The ALSPO message promulgates an update to reference (a).

1000 11 Oct 2017 E-Mail ALSPO B/17 Subj: REVISED ANNUAL VERIFICATION PROCESS Ref: (a), COMDTINST Ml000.2 (series) (b) Military Personnel Casualties and Decedent Affairs, COMDTINST Ml 770.9 (series) (c) Coast Guard Pay Manual, COMDTINST M7220.29 (series) ( d) Coast Guard Policy on the Possession of Firearms and/or Ammunition by Coast Guard Military Personnel, COMDTINST 10100.1 Introduction The ALSPO message promulgates an update to reference (a). Discussion A working group was established to review the entire annual verification process. The working group found inefficiencies and non-conformance to existing policies. Designation of Beneficiaries and Record of Emergency Data, Form CG-2020D Effective immediately, the Designation of Beneficiaries and Record of Emergency Data, Form CG-2020D is no longer a component of the annual verification process. In accordance with reference (b), the CG-2020D will be completed on the following occasions: Accession Commissioning Marriage Divorce Death of spouse Annulment of marriage. Permanent Change of Station - arrival Change of status (regular to reserve and reserve to regular) Members can resubmit a CG-2020D if any data on the form needs to be updated. Annual Validation The annual verification process will only be comprised of the following: BAH/Dependency Data Emergency Contacts Qualification to Possess Firearms or Ammunition, DD Form 2760 In accordance with reference ( c ), all military members are required to validate their housing allowance entitlement by verifying their Direct Access

1000 110ct2017 E-Mail ALSPO 8/17 Subj: REVISED ANNUAL VERIFICATION PROCESS BAH/Dependency Data report. This must be started in October and be completed no later than 30 November. In accordance with reference (b ), all military members, regardless of duty status, must keep their emergency contact information current in Direct Access. This process will be completed during the annual verification process. In accordance with reference (d), the DD Form 2760 must be completed and signed by all members annually. This process will be completed during the annual verification process. SGLI I FSGLI The Coast Guard will be migrating to the SGLI Online Enrollment System (SOES) in 2018. Additional guidance will be released at a future date. More information on SOES is available on the U.S. Department of Veterans Affairs website: https://www.benefits.va.gov/insurance/soes.asp#soes FA Os. Follow current Coast Guard published procedures to administer SGLI and/or FSGLI. Procedures The attached enclosures provide updated procedures which will be incorporated into the next release of reference (a). Directives Affected The contents of this E-Mail ALSPO message will be incorporated into the applicable sections ofreference (a). This E-Mail ALSPO message provides interim guidance which expires one year from the date of issuance unless it is incorporated into an appropriate PPC publication, reissued, or cancelled. Continued on next page 2

1000 11 Oct 2017 E-Mail ALSPO 8/17 Subj: REVISED ANNUAL VERIFICATION PROCESS Questions Direct questions regarding the content of this E-Mail ALSPO message to PPC Customer Care at: ir (866) 772-8724/(785) 339-2200 "'El http://www.uscg.mil/ppc/ccb/ (Online Trouble Ticket/Inquiry Form) PPC-DG-CustomerCare@ uscg.mil (E-Mail) s!j Released By Internet release authorized. ~P3--- c; P. F. BRADY, JR, CAPT, USCG Commanding Officer Encl: (1) Designation of Beneficiaries and Record of Emergency Data (2) Servicemembers' Group Life Insurance (SGLI) (3) Family Servicemembers' Group Life Insurance ( 4) Emergency Contacts (5) BAH/Dependency Data (6) Possession of Firearms and Ammunition 3

PPCINST M1000.28 Section A: Designation of Beneficiaries and Record of Emergency Data A.1. Introduction A.2. References A.3. Purpose This section discusses the process to designate beneficiaries and to complete a Designation of Beneficiaries and Record of Emergency Data, Form CG-2020D. (a) Military Casualties and Decedent Affairs, COMDTINST Ml 770.9 (series) (b) Coast Guard Pay Manual, COMDTINST M7220.29 (series) (c) Military Personnel Data Records (PDR) System, COMDTINST Ml 080.10 (series) In accordance with ref (a), the completion of the Designation of Beneficiaries and Record of Emergency Data, Form CG-2020D is mandated for all military personnel. The forms use pertains to: Person(s) to notify in case of emergency or death Name of beneficiary(ies) to receive death gratuities Person(s) to receive allotment of pay if missing or unable to transmit funds Beneficiary(ies) for unpaid pay and allowances Person Authorized to Direct Disposition of Remains Person Eligible to Receive Effects A.4. When to Submit the CG-2020D The Designation of Beneficiaries and Record of Emergency Data, Form CG-2020D, must be submitted by all military personnel on the following occasions: Accession Commissioning Marriage Divorce Death of spouse Annulment of marriage Permanent Change of Station - arrival Change of status (regular to reserve, reserve to regular) Mt:mbers can submit an updated CG-2020D at any time. Chapter 5: Personnel Admin 5-2

