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Showing posts with label Health Insurance Portability. Show all posts
Showing posts with label Health Insurance Portability. Show all posts

Thursday, September 11, 2025

10 Documents to Collect Before Leaving a Company (India HR Exit Checklist)

Changing jobs soon? Avoid salary, tax, or PF headaches later—secure these 10 documents before the final day so onboarding and future verifications stay smooth.


1.Experience Letter


What it is: Official proof of designation, tenure, and sometimes responsibilities or performance. 

Why it matters: Required by future HR for background checks and seniority validation. 

Pro tip: Ensure dates match offer/relieving letters and that role titles mirror payslips. 


2.Relieving Letter


What it is: Confirms separation and that no obligations are pending with the employer. 

Why it matters: Many ATS/HR teams won’t onboard or release salary without it. 

Pro tip: Ask HR to include last working day and handover note reference. 


3.Salary Slips (Last 3–6 Months)


What it is: Monthly pay proofs, including earnings and deductions. 

Why it matters: CTC verification for new offers, credit card/loan processing. 

Pro tip: Download all months from HRMS; keep password-free PDFs for quick sharing. 


4.Full & Final (F&F) Settlement


What it is: Detailed breakup of unpaid salary, bonuses, leave encashment, and deductions. 

Why it matters: Ensures accurate payout and tax reporting for the exit year. 

Pro tip: Reconcile with payslips and appointment letter to spot errors. 


5.Form 16 / Tax Certificate


What it is: Annual TDS certificate from employer for income tax filing. Collect for all FYs worked. 

Why it matters: Mandatory for ITR accuracy and refunds. 

Pro tip: If mid-year exit, obtain Part A and B; confirm PAN and address are correct. 


6.PF & UAN Details


What it is: Universal Account Number and PF member ID needed to link with the new employer. 

Why it matters: Enables seamless PF transfer and service continuity. 

Pro tip: Verify KYC (Aadhaar, PAN, bank) is approved in EPFO before exit. 


7.Medical/Health Insurance Info


What it is: Group policy details, coverage end date, and portability options. 

Why it matters: Avoid coverage gaps; plan porting or a bridge policy if needed. 

Pro tip: Obtain claim history and no‑claim status letter for porting. 


8.NDA / Exit Undertaking Copies


What it is: Signed bonds, NDAs, IP and non‑compete/non‑solicit clauses. 

Why it matters: Prevents compliance breaches with new employer or clients. 

Pro tip: Re‑read restricted period and geography; store scanned copies securely. 


9.No Dues Certificate (NOC)


What it is: Confirms return of assets like laptop, ID card, SIM, and clearance from all departments. 

Why it matters: Avoids payroll holds and asset recovery claims later. 

Pro tip: Get department-wise sign‑offs tracked via HRMS or printed form. 


10.Appreciation/Recommendation Letter (Optional)


What it is: Manager’s note endorsing performance, behavior, and outcomes. 

Why it matters: Boosts credibility for roles, visas, and scholarships. 

Pro tip: Request role‑specific achievements and metrics for stronger impact.