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DD Form 3018 — Phased Retirement Request and Agreement

Phased Retirement Request and Agreement

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The scope here is Department-wide. DD Form 3018 — Phased Retirement Request and Agreement — exists to Phased Retirement Request and Agreement, and it applies across the services rather than inside one. That is what the DD prefix encodes: joint issue, single edition, every branch and defense agency working from identical paper.

Authority: not stated prescribes it, not stated maintains it. Those two names settle most disputes about why the form is being asked for. Local commands add timing on top; the requirement itself comes from above them.

Edition not stated, status not stated. That comparison is the first thing worth making, because a DD form supersedes centrally and an old copy in a shared drive is out of date for every office, not just yours.

The set is PDF. Size: unknown pages, about unknown fields. Everything below refines that choice.

Fillable pdf is the default choice. Its boxes hold typed entries inside the document; the printable release is a static image of the same page with no interactive layer. Since DD forms routinely cross between services and agencies before they are filed, typed entries matter more here than on a form that stays inside one office.

Xfdl is a legacy Department format, IBM Lotus Forms, requiring the matching viewer. Its survival in DD distribution reflects how widely it was fielded across the Department, not any advantage over pdf today.

All formats are free. One operational note: save the file locally and open it in a desktop reader. Browser-embedded viewers drop field properties and lose typed data without warning.

Verify the edition before the first keystroke. The date on the form face should read not stated. If it does not, discard the file. Field numbering shifts between editions, and on a DD form the new layout reaches every receiving office in every service at once — there is no lag during which the old version is still normal somewhere.

Work the printed sequence: header, body, signature block. The order is functional rather than decorative, since entries below frequently key to identifying data above them.

Complete every field, N/A where an item does not apply, dates exactly as the form prescribes. A DD form crosses service lines, and a convention obvious in one branch is not obvious in the next.

Read the Privacy Act Statement before entering identifiers, not after. Four facts are in it: authority, purpose, routine uses, consequence of declining. Its placement ahead of the data fields is deliberate.

Signature comes after everything else and must be a signature: pen, or a credentialed digital signature via Common Access Card. Typing does not qualify. Add the date at the same moment.

Check before submitting. The recurring failures are edition mismatch, gaps in required boxes, unreadable scanned handwriting, wrong date format, and certification without signature or date. Field-level questions go to the printed instructions, then to not stated, which is authoritative.

Send it as not stated or local guidance specifies. Save a copy. Cross-service and cross-agency routing is normal for Department forms, and a lost original outside your own organization is harder to chase down.

A number is a complete address in the DD series. Because the sequence is Department-level and not duplicated per service, there is nothing further to specify.

Prefix before number. A DA citation and a DD citation in the same instruction point at separate systems — one Army, administered by an Army proponent, one Department-wide under not stated — and there is no correspondence between them at any number.

Revision follows directive changes, changed data requirements and amended notice language, unannounced. Verify not stated each time rather than trusting a saved copy — the cost of the check is seconds.

What is here is the blank form and a description of it. What is not here is legal guidance or any assurance about a particular filing — this page is not the issuing authority and does not speak for one. Those questions go to not stated, to your servicing administrative office, or to the authority identified in not stated.

Questions and answers

What is DD Form 3018?
Phased Retirement Request and Agreement
Which edition is current?
Not stated by the publisher
Who is responsible for this form?
Not stated
In which formats can it be downloaded?
PDF

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