A.5. Death Gratuity The death gratuity is paid to the survivor(s) of a Coast Guard member who dies while on active duty and reservists on IDT/ADT or while traveling to or from IDT/ADT per 10 U.S.C. 1475-1480. Survivors are also authorized death gratuity when a member dies within 120 days following their separation date or most recent reserve service, if the Department of Veterans Affairs determines the death was service connected. Each member has the personal option to designate persons to receive part, or all, of the death gratuity. Only living persons may be designated. Formal or blood relationship is not required. A maximum of ten living persons may be designated to receive portions. Portions may be specified only in ten percent increments. If portions add up to less than 100 percent, the remainder will be paid by law. A.6. Beneficiary(ies) for Death Gratuity If a member does not wish to designate a beneficiary for death gratuity, they enter "None" in Section 3 of the Designation of Beneficiaries and Record of Emergency Data, Form CG-2020D. Undesignated portions will be paid by law according to the default precedence list. The full amount of death gratuity is payable to someone, even if the member enters "None", leaves the form blank, chooses to designate less than the full amount, or if the form is missing or destroyed. In accordance with reference (b ), payment by law is as follows: To the surviving spouse of the member, if any (does not include an exspouse) To the surviving children of the member and the descendants of any deceased children by representation To the surviving parents of the member to the survivor of them To the duly appointed executor or administrator of the estate of the member If none of the above, then to the other next-of-kin of the member under the laws of domicile of the member at the time of the member's death A.7. Spousal Notification Letter If a member has a spouse and designates a person(s) other than the spouse to receive all or a portion of the death gratuity, the member' s Commanding Officer is required to notify the spouse about the designation. The notice to the spouse must be done in writing. First class mail will normally be used. No response from the spouse is required. A copy of the letter must be filed in the member' s personal data record. See Figure 5-1 on the following page for a spousal notification template. The font size has been reduced to allow it to fit on one page. 5-3 Chapter 5: Personnel Admin

U.S. Department o~ Homeland Security United States Coast Guard 1772 January I, 2017 Spouse s Name Address Line I Address Line 2 City, State. Zip Code NOTIFICATION OF BENEFICIARY DESIGNATION Your spouse recently made changes to the beneficiary designation for death gratuity pay. The changes may affect you. In accordance with Public Law 11 0-181, we are required to notify a servicemember"s spouse whenever that member names any death gratuity beneficiaries other than the member's spouse. The death gratuity originally provided for the immediate living expenses of family members. The current amount of the death gratuity payment is $I 00,000. It is an entitlement paid to a beneficiary even if the deceased was indebted to or overpaid by the Coast Guard. The death gratuity policy allows servicemembers an option to designate up to 100 percent of their death gratuity to any living person of the servicemember's choice. Your serviccmember spouse has designated one or more people, other than yourself, to receive all or a portion of the death gratuity payment. The servicemcmber is entitled to make the above election. We arc not authorized to disclose the name of any other beneficiary. Note: Undesignated portions wi ll be paid by law: (I) To the surviving spouse of the member, if any (does not include ex-spouse) (2) To any surviving children of the spouse and the descendants of any deceased children by representation (3) To the surviving parents or the survivor of them (4) To the duly appointed executor or administrator of the estate of the member (5) If none of the above, to the other next-of-kin of the member under the laws of domicile of the member at the time of the member s death. There is no requirement for you to reply to this letter. We are required only to notify you of your spouse's decision. If you have any questions regarding this matter, please call(###) ###-#### or write to the address listed above. Sincerely Copy: Servicing Personnel Office Name Military Grade spelled out Job Title U.S. Coast Guard By Direction (if signing by direction) Figure 5-1 Death Gratuity Spousal Notification Letter Chapter 5: Personnel Admin 5-4

