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Servicemembers' Group Life Insurance (SGLI) Online Enrollment System (SOES) Implementation

Beginning in October 2018 members of the Coast Guard and National Oceanic and Atmospheric Administration (NOAA) can manage their Servicemembers’ Group Life Insurance (SGLI) coverage using the SGLI Online Enrollment System (SOES). Coast Guard and NOAA members join the Army, Navy Air Force, and Marine Corps in using the new system.

Visit our SGLI-SOES Implementation page for more information and resources.

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):

Reserve Workshop

Human Resources Workshop

OUTCONUS PCS & Entitlements Workshop

Other Unique Topics of Interest


Join our mailing list!

subscribe USCG Pay and Personnel Center News Updates via E-Mail (click to subscribe)
  • Subscribers to this list will receive notices and information on Coast Guard military pay and personnel policy and procedures. Subscribers will also be notified when payslip data is updated and of both scheduled and unscheduled outages affecting the Direct Access personnel system. Additionally, subscribers will be updated when important information is posted to the Pay and Personnel Center's internet news page.

More Resources for YNs on the Coast Guard Portal


USCG Pay and Personnel Center Blog on CGPortal:

  • We use this blog to keep you up to date on all types of pay and personnel issues. We invite and welcome your feedback and your questions. Just add a comment in any post to share your thoughts

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)

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.


Yeoman Mission Statement

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

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.
Source GOCoastGuard.com

Yeoman Guiding Principles

  1. To be accountable for one's own actions.
  2. Commit to learning and mentoring resulting in superior customer service.
  3. Demonstrate good stewardship by using integrity to guide your decisions.
  4. Treat people with dignity, respect and compassion without regard to rank, rating or component.
  5. Earn individual respect by holding one's self to the highest standards to maintain the credibility of the YN rating.
  6. To be proactive rather than reactive in the performance of one's duties.
  7. To seek opportunities to enhance all aspects of the YN Rating to better serve our customers.
YNs are key problem-solvers, counselors, and sources of information to personnel

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


Directives, Publications and Guides

PPC Issued:

PSC Issued:

More PSC Instructions (CG Portal - CAC Login Required)

Commandant Issued:

Other Agencies:

Forms & Worksheets

Newsletters

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CG

Visit the CG-612 Directives and Publications Division Coast Guard (CG) Authorized Forms page to download Coast Guard (CG) forms.

Here are direct links the most frequently used pay and personnel forms and worksheets:

Number Title Revised (MM/YY)
CG-1001 Change in Reserve Component Category (RCC) 01/18
CG-1001A Electronic Based Distributed Learning (EBDL) Course Approval Request 05/17
CG-1002 Lateral Change Request 08/12
CG-1002B Monthly Incapacitation Claim Form (Member) 04/16
CG-1300 Report of Suitability for Overseas Assignment 12/16
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-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 09/14
CG-2001 Departing TDY or PCS/TEMDUINS to "A" School Worksheet 03/10
CG-2002 e-Resume Worksheet 02/10
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

Note: Use Family Separation Housing (FSH) Worksheet (CG-7220) in lieu of completing the SPO Endorsement (Item 10.K) on the PCS Reporting worksheet (CG-2005). Item 10.K will be removed in the next update to this worksheet.

07/18
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.
02/10
CG-2016 Request for Duplicate or Replacement IRS Form W-2 03/15
CG-2020 Dependency Worksheet 08/18
CG-2020A Support Statement 02/10
CG-2020B Full-Time Student 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.
09/10
CG-2025A Housing Allowance (BAH/OHA) Protection Worksheet 09/17
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 10/17
CG-2035 Family Separation Allowance (FSA) Worksheet 02/10
CG-2040 Allotment Worksheet 02/10
CG-2045 Career Intentions Worksheet 09/13
CG-2046 Application to Sell Special Leave Accrual (SLA) 02/10
CG-2050 Nonreceipt Worksheet 02/10
CG-2055A Reserve Retirement Transfer Requestupdated 02/19
CG-2070 TDY Travel Request/Authorization Worksheet 06/13
CG-2075

Family Subsistence Supplemental Allowance (FSSA) Application

Noted: 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.

10/16
CG-2426 Career Status Bonus (CSB) Election
Note: The link to this form is not provided because the form prepared PPC (MAS) and mailed to the member six months prior to the member's fifteenth active duty anniversary. Contact PPC Customer Care if the form is not received within in two weeks of this time frame.
N/A
CG-2842 Report of Return of Absentee (CG-2842 is obsolete. Use DD-616.) 12/99
CG-3307 Administrative Remarks 10/08
CG-3600 Designation Of Beneficiary For Payment Of Unpaid Retired Pay 08/12
CG-3788A Enlisted Evaluation Report Nonrated or Rated Seaman/Firemanupdated 02/19
CG-3788B Enlisted Evaluation Report Third Class Petty Officerupdated 02/19
CG-3788C Enlisted Evaluation Report Second Class Petty Officerupdated 02/19
CG-3788D Enlisted Evaluation Report First Class Petty Officerupdated 02/19
CG-3788E Enlisted Evaluation Report Chief Petty Officerupdated 02/19
CG-3788F Enlisted Evaluation Report Senior Chief Petty Officerupdated 02/19
CG-3788G Enlisted Evaluation Report Master Chief Petty Officer 02/19
CG-3799R Reserve Annual Screening Questionnaire (ASQ) 09/11
CG-3867 Claim for Final Retired Pay 02/10
CG-4251 Military Temporary Duty (TDY) or Civilian Temporary Duty (TD) Travel Orders 05/12
CG-4600 Premium-Class Travel Authorization/Approval Request 02/18
CG-4700 Retired (Active or Reserve) Pay Account Worksheet and Survivor Benefit Election (form only)

Note: Download the Retirement Package for the instructions to complete the CG-4700.
12/17
CG-5100 Officer Uniform Allowance Claim Worksheet 02/10
CG-5150 Civilian Clothing Monetary Allowance Worksheet 06/12
CG-5155A Enlisted Supplementary Clothing Allowance Worksheet 11/15
CG-5200A Ethnicity and Race Self-Reporting Worksheet 02/10
CG-5489-1 Remission Application 02/10
CG-5489-2 Waiver Application 09/14
CG-5489B Financial Statement 08/10
CG-7201 Application for Waiver of Collection of Erroneous Payments for Retirees and SBP Annuitants 06/14
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-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
CC-7220H Family Stability Act BAH/Housing Worksheet 09/18
CG-7221 Retired Allotment Authorization Form 07/10
CG-7270 COLA - Unique Expenses Reimbursement Worksheet 02/15
CG-7421A TPAX/IATS User Role Designation and Authorizing Official (AO) Designation  07/17
CG-7421B Direct Access User Role Designation 08/17
CG-7421C JUMPS User Access Authorization 02-10
CG-7421D ImageNow User Access Authorization 03/16
CG-7421E Direct Access PHS User Access Authorization 02/16
CG-7421F Direct Access II (Retired Global Payroll) User Access Authorization 05/10
CG-7421G Direct Access Work-Life Information Management System (WIMS) User Access Authorization 06/12
CG-7430  Blended Retirement System Election 11/17
CG-7430A Continuation Pay Election 11/17
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 08/10

