viewer for .XML files. To open an .XML file in Windows 10, use MS Excel. Save the file to your desktop, open MS Excel, select "Open", then "Browse", then "Desktop", and select the .XML file previously saved to the Desktop.

Also see:

• E-Mail Templates for PPC Trouble Tickets
• SPOs (and others) may find these worksheets helpful when auditing a member's pay:
  • Aviation Incentive Pay Worksheet
  • 30 Day Entitlement Adjustment Worksheet
  • Career Sea Pay Premium Start Date
  • Monthly Entitlement Calculator 
  • OCOLA 31 Day Worksheet
  • Reserve Calculations (Leave, 1095, Early Retirement)
  • Standard Meal Rate (CGSMR) 31 Day Worksheet
  • Leave Audit Spreadsheet Example
  • Federal Withholding Calculator Instructions
  • Federal Withholding Calculator
• Action Request Report and Viewing Transaction by Member
• Approving Pay/Correction Transactions
• BAH/COLA Report SPO User Guide
• Element Assignment By Payee (EABP)(10/04/2022)
• How to Correct or Delete a Pending Payroll Action Request
• One Time Positive Input (OTPI)
• Pay Calculation Results
• Pay Corrections Action Requests
• Payee Warnings Report
• Researching Pay Cases
• In Range vs. Out of Range
• View Active Duty and Reserve Payslips: Individual or Batched

Visit the Retiree & Annuitant Services (RAS) Branch Direct - Access Self - Service Page for user guides and tutorials for retirees and annuitants.

Note: You must be on a CG Workstation, VDI, or VPN to access the Knowledge Base. It will not display properly with just a CAC logon.

Reserve Specific Self-Service User Guides:

Topic Name	Process Map	Knowledge Base Entry	Procedure Guide (PDF)
All Duty Report			05/16/2023
Annual Screening Questionnaire Also see: Standard Occupational Code Listing (Spreadsheet listing SOC codes. Provided for easier searching).	Annual Screening Questionnaire	12/04/2014	08/10/2023
Direct Access Notifications			09/19/2023
Inactive Duty for Training (IDT) (schedule, edit, or withdraw IDT requests)	Reserve Member on IDT		04/07/2023
IDT Subsistence Allowance			02/19/2021
Montgomery GI Bill Selected-Reserve (MGIB-SR)	Effect MGIB-SR	12/17/2014	04/07/2023
My Reserve Orders Requests-FSMS	Reserve ADT Orders		08/04/2023
My Reserve Orders - View Only			6/27/2023
My Reserve Drills	Reserve Member on IDT		04/07/2023
View My Reserve Points Statement			04/07/2023
Understanding My Reserve Points Statement

Note: You must be on a CG Workstation, VDI, or VPN to access the Knowledge Base. It will not display properly with just a CAC logon.

Topic	Knowledge Base Entry	Procedure Guide (PDF)
Add a Shortcut to Favorites	06/15/2018	04/14/2023
Clearing Cookies and Cache Note: To clear the SSL state in Windows 10: Open the Start menu. Search for and open Internet Options. In the dialog box that appears, select the Content tab. Click Clear SSL State.		Clearing Cookies and Cache in Google Chrome Clearing Cookies and Cache in Microsoft Edge
Direct Access Browser Requirements & Helpful Tools		03/24/2021
Direct Access Notifications		09/19/2023
Absence Request (Chargeable)	09/21/2016	04/27/2023
Absence Requests (Non-Chargeable)		04/19/2023
Allotments/Voluntary Deductions	05/28/2019	08/10/2023
A-School request (self-service)		3/24/2023
BAH Dependency Data Verification	10/02/2020	03/29/2023
Blended Retirement System (BRS) Opt-In Eligible Accessions and Process (Post January 1, 2019)		06/10/2019
Blended Retirement System (BRS) - Information (BRS Overview and calculator demo)		03/08/2018
Coast Guard Civilian DA Self-Service		04/17/2023
Digitally Signing a PDF (Electronic Signature)		06/13/2022
Digitally Signing Documents from Direct Access		03/30/2020
Direct Deposit	02/12/2015	04/06/2023
Email Addresses	10/24/2014	03/30/2023
Emergency Contacts	12/04/2014	03/29/2023
Enlisted Evaluation Reports		5/11/2023
Employee Review Summary	01/01/2015	09/05/2023
eRésumé (PCS)	11/04/2020	09/25/2023
Ethnic Groups	12/04/2014	03/29/2023
My Religion - self service		09/05/2023
Federal Tax Elections	04/02/2020	03/30/2023
Functional Roles: See Requesting, Recertifying, Removing, and Withdrawing User Roles and Functions, below
Government Travel Charge Card	07/18/2019	03/30/2023
State Tax Elections	04/02/2020	04/04/2023
Home Address, Mailing Address, and Thrift Savings Plan Mailing Address	02/09/2015	09/22/2023
My Airport Terminal	N/A	04/05/2023
My Assignments Endorsements	12/04/2014	03/30/2023
My eResume Report	12/04/2014	03/29/2023
My Member Info (View My Awards, Training, Education, and Competencies)	12/04/2014	04/06/2023
My Panel Submissions (e.g. CWO appointment, Command Screening, and, other boards and panels)	12/07/2020	03/30/2023
Password Initial Setup, Changing, Reset, and Forgotten Password Procedure	08/29/2017	04/17/2023
Phone Numbers	10/26/2014	04/05/2023
Requesting Mobilization Volunteer Opportunities (Member Self-Service)		05/31/2023
Requesting, Removing, and Withdrawing User Roles and Functions	08/10/2022	03/29/2023
Recertifying User Roles	08/10/2022	09/10/2022
Servicemembers' Group Life Insurance Online Enrollment System (SOES)	12/08/2021	12/08/2021
Thrift Savings Plan (TSP)	12/07/2020	04/05/2023
Understanding the Payslip Leave Summary		09/21/2023
View My Dependent Information	02/23/2018	04/19/2023
View My PaySlip	01/22/2016	09/22/2023
View My Open Debts		04/14/2023
View My CWO Personal Data Extract	02/12/2016	04/05/2023
View My CWO Profile Letter	02/12/2016	04/05/2023
View My SWE Personal Data Extract	02/12/2016	04/05/2023
View My SWE Profile Letter	02/12/2016	04/05/2023
View/Print My Year End (TAX) Forms (W-2s and ACA Forms) (Consent / Opting-out of Paper Copies)	01/22/2016	04/05/2023