Designation of Beneficiaries and Record of Emergency Data Checklist This checklist is to be used by the member, command, Personnel and Administration Office, and the Servicing Personnel Office in completing all necessary tasks to properly submit and record the member's designation of beneficiaries and emergency data. Step Who Does It Command What Happens In accordance with reference (a) immediately upon notification/discovery of one of the following events, direct member to complete a Designation of Beneficiaries and Record of Emergency Data, Form CG-2020D. Accession Commissioning Marriage Divorce Death of spouse Annulment of marriage Permanent Change of Station - arrival Change in status (regular to reserve or reserve to regular) 2 3 4 Member Personnel and Administration Office Servicing Personnel Office Immediately when directed or upon one of the occasions listed in "Step l ", complete and sign a Designation of Beneficiaries and Record of Emergency Data, Fom1 CG-2020D. Forward to your Personnel and Administration Office. Immediately upon receipt of Form CG-2020D, review and ensure form is accurately completed. If Spousal Notification is required, complete the Spousal Notification letter and route for signature and mailing. Ensure copy of signed letter is returned for inclusion into the member's personnel data record. Within two business days of receipt of Form CG-2020D, and if applicable the Spousal Notification letter, file in the Electronically Imaged - Personnel Data Record in accordance with reference (a). Within three business days of receipt of Form CG-2020D and/or Spousal Notification letter, file in member's personnel data record accordance with references (a) and (c). Table 5-1 Designation of Beneficiaries and Record of Emergency Data Checklist 5-5 Chapter 5: Personnel Admin

Section B: Servicemembers' Group Life Insurance (SGLI) B.1. Introduction This section discusses the process to designate beneficiaries and to complete a Servicemembers Group Life Insurance Election and Certificate, SGLI-8286 form. Servicemembers' Group Life Insurance was established for the purpose of making life insurance protection available to members of the Uniformed Services at a reasonable cost. B.2. References (a) (b) (c) (d) Coast Guard Pay Manual, COMDTINST M7220.29 (series) Servicemembers' and Veterans Group Life Insurance Handbook Military Personnel Casualties and Decedent Affairs, COMDTINST Ml 770.9 (series) Military Personnel Data Records (PDR) System, COMDTINST M 1080.10 (series) B.3. Automatic Coverage In accordance with reference (a), the SGLI program provides automatic full-time coverage in the maximum amount of $400,000 for all newly accessed members, then allows them to either: Decline SGLI coverage, or Elect a reduced amount of SGLI coverage in increments of $50,000 B.4. Traumatic Injury Protection B.5. Combat SGLI Allowance Traumatic injury protection under the SGLI program provides payments to service members who are severely injured due to a traumatic event. All members with SGLI coverage are automatically covered by Traumatic SGLI (TSGLI) and will be deducted from their pay an additional monthly premium of one dollar. Members cannot decline TSGLI unless they also decline all SGLI coverage. TSGLI will provide a payment of $25,000 to $100,000 to members who sustain specific traumatic injuries. Example of covered injuries include permanent loss of a foot, hand, eyesight, hearing, or speech. The policy also covers severe burns, extensive paralysis or long-term coma. Members serving in certain area (as designated by Secretary of Defense/Secretary of Department of Homeland Security), will receive an allowance in an amount equal to the amount of the deduction made for the maximum amount of SGLI coverage plus the amount for TSGLI coverage. All members serving in designated areas will have their SGLI coverage set to $400,000 automatically. B.6. Active duty and reservists eligible to receive drill pay will make SGLI Payment of payments through automatic payroll deductions which will be reflected on Chapter 5: Personnel Admin 5-6