 

Department of Defense:

  • DD Form 4/1 (OCT 07) 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 ",zip" file from https://cg.portal.uscg.mil/communities/yns/YN/CERTIFICATES/DISCHARGE%20CERT. Contact PPC, via e-mail to ppc-pf-pd@uscg.mil, for the password to the discharge certificates zip file.

  • 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 Form 2648Service Member Pre-Separation/Transition Counseling and Career Readiness Standards Eform for Service Members Separating, Retiring, Released From Active Duty (REFRAD) (Note DD-2648 and DD-2648-1 are no longer used. See https://www.dodtap.mil/forms.html)
  • 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/

 

 

Click here to expand contentClick here to collapse content  DHS

Department of Homeland Security:

  • DHS-11000-9,  Disclosure and Authorization Pertaining to Consumer Reports Pursuant to the Fair Credit Reporting Act
Click here to expand contentClick here to collapse content  IRS

IRS:

  • IRS W-4,  Employee's Withholding Allowance Certificate
  • IRS W-4P,  Withholding Certificate for Pension or Annuity Payments
Click here to expand contentClick here to collapse content  OPM

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:

  • SGLV-8286,  Link to VA Site: SGLI Election And Certificate and other SGLI forms

    Note;: Revision date 10/17. 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 Chapter 5, Section A, of 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/).

Advancement

CG-5530, CERTIFICATE FOR ADVANCEMENT TO SEAMAN/FIREMAN (E-3)
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.

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 Document Library of the CG YNs CG portal site.

Awards

CG-4178a, GOOD CONDUCT CERTIFICATE (Active & Reserve)

Discharge

Discharge certificates (listed below) are limited distribution forms. Download the certificates from http://cglink.uscg.mil/DischargeCertificates. Contact PPC, via e-mail to ppc-pf-pd@uscg.mil, for the password to the discharge certificates zip file.

DD Form 256 CG, Honorable Discharge
DD Form 257 CG, General Discharge
DD Form 259 CG, Bad Conduct Discharge
DD Form 260 CG, Dishonorable Discharge
DD Form 794, Discharge Under Other Than Honorable Conditions

Qualifications

 

CG-4685 AIRCREW CERTIFICATE
CG-5063 BOAT CREWMEMBER CERTIFICATE
CG-5063A ATON CREW MEMBER CERTIFICATE
CG-5063B BOOM/CRANE OPERATOR CERTIFICATE
CG-5063C BUOY DECK SUPERVISOR CERTIFICATE
CG-5063D TACTICAL CREWMEMBER CERTIFICATE
CG-5063E PURSUIT CREWMEMBER CERTIFICATE
CG-5063F ENGINEER CERTIFICATE
CG-5063G COXSWAIN CERTIFICATE
CG-5063H ATON COXSWAIN CERTIFICATE
CG-5063I TACTICAL COXSWAIN CERTIFICATE
CG-5063J PURSUIT COXSWAIN CERTIFICATE
CG-5063K HEAVY WEATHER COXSWAIN CERTIFICATE
CG-5063L SURFMAN CERTIFICATE
CG-5064 CUTTERMAN'S CERTIFICATE
CG-5065 COMMAND AT SEA CERTIFICATE
CG-5066 OFFICER-IN-CHARGE AFLOAT CERTIFICATE
CG-5066A OFFICER IN CHARGE ASHORE CERTIFICATE
CG-5067 BOAT FORCE OPERATIONS INSIGNIA CERTIFICATE (ADVANCED)
CG-5068 BOAT FORCE OPERATIONS INSIGNIA CERTIFICATE (BASIC)
CG-5257 COMMAND ASHORE CERTIFICATE

Reenlistment

CG-5673, CHILD'S APPRECIATION LETTER
CG-5674, SPOUSE REENLISTMENT APPRECIATION LETTER
CG-5675, OATH OF REENLISTMENT CERTIFICATE

Retirement

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 will provide information on how to manage relationships between unit/P&A/SPO, teaching tracking/worklist skills.

The Personnel & Pay Procedures Manual, PPCINST M1000.2 (series), chapter 2, has the delegation of duties

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


The following user guides or knowledge base entries will assist you in understanding and researching pay issues:

Links to Process Maps and  Knowledge Base entries will take you to the CG Portal (CAC login required). 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 CG Portal to learn about Context Models and Process Models. You can also review this presentation on HCMS Modeling Elements to learn more.

Direct Access Logon PageSign into Direct Access

Compressed Archives for Deployable Units: If you are assigned to a deployable unit and would like to take our guides with you, send us an e-mail. List the guide categories  you need (e.g. Travel - PCS, Direct - Access Self Service, etc.). We'll create a "zip" file of the guides requested and e-mail you a link so you can download the guides before you deploy. Send requests to PPC (P&D) (PPC-PF-PD@uscg.mil).