Note: You must be on a CG Workstation, VDI, or VPN to access the Knowledge Base. It will not display properly with just a CAC logon.

Topic	Process Map	Knowledge Base Entry	Procedure Guide (PDF)
Absence Request
Chargeable Absence Requests		10/27/2016	04/27/2023
Non-Chargeable Absence Requests			04/19/2023
Delegate Approval Authority to Another Approver		10/27/2016	04/27/2023
Blended Retirement System (BRS)
Checking a Member's BRS Enrollment Status		12/21/2017	05/11/2023
COMMAND - APPROVING A SCHOOL REQUESTS
Approving A School Requests			07/28/2023
Enlisted Evaluation System (EES)
Enlisted Evaluation System (EES) Enlisted Evaluation Report   The EES Enlisted Evaluation Report Direct Access User Guide covers the following topics: Enlisted Evaluation Report – Supervisor Submission Enlisted Evaluation Report Endorsements Enlisted Evaluation Report Approval Member Counseling Report (printing)		PSC Web Page	09/22/2023
eResume & Panel Submissions (Postgraduate/Advanced Education)
Endorsing Panel Submissions and PCS eResumes		07/07/2016(eResume) 03/24/2016(Postgraduate/Advanced Education Endorsements)	04/06/2023
PCS eResume Command Endorsement			04/18/2023
Postgraduate/Advanced Education Overview			05/16/2023
Government Travel Charge Card (GTCC)
Travel Charge Card Command / Area Coordinators		11/29/2016	04/17/2023 (PPC P&D Provided Guide) 10/23/2010 (PSC-BOPS Provided Guide)
Mobilization
Requesting Mobilization Volunteer Opportunities (Member Self-Service)	Reserve Mobilization Orders		05/31/2023
Endorsing/Approving Mobilization Volunteer Opportunities	Reserve Mobilization Orders		04/06/2023
Postgraduate/Advanced Education
Postgraduate/Advanced Education Endorsements		03/24/2016	04/06/2023
Reserve Specific
Annual Screening Questionnaire (ASQ) Command Also see: Standard Occupational Code Listing ?(Spreadsheet listing SOC codes. Provided for easier searching).	Annual Screening Questionnaire	07/03/2015	08/09/2023
Reserve Member Balances		07/03/2015	03/30/2023
Reserve Orders Extract Report		07/03/2015	03/30/2023
Issuing FSMS Reserve Orders (AD/ADT/ADOT/ADOS) Also see: Summary of Reserve Orders Types (9/6/2018) This is a new version of the guide for issuing reserve active duty orders. It provides procedures for entering cost information that is compliant with the new FSMS account system.	ADT Orders ADHC Orders ADOT Orders ADOS Orders	07/03/2015	04/18/2023
Generate a Manual DD-214			04/12/2023
Inactive Duty for Training (IDT) Drills This guide covers the following topics: Reserve Air Crew Flight Duty Pay  Authorizing a Member-Scheduled IDT Drill Scheduling IDT Drills for an Individual Member Scheduling a Batch of IDT Drills Deleting a Scheduled or Cancelled IDT Drill Marking Individual IDT Drills Completed Marking a Batch of IDT Drills Completed Changing the Drill Status of IDT Drills Correcting a Previously Paid IDT Drill Canceling a Previously Paid IDT Drill Resubmitting IDT Drills Previously Denied by the SPO	Reserve Member on IDT	07/03/2015	04/18/2023
Reserve Member Status Change (View)		07/03/2015	03/30/2023
Reserve Order Discrepancy Report			03/30/2023
View Member Inactive Duty for Training (IDT) Drills		07/03/2015	08/21/2023
Identifying Inactive Duty for Training (IDT) Drill Dates		07/03/2015	03/29/2023
Inactive Duty for Training (IDT) Subsistence Allowance			02/19/2021
Understanding Reserve Pay Processing			12/07/2020
Reports/Queries
Absence Request Report (Last item in Chargeable Absence Requests guide)		11/29/2016	04/27/2023
ADHOC Reports Request Procedure		07/03/2016	02/16/2022
Airport Terminal & Viewing Separation Orders		10/26/2014	04/13/2023
BAH Dependency Verification Report (SPO or Unit P&A Office User Role Required to run this query)		10/02/2020	04/03/2023
CG Dept Run		06/08/2021	04/10/2023
Dependent Accountability Report		04/17/2017	04/20/2023
Department Role Query		N/A	04/12/2023
Leave Correction Report			04/27/2023
Member All Duty Report		N/A	05/16/2023
Member Information Report		11/29/2016	04/10/2023
Net Pay Advice Report		09/02/2020	04/18/2023
Payslips		N/A	Individual 04/18/2023 Batched 04/18/2023
Positions at a Department		N/A	04/10/2023
Prior Unit History Report			04/18/2023
Reserve Order Discrepancy Report			03/30/2023
Scheduling a Query		07/03/2015	04/13/2023
Unit Roster		09/21/2022	04/18/2023
Servicewide Exam (SWE) / Enlisted advancements
Creating Advancement Certificates			04/18/2023
Servicewide Exam PDE by Member		02/11/2016	04/18/2023
Servicewide Exam PDEs by Department		02/11/2016	04/18/2023
Servicewide Exam Profile Letters by Department		02/11/2016	06/05/2023
Servicewide Exam Profile Letter by Member		02/11/2016	04/13/2023
User Roles
Approving or Denying User Roles		08/10/2022	03/29/2023
Direct Access Notifications			09/19/2023
Weight and Body Fat Standards Program
Member Weigh-In Data Entry		01/25/2016	03/30/2023
Member Weigh-In Report		10/21/2015	03/31/2023