PPCINST M1000.28 SGLI Premium their Payslips. Note: Reservists enrolled in SGLI who do not drill temporarily, but remain in a good pay status, will accrue a negative SGLI premium. Upon resumption of a drilling status, the system will deduct the negative premium balance from their pay. If the member does not drill for pay within five months and SGLI payment is made, SGLI coverage will be administratively terminated. To avoid cancellation of SGLI coverage, reservists with a negative balance may pay off that balance with a check, money order, or credit card (VISA or Mastercard). For payment by credit card call Pay and Personnel Center (FAR) at (785) 339-3522. Check or money order payments should: Be made payable to "U.S. Coast Guard" Be clearly marked "SGLI Payment" Include member's name and employee ID Send check or money order payments to: Commanding Officer (FAR) USCG Pay and Personnel Center Attn: SGLI 444 SE Quincy Street Topeka, KS 66683-3591 B.7. Reducing or Declining Coverage and/or Change of Beneficiary(ies) Members may elect to reduce or decline coverage, or change designation ofbeneficiary(ies) by completing Form SGLV-8286, Servicemembers' Group Life Insurance Election and Certificate. When a member asks to change coverage amount and/or to change a beneficiary, have the member immediately fill out a new SGLV-8286 with new coverage amount and list of beneficiaries, then have member sign and date it, even if the rest of the form is incomplete. An authorized representative must immediately complete the "For Branch of Service Use Only" section of the form. This legally changes the coverage amount and/or beneficiary(ies) and makes it effective immediately. The minimum information needed to change the coverage amount or beneficiary and have an effective form is: Member' s Name Coverage Amount Beneficiary(ies) Name 5-7 Chapter 5: Personnel Admin

Member' s Signature and Date Completion of "For Branch of Service Use Only" Section Have the member then get the additional information and complete a new SGL V-8286 when they return. However, NEVER send a member away for more information without first getting a signed and dated partially completed SGL V-8286. B.8. "For Branch of Service Use Only" Section B.9. Spousal Notification Letter An authorized representative of the U.S. Coast Guard (i.e. CO/OIC, XO/XPO, Yeoman, etc.) must completely fill out the "For Branch of Service Use Only" section of the SGL V-8286. This indicates the form was received (whether in person, by mail, or electronically), the date indicating the date the form was received. The date the form was received must be accurately recorded as it determines the exact date that the insurance becomes effective or is reduced or cancelled and is the basis for establishing or changing payroll deductions. If a member has a spouse and designates a person(s) other than the spouse to receive all or a portion of the SGLI, the member's Commanding Officer is required to notify the spouse about the designation. The notice to the spouse must be done in writing. First class mail will normally be used. No response from the spouse is required. A copy of the letter must be filed in the member's personal data record. See Figure 5-2 on the following page for a spousal notification template. The font size has been reduced to allow it to fit on one page. B.10. Requests for Insurance After Cancelling or Reducing Coverage B.11. Designation of Beneficiary(ies) If a member elects to cancel or reduce SGLI coverage and later wants to obtain or increase their SGLI coverage, member must submit request on form SGL V Form 8286. The health-related questions on the form are only required to be completed when a member has previously declined coverage or elected coverage for a reduced amount. In these cases, when the member is applying to reinstate or increase coverage, the health-related questions must be answered. If the answers to all the health-related questions are "No", the unit may accept the form and coverage begins. If any of the answers to the health-related questions are "Yes", the form must be forwarded to the Office of Servicemembers' Group Life Insurance (OSGLI) for approval. Approval must be received from the OSGLI before coverage can begin. Care must be taken when designating minors or when member elects to not designate a beneficiary. Refer to Chapter 6 of reference (b) when making no.beneficiary(ies) designations or designating a minor child. Chapter 5: Personnel Admin 5-8

B.12. Common Errors Common errors that are made to the SGL V-8286 form: Member does not sign the form The "For Branch of Service Use Only" section is not completed The form is not filed in the member's Servicing Personnel Office Personnel Data Record (PDR) and, if applicable, unit PDR. The sum total to either the primary or contingent beneficiaries does not equal 100% 5-9 Chapter 5: Personnel Admin

