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Welcome to PPC Procedures & Development (P&D) Branch's "Yeoman GO kit" web page. This page provides resources for YNs, especially recent Class "A" School graduates. The page is provided to introduce you to the wealth of information and resources PPC (P&D) has to offer. This page is for you, the U. S. Coast Guard Yeoman. The content provided is in response to requests and input from the field. Please use the Feedback Button, located at the bottom of the left column, to let us know how we are doing or to ask for assistance in locating content.
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Yeoman Professional Development Resources
PPC P&D On Demand Road Shows
Welcome to the Procedures and Development (P&D) Branch “ON DEMAND” Virtual Road Show! This section is designed to allow you to select topics from an “a la carte” menu to develop your own personal or divisional training programs. These are the same presentations we use when we deliver on-site training. If you need assistance regarding a particular topic or you wish for us to include a topic, you may contact us at: PPC-PF-PD@uscg.mil
The following workshop topic areas are available (click the links below to access the workshops):
Human Resources Workshop
OUTCONUS PCS & Entitlements Workshop
Other Unique Topics of Interest
Join our mailing list!
USCG Pay and Personnel Center News Updates via E-Mail (click to subscribe)
More Resources for YNs on the Coast Guard Portal/SharePoint
YN Customer Service Standards Job Aid
YN Career Guide
USCG Pay and Personnel Center Blog on CGPortal:
Official Yeoman Teams Site:
This TEAM was created as a collaboration tool to provide information and resources throughout the Yeoman rating. The goal is to help keep you informed, organized, and connected. Through the use of TEAMS, we have created individual stakeholder channels and discussions boards which will allow for document sharing and storage, basic chat functions, and online meetings.
Enlisted Rating Advancement Training System (ERATS) - YN Rating (on CGPortal)
YN Rating Force Master Chief (on CGPortal)
Quarterly YN Force Notes.
YN Assignment Officers (on CGPortal)
Communication is extremely important when it comes to your assignment.
YN Study Group (on CGPortal) Note: Use of this site is superseded by the new Official Yeoman Teams Site.
In keeping with the Yeoman Guiding Principles, YNS is committed to providing a learning and mentoring environment and a place to gain the knowledge needed to enhance the performance of a YN's duties.
We are a team of dedicated professionals who specialize in helping people
and commands by providing them information, guidance, and administrative
services, concerning pay, travel and transportation entitlements, benefits
and human resources management.
YNs are key problem-solvers, counselors, and sources of information to personnel on questions ranging from career moves, entitlements, and incentive programs to retirement options and veterans' benefits. They are the men and women who make things happen, the indispensable behind-the-scenes personnel that make any well-oiled organization hum.
ARLINGTON, Va. - A Coast Guard yeoman assists a fellow Coast Guardsman at the Coast Guard Recruiting Command,
February 28, 2013. YNs are key problem-solvers, counselors, and sources of information to personnel on questions
ranging from career moves, entitlements, and incentive programs to retirement options and veterans' benefits.
U.S. Coast Guard photo by Petty Officer 2nd Class Etta Smith
Direct Access Global Pay Terminology (From the Knowledge Base page on CG Portal)
Direct Access Glossary: Go to the Direct Access online help (https://cg.portal.uscg.mil/units/ppc/RoboHelp/DAGP/glossary.aspx), there is a glossary. You click on the word to get the definition. It's mostly just pay and personnel terms.
United States Coast Guard (USCG) Acronyms
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.
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.
If this message is not eventually replaced by the proper contents of the document, your PDF
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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.
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).
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.
Note: Also complete DD Form 2367, Individual Overseas Housing Allowance (OHA) Report, if entitled to OHA.
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.
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:
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.
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.
Note: Use this worksheet in lieu of completing the SPO Endorsement (Item 10.K) on the PCS Reporting worksheet (CG-2005)
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.
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)
*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..
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:
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:
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.
Certificates are, for the most part, CG or DD forms. However, they are not included in Internet forms libraries because they are limited distribution forms. Here's a list of the certificates you may be tasked with issuing. All links are to the CG Portal forms library (https://cg.portal.uscg.mil/library/forms/).
CG-5530, CERTIFICATE FOR ADVANCEMENT TO SEAMAN/FIREMAN (E-3) (Via "YNs Page" on CG Portal. Formatted for 2021 and later).
(Note: On the CG-5530 (that you download from the CG Portal forms page), the drop-down for the year field only goes to 2020. For 2021 and later, you must delete and type in the correct year. To do this, select any year from the list, place the cursor at the start of the date field and press the delete key. Then, type in the correct year.)
CG-216, PETTY OFFICER APPOINTMENT CERTIFICATE
CPO/SCPO/MCPO ADVANCEMENT CERTIFICATES - Issued by PPC (ADV). See "About Advancement Certificates" on the ADV web page for more information.
See the Creating Advancement Certificates Self Service for Commands User Guide and the accompanying tutorial for procedures.
Ceremonial Advancement Certificate: https://dcms.uscg.afpims.mil/Portals/10/CG-1/PPC/ADV/Ceremonial Advancement Certificate.docx
Frocking Request and Certificates:
The following templates are available via the CG PSC-EPM-2 CG Portal page (CAC Logon Required):
Appointments & Promotions
Officer (including CWO) appointment and promotion certificates are issued by Commander (OPM-1), Coast Guard Personnel Service Center. Mock appointment certificates are available in the files section of the Official Yeoman Teams Site.
