Filling in Your eForm

When you click Initialize Pre-Separation Counseling on the My Dashboard tab, the Transition Documents tab displays your eForm.

The top of the form shows that the eForm is in the Pre-Separation Counseling phase, the date the eForm was created, and the date it was last updated.

  • You can print, save, or close the form at any time.
  • If you close the form, the system displays the My Dashboard tab. To edit the form, click the eForm link in the Transition Documents Reported For Me table.
  • The eForm contains multiple sections, indicated by a section number and name.
  • Clicking a section's name shows the fields in the section. Contact your Transition Assistance Counselor if you need help completing any of the fields.
  • You cannot sign the eForm until all the required editable fields in each section are complete.
  • Contact a Transition Assistance Counselor if you have any questions about your next steps after signing your eForm.

1. Service Member Personal Information

Fill in the required fields. Depending on your response, many of the fields in this section display additional information after you select an option.

2. Initial Counseling

Fill in the required fields. You will notice that certain fields are disabled because they are only editable by a Transition Assistance Counselor.

3. Pre-Separation/Transition Counseling, Pre-Separation/Transition Counseling Needs Assessment, Review and Verification

Section 3 contains a list of tasks that you are encouraged to complete. The top of the section displays DoD policy information and links to an explanation of the CRS and the Pre-Separation Counseling Executive Summary.

4. Signatures and Remarks

You can save an eForm at any time, but you cannot sign it until all the required editable fields in each section have been addressed. Signing your eForm saves and closes it.

  1. Click 4. Signatures and Remarks.
  2. Respond to the questions by clicking Yes or No.
  3. If you want to add a remark, click Add Remark, enter or paste text into the text box, and click Save. The remark is displayed in the Remarks table.
    • To edit a previously added remark, click the edit icon.
    • To delete a previously added remark, click the delete icon.
  4. After you have addressed all the required editable fields, the Click Here to Sign button is enabled. Click the button to apply your signature.
    • The eForm is saved and closed. If you want to edit it again before a Pre-Separation counselor signs it, reopen the form and click the button that allows you to remove your signature and edit the form again. This button is located next to the Print and Save buttons in the upper or lower right corner.

The My Dashboard tab shows the eForm's Status/Phase is still Pre-Separation Counseling. After a Pre-Separation counselor reviews and signs your eForm, the My Dashboard tab will show the Status/Phase is Capstone Review.