Note: You must be on a CG Workstation, VDI, or VPN to access the Knowledge Base. It will not display properly with just a CAC logon.

Topic	Knowledge Base Entry	Procedure Guide (PDF)
Contracts Overview	N/A	04/13/2018
Contract Data - Reenlistments	01/24/2017	04/24/2023
Contract Data - Extensions & Re-extensions	10/27/2015	04/24/2023
Contract Data - Approving Contracts	N/A	03/29/2023
Contract Data - Change the Date of a Pending Contract	N/A	03/29/2023
Begin Extension/Re-Extension Reports	12/10/2014	04/12/2023
Begin Extension of Enlistment	10/27/2015	06/14/2023
Begin Re-Extension of Enlistment	12/10/2014	06/14/2023
Retained Beyond Normal Expiration of Enlistment	12/11/2014	06/14/2023
Lump Sum Leave Sale Overview	01/07/2021	06/13/2019
Active Duty 6th or 10th Anniversary Query	12/11/2014	04/10/2023
HIRE - CADET	12/18/2014	03/27/2023
Hire - Cadet Initial Clothing Allowance (ICA) (Academy Cadet SPO Only)		04/07/2023
HIRE - DCO or MARGRAD	12/18/2014	06/06/2023
HIRE - OCS-IRR	12/16/2014	03/27/2023
HIRE - ROCI	12/18/2014	03/27/2023
HIRE Cape May RECRUIT (from CGRC)	12/18/2014	03/27/2023
HIRE Reserve Depot	12/18/2014	03/27/2023
REHIRE - Direct Commission Officer (DCO)	11/29/2016	06/05/2023
REHIRE - CADET	12/18/2014	07/24/2023
REHIRE PRIOR SERVICE	03/17/2019	08/16/2023
REHIRE-RESERVE	12/18/2014	06/05/2023
REHIRE-Return to Service - Active Duty Reintegration		06/04/2023
AD Recall from Retirement		07/27/2023
RSV RET-2 Recall from Retirement		08/09/2023
CG Exchange Allotment for Ditty Bag Bill.	N/A	06/08/2023
Montgomery GI Bill (MGIB) Enrollment or Decline	02/10/2016	06/07/2023
Statement of Creditable Service (SOCS) - overview guide		05/18/2023

Also see:

• E-Mail Templates for PPC Trouble Tickets
• SPOs (and others) may find these worksheets helpful when auditing a member's pay:
  • Aviation Incentive Pay Worksheet
  • 30 Day Entitlement Adjustment Worksheet
  • Career Sea Pay Premium Start Date
  • Monthly Entitlement Calculator 
  • OCOLA 31 Day Worksheet
  • Reserve Calculations (Leave, 1095, Early Retirement)
  • Standard Meal Rate (CGSMR) 31 Day Worksheet
  • Leave Audit Spreadsheet Example
  • Federal Withholding Calculator Instructions
  • Federal Withholding Calculator
• Action Request Report and Viewing Transaction by Member
• Approving Pay/Correction Transactions
• BAH/COLA Report SPO User Guide
• Element Assignment By Payee (EABP)(10/04/2022)
• How to Correct or Delete a Pending Payroll Action Request
• One Time Positive Input (OTPI)
• Pay Calculation Results
• Pay Corrections Action Requests
• Payee Warnings Report
• Researching Pay Cases
• In Range vs. Out of Range
• View Active Duty and Reserve Payslips: Individual or Batched

Note: You must be on a CG Workstation, VDI, or VPN to access the Knowledge Base. It will not display properly with just a CAC logon.

Topic	Knowledge Base Entry	Procedure Guide (PDF)
Advancing a Member	03/14/2022	03/29/2023
Reducing a Member	03/14/2022	03/29/2023
Adding a Designator	01/07/2015	03/29/2023

Also see:

• E-Mail Templates for PPC Trouble Tickets
• SPOs (and others) may find these worksheets helpful when auditing a member's pay:
  • Aviation Incentive Pay Worksheet
  • 30 Day Entitlement Adjustment Worksheet
  • Career Sea Pay Premium Start Date
  • Monthly Entitlement Calculator 
  • OCOLA 31 Day Worksheet
  • Reserve Calculations (Leave, 1095, Early Retirement)
  • Standard Meal Rate (CGSMR) 31 Day Worksheet
  • Leave Audit Spreadsheet Example
  • Federal Withholding Calculator Instructions
  • Federal Withholding Calculator
• Action Request Report and Viewing PayTransaction by Member
• Approving Pay/Correction Transactions
• BAH/COLA Report SPO User Guide
• Element Assignment By Payee (EABP)(10/04/2022)
• How to Correct or Delete a Pending Payroll Action Request
• One Time Positive Input (OTPI)
• Pay Calculation Results
• Pay Corrections Action Requests
• Payee Warnings Report
• Researching Pay Cases
• In Range vs. Out of Range
• View Active Duty and Reserve Payslips: Individual or Batched

Note: You must be on a CG Workstation, VDI, or VPN to access the Knowledge Base. It will not display properly with just a CAC logon.

