0. Recruiting and Retention School Fort Jackson, South Carolina
Job Aid
Formula Handout
28 November 2005
Retention Department
Recruiting and Retention School
Fort Jackson, South Carolina
Do Not Write in This Booklet

1. Table of Contents PAGE TITLE 2 Counseling Matrix 3 ERUP Chart
4 Service Computation Formulas
5 Military Service Obligation (MSO) Chart
6 Determine ETS Flowchart
7 Julian Calendar (Perpetual)
8 Julian Calendar (Leap Year)
9 Reenlistment Eligibility Formulas
10 Reenlistment Eligibility Formulas Cont.
11 Extension Eligibility Formulas
12 Service Remaining Requirement Formulas
13 Bonus Questions and Linear Diagram
14 Selective Reenlistment Bonus Formulas
15 Option Formulas
16 Determine Option Eligibility Flowchart
17 CARR Procedures

2. JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC
Transition RC
180 Days
Prior
COUNSELOR
CAREER
SOLDIERS
ALL
Transition Leave
TO ETS or
JUL
AUG
SEP
OCT
NOV
DEC
JAN
FEB
MAR
APR
MAY
JUN
Retention
Summary
7 Months
Prior
COUNSELOR
CAREER
ALL SOLDIERS
EXCEPT INDEF
TO ETS
JUN
JUL
AUG
SEP
OCT
NOV
DEC
JAN
FEB
MAR
APR
MAY
Retention
Follow-up
12-13 Months
Prior
COUNSELOR
CAREER
ALL SOLDIERS
EXCEPT INDEF
TO ETS
DEC-JAN
JAN-FEB
FEB-MAR
MAR-APR
APR-MAY
MAY-JUN
JUN-JUL
JUL-AUG
AUG-SEP
SEP-OCT
OCT-NOV
NOV-DEC
Retention
Options
16-18 Months
Prior
COUNSELOR
CAREER
ALL SOLDIERS
EXCEPT INDEF
TO ETS
JUL-SEP
AUG-OCT
SEP-NOV
OCT-DEC
NOV-JAN
DEC-FEB
JAN-MAR
FEB-APR
MAR-MAY
APR-JUN
MAY-JUL
JUN-AUG
24-25 Months
Prior
ALL SOLDIERS
EXCEPT INDEF
Retention
COUNSELOR
CAREER
TO ETS
DEC-JAN
JAN-FEB
FEB-MAR
MAR-APR
APR-MAY
MAY-JUN
JUN-JUL
JUL-AUG
AUG-SEP
SEP-OCT
OCT-NOV
NOV-DEC
Commander’s
Retention
26 Months
Prior
COMMANDER
ALL SOLDIERS
EXCEPT INDEF
TO ETS
NOV
DEC
JAN
FEB
MAR
APR
MAY
JUN
JUL
AUG
SEP
OCT
Commander’s
Prof/Career
Development
ANNIVERSARY
BASD
FOLLOW-UP
ANNUAL
SOLDIERS
ALL
COMMANDER
ASSIGNMENT
AFTER
Prof/Career
Development
90-120
DAYS
COUNSELOR
CAREER
SOLDIERS
ALL
APR-MAY
MAY-JUN
JUN-JUL
JUL-AUG
AUG-SEP
SEP-OCT
OCT-NOV
NOV-DEC
DEC-JAN
JAN-FEB
FEB-MAR
MAR-APR
WITHIN
30 DAYS
ASSIGNMENT
AFTER
Integration
COUNSELOR
CAREER
SOLDIERS
ALL
FEB
MAR
APR
MAY
JUN
JUL
AUG
SEP
OCT
NOV
DEC
JAN
COUNSELED:
WHEN
REQUIRED
TIMEFRAME
GIVEN BY:
JAN
FEB
MAR
APR
MAY
JUN
JUL
AUG
SEP
OCT
NOV
TITLE
GIVEN TO:
DEC

