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-1001B	Monthly Incapacitation Claim Form (Member)	04/16
CG-1001C	Reserve Incapacitation Benefits Request	04/19
CG-1002	Lateral Change Request	06/19
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	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.	02/10
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-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	06/19
CG-2035	Family Separation Allowance (FSA) Worksheet	02/10
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	09/13
CG-2046	Application to Sell Special Leave Accrual (SLA)	02/10
CG-2050	Nonreceipt Worksheet	02/10
CG-2055A	Reserve Retirement Transfer Request	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/Fireman	02/19
CG-3788B	Enlisted Evaluation Report Third Class Petty Officer	02/19
CG-3788C	Enlisted Evaluation Report Second Class Petty Officer	02/19
CG-3788D	Enlisted Evaluation Report First Class Petty Officer	02/19
CG-3788E	Enlisted Evaluation Report Chief Petty Officer	02/19
CG-3788F	Enlisted Evaluation Report Senior Chief Petty Officer	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-7302	EFT / ACH Member Payment Enrollment Form	03/19
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 2648, Service 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/

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:

• 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.

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	01/29/2019
Divorce, Annulment or Death of a Dependent	01/21/2015	10/01/2018	02/11/2019
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	12/4/2018
Urinalysis Report	01/15/2015	06/04/2019
Understanding Job Data		02/06/2019	02/06/2019

(*) 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	03/21/2019
BAH Mismatches (HR Quality Assurance Tool)		04/25/2019	02/25/2019
Department Role Query		07/26/2018	03/20/2019
Dependent Accountability Report	04/17/2017	07/25/2018	03/20/2019
CG Dept Run	03/18/2017	07/24/2018	02/19/2019
Begin Extension/Re-Extension Reports	12/10/201	08/30/2018	N/A
Electronically Imaged PDR (EI-PDR) via WebNow. Covers: WebNow Account Access and Deactivation SPO PDR Scanning and Verification Process 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		02/19/2019	02/21/2019
Reserve Orders Extract Report		02/19/2019	02/21/2019
Suspicious Amount-Net Pay Difference  Greater Than $500 (NP500 Report)		10/19/2018	08/13/2018
Unit Roster	03/18/2018	07/30/2018	03/20/2019
Urinalysis Report	02/20/2018	05/29/2019
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.

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

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
Direct Access Compatible Browsers			04/19/2019
Absence Request (Chargeable)		09/21/2016	01/31/2019	10/23/2018
Absence Requests (Non-Chargeable)			01/31/2019	10/25/2018
Allotments/Voluntary Deductions		05/28/2019	02/08/2019	06/07/2018
Blended Retirement System (BRS) Brief				04/10/2018
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	03/08/2018
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	05/22/2019	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	05/22/2019
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	05/22//2019
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: 10/17/2018
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	02/11/2019 Also see: TSP "Webinar" Recordings (June & August 2018)
Understanding the Payslip Leave Summary			02/26/2019	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	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)	10/31/2018
Leave and Other Approved Absences	SEPARATIONS Leave	09/21/2016	Chargeable Absences   01/31/2019 Non-Chargeable Absences  01/31/2019 How Correct or Delete Approved Absence Requests 10/17/2018	Chargeable absence request - CMD/SPO  10/24/2018 Non-Chargeable absence request by Proxy 10/30/2018 Chargeable absence request by Proxy 10/30/2018 How Correct or Delete Approved Non-Chargeable Absence Requests  10/18/2018 How to Correct or Delete Approved Chargeable Absence requests  ‎10‎/‎22‎/‎2018.
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			02/26/2019	N/A

Also see:

• Approving Pay/Correction Transactions
• BAH/COLA Report SPO User Guide
• How to Correct or Delete a Pending Payroll Action Request
• Pay Corrections Action Requests
• In Range vs. Out of Range
• NP500 Report: Suspicious Amount Net Pay Diff > $500
• View Active Duty and Reserve Payslips (SPO access)
• Viewing Pay Processing Shortcuts
• View Transaction by Member

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

Also see:

• Approving Pay/Correction Transactions
• BAH/COLA Report SPO User Guide
• How to Correct or Delete a Pending Payroll Action Request
• Pay Corrections Action Requests
• In Range vs. Out of Range
• NP500 Report: Suspicious Amount Net Pay Diff > $500
• View Active Duty and Reserve Payslips (SPO access)
• Viewing Pay Processing Shortcuts
• View Transaction by Member