Topic	Process Map	Knowledge Base Entry	Procedure Guide (PDF)
Basic Allowance for Housing (BAH) DA Pay Processing: Inactive BAH Case	Basic Allowance for Housing (BAH)		Start/Stop/Correct/Approve BAH 06/28/2023 Reserve AD BAH 06/07/2023 Enter BAH-TR for Recruit training, OCS and Academy Grads 04/07/2023
BAH/COLA Report SPO User Guide			BAH/COLA Report SPO User Guide
Basic Allowance for Subsistence (BAS) (starts automatically)	Basic Allowance for Subsistence (BAS)   Candidate (Cadet) Commuted Rations (COMRATS)	11/14/2019	N/A
BAS Type II			05/19/2023
Cadet Initial Clothing Allowance (ICA) (Academy Cadet SPO Only)			04/07/2023
Clothing Allowance - Civilian (CCA)	Civilian Clothing Allowance	09/26/2019	Processing CCA  03/20/2023
Clothing Allowance - Supplementary (SUPP CMA)	Enlisted Supplementary Clothing Allowance	06/12/2020	Processing SUPP CMA  04/04/2023
Cost of Living Allowance (COLA) - Continental US (CONUS COLA)	Continental United States (CONUS) Cost of Living Allowance (COLA)	10/30/2014	Start CONUS COLA 5/31/2023 Correcting CONUS COLA 09/15/2023
Cost of Living Allowance (COLA) - Overseas (OUTCONUS COLA/Reduced OUTCONUS COLA)	Outside Continental United States (OCONUS) Cost of Living Allowance (COLA)	10/13/2022	Start/Stop/Correct/Approve OUTCONUS COLA 08/16/2023
Cost of Living Allowance (COLA) - Unique Expenses		10/13/2022	N/A Input by PPC
Combat SGLI Allowance	Combat Servicemembers Group Life Insurance (SGLI)	07/16/2019	Starting Combat SGLI Offset 04/13/2023 Stopping Combat SGLI Offset 07/05/2023
Combat Tax Exclusion	Combat Tax Exclusion	09/29/2017	Start, Stop, Delete 07/05/2023
Direct Deposit (Establish or Change)		09/23/2017	03/10/2022
CG Standard Meal Rate (CGSMR) Refund / Refund for Missed Meals (RMM)	Coast Guard Standard Meal Rate (CGSMR) and Refund of Missed Meals (RMM)	11/14/2019	Enter RMM 04/07/2023 Correct, Delete, or Stop   4/04/2023 CGSMR Batch Process (start/stop SMR for multiple members) 05/31/2023
Element Assignment by Payee (EABP)		07/01/2019	05/31/2023
Family Separation Allowance (FSA)	Family Separation Allowance (FSA)	01/05/2015	Start FSA 04/04/2023 Correct, Delete, or Stop 04/04/2023
Family Separation Housing Allowance (FSH)		06/17/2021	Start 07/07/2023
Move In Housing Allowance		12/23/2014	07/06/2023
Officer Uniform Allowance	Officer Uniform Allowance	01/15/2015	04/04/2023
One Time Positive Input (OTPI)		07/01/2019	04/05/2023
Overseas Housing Allowance (OHA) See OHA tables for rates.	Overseas Housing Allowance (OHA)	10/21/2019	Start 04/07/2023 Stop 06/08/2023 Correcting 04/05/2023
Pay Corrections Action Request		09/25/2019	04/04/2023
Pay Calculations Results			04/07/2023
Payroll Tax Deferral		09/04/2020	01/21/2021
Personal Money Allowance (PMA) (Now starts automatically upon PCS reporting)	Personal Money Allowance	01/15/2015	N/A

Also see:

• E-Mail Templates for PPC Trouble Tickets
• SPOs (and others) may find these worksheets helpful when auditing a member's pay:
  • Aviation Incentive Pay Worksheet
  • 30 Day Entitlement Adjustment Worksheet
  • Career Sea Pay Premium Start Date
  • Monthly Entitlement Calculator 
  • OCOLA 31 Day Worksheet
  • Reserve Calculations (Leave, 1095, Early Retirement)
  • Standard Meal Rate (CGSMR) 31 Day Worksheet
  • Leave Audit Spreadsheet Example
  • Federal Withholding Calculator Instructions
  • Federal Withholding Calculator
• Action Request Report and Viewing PayTransaction by Member
• Approving Pay/Correction Transactions
• BAH/COLA Report SPO User Guide
• Element Assignment By Payee (EABP)(10/04/2022)
• How to Correct or Delete a Pending Payroll Action Request
• One Time Positive Input (OTPI)
• Pay Calculation Results
• Pay Corrections Action Requests
• Payee Warnings Report
• Researching Pay Cases
• In Range vs. Out of Range
• View Active Duty and Reserve Payslips: Individual or Batched

Topic	Process Map	Procedure Guide (PDF)
Viewing a Member's Leave Balance		04/13/2023
Leave and Other Approved Absences	SEPARATIONS Leave	Chargeable Absences 04/27/2023 Non-Chargeable Absences 04/19/2023
Reviewing and Auditing Leave		04/07/2023
Leave Correction Report		04/04/2023
General Absences		General Absences 04/04/2023
Understanding the Payslip Leave Summary		09/25/2023

Also see:

• E-Mail Templates for PPC Trouble Tickets
• SPOs (and others) may find these worksheets helpful when auditing a member's pay:
  • Aviation Incentive Pay Worksheet
  • 30 Day Entitlement Adjustment Worksheet
  • Career Sea Pay Premium Start Date
  • Monthly Entitlement Calculator 
  • OCOLA 31 Day Worksheet
  • Reserve Calculations (Leave, 1095, Early Retirement)
  • Standard Meal Rate (CGSMR) 31 Day Worksheet
  • Leave Audit Spreadsheet Example
  • Federal Withholding Calculator Instructions
  • Federal Withholding Calculator
• Action Request Report and Viewing PayTransaction by Member
• Approving Pay/Correction Transactions
• BAH/COLA Report SPO User Guide
• Element Assignment By Payee (EABP)(10/04/2022)
• How to Correct or Delete a Pending Payroll Action Request
• One Time Positive Input (OTPI)
• Pay Calculation Results
• Pay Corrections Action Requests
• Payee Warnings Report
• Researching Pay Cases
• In Range vs. Out of Range
• View Active Duty and Reserve Payslips: Individual or Batched

Note: You must be on a CG Workstation, VDI, or VPN to access the Knowledge Base. It will not display properly with just a CAC logon.

Topic	Process Map	Knowledge Base Entry	Procedure Guide (PDF)	Video Tutorial
Advances ( Pay, BAH, or OHA)	Advance Pay / BHA / OHA	0713/2017	04/07/2023	07/11/2019
Advances - Change Liquidation Schedule		12/172014	04/03/2023	11/20/2018
Advances - Identifying the Remaining Balance of an Advance			04/13/2023	11/20/2018

Also see:

• E-Mail Templates for PPC Trouble Tickets
• SPOs (and others) may find these worksheets helpful when auditing a member's pay:
  • Aviation Incentive Pay Worksheet
  • 30 Day Entitlement Adjustment Worksheet
  • Career Sea Pay Premium Start Date
  • Monthly Entitlement Calculator 
  • OCOLA 31 Day Worksheet
  • Reserve Calculations (Leave, 1095, Early Retirement)
  • Standard Meal Rate (CGSMR) 31 Day Worksheet
  • Leave Audit Spreadsheet Example
  • Federal Withholding Calculator Instructions
  • Federal Withholding Calculator
• Action Request Report and Viewing PayTransaction by Member
• Approving Pay/Correction Transactions
• BAH/COLA Report SPO User Guide
• Element Assignment By Payee (EABP)(10/04/2022)
• How to Correct or Delete a Pending Payroll Action Request
• One Time Positive Input (OTPI)
• Pay Calculation Results
• Pay Corrections Action Requests
• Payee Warnings Report
• Researching Pay Cases
• In Range vs. Out of Range
• View Active Duty and Reserve Payslips: Individual or Batched

Note: You must be on a CG Workstation, VDI, or VPN to access the Knowledge Base. It will not display properly with just a CAC logon.

Topic	Knowledge Base Entry	Procedure Guide (PDF)
Disciplinary Actions	08/06/2019	04/05/2023 Also see:  Defense Incident-Based Reporting System (DIBRS). Cross Reference to 2019 Manual for Courts-Martial

Also see:

• E-Mail Templates for PPC Trouble Tickets
• SPOs (and others) may find these worksheets helpful when auditing a member's pay:
  • Aviation Incentive Pay Worksheet
  • 30 Day Entitlement Adjustment Worksheet
  • Career Sea Pay Premium Start Date
  • Monthly Entitlement Calculator 
  • OCOLA 31 Day Worksheet
  • Reserve Calculations (Leave, 1095, Early Retirement)
  • Standard Meal Rate (CGSMR) 31 Day Worksheet
  • Leave Audit Spreadsheet Example
  • Federal Withholding Calculator Instructions
  • Federal Withholding Calculator
• Action Request Report and Viewing PayTransaction by Member
• Approving Pay/Correction Transactions
• BAH/COLA Report SPO User Guide
• Element Assignment By Payee (EABP)(10/04/2022)
• How to Correct or Delete a Pending Payroll Action Request
• One Time Positive Input (OTPI)
• Pay Calculation Results
• Pay Corrections Action Requests
• Payee Warnings Report
• Researching Pay Cases
• In Range vs. Out of Range
• View Active Duty and Reserve Payslips: Individual or Batched

Note: You must be on a CG Workstation, VDI, or VPN to access the Knowledge Base. It will not display properly with just a CAC logon.