3. Immediate Reenlistment Prohibition Code
10 = No disqualification. Fully
eligible for reenlistment
Priority Precedence: NA
9I = Non Promotable Status.
Priority Precedence:
9S = Conscientious Objector
(except CMF 91).
Priority Precedence:
9A = Lost Time/AWOL.
Priority Precedence:
9J = Field Bar to Reenlistment.
Approved Retirement.
Priority Precedence:
9T = Waiver required for
continued RA service.
Priority Precedence:
9B = Citizenship Criteria.
Priority Precedence:
9K = Field Bar to Reenlistment
Priority Precedence:
9U = Unacceptable Weapons
Qualification.
Priority Precedence:
9C = Trainability. Does not meet
criteria for reenlistment.
Priority Precedence:
9L - Department of the Army Bar
to Reenlistment (QMP).
Priority Precedence:
9V = Pending Separation.
Priority Precedence:
9D = Pending Security Clearance
Determination.
Priority Precedence:
9M= Qualitative Management
Program Retirement.
Priority Precedence:
9W = Unacceptable Article 15
Qualification.
Priority Precedence:
9E = Physical Readiness.
Failed APFT.
Priority Precedence:
9N = Courts Martial conviction
Priority Precedence:
9X = Other. Prohibitions not
otherwise listed.
Priority Precedence:
9F = Civilian Education Status.
Priority Precedence:
9O = Age. Does or will exceed
age limitations.
Priority Precedence:
9Y = Approved Retirement
Priority Precedence:
9G = Rank. Exceeds retention
control point for rank.
Priority Precedence:
9P = Loss of qualifications in
PMOS
Priority Precedence:
9Z = Weight. Does not meet Army
weight standards.
Priority Precedence:
9H = Pending MMRB/MEB/PEB.
Priority Precedence:
9Q = Declination of Continued
Service Statement
Priority Precedence:
11 = Life Cycle Manning
requirement not met.
Priority Precedence: NA

4. 4591-R Data File (Example) Service Computation Formula
1. List beginning date (never change).
2. List ending date (change ending date to 30 if it is the last day of month and other than 30).
3. Subtract the beginning date from the ending date.
4. Add 1 day to account for inclusive date.
5. Subtract any lost time.
6. Convert the result into whole years, months, and days.
Confirmation of BASD (Check)
1. Identify beginning date of last continuous active service.
2. Total all previous active service periods.
3. Subtract previous active service from beginning date of last continuous active service.
4. Add any lost time that is in the continuous active service period.
5. Convert the results into whole years, months, and days.
Confirmation of PEBD (Check)
1. Identify beginning date of last continuous service for pay.
2. Total all previous active and inactive service periods creditable for pay.
3. Subtract previous active and inactive service from beginning date of last continuous service for pay.
4. Add any lost time that is in the continuous service period.
STATUS OF DA FORM R
RECORD OF INSPECTION
SUSPENSE FILE
2007
JUN
JUL
AUG
SEP
OCT
NOV
2008
DEC
FEB
JAN
MAR
APR
MAY
2009
2010
2011
2012
2013
(JUN-DEC 2008)
4591-R Data File (Example)

5. Military Service Obligation
Reference - AR , Chapter 2
Line 1 2 3 4
If the Soldier
Entered the Service:
Prior to 1 Feb 78
From 1 Feb 78
Through 9 Nov 79
From 10 Nov 79
Through 31 May 84
From 1 Jun 84
Through Present
And Is:
17 to 26 Years Old
(Male Only)
(Male and Female)
17 Through Any Age
Then the
MSO Is:
6 Years
8 Years
Notes
1, 2, 3
1, 2
Notes:
1. Use initial entry date for identification.
2. Soldiers who do not incur an MSO upon initial entry will not incur an MSO upon reentry.
3. Ages 17 to 26 - Soldiers who have reached their 17th birthday and who have not reached their 26th birthday will incur an MSO.
MSO Formulas
Age
Age on Entry
Initial Entry Date
- DOB
MSO Ending Date
+ MSO Day

6. Determine ETS Flowchart
Reference: DA Msg, DTG Z Mar 89, Sub: Computation of ETS for Variable Terms of Enlistment (VEL)
If Julian date is more than 365 (366 in Leap year), then subtract 365 (or 366) and use Julian calendar for following year to convert ETS.

7. FOR LEAP YEAR, SEE NEXT PAGE
Julian Date Calendar
PERPETUAL
DAY JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC DAY
FOR LEAP YEAR, SEE NEXT PAGE

8. Julian Date Calendar FOR LEAP YEARS ONLY
DAY JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC DAY
USE FOR 1992, 1996, 2000, 2004, 2008, etc.

