Request for Personal Finance & Transition Support Programs
Must be submitted a minimum of 14 days in advance of command event
1. Date Request Submitted: dd/mm/yy 2. Date/Time of Planned Event: dd/mm/yy 3. Unit/Organization Requesting Service: 4. Unit Location (city & state): 5. Military Service Branch: 6. Request Submitted By: Point of Contact Name (including military or civilian rank): Phone: (w) (c) (bb) (FAX) Mailing Address:
eMail Address:
Command Website URL:
7. Description of Event: (e.g. Pre-Mob, Soldier Readiness Processing, Mobilization, De-Mob, 30/60/90 Day Re-Integration, Family Readiness Group, Wounded Warriors, Individual Augmentees, Staff Professional Development, Other).
Attach agenda if available.
8. Number of Participants and Description of Audience:
9. Location of Event (include address, maps, directions, parking information, etc.):
10. Information and special circumstances about the requesting command unit: unit’s casualties (# killed, # wounded, suicides, etc.), most recent deployments/lengths, is support being provided by Military Chaplains, JFSAP/Joint Family Support Assistance Programs or other federal/state/local organizations)
11. Presentation(s) Topics Requested -- See attached TurboTAP Menu of Services Survey Instrument and sample data analysis sheet attached. Check all that apply. TurboTAP Booth TurboTAP.org Overview Briefing Assistance in Establishing TurboTAP Accounts to Connect to Benefits Financial Education Sessions (Money Management, Credit, Debt, Banking, Spending Plans, Check Writing, etc.) Financial Planning (Retirement Planning, Savings and Investments, Estate Planning, Insurance, etc.) Individual or Family Financial Assessments Community Information and Referrals Financial Counseling (On-Demand or Individually Scheduled Appointments) Other:
12. Length and Number of Presentation(s): (i.e. 30-60 minute presentation w/ questions and answers; 1-3 Day Customized Programs)
13. Number and Type of TurboTAP Mobile Training Team Staff Requested (e.g. TurboTAP briefers, certified financial planners, personal finance counselors, etc.)
14. Estimated total hours the TurboTAP Mobile Training Team is needed (e.g. command program planning meetings, direct service delivery):
Service HQ POC Approval: Name Title
Yes No
DoD Approval: Name Title
Yes No
Return this form to: Dr. Randy N. Eltringham, TurboTAP Mobile Training Team Manager, Office of the Deputy Under Secretary of Defense (Military Community & Family Policy), Crystal Square 4, Suite 302, 241 18th Street, Arlington, VA 22202; (703) 602-4949, ext 160; FAX: (703) 602-4972 Or email to: randy.eltringham@osd.mil