Topic	Process Map	Knowledge Base Entry	Procedure Guide (PDF)
Action Request Report and Viewing Pay Transactions by Member			04/10/2023
Assignment Incentive Pay - Cutters Undergoing Maintenance Periods (AIP-CMP)		10/21/2022	07/12/2023
Assignment Incentive Pay - Pre-commissioning Cutter Crews (AIP-PCC)		10/21/2022	07/12/2023
Assignment Incentive Pay - Remote & Austere Conditions (AIP-RAC)		10/21/2022	07/12/2023
Assignment Pay (AP)	Specialty Duty and Assignment Pay (SDP/AP)	09/27/2022	Starting Assignment Pay 04/13/2023
Aviation Incentive Pay (AvIP)	Aviation Incentive Pay (AvIP)	08/02/2019	09/25/2023
Bonuses - Viewing Bonuses and Their Payments			04/13/2023
Career Sea Pay (CSP) Five Level Table and TDY Entitlement Rules	Career Sea Pay	03/29/2021	03/31/2023 (covers starting, restarting, stopping, and deleting neutral time.)
Career Sea Pay Premium (CSPP) Note: If submitting a transaction out-of-range the SPO will submit the CSPP Start Date Calculator Spreadsheet via a trouble ticket to PPC customer care after approving the CSPP action request in Direct Access. Also, submit the CSPP Start Date Calculator Spreadsheet via a trouble ticket to PPC customer care if having trouble inputting or approving the transaction.  Known Issue: Career Sea Pay Premium (CSPP) for TACLETs - SPOs must submit trouble tickets to have CSPP payout for CSPP-eligible TACLET members who go TDY to a ship. Also see: CG-2036, Career Sea Pay Premium Worksheet	Career Sea Pay Premium	12/09/2020	04/05/2023
Combat Tax Exclusion	Combat Tax Exclusion	09/29/2017	Start, Stop, Delete 07/05/2023
Direct Deposit (Establish or Change)		09/23/2017	04/03/2023
Element Assignment by Payee (EABP)		07/01/2019	09/06/2023
Diving Duty Pay		01/14/2015	Start 04/13/2023 Correct, Delete, or Stop 06/16/2022
Foreign Language Proficiency Pay (FLPP)	Foreign Language Proficiency Pay (FLPP)	01/21/2015	Start 04/07/2023 Correct, Delete, or Stop 06/16/2022
Hardship Duty Location Pay for Designated Areas (HDP-L(DA))	Hardship Duty Pay (HDP) - Location (L) Designated Area (DA)	09/17/2019	Start 04/05/2023 Correct, Delete, or Stop 06/16/2022
Hardship Duty Pay - Restriction of Movement Due to COVID-19		12/15/2020	07/17/2020 a. Members may apply for HDP-ROM through their unit Personnel and Administration (P&A) office to their Servicing Personnel Office (SPO). Applications must be accompanied by the following documentation: (1) Copy of order directing member into quarantine/isolation or restriction of movement. Such orders must include the beginning and ending dates of quarantine/isolation. (Memo Order Template. MS Word file format) (2) Statement from members that they are required to pay out-of-pocket for the cost of their lodging without full or partial reimbursement. (Template for member's statement. Adobe PDF file format) (3) Copy of the invoice for the quarters paid for out-of-pocket. Invoices or receipts for lodging with friends or family are not acceptable. b. Unit P&A offices will review HDP-ROM applications for compliance with the conditions of eligibility and completeness and forward the applications to the unit’s SPO. c. SPOs will submit HDP-ROM applications to PPC as a customer care ticket. Payment is authorized in arrears for the ordered ROM quarantine/isolation period.
Starting Hazardous Duty Pay This guide covers the following topics:			Start 04/13/2023  Correct, Delete, or Stop 06/16/2022
Hazardous Duty Pay for Visit, Board, Search, and Seizure Boarding Teams (HAZPAY-VB)	Hazardous Duty Incentive Pay Visit Board Search Seizure	01/08/2015
Flight Deck Hazardous Duty Incentive Pay (HAZPAY-FD)	Flight Deck Hazardous Duty Incentive Pay	01/08/2015
Flight Duty Hazardous Duty Pay (HAZPAY) for Enlisted Members and Non-rated or Non-designated Officers	Hazardous Duty Incentive Pay (HDIP)	11/28/2022
High-Pressure Chamber Hazardous Duty Pay (HAZPAY-HP)	Diving Duty High-Pressure Chamber Hazardous Duty Pay	03/30/2017
Hostile Fire / Imminent Danger Pay	Hostile Fire / Imminent Danger Pay	06/12/2020	Start 04/07/2023 Correct, Delete, or Stop 06/16/2022 Assistant Secretary of Defense Memo of 21 April 2020 provides a listing of re-designated imminent danger areas for purposes of payment of Imminent Danger Pay (IDP) Assistant Secretary of Defense Memo of 04 June 2020 designates the land area of Saudi Arabia for imminent danger pay effective 14 September 2019.
One Time Positive Input (OTPI)		07/01/2019	04/05/2023
Pay Corrections Action Request		09/25/2019	04/04/2023
Pay Calculations Results			04/07/2023
Payroll Tax Deferral		09/04/2020	01/28/2021
Responsibility Pay	Responsibility Pay	10/30/2019	Start 04/07/2023 Stop 04/07/2023
Special Duty Pay (SDP)	Specialty Duty and Assignment Pay (SDP/AP)	09/27/2022	Start SDP 04/13/2023

Also see:

• E-Mail Templates for PPC Trouble Tickets
• SPOs (and others) may find these worksheets helpful when auditing a member's pay:
  • Aviation Incentive Pay Worksheet
  • 30 Day Entitlement Adjustment Worksheet
  • Career Sea Pay Premium Start Date
  • Monthly Entitlement Calculator 
  • OCOLA 31 Day Worksheet
  • Reserve Calculations (Leave, 1095, Early Retirement)
  • Standard Meal Rate (CGSMR) 31 Day Worksheet
  • Leave Audit Spreadsheet Example
  • Federal Withholding Calculator Instructions
  • Federal Withholding Calculator
• Action Request Report and Viewing PayTransaction by Member
• Approving Pay/Correction Transactions
• BAH/COLA Report SPO User Guide
• Element Assignment By Payee (EABP)(10/04/2022)
• How to Correct or Delete a Pending Payroll Action Request
• One Time Positive Input (OTPI)
• Pay Calculation Results
• Pay Corrections Action Requests
• Payee Warnings Report
• Researching Pay Cases
• In Range vs. Out of Range
• View Active Duty and Reserve Payslips: Individual or Batched

Note: You must be on a CG Workstation, VDI, or VPN to access the Knowledge Base. It will not display properly with just a CAC logon.