9. 1st Day Eligible to Reenlist
Reenlistment Eligibility Formulas
1st Day Eligible to Reenlist
Based on Date of Discharge
IAW AR
Last Day Eligible to Reenlist -
ETS DATE
3 Months Day -
ETS DATE
2 Years Day
Based on Date of Discharge
IAW AR
Active Federal Service at ETS
Category Formula
Mid/Career
ETS
BASD -
1 DAY + -
BASD
Age Formula
Not to Exceed Age 55 and 20 Years AFS
IF EXCEEDS AGE 55, THEN:
NOT TO EXCEED AGE 55
RENL DATE
AFS AS OF RENL
+ TERM
AGE AS OF RENL
DATE OF BIRTH

10. Maximum Reenlistment Period Maximum Reenlistment Period
Reenlistment Eligibility Formulas Cont.
APFT Formula
APFT DATE
1 DAY -
9 MONTHS +
Weight Control
RENL DATE
AGE AS OF REENLISTMENT
DATE OF BIRTH -
GENDER:
HEIGHT:
WEIGHT:
MAX AUTH:
Rank Formula
Maximum Reenlistment Period
RCP Ending Date
BASD +
RCP -
1 DAY
+ 1 DAY
RCP ED
RENL DATE
Indefinite Formula
Maximum Reenlistment Period
Indef Ending Date
BASD +
RCP (Years Only)
Take to last day of the Month
Increase to Whole Months Drop Days -
INDEF ED
RENL DATE
+ 1 DAY

11. Extension Eligibility Formulas
Category Formula
Mid/Career
Weight Control
EXTENSION DATE
AGE AS OF EXTENSION
DATE OF BIRTH -
ETS
BASD -
1 DAY +
GENDER:
HEIGHT:
WEIGHT:
MAX AUTH:
Active Federal Service at ETS
Age Formula
AGE AS OF ETS
ETS DATE
DATE OF BIRTH -
+ TERM
APFT Formula
APFT DATE
1 DAY -
9 MONTHS +
NOT TO EXCEED AGE 55
IF EXCEEDS AGE 55, THEN:
ETS DATE
BASD -
AFS AS OF ETS
+ TERM
Not to Exceed Age 55 and 20 Years AFS
Rank Formula
Citizenship
PEBD +
8 YEARS - 1 DAY -
AWOL/LOST TIME
+ 1 DAY
CITZ ED
ETS DATE
RCP Ending Date
RCP ED
ETS DATE -
BASD +
RCP
1 DAY
Maximum Extension Period

12. Reenlistment and Extension
Service Remaining Requirement Formulas
Assignments
ARRIVAL MONTH
SRR (TOUR) +
1 DAY -
10TH DAY OF
Reenlistment
RENL DATE
TERM
NEW ETS DATE =
Service Schools
COMPLETION DATE
SRR (SVC OBL)
Extension
Months Required to Extend
SRR ENDING DATE
ETS DATE
Promotions
OF PROMOTION
EFFECTIVE DATE
Reenlistment and Extension
MONTHS REQUIRED TO EXTEND
TERM - 1 DAY
Reenlistment and/or Extension: Must Meet or Exceed the SRR Ending Date

13. Regular Reenlistment Bonus (RRB)
Bonus Questions
Regular Reenlistment Bonus (RRB)
Was the soldier on active duty on 1 June 1974? 1.
Has the soldier received $2000 or more in RRB, SRB or a combination? 2.
Is the soldier eligible to make a claim against the government? 3.
Note: address for application for correction of military records
DEPARTMENT OF THE ARMY MILITARY REVIEW BOARDS AGENCY, MANAGEMENT INFORMATION AND SUPPORT DIRECTORATE
ATTN: SFMR-RBS-C
1941 JEFFERSON DAVIS HIGHWAY, 2ND FLOOR
ARLINGTON, VA
Reference per Policy Message 96-18, 29 APR 96
Linear Diagram
TOTAL ACTIVE FEDERAL SERVICE
ZONE
BASD
NEW ETS
DATE OF
DISCHARGE
POS
OLD ETS
AOS W/16 YR CUTOFF
A O S
DATE OF
REENLISTMENT
NEW ETS
16 YEAR CUTOFF
DAY AFTER
OLD ETS