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Topic Knowledge
Base Entry
Procedure
Guide (PDF)
Video
Tutorial
DXR - Reserve Orders Authorization   06/19/2018  
Reserve Orders Extract Report   07/06/2018  

 

 

Topic Knowledge
Base Entry
Procedure
Guide (PDF)
Video
Tutorial
EES Enlisted Evaluation Report Direct Access User Guide covers the following topics:
  1. Enlisted Evaluation Report – Supervisor Submission
  2. Enlisted Evaluation Report Endorsements
  3. Enlisted Evaluation Report Approval
  4. Member Counseling Report (printing)
  5. Self Service Member – View Completed Enlisted Evaluation Reports
PSC Web Page 08/29/2018Updated  

 

 

Topic Process Map Knowledge Base Entry Procedure Guide (PDF)
Competencies   12/05/2014 01/28/2019updated
Competency Dictionary   T​he Excel iconDirect Access Competency Dictionary (file in MS Excel format) (a spreadsheet which shows all authorized competency codes and descriptions) is maintained by Commandant (CG-1B-1).  
Honors & Awards   12/05/2014 05/03/2018
Education   When a member completes a course of study (college degree, GED, etc.), the member shall forward the official education transcript showing degree completion to FORCECOM for validation and data entry. Visit FORCECOM's website http://www.forcecom.uscg.mil/Our-Organization/FORCECOM-UNITS/ETQC/Voluntary-Education/Active-Duty/ then click on Adding a degree to Direct Access" link for specific procedures.
CGI/CGA User Guide - 02/03/2016
Electronic Based Distributed Learning (EBDL) Courses Effect EBDL System EBDL Courses Approved for Reserve Retirement Points 09/18/2018
Languages   01/21/2015 09/11/2018
Licenses and Certifications   12/05/2014 09/14/2018
Memberships   12/05/2014 09/17/2018
Test Results   06/08/2016
Note: Types of test results inculde; ASVAB, AFQT, SAT, ACT, GRE, GMAT, LSAT, and BPMC.
06/27/2018
Training   Note: Currently only courses that are managed by sessions (courses managed by TQC and "A" Schools) can be entered in DA. Courses like the Airman Leadership School, Pre-Separation Counseling, ICS Courses, etc., cannot be entered in DA 9.1. If not entering a course impacts SWE eligibility (e.g. Airman Leadership School), submit a trouble ticket requesting a waiver for the SWE. All others, please retain the paperwork. We are working with CG-1 and CG-631 to have this functionality built into DA. We will let everyone know when it is available in DA. 06/27/2018
Member Weigh-In Data   10/27/2015 09/20/2018
Member Weigh-In Report   10/21/2015 09/20/2018
Viewing an Officer Specialty Code     09/20/2018

 

 

Topic Knowledge Base Entry Procedure Guide (PDF) Video Tutorial
Address (Home, Mailing & Home or Record) 02/19/2015 08/30/2018  
Change of Name 01/13/2015 08/30/2018  
Correction of SSN or Date of Birth 01/13/2015 08/30/2018  
Citizenship / Passport Data 01/13/2015 08/30/2018  
Diversity Data 01/13/2015 08/30/2018  
E-Mail Address 12/17/2014 08/30/2018  
Marital Status 01/13/2015 08/30/2018  
Dependent Information 01/21/2015 10/25/2018 01/29/2019New
Divorce, Annulment or Death of a Dependent 01/21/2015 10/01/2018 02/11/2019New
Questionable Dependent / PPC Legal Approval 01/21/2015 03/15/2018  
BAH/Dependency Data / Emergency Contact Data Form Print Procedure* 10/13/2015 10/17/2018 12/4/2018New
Urinalysis Report 01/15/2015 08/30/2018  
Understanding Job Data   02/06/2019updated 02/06/2019updated

(*) 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.

 

 

Topic Knowledge
Base Entry
Procedure
Guide (PDF)
Video
Tutorial
Absence Request Report (Last item in Chargeable Absence Requests guide) 11/29/2017 01/31/2019 03/11/2019
Active Duty 6th or 10th Anniversary Query 12/11/2017 08/28/2018 N//A
Adhoc Report Request Procedure   07/16/2018 ‎08‎/‎21‎/‎2018
BAH/COLA Report   08/28/2018 03/21/2019New
BAH Mismatches (HR Quality Assurance Tool)   02/22/2019New 02/25/2019New
Department Role Query    07/26/2018 03/20/2019New
Dependent Accountability Report 04/17/2017 07/25/2018 03/20/2019New
CG Dept Run 03/18/2017 07/24/2018 02/19/2019New
Begin Extension/Re-Extension Reports 12/10/201 08/30/2018 N/A

Electronically Imaged PDR (EI-PDR) via WebNow. Covers:

  1. WebNow Account Access and Deactivation
  2. SPO PDR Scanning and Verification Process
  3. Servicing Personnel Office – WebNow User Guide
  09/20/2017  
Identifying Inactive Duty for Training (IDT) Dates   10/17/2018 10/17/2018
JUMPS Data Repository (JDR)   05/08/2017  
Leave Correction Report   07/02/2018  
Member All Duty Report   07/26/2018 N/A
Member Information Report 07/29/2017 07/26/2018 N/A
Member Weigh In Report 10/21/2017 09/20/2018  
Obligated Service Report   04/25/2018 N/A
Payroll Verification Report- by SPO 02/20/2018  02/20/2018  
Payroll Verification Report- by EMPLID 02/20/2018 02/20/2018 02/28/2018
Positions at a Department   07/26/2018 N/A
Reserve Order Discrepancy Report   07/06/2018 02/06/2018
Reserve Member Balances   02/19/2019updated 02/21/2019New
Reserve Orders Extract Report   02/19/2019updated 02/21/2019New
Suspicious Amount-Net Pay Difference  Greater Than $500
(NP500 Report)
  10/19/2018 08/13/2018
Unit Roster 03/18/2018 07/30/2018 03/20/2019New
Urinalysis Report 02/20/2018 08/30/2018  
View Member Inactive Duty for Training (IDT) Drills   08/29/2018 10/17/2018
Viewing  Pay Transactions by Member   08/30/2018  

 

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.

The following guides and tutorials will help familiarize you with software applications in Direct  Access Self Service:

Topic Procedure
Guide (PDF)
Video
Tutorial
Initial Direct Access Sign On - Logon for the first time and change your password, add your email address and setup the forgotten password reset feature 07/25/2018 08/06/2018
Allotments - Start, Stop, or Change Allotments 07/23/2018

Start Allotment 03/15/2019New

View/Change Allotment 03/15/2019New

Stop Allotment 03/18/2019New

Mailing Address - View or Change Mailing Address 07/23/2018 07/23/2018
Phone Numbers - View, Add or Delete My Phone Numbers 07/23/2018 07/19/2018
Email Address -  View, Add, or Delete My Email Address 07/23/2018 08/06/2018
Final Pay - View Final Pay Beneficiaries  0723/2018 08/01/2018
Pay Delivery -  Make changes to your direct deposit information 07/23/2018 03/18/2019New 
Password Reset - Change Password / Use Forgot Password (Part of Initial Logon Guide) 07/25/2018 08/06/2018
Tax Withholding - Change your Federal and/or State Income Tax Withholding  07/23/2018 03/18/2019new
Tax Statements - View, print or save your IRS Form 1099R/1095 07/25/2018 08/06/2018
Pay Slips - View, print or save your Pay Slip/Retiree Account Statement  03/14/2019Updated 08/01/2018 
Pay Slip Mailings and Newsletter Mailings - Elect to discontinue receiving Pay Slips or Newsletters by mail  07/23/2018 08/01/2018 