PPCINST M1000.28 U.S. Department o~ Homeland Security United States Coast Guard 1741 January I, 2017 Spouse s Name Address Line I Address Line 2 City, State, Zip Code NOTIFICATION OF SERVICEMEMBERS' GROUP LIFE INSURANCE COVERAGE REDUCTION OR BENEFICIARY DESIGNATION CHANGE Your spouse recently changed the amount of coverage or beneficiary designations for a life insurance policy. The change may affect you. By law. a $400,000 life insurance policy automatically starts for everyone who joins the Coast Guard. That policy includes $ I 0.000 life insurance for each of the member"s children. If anyone entering the Coast Guard has a spouse, or gets married while in the Coast Guard, a$ I 00,000 life insurance policy is automatically started for the spouse. The insurance is not free so some members opt to reduce coverage to a level below $400,000, or decline the insurance completely. A member may designate anyone as a beneficiary. Federal law requires the Coast Guard to notify you if your spouse reduces li fe insurance from the current level, declines life insurance entirely, or name primary beneficiaries other than the spouse or children. The requirement is in section 1967 of title 38. U.S. Code. Your spouse has made one of those decisions so we are notifying you. The law does not require us to reveal any other details. That is between you and your spouse. The law does not give you an opportunity to review or approve any life insurance changes. Changes in beneficiaries arc effective immediately. Changes in level of coverage occur at the beginning of the month after the changes to reduce or decline coverage has been made. SGLI is a low-cost term life insurance. It has no cash value. Most of the cost is actually paid by the large group of members of all Services who currently pay monthly premiums. SGLI coverage of $400.000 cost $28 per month. An additional $1 is charged for traumatic injury protection. If a person chooses to have a lower amount of SGLI it is available in $50,000 increments at a cost of$3.50 per $50,000 increment. There is no requirement for you to reply to this letter. We are merely keeping you informed of changes. Sincerely Copy: Member Servicing Personnel Office Name Military Grade spelled out Job Title U.S. Coast Guard By Direction (if signing by direction) Figure 5-2 Notification ofservicemembers' Group Life Insurance Coverage Reduction or Beneficiary Designation Change Spousal Notification Letter Chapter 5: Personnel Admin 5-10

Servicemembers' Group Life Insurance Checklist This checklist is to be used by the member, command, Personnel and Administration Office, and the Servicing Personnel Office in completing all necessary tasks to properly submit and record the member's SGLL Step Who Does It What Happens l Member Completes SGLV-8286 and submits to Command or P&A Office. 2 Command Immediately upon receipt of SGLV-8286, command or P&A Office reviews SGL V-8286 and ensures that at least the minimum information is on the form and completes the "For Branch of Service Use Only" section. Forward to the P&A Office. 3 Personnel & Within two business days of receipt of SGL V-8286, review the Administration form for accuracy and forward copy of SGLV-8286 to the EI-PDR Office and the Servicing Personnel Office in accordance with references (c) and (d). If member reduced or declined coverage prepare the Spousal Notification Letter for signature and mailing. Forward copy of signed letter to the SPO for filing in the members personnel data record. Provide member with copy of SGL V-8286 for their records. 4 Servicing Within three business days of receipt of SGL V-8286, enters the Personnel Office appropriate Direct Access transactions using the Entering Servicemembers' Groug Life Insurance (SGLI) Coverage Elections procedural guide and files in member's personnel data record in accordance with references (c) and (d). If Spousal Notification Letter is received, file in member's personnel data record. Note: If SGLI was administratively terminated due to the arrears of premiums, the SPO will not restart SGLI until the delinquent premiums have been paid and Form SGLV-8286 has been completed, to include the health-related questions. Table 5-2 Servicemembers' Group Life Insurance Checklist 5-11 Chapter 5: Personnel Admin

Section C: Family Servicemembers' Group Life Insurance C.1. Introduction The Veterans' Survival Benefits Improvement Act of 2001 extends life insurance coverage to spouses and children of members insured under the Servicemembers' Group Life Insurance (SGLI) program. C.2. References (a) (b) Coast Guard Pay Manual, COMDTINST M7220.29 (series) Military Personnel Casualties and Decedent Affairs, COMDTINST Ml 770.9 (series) C.3. Eligibility The spouses and children of active duty and reserve members of a uniformed service are eligible for Family Servicemembers' Group Life Insurance (FSGLI) only if their sponsors also have SGLI coverage. Each dependent child (under age 18), of every sponsor covered by SGLI, is automatically covered by SGLI under family insurance regardless of the child's health. In addition, children between the ages of 18 and 23 who are full-time students, as well as any child who, before the age 18, has been declared legally incompetent, are covered. Ready reserve members, who have had their SGLI coverage terminated due to non-payment, must have their accounts up-to-date before SGLI and/or FSGLI can be restarted. See Section 5-B of this manual for payment procedures. Family coverage is only available in the SGLI program, not in the Veterans' Group Life Insurance program. A member married to another member can be insured under both the SGLI and FSGLI programs at the same time, for a maximum coverage amount of $500,000. However, members married to other members are not subject to automatic enrollment in FSGLI, they must make an election to start coverage. C.4. Reducing or Declining Coverage C.5. Spousal If a member does not want coverage for their spouse or wants a reduced amount of coverage, the member must complete form SGL V-8286A, Family Coverage Election and Certificate. When a member cancels spousal coverage, the coverage remains in effect at the original level, at no cost to the member, for 120 days after the cancellation date. In accordance with reference (a) the member's administrative unit must notify the member' s spouse, by letter, when a member cancels FSGLI Chapter 5: Personnel Admin 5-12