14. AFS for Zone Determination Additional Obligated Service
Selective Reenlistment Bonus Formulas
AFS for Zone Determination
Zone Eligibility
DATE OF DISCHARGE
BASD -
1 DAY +
Additional Obligated Service
NEW ETS
DAY AFTER OLD ETS -
1 DAY +
Convert to Whole Months
Drop Days
(Zone "C" Only)
16 Year Cutoff
BASD
16 YRS +
1 DAY -
Previously Obligated Service
OLD ETS -
DATE OF RENL +
1 DAY
AOS w/16 Year Cutoff
(Zone B or C)
16 YEAR CUTOFF DATE
DAY AFTER OLD ETS -
1 DAY +
Total AFS at New ETS
Total Active
Federal Service
NEW ETS
BASD -
1 DAY +
Service for Pay
Date of Discharge
PEBD -
1 DAY +

15. Option Formulas 18 Months Prior to ETS Option Timeframe
Based on Date of Reenlistment
IAW Current Policy Messages
18 Months Prior to ETS
Option Eligibility
ETS DATE
18 Months -
Option Timeframe
ETS DATE
RENL DATE -
Based on Date of Reenlistment
IAW Current Policy Messages
12 Months Prior to ETS
Option Eligibility
ETS DATE
12 Months -
6 Months Prior to ETS/
DEROS/Life Cycle Start Date
Option Eligibility
ETS DATE/DEROS/LIFE CYCLE START DATE
RENL DATE -
Based on Date of Reenlistment
IAW Current Policy Messages

16. Determine Option Eligibility Flowchart
Options are the same as Initial Term
Mid Career Soldiers are not Eligible
With the Exception for Option E-3.
For Option E-3.
Mid Career
Verify restriction(s) on current policy message(s).
Verify exceptions to retraining eligibility criteria
using Table E-3, AR , and current policy
Note #3: Restriction to Option E-2
Note #4: Retraining Eligibility:
message(s).
NO (See Note #2)
Balanced – (N / N) and Shortage – (Y / N)
Months from ETS they are only Eligible for
If a Soldier reenlists 3 Months to 18 Months
If a Soldier reenlists between 18 and 24
To qualify for Option E-2 (See Note #3)
To qualify for Option E-3 (See Note #4).
out from ETS automatically they get
Options E-1, E-4 and E-5.
Option E-1.
Is MOS and Rank Listed as an
Overstrength (N / Y) MOS?
(See Note #1)
Determine Option Eligibility Flowchart
Initial
on the date of discharge, the Soldier can
Verify current policies for Soldiers who
Soldier is a SSG with 10 or more years
Verify restriction(s) on current policy
Note #1: Soldiers Granted Waivers:
may be able to reenlist for E-1. If the
Note #2: Soldiers – Regular Army
only reenlist for E-1.
message(s).
E-1 (See note #2)
Option
E-3,
YES

17. CARR Program Procedures
(Reference - Chapter 8, AR )
1. Documentation is collected in support of enrollment.
2. Soldier is Flagged (See AR )
3. Enrollment is presented to soldier by the initiating commander.
a. Commander counsels soldier using DA Form 4856-R
b. If soldier refuses to acknowledge receipt, see AR
4. The soldier is given 7 days to prepare a rebuttal statement, if desired.
5. The soldier gives the statement to the initiating commander.
The company level commander forwards documents to the battalion level commander.
7. Battalion commander can approve initiation of enrollment or disapprove enrollment.
8. The soldier is enrolled in the CARR Program.
9. AEA code of (C) is submitted with a one (1) year termination date.
10. A (9K) Immediate Reenlistment Prohibition Code is submitted (see AR ).
11. Soldier will be counseled monthly on the status of the rehabilitation process.
12. A soldier will be removed from the program when the commander determines
rehabilitation has been met.
13. Commander will initiate separation proceedings at any time for soldiers who fail to
respond to rehabilitation efforts IAW AR

18. MRTT IN/OUT CALL MESSAGE For Instructional Use Only
MRTT SRB MESSAGE
MOS TITLE SPC SGT SSG
11B Infantryman A/ A/1B A/1B
19K M1 AR Crwm A/ A/ A/0
74D Chem Opns A/ A/ A/0
98K Signal Coll/Analyst A/ A/1B A/1B
MRTT IN/OUT CALL MESSAGE
PMOS PVT-PFC SPC SGT SSG SFC MSG
11B Y/N Y/N Y/N Y/N N/N NA/NA
19K N/N Y/N Y/N N/N N/N NA/NA
74D Y/N Y/N Y/N N/N N/N N/N
98K Y/N Y/N Y/N Y/N N/N NA/NA
For Instructional Use Only