 

 

Topic Process Map Knowledge
Base Entry
Procedure
Guide (PDF)
Video
Tutorial
Add a Shortcut to Favorites   06/15/2018 07/11/2018  
Clearing Cookies and SSL Slate in Direct Access   01/19/2017 01/20/2017 05/07/2018
Absence Request (Chargeable)    09/21/2016 01/31/2019updated 10/23/2018
Absence Requests (Non-Chargeable)     01/31/2019updated 10/25/2018
Allotments/Voluntary Deductions   03/09/2018 02/08/2019updated 06/07/2018
Blended Retirement System (BRS) Brief       04/10/2018
Blended Retirement System (BRS) - Information (BRS Overview and calculator demo)     03/08/2018 03/08/2018
Blended Retirement System (BRS) - Opt-In   12/21/2017 02/20/2018
FAQs 02/20/2018
02/21/2018
Blended Retirement System (BRS) - Check Status of Opt-In Request   12/21/2017 11/28/2017 03/19/2018
Coast Guard Civilian DA Self-Service     10/17/2018 10/17/2018
Direct Deposit   02/12/2015 09/28/2018 02/07/2018
Email Addresses   10/24/2014 03/29/2016 04/12/2018
Emergency Contacts   12/04/2014 06/12/2018 06/20/2018
Employee Review Summary   01/01/2015 10/17/2018 11/07/2018
eResume (PCS)   10/21/2014 03/06/2018 04/23/2018
Ethnic Groups   12/04/2014 06/12/2018 06/13/2018
Federal Tax Elections   12/16/2014 09/28/2018 04/10/2018
Forgotten Password Reset   08/29/2017 07/12/2018  
Government Travel Charge Card   01/22/2016 09/28/2018 04/13/2018
State Tax Elections Effect State Withholding Exemption 02/24/2016 10/01/2018 04/10/2018
Home Address, Mailing Address, and Thrift Savings Plan Mailing Address   02/09/2015 11/05/2018 10/17/2018
My Assignments Endorsements   12/04/2014 06/14/2018  
My eResume Report   12/04/2014 10/17/2018 11/06/2018
My Member Info (View My Awards, Training, Education, and Competencies)   12/04/2014 09/28/2018 04/12/2018
Postgraduate/Advanced Education Applications (e.g. CWO appointment, Command Screening, and, other boards and panels)   10/13/2016 06/12/2018  
Password Change and Reset Setup   08/29/2017 07/12//2018  
Phone Numbers   10/26/2014 09/28/2018 05/02/2018

Requesting Mobilization Volunteer Opportunities (Member Self-Service)

 

 

Reserve Mobilization Orders   10/02/2018

Apply for Mobilization Opportunities:

Requesting New User Roles (also see "Withdrawing a User Roles Request", below)   09/29/2017 06/18/2018 06/20/2018
Recertifying User Roles   07/25/2017 06/12/2018 06/20/2018
Servicemembers' Group Life Insurance Online Enrollment System (SOES)   09/26/2018 09/26/2018 09/26/2018
Thrift Savings Plan (TSP)   12/21/2017 09/26/2018 02/11/2019updated

Also see: TSP "Webinar" Recordings (June & August 2018)  

Understanding the Payslip Leave Summary     02/26/2019updated N/A
View My Dependent Information   02/23/2018 02/26/2018 05/15/18
View My PaySlip   01/22/2016 10/17/2018 02/14/2018
(7 min)
View My Airport Terminal Orders   02/05/2015 06/20/2018 06/27/2018
(2 min)
View My CWO Personal Data Extract   02/12/2016 06/20/2018 06/21/2018
View My CWO Profile Letter   02/12/2016 01/29/2018 06/20/2018
View My SWE Personal Data Extract   02/12/2016 01/29/2018 04/17/2018
(12 min) 
View My SWE Profile Letter   02/12/2016 02/07/2018 02/14/2018
(7 min)
 
View/Print My Year End (TAX) Forms (W-2s and ACA Forms)  

01/22/2016

10/17/2018 11/07/2018
Withdrawing a User Roles Request   07/25/2017 07/05/2018  

New Reserve Specific Self-Service User Guides:

Topic Name Process Map Knowledge
Base Entry
Procedure
Guide (PDF)
Video
Tutorial
All Duty Report     07/12/2018 08/01/2018
Annual Screening Questionnaire Annual Screening Questionnaire 12/04/2014 08/03/2018 10/24/2017
Inactive Duty for Training (IDT) (schedule, edit, or withdraw IDT requests) Reserve Member on IDT   08/09/2018 10/23/2017 (schedule)
05/15/2018 (withdraw/edit)
IDT Subsistence Allowance     09/04/2018   
Montgomery GI Bill Selected-Reserve (MGIB-SR) Effect MGIB-SR 12/17/2014 07/18/2018 07/18/2018
My Reserve Orders Requests Reserve ADT Orders   08/13/2018 12/04/2017
My Reserve Drills  Reserve Member on IDT   07/12/2018 08/01/2018
View My Reserve Points Statement     07/12/2018 07/18/2018
Understanding My Reserve Points Statement       11/06/2017

 

 

Topic Process Map Knowledge
Base Entry
Procedure
Guide (PDF)
Video
Tutorial
Absence Request
Chargeable Absence Requests   10/27/2016 01/31/2019updated Chargeable absence request - CMD/SPO  10/24/2018
Non-Chargeable Absence Requests     01/31/2019updated Non-Chargeable absence request by Proxy 10/30/2018
How Correct or Delete Approved Non-Chargeable Absence Requests  10/18/2018
Delegate Approval Authority to Another Approver   10/27/2016 07/02/2018  
Blended Retirement System (BRS)
Checking a Member's BRS Enrollment Status   12/21/2017 08/13/2018 03/15/2018
Electronic Training Request (ETR)
Submitting an Electronic Training Request (ETR)   11/29/2016 02/19/2019updated 02/21/2019New
Viewing and Printing Training Administration Orders     06/27/2018  
Enlisted Evaluation System (EES)
Enlisted Evaluation System (EES) Enlisted Evaluation Report
 

The EES Enlisted Evaluation Report Direct Access User Guide covers the following topics:

  1. Enlisted Evaluation Report – Supervisor Submission
  2. Enlisted Evaluation Report Endorsements
  3. Enlisted Evaluation Report Approval
  4. Member Counseling Report (printing)
  5. Self Service Member – View Completed Enlisted Evaluation Reports
  PSC Web Page 08/29/2018  
eResume
Endorsement of a PCS eResume   07/07/2016 07/02/2018  
Government Travel Charge Card (GTCC)
Travel Charge Card Command / Area Coordinators   11/29/2016 09/21/2018 (PPC P&D Provided Guide)

10/23/2010 (PSC-BOPS Provided Guide)
 
 Mobilization

Requesting Mobilization Volunteer Opportunities (Member Self-Service)

 

Reserve Mobilization Orders    10/17/2018 Apply for Mobilization Opportunities:
Endorsing/Approving Mobilization Volunteer Opportunities


 
Reserve Mobilization Orders    10/17/2018

Endorsing a Request

 

Postgraduate/Advanced Education
Postgraduate/Advanced Education Endorsements   03/24/2016 06/12/2018  
Reserve Specific
Annual Screening Questionnaire (ASQ) Command Annual Screening Questionnaire 07/03/2015 07/02/2018 05/18/2018
Reserve Member Balances   07/03/2015 02/19/2019updated 02/21/2019New
Reserve Orders Extract Report   07/03/2015 02/19/2019updated 02/21/2019New 
Active Duty Orders (AD/ADT/ADOT/ADOS)

Also see: Summary of Reserve Orders Types (9/6/2018)
ADT Orders
ADHC Orders
ADOT Orders
ADOS Orders
07/03/2015 08/09/2018 10/23/2017
Title 14 Contingency Active Duty Orders     10/18/2017 10/17/2018
Inactive Duty for Training (IDT) Drills

The Reserve Inactive Duty for Training (IDT) Drills User Guide covers these topics:

  • 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
  • Cancelling a Previously Paid IDT Drill
  • Resubmitting IDT Drills Previously Denied by the SPO
Reserve Member on IDT 07/03/2015 02/05/2019new

IDT Drills - Schedule/Authorize 11/19/2018new
IDT Drills - Complete/Deny 11/19/2018new
IDT Drills - Correct/Cancel 11/19/2018new
IDT Drills - Change11/19/2018new
IDT Drills - Resubmit11/19/2018new

Reserve Member Status Change (View)   07/03/2015 07/12/2018 02/07/2018
Reserve Order Discrepancy Report     07/06/2018 02/06/2018
View Member Inactive Duty for Training (IDT) Drills   07/03/2015 08/29/2018 10/17/2018
Identifying Inactive Duty for Training (IDT) Drill Dates   07/03/2015 10/17/2018 10/17/2018
Inactive Duty for Training (IDT) Subsistence Allowance      09/04/2018 N/A
Understanding Reserve Pay Processing     02/19/2019Updated Verifying a Delay in Pay for a Reservist
02/26/2019

Pay Calendars, Cuts and Timing 03/01/2019
Reports/Queries
Absence Request Report (Last item in Chargeable Absence Requests guide)       11/29/2016 01/31/2019 03/11/2019
ADHOC Reports Request Procedure   07/03/2016 07/16/2018 ‎08‎/‎21‎/‎2018
Airport Terminal   10/26/2014 07/24/2018 02/14/2019New
CG Dept Run   03/18/2015 07/24/2018 02/19/2019New
Dependent Accountability Report   04/17/2017 07/25/2018 03/20/2019New
Department Role Query   N/A 07/26/2018 03/20/2019New
Leave Correction Report     07/02/2018  
Member All Duty Report   N/A 07/26/2018 N/A
Member Information Report   11/29/2016 07/26/2018 N/A
Member Weigh In Report   10/21/2015 09/20/2018  
Net Pay Advice Report Request Procedure   11/30/2015 N/A See ADHOC
Requests Guide
 
Positions at a Department   N/A 07/26/2018 N/A
Reserve Order Discrepancy Report     07/06/2018  02/06/2018
Scheduling a Query   07/03/2015 07/30/2018  
Unit Roster   03/18/2015 07/30/2018 03/20/2019New
Servicewide Exam (SWE) / Enlisted advancements
Creating Advancement Certificates     08/16/2018 08/09/2018
Servicewide Exam PDE by Member   02/11/2016 10/17/2018 02/05/2019updated
Servicewide Exam PDEs by Department   02/11/2016 10/17/2018 08/13/2018
Servicewide Exam Profile Letters by Department   02/11/2016 10/17/2018 11/01/2018new
Servicewide Exam Profile Letter by Member   02/11/2016 10/17/2018 11/01/2018new
User Roles
Approving or Denying User Roles   11/01/2018 08/22/2018  
Removing User Roles   11/01/2018 08/22/2018  
Weight and Body Fat Standards Program
Member Weigh In Data Entry   01/25/2016 09/20/2018  
Member Weigh In Report   10/21/2015 09/20/2018  

 

 

Topic Process Map Knowledge Base Entry Procedure Guide (PDF) Tutorial
Viewing a Member's Leave Balance     SPO - Viewing a Member's Leave Balance ( 11/20/2018)updated 10/31/2018new
Leave and Other Approved Absences SEPARATIONS
Leave
09/21/2016

Chargeable Absences   01/31/2019updated

Non-Chargeable Absences  01/31/2019

How Correct or Delete Approved Absence Requests 10/17/2018updated

Chargeable absence request - CMD/SPO  10/24/2018new

Non-Chargeable absence request by Proxy 10/30/2018new

Chargeable absence request by Proxy 10/30/2018new

How Correct or Delete Approved Non-Chargeable Absence Requests  10/18/2018

How to Correct or Delete Approved Chargeable Absence requests  ‎10‎/‎22‎/‎2018new.