MGIB-SR - Recording Eligibility  02/19/2019 MGIB-SR - Terminate/Suspend 02/06/2019 MGIB-SR - Reinstate/Restore 02/06/2019

MGIB-SR - Recording Eligibility  02/19/2019 MGIB-SR - Terminate/Suspend 02/06/2019 MGIB-SR - Reinstate/Restore 02/06/2019

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

Also see:

• Approving Pay/Correction Transactions
• BAH/COLA Report SPO User Guide
• How to Correct or Delete a Pending Payroll Action Request
• Pay Corrections Action Requests
• In Range vs. Out of Range
• NP500 Report: Suspicious Amount Net Pay Diff > $500
• View Active Duty and Reserve Payslips (SPO access)
• Viewing Pay Processing Shortcuts
• View Transaction by Member

Topic	Knowledge Base Entry	Procedure Guide (PDF)	Video Tutorial
Disciplinary Actions	01/24/2017	06/13/2019	1. Entering 12/6/2018 2. Approve or Deny  12/11/2018  3. Adding a Step 12/11/2018 4. Report 12/11/2018

Also see:

• Approving Pay/Correction Transactions
• BAH/COLA Report SPO User Guide
• How to Correct or Delete a Pending Payroll Action Request
• Pay Corrections Action Requests
• In Range vs. Out of Range
• NP500 Report: Suspicious Amount Net Pay Diff > $500
• View Active Duty and Reserve Payslips (SPO access)
• Viewing Pay Processing Shortcuts
• View Transaction by Member

Topic	Process Map	Knowledge Base Entry	Procedure Guide (PDF)	Video Tutorial
Advances ( Pay, BAH, or OHA)	Advance Pay / BHA / OHA	0713/2017	05/10/2019	03/05/2019
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	05/22/2019	Establish Aviator/Start AvIP 02/11/2019 Suspend/Terminate/Delete AvIP 02/12/2019 Monthly to Month AvIP 02/12/2019
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 DA Pay Processing: Inactive BAH Case (04/17/2019)	Basic Allowance for Housing (BAH)	03/07/2019	Start/Stop/Correct/Approve BAH 04/26/2019 Reserve AD BAH 5/22/2019  Enter BAH-TR for Recruit training, OCS and Academy Grads 04/25/2019	Starting BAH for Reserve Members 02/26/2019 Starting BAH-TR 05/01/2019
Basic Allowance for Subsistence (BAS) (starts automatically)	Basic Allowance for Subsistence (BAS)   Candidate (Cadet) Commuted Rations (COMRATS)	01/13/2015	N/A	N/A
Bonuses - Viewing Bonuses and Their Payments			04/30/2019
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.  Known Issue: Career Sea Pay Premium (CSPP) for TACLETs - SPOs must submit trouble tickets to have CSPP pay out for CSPP eligible TACLET members who go TDY to a ship.	Career Sea Pay Premium	06/13/2019	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 04/18/2019 Correcting CONUS COLA 09/13/2017	01/29/2019
Cost of Living Allowance (COLA) - Overseas (OUTCONUS COLA/Reduced OUTCONUS COLA)	Outside Continental United States (OCONUS) Cost of Living Allowance (COLA)	03/07/2019	Start/Stop/Correct/Approve OUTCONUS COLA 03/18/2019	Start 03/21/2019 Correct 03/21/2019 Delete 03/21/2019 Stop 03/21/2019 Approve/Confirm 03/21/2019
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 06/10/2019 Correct, Delete, or Stop  10/19/2018	Entering RMM 02/26/2019
Diving Duty Pay		01/14/2015	Start 1/28/2018 Correct, Delete, or Stop  10/19/2018	12/4/2018
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)		03/07/2019	Start 03/07/2019
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 Correct, Delete, or Stop 10/19/2018	12/4/2018
Foreign Language Proficiency Pay (FLPP)	Foreign Language Proficiency Pay (FLPP)	01/21/2015	Start 11/28/2018 Correct, Delete, or Stop 10/19/2018	12/4/2018
Hardship Duty Location Pay for Designated Areas (HDP-L(DA))	Hardship Duty Pay (HDP) - Location (L) Designated Area (DA)	10/16/2017	Start 11/29/2018 Correct, Delete, or Stop 10/19/2018	12/4/2018
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 Correct, Delete, or Stop 10/19/2018	Start 12/17/2018
High-Pressure Chamber Hazardous Duty Pay (HAZPAY-HP)	Diving Duty High-Pressure Chamber Hazardous Duty Pay	03/30/2017	Starting 12/10/2018 Correct, Delete, or Stop 10/19/2018	Start 01/29/2019
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 12/13/2018	01/29/2019
Officer Uniform Allowance	Officer Uniform Allowance	01/15/2015	12/10/2018	01/29/2019
Overseas Housing Allowance (OHA)	Overseas Housing Allowance (OHA)	12/14/2016	Start 12/10/2018 Stop 05/23/2019	Start 12/17/2018
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 04/22/2019  Stop 04/22/2019	Start 04/29/2019 Stop 04/29/2019
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	03/15/2019

