Financial Planning Worksheet for a PCS Move

[Pages:2] FINANCIAL PLANNING WORKSHEET FOR

A PCS MOVE

SOURCES OF INCOME: 1. Member's Travel Allowance (Pre-payment) 2. Member's Per Diem (Pre-payment) 3. Member's Advance Pay (Pre-payment) 4. Dependent Per Diem (Post-payment) 5. Dislocation Allowance (Pre-payment) 6. Temporary Lodging Expense (Post-payment) 7. Refund Security Deposit (Present Quarters) 8. Refund of Utility Deposits (Present Quarters) 9. Accumulated Pay while in Transit (Post-payment) 10. Profits from selling articles you do not plan to transfer 11. Overseas Allowance (OHA, MIHA, TLA)

TOTAL SOURCES OF INCOME (A)

Estimated Date

Payable

Amount

_________ _________

_________ _________

_________ _________

_________ _________

_________ _________

_________ _________

_________ _________

_________ _________

_________ _________

_________ _________

_________ _________

_________ _________

EXPENSES:

1. Liquidation of Advance Pay

_________

2. Liquidation of Advance Travel

_________

3. Remove and dismantle TV antenna

_________

4. Disconnect major appliances including cost of any necessary services (electrical, plumbing, carpentry) and reinstallation costs

_________

5. Disconnect and remove window air conditioners

_________

6. Cost to clean vacated quarters and final lawn maintenance

_________

7. Shipping pets (cost of crate, transportation, board, and pickup at destination)

_________

8. Dismantling outdoor play equipment and reassembly costs

_________

9. Shipping a boat or outboard motor

_________

10. Shipping, towing, or carrying a vehicle or motorcycle

_________

11. Shipping any other items not authorized at government expense

_________

12. Supplemental insurance for shipping or storing your personal property _________

13. Excess weight over authorized weight allowance

_________

14. Preparation of car for trip

_________

15. Reserve (for potential vehicle breakdown enroute)

_________

_________ _________ _________ _________

_________ _________ _________

_________ _________ _________ _________ _________ _________ _________ _________

PERSONAL FINANCIAL MANAGEMENT STANDARDIZED CURRICULUM 2007

16. Other transportation to new duty station 17. Costs associated with shipping a car overseas: transportation

to and from port of entry/exit, ensuring the car is in good working order 18. Lodging costs after the pickup and prior to departure 19. Food costs after the pickup and prior to departure 20. Hotel/motel costs enroute 21. Two months rent (plus security deposits) on new quarters 22. Restaurant/food costs enroute 23. Phone deposit (new quarters) 24. Electric deposit 25. Water/sewage deposit (new quarters) 26. Cleaning supplies for new quarters 27. Laundromat costs until washer arrives 28. Restock with food staples and first grocery order 29. Local transportation costs until car arrives 30. Extra long distance calls to family or friends 31. Replacement of damaged personal property

TOTAL OF POSSIBLE EXPENSES (B)

TOTAL BALANCE OF (A-B)

WEBSITES: dfas.mil housing.navy.mil/onestop/ lifelines.navy.mil militaryHOMEFRONT.dod.mil/moving ffsp.navy.mil npc.navy.mil tricare.mil

Estimated Date Amount Payable

_________ ________

_________ _________ _________ _________ _________ _________ _________ _________ _________ _________ _________ _________ _________ _________ _________

________ ________ ________ ________ ________ ________ ________ ________ ________ ________ ________ ________ ________ ________ ________

_________ ________

_________ ________

PERSONAL FINANCIAL MANAGEMENT STANDARDIZED CURRICULUM 2007

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