Topic	Process Model	Knowledge Base Entry	Procedure Guide (PDF)
Allotments/Voluntary Deductions		05/28/2019	08/10/2023
CG Standard Meal Rate (CGSMR) (Auto-Starts & Stops for PCS reporting and departing ESM/EUM units)	CGSMR and RMM	06/16/2022	Start 08/24/2023 Correct, Delete, or Stop 04/04/2023 CGSMR Batch Process (start/stop SMR for multiple members) 0 9/05/2023
Federal & State Tax Withholding Also see: State Tax Withholding Exceptions Federal Withholding Calculator Instructions Federal Withholding Calculator		03/16/2021	04/05/2023
Montgomery GI Bill Enrollment or Decline		02/10/2016	06/07/2023
State Tax Withholding Exceptions	SITW Exemption	04/13/2021	08/22/2023
Identifying and Researching Overpayments or In-Service Debts			04/04/2023
SPO/ PSI - View a Member's Open Debts			04/12/2023
Understanding Tax Implications for In-Service Debts			11/29/2022
How PPC Calculates Taxes on In-Service Debts			11/29/2022
Repayment of Taxable In-Service Debt – Net repayment versus Gross repayment			11/29/2022
Identifying SGLI, FSGLI AND TSGLI Arrears			03/29/2023

Also see:

• E-Mail Templates for PPC Trouble Tickets
• SPOs (and others) may find these worksheets helpful when auditing a member's pay:
  • Aviation Incentive Pay Worksheet
  • 30 Day Entitlement Adjustment Worksheet
  • Career Sea Pay Premium Start Date
  • Monthly Entitlement Calculator 
  • OCOLA 31 Day Worksheet
  • Reserve Calculations (Leave, 1095, Early Retirement)
  • Standard Meal Rate (CGSMR) 31 Day Worksheet
  • Leave Audit Spreadsheet Example
  • Federal Withholding Calculator Instructions
  • Federal Withholding Calculator
• Action Request Report and Viewing PayTransaction by Member
• Approving Pay/Correction Transactions
• BAH/COLA Report SPO User Guide
• Element Assignment By Payee (EABP)(10/04/2022)
• How to Correct or Delete a Pending Payroll Action Request
• One Time Positive Input (OTPI)
• Pay Calculation Results
• Pay Corrections Action Requests
• Payee Warnings Report
• Researching Pay Cases
• In Range vs. Out of Range
• View Active Duty and Reserve Payslips: Individual or Batched

Note: You must be on a CG Workstation, VDI, or VPN to access the Knowledge Base. It will not display properly with just a CAC logon.

Topic	Process Map	Knowledge Base Entry	Procedure Guide (PDF)
Airport Terminal		10/26/2014	04/13/2023
PCS Orders in Awaiting $ (Funds) Status - Troubleshooting Guide			04/15/2022
PCS Orders & Endorsements Please note the new order notes which are mandatory for all overseas PCS transfers. The order notes posted on the PSC Overseas Screening Page (CG SharePoint Link, will open in a new tab) are required to be added to the orders of any member traveling to an OCONUS location.   Career Sea Pay stops once a member departs on Resiliency Absence and there is no expectation for them to the departing unit upon the termination of Resiliency Absence Permissive Orders (see ALCOAST COMDT NOTE 034/21; COVID-19 Major Cutter Resiliency Absence Update). Resiliency Absence (ICW PCS departure) will be authorized on the PCS order and listed in Delay En route section as "Compensatory Absence". The absence must be entered following any leave en route and prior to proceed or travel time. Entering the absence in this order will stop CSP/CST on the day of departure and stop CGSMR the day prior to departure. 1) Formal training 2) Leave INCONUS 3) Leave OCONUS 4) Compensatory Absence (14-day resiliency absence) 5) Proceed time 6) Travel time.	Complete and Approve PCS Orders	11/29/2016	04/06/2023
Amending or Cancelling  PCS Orders	Amend PCS Orders Cancel Transfer Authorization or PCS Order Transaction		04/06/2023
Approving PCS Orders			04/06/2023
PCS Entitlements Auto Start-Stop			06/22/2022
Other Resources: How to Look Up a Unit's SPO in Direct Access SPO Contact List (CG SharePoint Link) Visit PSC's Overseas Screening CG SharePoint site for webinars, interview questions, overseas screening questions & answers, and additional information. Screening for Overseas Duty, PSCINST 1300 (CG SharePoint Link)

Also see:

• E-Mail Templates for PPC Trouble Tickets
• SPOs (and others) may find these worksheets helpful when auditing a member's pay:
  • Aviation Incentive Pay Worksheet
  • 30 Day Entitlement Adjustment Worksheet
  • Career Sea Pay Premium Start Date
  • Monthly Entitlement Calculator 
  • OCOLA 31 Day Worksheet
  • Reserve Calculations (Leave, 1095, Early Retirement)
  • Standard Meal Rate (CGSMR) 31 Day Worksheet
  • Leave Audit Spreadsheet Example
  • Federal Withholding Calculator Instructions
  • Federal Withholding Calculator
• Action Request Report and Viewing Pay Transaction by Member
• Approving Pay/Correction Transactions
• BAH/COLA Report SPO User Guide
• Element Assignment By Payee (EABP)(10/04/2022)
• How to Correct or Delete a Pending Payroll Action Request
• One Time Positive Input (OTPI)
• Pay Calculation Results
• Pay Corrections Action Requests
• Payee Warnings Report
• Researching Pay Cases
• In Range vs. Out of Range
• View Active Duty and Reserve Payslips: Individual or Batched

Note: You must be on a CG Workstation, VDI, or VPN to access the Knowlege Base. It will not display properly with just a CAC logon.