Leave Correction Report     How to run the leave report to
ID corrected or deleted entries 07/02/2018
 

General Absences

    General Absences 9/6/2018  
Understanding the Payslip Leave Summary     02/26/2019updated N/A

Also see:

 

 

Topic Knowledge
Base Entry
Procedure
Guide (PDF)
Video Tutorial
Contracts Overview   04/13/2018  
Contract Data - Reenlistments 01/24/2017 03/09/2018  
Contract Data - Extensions 10/27/2015 03/23/2017  
Contract Data - Re-Extensions 12/10/2014 03/18/2015  
Contract Data - Approving Contracts   03/09/2018   
Begin Extension/Re-Extension Reports 12/10/2014 08/30/2018 N/A
Begin Extension of Enlistment 10/27/2015 03/11/2019new  
Begin Re-Extension of Enlistment 12/10/2014 03/11/2019New  
Retained Beyond Normal Expiration of Enlistment 12/11/2014 03/11/2019New  
Lump Sum Leave Sale Overview   06/11/2018  
Active Duty 6th or 10th Anniversary Query 12/11/2014 08/28/2018 N/A
HIRE - CADET 12/18/2014 02/19/2019updated  
HIRE - MARGRAD 12/18/2014 12/06/2018updated  
HIRE - OCS-IRR 12/16/2014 12/06/2018updated  
HIRE - ROCI 12/18/2014 12/10/2018updated  
HIRE Cape May RECRUIT (from CGRC) 12/18/2014 12/18/2018updated  
HIRE SELRES DEPOT 12/18/2014 01/31/2019updated  
HIRE - Direct Commission Officer (DCO) 12/14/2016 02/25/2019updated  
REHIRE - Direct Commission Officer (DCO) 11/29/2016 02/20/2019updated  
REHIRE - CADET 12/18/2014 11/20/2018  
REHIRE PRIOR SERVICE 03/17/2019updated 02/26/2019updated  
REHIRE-RESERVE 12/18/2014 03/15/2019Updated  
Recall Rehire   06/05/2018  
CG Exchange Allotment for Ditty Bag Bill.   02/06/2019updated 02/21/2019New
Montgomery GI Bill (MGIB) Enrollment or Decline 02/10/2016 02/19/2019updated 02/19/2019New

Also see:

 

 

 


 

Topic Knowledge Base Entry Procedure Guide (PDF) Video Tutorial
Advancement/Reduction 01/24/2017 10/17/2018updated  11/07/2018new
Adding a Designator 01/07/2015 10/17/2018updated  11/14/2018New

Also see:

 

Topic Knowledge Base Entry Procedure Guide (PDF) Video Tutorial
Disciplinary Actions 01/24/2017  02/22/2019updated 1. Entering 12/6/2018New
2. Approve or Deny  12/11/2018New 
3. Adding a Step 12/11/2018New
4. Report 12/11/2018New

Also see:

 

 

Topic Process Map Knowledge
Base Entry
Procedure Guide (PDF) Video Tutorial 

Advances ( Pay, BAH, or OHA)

 

0713/2017 03/1/2019updated  03/05/2019updated
Advances - Change Liquidation Schedule   12/172014 11/14/2018 11/20/2018
Advances - Identifying Remaining Balance of an Advance     11/14/2018 11/20/2018
Aviation Incentive Pay (AvIP) Aviation Career Incentive Pay (ACIP) 02/22/2018 02/19/2019updated Establish Aviator/Start AvIP 02/11/2019New

Suspend/Terminate/Delete AvIP 02/12/2019New

Monthly to Month AvIP 02/12/2019New

Basic Allowance for Housing (BAH) Overview
BAH Without Dependents
BAH With Dependents
BAH Member-Married-to-Member
BAH Members in PCS Transit
BAH for Reserve Members
BAH Differential
BAH Partial
BAH Inadequate Quarters Rental Charge
BAH Codes
BAH/COLA Report SPO User Guide
BAH/COLA Report SPO Tutorial

03/07/2019updated Start BAH 02/25/2019updated 

Reserve AD BAH 2/22/2019updated 

Stop BAH 09/13/2017

Approve BAH 11/01/2016

Delete BAH 09/13/2017 

Correcting BAH 09/13/2017

Enter BAH-TR for Recruit
training, OCS and Academy
Grads 04/11/2016
Starting BAH for Reserve Members 02/26/2019New
Basic Allowance for Subsistence (BAS) (starts automatically)   01/13/2015 N/A N/A
Bonuses - Viewing Bonuses and Their Payments     05/01/2018  
Career Sea Pay (CSP)
New Five Level Table and TDY Entitlement Rules Effective 01 January 2017
Career Sea Pay 01/24/2017 11/20/2018
(covers starting, restarting,
stopping, and deleting neutral time.)
 
Career Sea Pay Premium (CSPP)

Note: After submitting and approving the CSPP action request in Direct Access, the SPO will submit the CSPP Start Date Calculator Spreadsheet via a trouble-ticket to PPC customer care. 
Career Sea Pay Premium 01/17/2018 01/25/2018  
Clothing Allowance - Civilian (CCA) Civilian Clothing Allowance 10/01/2014 Processing CCA  10/19/2018 10/31/2018
Clothing Allowance - Supplementary (SUPP CMA) Enlisted Supplementary Clothing Allowance 10/01/2014 Processing SUPP CMA  10/29/2018 11/14/2018
Cost of Living Allowance (COLA) - Continental US (CONUS COLA)

 
Continental United States (CONUS) Cost of Living Allowance (COLA) 10/30/2014 Start CONUS
COLA 12/13/2018updated


Correcting CONUS COLA 09/13/2017
01/29/2019New
Cost of Living Allowance (COLA) - Overseas (OUTCONUS COLA/Reduced OUTCONUS COLA)
 
Outside Continental United States (OCONUS) Cost of Living Allowance (COLA) 03/07/2019updated Start/Stop/Correct/Approve OUTCONUS COLA 03/18/2019New

Start 03/21/2019New
Correct 03/21/2019New
Delete 03/21/2019New
Stop 03/21/2019New

Cost of Living Allowance (COLA) - Unique Expenses   02/02/2015 N/A Input by PPC  
Combat SGLI Allowance Combat Servicemembers Group Life Insurance (SGLI) 04/25/2016 Starting Combat SGLI Offset 10/31/2018

Stopping Combat SGLI Offset 10/31/2018
Starting (10/17/2018) and 
Stopping (10/17/2018) SGLI Offset 
Combat Tax Exclusion Combat Tax Exclusion 09/29/2017 Start, Stop, Delete 10/31/2018     Start CTE 11/7/2018
Stop CTE 11/7/2018
Approve/Deny CTE 11/7/2018
Delete CTE 11/7/2018
 
Direct Deposit (Establish or Change)   09/23/2017 10/23/2018 10/31/2018
CG Standard Meal Rate (CGSMR) Refund / Refund for Missed Meals (RMM) Coast Guard Standard Meal Rate (CGSMR) and Refund of Missed Meals (RMM)  11/17/2017 Enter RMM 02/21/2019updated

CorrectDelete, or Stop  10/19/2018updated
Entering RMM 02/26/2019New
Diving Duty Pay   01/14/2015 Start 1/28/2018updated