Also see:

• Approving Pay/Correction Transactions
• BAH/COLA Report SPO User Guide / Tutorial
• How to Correct or Delete a Pending Payroll Action Request
• Pay Corrections Action Requests
• In Range vs. Out of Range
• NP500 Report: Suspicious Amount Net Pay Diff > $500
• View Active Duty and Reserve Payslips (SPO access)
• Viewing Pay Processing Shortcuts
• View Transaction by Member

Topic	Process Model	Knowledge Base Entry	Procedure Guide (PDF)	Video Tutorial
Allotments/Voluntary Deductions		05/28/2019	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 05/07/2019 Correct, Delete, or Stop 10/19/2018	Start 02/28/2019
Federal & State Tax Withholding		12/18/2016	05/08/2019
Montgomery GI Bill Enrollment or Decline		02/10/2016	02/19/209
State Tax Withholding Exceptions	SITW Exemption	01/31/2017	12/21/2017
Identifying and Researching Overpayments or In-Service Debts			04/30/2019	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:

• Approving Pay/Correction Transactions
• BAH/COLA Report SPO User Guide
• How to Correct or Delete a Pending Payroll Action Request
• Pay Corrections Action Requests
• In Range vs. Out of Range
• View Active Duty and Reserve Payslips (SPO access)
• View Pay Transactions Shortcuts
• View Transaction by Member  

Topic	Process Map	Knowledge Base Entry	Procedure Guide (PDF)	Video Tutorial
Airport Terminal		10/26/2014	07/24/2018	02/14/2019
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	04/26/2019	N/A
Amending or Cancelling  PCS Orders	Amend PCS Orders Cancel Transfer Authorization or PCS Order Transaction		05/08/2019
Approving PCS Orders			04/22/2019	05/07/2019
PCS Entitlements Auto Start-Stop			05/07/2019
PCS Orders Endorsements: Departing, Reporting and  Unplanned TDY	Complete and Approve PCS Departing Endorsement Complete and Approve PCS Reporting Endorsement		05/07/2019
Other Resources: How to Look Up a Unit's SPO in Direct Access04/30/2019 SPO Contact List (CG Portal Link) SPO/Unit Relationship Report (CG Portal Link) Visit PSC's Overseas Screening CG Portal site for webinars, interview questions, overseas screening questions & answers, and additional information. Screening for Overseas Duty, PSCINST 1300 (CG Portal Link)

Also see:

• Approving Pay/Correction Transactions
• BAH/COLA Report SPO User Guide
• How to Correct or Delete a Pending Payroll Action Request
• Pay Corrections Action Requests
• In Range vs. Out of Range
• NP500 Report: Suspicious Amount Net Pay Diff > $500
• View Active Duty and Reserve Payslips (SPO access)
• Viewing Pay Processing Shortcuts
• View Transaction by Member