Notification Letter coverage (or cancels SGLI coverage and had FSGLI coverage in place). This is to inform the spouse that they have 120 days from the date the coverage is terminated to convert FSGLI to commercial coverage. See Figure 5-3 on the following page for a spousal notification template. The font size has been reduced to allow it to fit on one page. 5-13 Chapter 5: Personnel Admin

Personnel and Pay Proced ures Manual U.S. Department o~ Homeland Security United States Coast Guard 1741 January I, 2017 Spouse s Name Address Line I Address Line 2 City. State. Zip Code FAMILY SERVICMEMBERS ' GROUP LIFE INSURANCE We are writing to inform you of Servicemembers Group Life Insurance (SOLi) or Family SOLi (spouse) coverage changes made by your spouse. The purpose of this letter is to notify you of the cancellation of [or impending termination) your coverage so you may exercise the 120-day conversion benefit. When a member cancels spousal coverage, the coverage remains in effect, at no cost to the member, for 120 days after the cancellation date. You have 120 days from (enter date of member's election) to exercise this conversion benefit. During this 120-day period you can convert this coverage to a policy with a commercial insurance company. Upon request, the Office ofservicemembers' Group Life Insurance (OSGLI) will provide you with conversion information and list of participating companies. You can get more information at the VA insurance website at www.insurancc.va.gov or by calling OSOL! at (800) 419-1473. You may also request this information by email to OSGLl@Prudential.com, or by writing to: Office ofservicemembers' Group Life Insurance 290 West Mt. Pleasant Avenue Livingston, New Jersey 07039 The block checked below indicates what action your spouse has taken in cancelling coverage. Your spouse elected to: Cancel his/her SOLi life insurance. When a member declines SGLI for self or family coverage, coverage for the spouse is terminated. _ Cancel his/her FSGLI (spouse) coverage. Sincerely Copy: Member Servicing Personnel Office Name Military Grade spelled out Job Title U.S. Coast Guard By Direction (if signing by direction) Figure 3 Family Servicemembers' Group Life Insura nce Spousal Notification Letter Chapter 5: Personnel Admin 5-14

Family Servicemembers' Group Life Insurance Checklist This checklist is to be used by the member, command, Personnel and Administration Office, and the Servicing Personnel Office in completing all necessary tasks to properly submit and record the member's FSOLI. Step Who Does It What Happens I Member Completes SOL V-8286A and submits to Command or P&A Office. 2 Command Immediately upon receipt of SOLV-8286A, command or P&A Office reviews SOL V-8286A and completes the "For Branch of Service Use Only" section. Forward to the P&A Office. 3 Personnel & Within two business days of receipt of SOL V-8286A, review the Administration form for accuracy and forward copy of SOL V-8286A to the El- Office PDR and the Servicing Personnel Office in accordance with references (a) and (b). If member reduced or declined coverage prepare the Spousal Notification Letter for signature and mailing. Forward signed copy to the SPO for filing in the members personnel data record. Provide member with copy of SOL V-8286A for their records. 4 Servicing Within three business days of receipt of SOL V-8286A, enters the Personnel Office appropriate Direct Access transactions using the Entering FSOLJ Spousal Coverage Elections procedural guide and files in member's personnel data record in accordance with references (a) and (b). If Spousal Notification Letter is received, file in member's personnel data record. Note: If SOLI was administratively terminated due to the arrears of premiums, the SPO will not restart FSOLI until the delinquent premiums have been paid and Form SOL V-8286A has been completed, to include the health-related questions. Table 5-3 Family Servicemembers' Group Life Insurance Checklist 5-15 Chapter 5: Personnel Admin