Correct, Delete, or Stop  10/19/2018
 12/4/2018New
Family Separation Allowance (FSA) Family Separation Allowance (FSA) 01/05/2015 Start FSA 08/30/2018

Correct, Delete, or Stop  10/19/2018
 
Family Separation Housing Allowance (FSH)   03/07/2019updated Start 03/07/2019updated  
Flight Deck Hazardous Duty Incentive Pay (HAZPAY-FD) Flight Deck Hazardous Duty Incentive Pay 01/08/2015 Start 11/28/2018

Correct, Delete, or Stop  10/19/2018
11/29/2018
Flight Duty Hazardous Duty Pay (HAZPAY) for Enlisted Members
and Non-rated or Non-designated Officers
Hazardous Duty Incentive Pay (HDIP)  01/08/2015 Start 11/29/2018

CorrectDelete, or Stop 10/19/2018
 12/4/2018New
Foreign Language Proficiency Pay (FLPP) Foreign Language Proficiency Pay (FLPP) 01/21/2015 Start 11/28/2018
Correct, Delete, or Stop 10/19/2018
 12/4/2018New

Hardship Duty Location Pay for Designated Areas (HDP-L(DA))

 

10/16/2017 Start 11/29/2018

Correct, Delete, or Stop 10/19/2018
 12/4/2018New
Hazardous Duty Pay for Visit, Board, Search and Seizure Boarding Teams (HAZPAY-VB) Hazardous Duty Incentive Pay Visit Board Search Seizure 01/08/2015 Start  11/30/2018

CorrectDelete, or Stop 10/19/2018
Start 12/17/2018New
High-Pressure Chamber Hazardous Duty Pay (HAZPAY-HP) Diving Duty High-Pressure Chamber Hazardous Duty Pay   03/30/2017 Starting 12/10/2018updated

CorrectDelete, or Stop 10/19/2018
Start 01/29/2019New
Hostile Fire / Imminent Danger Pay Hostile Fire / Imminent Danger Pay 01/15/2015 Start 10/17/2018

Correct, Delete, or Stop 10/19/2018
 
Move In Housing Allowance   12/23/2014 Start 12/13/2018updated 01/29/2019New
Officer Uniform Allowance Officer Uniform Allowance 01/15/2015 12/10/2018Updated 01/29/2019New
Overseas Housing Allowance (OHA) Overseas Housing Allowance (OHA) 12/14/2016 Start 12/10/2018Updated
Stop 06/30/2017
Start 12/17/2018New
Pay Corrections Action Request     10/19/2018 11/29/2018
Personal Money Allowance (PMA) (Now starts automatically upon PCS reporting) Personal Money Allowance  01/15/2015 N/A  
Responsibility Pay Responsibility Pay  01/15/2015 Start 04/25/2018 
Stop 04/25/2018 
 
Special Duty Pay (SDP)


See ACN 087/18 for FY19 enlisted assignments authorized SDP.
Specialty Duty Assignment Pay (SDAP) 10/19/2017 Start SDP 10/17/2018

Correct, Delete, or Stop 10/19/2018
Starting SDP 11/6/2018
Viewing Pay Processing Shortcuts   01/28/2015 10/02/2017 10/11/2016
 
View Pay Transactions by Member     08/30/2018 03/15/2019New

 

 

Also see:

 

 

 

Topic Process Model Knowledge
Base Entry
Procedure
Guide (PDF)
Video
Tutorial
Allotments/Voluntary Deductions   03/09/2018 05/15/2018  
CG Standard Meal Rate (CGSMR)
(Auto-Starts & Stops for PCS reporting
and departing ESM/EUM units)
CGSMR and RMM 07/28/2017

Start 02/25/2019updated
Correct, Delete, or Stop 10/19/2018

Start 02/28/2019New
Federal Tax Withholding   12/18/2016 12/12/2014  
Montgomery GI Bill Enrollment or Decline   02/10/2016 09/13/2016  
State Tax Withholding   12/18/2016 03/30/2017  
State Tax Withholding Exceptions SITW Exemption 01/31/2017 12/21/2017  
Servicemembers' Group Life Insurance (SGLI) SGLI / FSGLI 12/21/2017 12/04/2017 Completing SGLV-8286
Entering FSGLI Spousal Coverage Elections SGLI / FSGLI  12/21/2017 10/02/2017  
Identifying and Researching Overpayments or In-Service Debts     07/13/2017 09/21/2016
Understanding Tax Implications for In-Service Debts     08/28/2018  
How PPC Calculates Taxes on In-Service Debts      08/28/2018   
Repayment of Taxable In Service Debt – Net repayment versus Gross repayment      08/28/2018  
Identifying SGLI, FSGLI AND TSGLI Arrears     09/14/2018  11/06/2018

 

Also see:

 

Topic Process Map Knowledge
Base Entry
Procedure
Guide (PDF)
Video
Tutorial
Airport Terminal   10/26/2014 07/24/2018 02/14/2019New
PCS Orders

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 Portal Link, will open in a new tab) are required to be added to the orders of any member traveling to an OCONUS location.  Links to the mandatory order notes and other helpful information are located under the "Overseas News and Policy Announcements" heading on the right-hand side of the PSC Overseas Screening Page.
Complete and Approve PCS Orders 11/29/2016 01/10/2018   
Amending PCS Orders Amend PCS Orders   01/31/2017   
Approving PCS Orders     06/21/2016   

PCS Entitlements Auto Start-Stop
 

    05/11/2018  
Cancelling a PCS Order Cancel Transfer Authorization or PCS Order Transaction   06/21/2016   
PCS Orders-Depart Complete and Approve PCS Departing Endorsement   01/10/2018   
PCS Orders-Report Complete and Approve PCS Reporting Endorsement   02/14/2018  
PCS Orders with Unplanned TDY
(Procedures are in the PCS reporting guide)
    09/28/2015  

Other Resources:

       

 

Also see:

 

Topic Process Map Knowledge
Base Entry
Procedure
Guide (PDF)
Video
Tutorial
Active Duty
Summary of Reserve Orders Types     09/06/2018  
Reserve Orders Extract Report     02/19/2019updated 02/21/2019New
Reserve Active Duty Orders Processing ADT
ADHC/MEDHOLD
ADOT
ADOS
Disciplinary
Mobilization
Demobilization
  08/09/2018  
Starting BAH for Reserve Orders BAH - Reserve 09/07/2017 02/22/2019updated 10/17/2018
Cancelling Reserve Active Duty Orders     09/14/2018 11/06/2018
Lump Sum Leave Sale Overview Leave Reserve   06/11/2018  