Topic	Process Map	Knowledge Base Entry	Procedure Guide (PDF)
Active Duty
Summary of Reserve Orders Types			03/30/2023
Reserve Orders Extract Report			03/30/2023
FSMS Reserve Orders-Ready to Finished	ADT ADHC/MEDHOLD ADOT ADOS Disciplinary Mobilization Demobilization		03/29/2023
Reserve EAD Orders with Multiple Sequences			06/26/2023
Starting BAH for Reserve Orders	BAH - Reserve	09/07/2017	07/24/2023
Cancelling Reserve Active Duty Orders			03/29/2023
Lump Sum Leave Sale Overview If member has reserve AD orders of exactly 30 days, DA does not credit 2.5 days of leave, therefore the SPO will need to submit a ticket to PPC to manually credit. Also, if a member has back to back consecutive reserve AD orders, where each order is less than 30 days individually, but combined consecutively equal 30 days, the SPO will also need to submit a ticket for PPC to manually credit leave.  Use the Leave Actions template (from https://www.dcms.uscg.mil/ppc/mas/#leaveaction) for submitting tickets.	Leave Reserve		02/09/2021
Amend Reserve Active Duty Orders			08/01/2023
Generate a Manual DD-214			04/12/2023
Inactive Duty for Training (IDT)
Approving / Denying  Inactive Duty for Training (IDT) Drills			03/30/2023
Inactive Duty for Training (IDT) Subsistence Allowance		02/26/2015	02/19/2021
Identifying IDT Drill Dates			03/29/2023
Correcting or Cancelling Inactive Duty for Training (IDT) Drills (Part of Command User IDT Guide)			01/05/2021
Viewing Inactive Duty for Training (IDT) Drills			03/30/2023
Other
Annual Screening Questionnaire (ASQ)	ASQ		08/09/2023
Montgomery GI Bill Selected-Reserve (MGIB-SR)	MGIB-SR	02/10/2016	08/23/2023
Reserve Order Discrepancy Report			03/30/2023
Reserve Member Balances			03/30/2023
Reserve Status Change			03/30/2023
Identifying SGLI, FSGLI AND TSGLI Arrears			03/29/2023
Electronic Based Distributed Learning (EBDL) Courses	EBDL	EBDL Courses Approved for Reserve Retirement Points	03/31/2023
Understanding Reserve Pay Processing			12/07/2020

Also see:

• E-Mail Templates for PPC Trouble Tickets
• SPOs (and others) may find these worksheets helpful when auditing a member's pay:
  • Aviation Incentive Pay Worksheet
  • 30 Day Entitlement Adjustment Worksheet
  • Career Sea Pay Premium Start Date
  • Monthly Entitlement Calculator 
  • OCOLA 31 Day Worksheet
  • Reserve Calculations (Leave, 1095, Early Retirement)
  • Standard Meal Rate (CGSMR) 31 Day Worksheet
  • Leave Audit Spreadsheet Example
  • Federal Withholding Calculator Instructions
  • Federal Withholding Calculator
• Action Request Report and Viewing PayTransaction by Member
• Approving Pay/Correction Transactions
• BAH/COLA Report SPO User Guide
• Element Assignment By Payee (EABP)(10/04/2022)
• How to Correct or Delete a Pending Payroll Action Request
• One Time Positive Input (OTPI)
• Pay Calculation Results
• Pay Corrections Action Requests
• Payee Warnings Report
• Researching Pay Cases
• In Range vs. Out of Range
• View Active Duty and Reserve Payslips: Individual or Batched

Note: You must be on a CG Workstation, VDI, or VPN to access the Knowledge Base. It will not display properly with just a CAC logon.

Topic	Process Map	Knowledge Base Entry	Procedure Guide (PDF)
Separations Overview			11/14/2022
Airport Terminal & Viewing Separation Orders	Perform Pre-Separation Tasks  Complete Separation Orders Process Separation Complete Member Separation	10/26/2017	04/13/2023
Amending a Separation Order	SEP Amend and Cancel Context Model		04/03/2023
Approving or Denying Separation Orders	Complete Separation Transaction	10/18/2022	07/26/2023
Canceling a Separation Order	SEP Amend and Cancel Context Model	12/12/2017	04/10/2023
DD -214 Worksheet (Also see Separations Flow to the DD-214) See: Certificate of Release or Discharge from Active Duty, DD Form 214, COMDTINST 1900.4E Certificate of Release or Discharge from Active Duty, DD Form 214, PSC INST 1900.1 (Series) (CG SharePoint Link - CAC Login Required)	Process DD-214	10/15/2020
Death of a Member	Death of Member (MBR)	12/12/2017	04/06/2023
Discharge - End of Enlistment	Process Discharge	01/14/2018	04/06/2023
Discharge with Separation Request	Process Discharge	04/03/2023	04/03/2023
Discharge with Temporary Separation Request	Process Discharge	04/03/2023	04/03/2023
RELAD - AD to SELRES or IRR	Process Release from Active Duty (RELAD)	04/23/2019	04/03/2023
RELAD with Sep Request - AD Officers and Members on EAD	Process Release from Active Duty (RELAD)	04/23/2019	04/03/2023
RELAD AD to ISL (TEMPSEP)	Process Release from Active Duty (RELAD)	04/23/2019	04/03/2023
Lump-Sum Leave Sale Overview	Leave Context Model		04/10/2023
Resuming Retirement for a Recalled Retired (Ret-1) Member			04/10/2023
Retirement Orders	Process Retirement	01/14/2017	04/03/2023
Separation Reports		12/12/2015	08/31/2023
Separations Flow to the DD-214		10/15/2020	04/03/2023

Also see:

• E-Mail Templates for PPC Trouble Tickets
• SPOs (and others) may find these worksheets helpful when auditing a member's pay:
  • Aviation Incentive Pay Worksheet
  • 30 Day Entitlement Adjustment Worksheet
  • Career Sea Pay Premium Start Date