CG-4178a, GOOD CONDUCT CERTIFICATE (Active & Reserve)
Per 1.B.34 of the Military Separations Manual, COMDTINST, M1000.4, certificates will only be awarded to recipients of honorable discharges. Other types of discharge certificates (General, Bad Conduct, Dishonorable, and Discharge Under Other Than Honorable Conditions) are no longer issued.
The DD Form 256 CG, Honorable Discharge Certificate is a limited distribution form. Members of the YN rating may download the form from the files section of the Official Yeoman Teams Site.
Replacing Discharge Certificates (1.B.34.c., Military Separations Manual, COMDTINST M1000.4)
On satisfactory proof a discharge certificate was lost or destroyed without the fault of the individual to whom it was issued, Commander (CG PSC-PSD-mr) will issue a certificate in lieu of discharge. Apply for a certificate in lieu of discharge to replace a lost or destroyed discharge certificate to Commander (CG PSC-PSD-mr). Only Commander (CG PSC) can issue a duplicate or copy of a discharge certificate.
CG-5673, CHILD'S APPRECIATION LETTER
CG-5674, SPOUSE REENLISTMENT APPRECIATION LETTER
CG-5675, OATH OF REENLISTMENT CERTIFICATE
PPC (SEP) issues three types of certificates: Retirement, Spousal Appreciation and Presidential. We do NOT issue certificates to significant others, children or pets. Children's certificates (CG-5673) are processed at the unit level. See "About Retirement Certificates" for more information.
This tab provides links to MS Excel spreadsheets programmed to perform various calculations.
*Terminal Leave Calculator
(*) Incorporated into the PCS Entitlements / Advances, TLE & Separation Leave Calculator
Reserve Early Retirement RET-1 Calculator
Pay & Allowances
The Military Accounts Support (MAS) Branch, Latest Pay Rates and Benefits page, provides links to pay charts and information about pay entitlements and benefits.
To find out if an entitlement is taxable or how it is calculated (e.g., 30 day month or day-for-day) refer to the Coast Guard Pay Manual or the Direct Access Knowledge Base. There are shortcuts to Knowledge Base articles in the "Knowledge Base Entry" column on the Direct Access User Guides page, under the SPO Pay & Allowances Table.
Links to Process Maps and Knowledge Base entries will take you to the CG SharePoint Online (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.). Process Maps and User Guides are in Adobe Acrobat (PDF) file format and will open in a new window. Visit the Human Capital Management Military Human Resource Business Process Standardization (MHR-BPS) Publishing Site on the SharePoint site to learn about Context Models and Process Models.
Sign into Direct Access
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.
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.
Individual Awards: 03/31/2023
Mass Update (Multiple members-Same award & date): 04/17/2023
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
(*) 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.
Coast Guard Military Human Resource Record (CGMHRR)
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.
Retiree Self Service
Visit the Retiree & Annuitant Services (RAS) Branch Direct - Access Self - Service Page for user guides and tutorials for retirees and annuitants.
Reserve Specific Self-Service User Guides:
Annual Screening Questionnaire
Also see: Standard Occupational Code Listing (Spreadsheet listing SOC
codes. Provided for easier searching).
Clearing Cookies and Cache
Note: To clear the SSL state in Windows 10:
Clearing Cookies and Cache in Google Chrome
Clearing Cookies and Cache in Microsoft Edge
Requesting Mobilization Volunteer Opportunities (Member Self-Service)
The EES Enlisted Evaluation Report Direct Access User Guide covers the following topics:
03/24/2016(Postgraduate/Advanced Education Endorsements)
Annual Screening Questionnaire (ASQ) Command
Also see: Standard Occupational Code Listing ?(Spreadsheet listing SOC codes. Provided for easier searching).
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.
This guide covers the following topics:
Basic Allowance for Housing (BAH)
DA Pay Processing: Inactive BAH Case
Enter RMM 04/07/2023
Correct, Delete, or Stop 4/04/2023
CGSMR Batch Process (start/stop SMR for multiple members) 05/31/2023
Overseas Housing Allowance (OHA)
See OHA tables for rates.
Chargeable Absences 04/27/2023
Non-Chargeable Absences 04/19/2023
Advances ( Pay, BAH, or OHA)
Defense Incident-Based Reporting System (DIBRS).
Cross Reference to 2019 Manual for Courts-Martial
Assignment Pay (AP)
Starting Assignment Pay 04/13/2023
Career Sea Pay (CSP)
Five Level Table and TDY Entitlement Rules
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
Hardship Duty Location Pay for Designated Areas (HDP-L(DA))
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.
Correct, Delete, or Stop 06/16/2022
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.
Special Duty Pay (SDP)
Correct, Delete, or Stop 04/04/2023
CGSMR Batch Process (start/stop SMR for multiple members) 0 9/05/2023
Federal & State Tax Withholding
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.
Amend PCS Orders
Cancel Transfer Authorization or PCS Order Transaction
PCS Entitlements Auto Start-Stop
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.
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.
Amend Reserve Active Duty Orders
Complete Separation Orders
Complete Member Separation
DD -214 Worksheet
(Also see Separations Flow to the DD-214)