Section D: Emergency Contacts D.1. Introduction This section discusses the process to keep emergency contacts up-to-date in Direct Access. D.2. References (a) Military Personnel Casualties and Decedent Affairs, COMDTINST M 1770.9 (series) D.3. Discussion In accordance with reference (a), all active and reserve members, regardless of duty status, are to keep their emergency contact information current in Direct Access. Members must review and verify their information annually. Emergency Contacts Checklist This checklist is to be used by the member, command, and Personnel and Administration Office in completing all necessary tasks to properly view, verify, and update emergency contact data. Step Who Does It What Happens 1 Personnel and By October 15th of each year, Personnel and Administration Administration Offices will notify each member (to include subordinate units), that Office they are required to view and verify, update if required, their emergency contact information in accordance with reference (a). 2 Member Within five business days of notification, all members will view and verify, update ifrequired, their emergency contact information in Direct access as required by reference (a) using the Self Service - Emergency Contact procedural guide. Table 5-4 Emergency Contact Checklist Chapter 5: Personnel Admin 5-16

Section E: BAH/Dependency Data E.l. Introduction This section discusses the process for members to validate their housing allowance entitlement. E.2. References (a) (b) Coast Guard Pay Manual, COMDTINST M7220.29 (series) Military Personnel Data Record (PDR) System, COMDTINST Ml080.10 (series) E.3. Discussion In accordance with reference (a), all active and reserve members are required to validate their housing allowance entitlement by verifying their BAH/Dependency Data report from Direct Access. BAH/Dependency Data Checklist This checklist is to be used by the member, command, and Personnel and Administration Office in completing all necessary tasks to validate a member's BAH/Dependency Data report. Step Who Does It What Happens l Personnel and By October 15th of each year, Personnel and Administration Administration Offices will forward a BAH Dependency Data report to each Office member (to include subordinate units) using the procedural guide. Notify each member that they must validate their housing allowance entitlement by signing the report, making corrections if needed, in accordance with reference (a). 2 Member Within five business days of notification, all members will view and verify, update ifrequired, their BAH/Dependency Data report, sign and return to the P&A Office. 3 Personnel & Within two business days ofreceipt of the BAH/Dependency Data Administration report from member, forward to the SPO for inclusion in the Office member's personnel data record. 4 Servicing Within three days of receipt of the BAH/Dependency Data report, Personnel Office file in accordance with reference (b). Table 5-5 BAHJDependency Data Checklist 5-17 Chapter 5: Personnel Admin

Section F: Possession of Firearms and Ammunition F.1. Introduction This section discusses the process for members to complete the Qualification to Possess Firearms or Ammunition, DD Form 2760. F.2. References (a) (b) Coast Guard Policy on the Possession of Firearms and/or Ammunition by Coast Guard Military Personnel, COMDTfNST 10100.l Military Personnel Data Records (PDR) System, COMDTfNST M1080.10 (series) F.3. Discussion In accordance with reference (a), all military personnel are required to annually notify their command if they believe they have a qualifying conviction by completing and signed a Qualification to Possess Firearms or Ammunition, DD Form 2760. Possession of Firearms and Ammunition Checklist This checklist is to be used by the member, command, and Personnel and Administration Office in completing all necessary tasks to complete the Qualification to Possess Firearms or Ammunition, DD Form 2760. Step Who Does It What Happens 1 Personnel and By October 15th of each year, Personnel and Administration Administration Offices will notify all members (to include subordinate units) that Office they are required to complete/sign a Qualification to Possess Firearms or Ammunition, DD Form 2760 in accordance with reference (a). 2 Member Within five business days of notification, all members will complete and sign the Qualification to Possess Firearms or Ammunition, DD Form 2760 and forward to their command. 3 Command Within two business days of receipt of the Qualification to Possess Firearms or Ammunition, DD Form 2760, forward to the Personnel and Administration Office. Chapter 5: Personnel Admin 5-18 Note: If member has a qualifying conviction or member indicates

PPCINST M1000.28 4 4 Personnel & Administration Office Servicing Personnel Office "do not know", commands are required to submit copy of the DD Form 2760 to SECCEN in accordance with reference (a). Within two business days of receipt of the Qualification to Possess Firearms or Ammunition, DD Form 2760, forward copy to the EI- PDR and the SPO in accordance with reference (b ). Within three days of receipt of the Qualification to Possess Firearms or Ammunition, DD Form 2760, file in member's personnel data record in accordance with references (a) and (b). Table 5-6 Possession of Firearms and Ammunition Checklist 5-19 Chapter 5: Personnel Admin