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			02/19/2019	02/21/2019
Reserve Active Duty Orders Processing	ADT ADHC/MEDHOLD ADOT ADOS Disciplinary Mobilization Demobilization		06/13/2019
Starting BAH for Reserve Orders	BAH - Reserve	09/07/2017	05/22/2019	10/17/2018
Cancelling Reserve Active Duty Orders			09/14/2018	11/06/2018
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		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 02/05/2019 MGIB-SR - Terminate/Suspend 02/06/2019 MGIB-SR - Reinstate/Restore 02/06/2019
Reserve Order Discrepancy Report			07/06/2018	02/06/2018
Reserve Member Balances			02/19/2019	02/21/2019
Reserve Status Change			07/12/2018	02/07/2018
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 11/1/2018
Understanding Reserve Pay Processing			02/12/2019	Verifying a Delay in Pay for a Reservist 02/26/2019 Pay Calendars, Cuts and Timing

Also see:

• Approving Pay/Correction Transactions
• BAH/COLA Report SPO User Guide
• How to Correct or Delete a Pending Payroll Action Request
• Pay Corrections Action Requests
• In Range vs. Out of Range
• NP500 Report: Suspicious Amount Net Pay Diff > $500
• View Active Duty and Reserve Payslips (SPO access)
• Viewing Pay Processing Shortcuts
• View Transaction by Member

Topic	Process Map	Knowledge Base Entry	Procedure Guide (PDF)	Video Tutorial
Separations Overview			06/13/2019
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	05/22/2019
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 Portal Link - CAC Logon Required)	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	06/13/2019
Discharge - End of Enlistment	Process Discharge	01/14/2018	06/13/2019
Discharge with Separation Request	Process Discharge	01/14/2018	06/13/2019
RELAD - AD to SELRES or IRR	Process Release from Active Duty (RELAD)	04/23/2019	06/13/2019
RELAD with Sep Request - AD Officers and Members on EAD	Process Release from Active Duty (RELAD)	06/04/2019	06/13/2019
Lump Sum Leave Sale Overview	Leave Context Model		06/13/2019
Resuming Retirement for a Recalled Retired (Ret-1) Member			05/23/2019
Retirement Orders	Process Retirement	01/14/2017	06/13/2019
Separation Reports		12/12/2015	05/09/2019
Separations Flow to the DD-214		07/11/2018	05/22/2019(Reviewed)

Also see:

• Approving Pay/Correction Transactions
• BAH/COLA Report SPO User Guide
• How to Correct or Delete a Pending Payroll Action Request
• Pay Corrections Action Requests
• In Range vs. Out of Range
• NP500 Report: Suspicious Amount Net Pay Diff > $500
• View Active Duty and Reserve Payslips (SPO access)
• Viewing Pay Processing Shortcuts
• View Transaction by Member

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

• How to complete and route the User Access Form (CG-7421G) (Updated 13 May 2013)
• CG-7421G, Direct-Access Work-Life Information Management System User Access Authorization Form 

Procedures

Guides applicable to ALL Work Life Programs:

• How to use the Portal (Revised 21 March 2011)

  The primary purpose of the Portal for WIMS users is for easy and quick navigation to the data entry pages for a Work - Life Incident.

• How to Add a Non Employee (Revised 21 March 2011)

  When there is an incident involving a non-USCG member, they must be added to the system. Follow the steps in this guide to add a non-employee.

• How to Use the Note Pad (Revised 21 March 2011)

  The primary purpose of the NotePad is to record and track notes for an incident that has been entered into the system.

• How to use the Action Request Page with the Approval Workflow Engine (AWE) to Initiate and Route an Action

  When there is an incident that requires information to be routed to another user with and without a form, the Action Request Page along with the Approval Workflow Engine (AWE) will be utilized in Direct Access.

• How to use the Action Request Page with the Approval Workflow Engine (AWE) to Review, Approve, Transfer or Deny an Action (Revised 21 March 2011)

  When there is an incident that requires information to be routed to another user with and without a form, the Action Request Page along with the Approval Workflow Engine (AWE) will be utilized in Direct Access.

WIMS User Guides by Program:

• Family Advocacy (Revised 21 March 2011)
• Special Needs (Revised 21 March 2011)
• Substance Abuse (Revised 21 March 2011)
• Sexual Assault (Revised 21 March 2011)
• Critical Incident Stress Management (CISM) (Revised 21 March 2011)
• Employee Assistance (Revised 21 March 2011)
• Workplace Violence & Threatening Behavior (Revised 21 March 2011)
• Victim Witness (Revised 21 March 2011)

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

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	23 Apr 2019
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.

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