Notice period check List

The Ultimate Exit Checklist:

16 Documents to Secure Before You Leave Your Job

Leaving a job is a significant life event, filled with a mix of excitement for the new and nostalgia for the old. Amidst the farewell lunches and handover notes, it’s crucial to take care of one of the most practical aspects of your transition: gathering your documents.

Why is this so important? These papers are your professional legacy at the company. They are essential for future background checks, financial planning, tax filings, and even for landing your next role.

Don't wait until your last day. Use this ultimate checklist to ensure you have everything you need for a smooth and secure exit.

These are the documents you must have. They are the bedrock of your professional and financial record.

1. Relieving Letter: This is official proof that you have been relieved from your duties. It confirms your end date and is often mandatory for background checks by new employers.

2. Experience Letter: While sometimes combined with the relieving letter, this document details your role, responsibilities, key achievements, and the duration of your employment. It’s a powerful summary of your tenure.

3. Form 16 (Parts A & B): Arguably the most critical document for salaried individuals in India. This is your income and tax statement from your employer, issued under the Income Tax Act. You cannot file your income tax returns without it.

4. Last 3 Months' Salary Slips: These are vital for verifying your last drawn salary and for financial processes like applying for a loan or a visa.

5. Original Documents (if submitted): Retrieve any original educational certificates, proof of identity, or other personal documents you submitted at the time of joining. Companies are obligated to return these.

#### For Your Career Growth & Next Opportunity

These documents build your narrative and showcase your value to future employers.

6. Appraisal Letters: This collection of documents provides a historical record of your performance, growth, and the formal feedback you received. It’s great for preparing for interviews and negotiating your next salary.

7. Training Certificates: Any certifications from workshops, courses, or training programs you completed during your employment. They are tangible proof of your upgraded skill set.

8. Reference Letters (Optional but Highly Recommended): A glowing recommendation from your manager or a senior colleague can be worth its weight in gold. Politely ask if they would be willing to provide one before you leave.

9. **Work Samples (Optional):** Important: Only take samples of work that are not protected by a Non-Disclosure Agreement (NDA) and that you have explicit permission to use. These can be powerful additions to your portfolio.

For Your Financial & Legal Security

Protect yourself and ensure you get what you’re owed.

10. Confirm Leave Balances: Check your remaining paid time off (PTO, sick leave, etc.). In many companies, you are entitled to encashment for unused leave, but this is often subject to company policy.

11. Health Insurance Document: Understand when your health insurance coverage ends. This is critical for planning your coverage until your new employer's insurance kicks in.

12. Non-Disclosure Agreements (NDAs) & Confidentiality Agreements: Keep copies of any legal agreements you signed. You need to be clear on your ongoing obligations to protect sensitive company information.

13. Legal Documents (if applicable): This includes any specific employment contracts, termination agreements, or settlement letters. Review them carefully before signing.

#### For Your Reference & Network

Don't burn bridges; build a repository of information and connections.

14. Original Offer Letter: Your first document with the company. It’s a useful reference for the original terms, conditions, and role you were hired for.

15. Company Handbook or Policies: While you can't take proprietary information, having a copy of the general policies (like leave encashment rules) can be useful for your own records.

16. Mail IDs & Contact Information: Save the professional contact details of colleagues you'd like to stay in touch with. A strong professional network is one of your most valuable assets.

Pro-Tips for a Smooth Exit:

* Start Early: Begin requesting these documents at least two weeks before your last day. HR and your manager will appreciate the lead time.

* Go Digital: Wherever possible, ask for soft copies. They are easier to store and share.

* Be Professional and Polite: A positive and organized exit leaves a lasting good impression.

* Know the Policy: Some documents, like Form 16, might be provided after the financial year ends. Confirm the timeline with HR.

Leaving a job is more than just a career change; it's a transition that requires careful administrative planning. By securing these 16 documents, you equip yourself not just with paperwork, but with peace of mind, allowing you to confidently step into the next exciting chapter of your career.

Good luck with your new journey!