Amend Reserve Active Duty Orders

    11/02/2018 11/01/2018
Inactive Duty for Training (IDT)
Approving / Denying  Inactive Duty for Training (IDT) Drills     09/24/2018 10/17/2018
Inactive Duty for Training (IDT) Subsistence Allowance   02/26/2015 09/04/2018 N/A
Identifying IDT Drill Dates     10/17/2018 10/17/2018
Correcting or Cancelling Inactive Duty for Training (IDT) Drills     09/04/2018  
Viewing Inactive Duty for Training (IDT) Drills      08/29/2018  10/23/2017
Other
Annual Screening Questionnaire (ASQ) ASQ   07/02/2018  
Montgomery GI Bill Selected-Reserve (MGIB-SR) MGIB-SR 02/10/2016 08/07/2019 MGIB-SR - Record Eligibility 02/05/2019New

MGIB-SR - Terminate/Suspend 02/06/2019New

MGIB-SR - Reinstate/Restore 02/06/2019New
 
Reserve Order Discrepancy Report     07/06/2018 02/06/2018new
Reserve Member Balances     02/19/2019 02/21/2019
Reserve Status Change     07/12/2018 02/07/2018new
Identifying SGLI, FSGLI AND TSGLI Arrears     09/14/2018 09/20/2016
Electronic Based Distributed Learning (EBDL) Courses EBDL EBDL Courses Approved for Reserve Retirement Points 09/18/2018 Entering EBDL Courses 11/1/2018
Removing EBDL Courses 11/1/2018new
Understanding Reserve Pay Processing     02/12/2019updated Verifying a Delay in Pay for a ReservistNew02/26/2019
Pay Calendars, Cuts and TimingNew

Also see:

 

 

 

Topic Process Map Knowledge
Base Entry
Procedure
Guide (PDF)
Video
Tutorial
Separations Overview     07/02/2018  
Airport Terminal & Viewing Separation Orders Perform Pre-Separation Tasks 

Complete Separation Orders

Process Separation

Complete Member Separation

 

10/26/2017 07/24/2018  
Amending a Separation Order SEP Amend and Cancel Context Model 12/12/2017 04/25/2018  
Approving Separation Orders Complete Separation Transaction 12/12/2017 04/25/2018  
Cancelling a Separation Order SEP Amend and Cancel Context Model 12/12/2017 04/26/2016  

DD -214 Worksheet
(Also see Separations Flow to the DD-214)

See:

Process DD-214   

 

 

DD Form 214 Virtual Session Hosted by PSC-BOPS-C 02/28/2017
Death of a Member Death of Member (MBR) 12/12/2017 04/25/2018  
Discharge - End of Enlistment Process Discharge 01/14/2018 05/16/2018   
Discharge with Separation Request Process Discharge 01/14/2018 10/17/2018  
RELAD - AD to SELRES or IRR Process Release from Active Duty (RELAD) 10/25/2018 10/17/2018  
RELAD with Sep Request - AD Officers and Members on EAD Process Release from Active Duty (RELAD) 10/25/2018 04/13/2017  
Lump Sum Leave Sale Overview Leave Context Model   06/11/2018  
Resuming Retirement for a Recalled Retired (Ret-1) Member     04/13/2017  
Retirement Orders Process Retirement 01/14/2017 04/25/2018  
Separation Reports   12/12/2015 04/28/2016  
Separations Flow to the DD-214   07/11/2018 04/28/2016  

Also see:

 

 

Topic Process Map Knowledge
Base Entry
Procedure
Guide (PDF)
Video
Tutorial
Electronic Training Request (ETR)/Training Administration System (TAS)
Accessing the Course Waiting List (TRACENs)     06/27/2018  
Adding Updating Courses & Training     06/27/2018  
Adding Updating Test Results     06/27/2018  
Submitting an Electronic Training Request (ETR)   11/29/2016 06/27/2018  
Viewing a Training Summary     06/27/2018  
Viewing and Printing Training Administration Orders     06/27/2018  
View Training Course Waiting List      09/25/2018  07/12/2018

 

All links in this section require access to the CGPortal (CAC logon required):

Access

Only Coast Guard personnel assigned duties in one of the 8 respective areas identified below can be granted access to the system (Click the links to view maps for each of the WIMS processes).

  1. Family Advocacy Process Map
  2. Special Needs Process Map
  3. Substance Abuse Process Map
  4. Sexual Assault Process Map
  5. Critical Incident Stress Mgmt Process Map
  6. Employee Assistance Process Map
  7. Workplace Violence & Threatening Behavior Process Map
  8. Victim Witness Process Map

Procedures

Guides applicable to ALL Work Life Programs:

WIMS User Guides by Program:

All WIMS User Guides (all files from this page combined into a single file)

Web TPAX Sign in pageWeb-TPAX Sign in page (CG Network Users Only)
Collapse All Expand All

 

Read these guides to learn how to log into Web TPAX for the first time, understand its features, and maintain your account.

Click the revision date (DD Mmm YYYY) to open the guide or tutorial.

Topic Procedure
Guide (PDF)

Tutorial
First Time Web TPAX User 03 May 2017 11 Feb 2017
Web TPAX Overview 03 May 2017 11 Feb 2017
Changing Passwords in Web TPAX 06 Oct 2017 11 Feb 2017
Updating your Profile in Web TPAX 16 Feb 2017 11 Feb 2017
Correcting Rank in Web- TPAX 06 Apr 2018  
Attaching and Viewing Documents in Web TPAX 07 Mar 2017  
Printing a Travel Voucher Summary 07 Jan 2017  
Reimbursable Expenses Listing 12 Mar 2019new  
Travel Audit Process Overview 10 Jan 2017  
Verify the Status of a Claim 06 Mar 2017  

 


 

 

Click the revision date (DD Mmm YYYY)  to open the guide or tutorial.

Topic Procedure
Guide (PDF)

Tutorial
Travel Audit Process Overview 10 Jan 2017  

 


 

 

Click the revision date (DD Mmm YYYY) to open the guide or tutorial.

Topic Procedure
Guide (PDF)

Tutorial
Actual Expense for Lodging (AELP) 16 Aug 2018  
Changing Lodging Rates 31 Jan 2017  
Claims that Crossover Fiscal Years 13 Jan 2017  
Constructive Cost-How to Calculate 03 May 2017  
Correct or Change Order Dates in TPAX 10 Dec 2018  
Crossing the International Date Line