Package requirements, what to include in your IRR package:
1. IRR Package Checklist, based on Figure B-59 of USAR Brochure 600-5.
2. DA Form 4561 Request for Allocation or Confirmation of Spare Parts. Completely completed and signed by the soldier and the commander.
3. Your statement / motivation letter and supporting documentation. This is based on the reasons stated in AR 140-10.
4. Chain of command recommendation.
5. Powerful personal reason. If the specific reason is not stated in AR 140-10, an exception to the policy of your OFTS is required.
6. Counseling Statement (DA Form 4856). This is from the commander to the soldier and is face to face. Do you receive a bonus? This guidance statement should warn you about ending or paying back bonuses.
7. Counseling Statement (DA Form 4856). From the soldier’s career adviser to the soldier; it is also face to face.
Valid reasons for transferring the Troop Program Unit (TPU) to the Individual Ready Reserves (IRR):
As a TPU soldier, you can forward an IRR transfer packet to the chain of command. There is no guarantee of approval for that package or of your transfer to the IRR.
If you wish to improve your TPU to IRR transfer rates, please see the valid reasons stated in AR 140-10, Chapter 4, Section 9. If you have sufficient documentation and facts to support one or more of these reasons, please then include them in your IRR package. This will help you make your transfer request to the IRR.
Let’s say your employer suddenly can’t release you from the work schedule so you can practice … because your absence would negatively impact your employer’s performance. This was not a problem before. Your employer released you for a weekend and was able to continue his work. If they couldn’t release you, you could reschedule the appointment.
Now? Your employer needs you on the days you need to drill so the company can continue its mission. The conditions had changed since you started working for this employer.
Or you are in a company that restructures and eliminates your job. They take you to another part of the company. In this new job, you are on call to go to different parts of the country and your schedule is random. You cannot follow planned training. Your employer cannot spare you spare exercises without negatively affecting business activities.
These are just two examples, many of which are about how your employment could evolve into something that makes it difficult for you to meet the TPU requirements.
In your Soldier’s Statement of Justification letter, provide an objective view of how your duty roster makes it impractical for you to continue using the TPU. Include statements from your employer to support this justification.
You accept a new job within your company. It will pay you more, it is something you enjoy doing and it means a step forward in your civilian career. The catch? You must go somewhere two days away from the nearest army reserve center. Your employer cannot save you enough time to get to the nearest Army Reserve unit and return.
In this scenario, you are a TPU soldier unable to drill with an army reserve unit.
Or you get a promotion that you send abroad. Your work location is a long flight from the nearest Army Reserve Center.
For something like this, you could submit a package to transfer to the IRR. Include in your statement of soldier accountability work orders, employment promotion documentation, new job description, an objective picture detailing your new job, your new place of residence, etc.
Powerful personal reasons:
This is a kind of “catch all” to cover other reasons not specifically addressed in AR 140-10.
What you think is a very good reason to transfer may not be what the military thinks it is. You should also see this from the perspective of your unit.
You ask them to release you when they need you in the ward during exercises and summer training. They have no guarantee that they will get a replacement soldier. You must convince them to “unsubscribe” from your IRR package.
Let’s say you are ‘burned out’ by doing exercises. You just want to “sit” in the IRR until the “burnt out” phase ends. In the eyes of your device, this is a subjective reason. They can work with you where you don’t need to submit an IRR transfer package.
In this example, your soldier justification letter should provide an accurate, objective picture of how your military reserve duties help burn you out. You need letters from your medical professionals to strengthen your justification.
Whatever personal reason you choose, make sure you can give an objective picture. Make sure you can provide factual information from subject matter experts involved in your situation.
You also want to prove that there is no other way to solve your current problem than by transferring it to the IRR. Before doing this, you need to use the means to fix it with resources that your unit could refer you to.
You have completed the TPU part of your contract, now you are ready to transfer to the IRR:
At the time of writing, anyone joining the military for the first time signed an eight-year contract. When an enlister first signs a 6-year Army Reserve contract, they don’t just sign for 6 years. When those 6 years have passed, that soldier has an extra 2 years to deploy. They can request transfer to the IRR after their TPU commitment.
This concept applies even if the TPU part of the contract was 3, 4 or 5 years.
Once the TPU portion of the contract is over, they can request transfer to the IRR. They must continue to drill with the unit until they receive their IRR orders.
Surviving son or daughter:
You are in the reserves and continue your civilian career. Two years later, your last brother or sister will pass. You are now the only surviving child of your parents. This is an unfortunate event, but one that allows you to transfer from the TPU to the IRR.
When you write your justification letter for soldiers, include documentation showing that you are now the last / only living child for your parents.
Dependency or difficulties make it impractical to participate in TPU:
Let’s say your family situation changes and you need to provide extra care and support to one of your family members. This family member is someone who is on the list of dependents. You don’t have an alternative care plan … no one else can afford to give up a lot of their time and sacrifice their job to help you.
This dependent family member needs your presence. Without you, this well-being of family members is negatively affected.
Two examples of this category are a situation of “assisted living” and a situation of “direct support”. In these scenarios, a family member cannot take care of himself. The family member needs the attention, supervision and direct support of a soldier to perform basic functions.
Statements from physicians, social workers, case managers and other related persons should be included in this package. Their statement should focus on the nature of the dependency problems and the need for consistent availability.
If you are pregnant, you may be able to switch to the IRR. You must be MOS qualified and you must not be within 3 months of your ETS.
No selection for retention:
This has implications for TPU soldiers who have received their “official notification that they are eligible to retire at 60”. This is the “20-year letter”. These soldiers are subject to a Council for Qualitative Conservation by regulation.
Prior to the summoning of this board, the affected soldier will receive a “pre-board” package. The soldier is given a number of options. If the board removes the soldier from the TPU, which control group would the soldier want to transfer to?
The soldier can choose to transfer to retired reserves or the IRR. If the qualitative assessment board decides to remove the soldier from the TPU, orders are generated that transfer the soldier to the control group that the soldier has selected.
This also applies to TPU soldiers subject to the actions of other types of retention boards. In this situation, a soldier may have the option to transfer to the IRR.
Registration in a ROTC without a grant:
A “non-scholarship” ROTC program is a program that offers the student the opportunity to participate in a ROTC program without financial benefits. These students do not receive a monthly stipend. These students pay their own tuition fees, fees and other costs.
Soldiers accepted for this type of ROTC program can submit an IRR package.
Merchant Marine Academy:
If you are admitted to the Merchant Marine Academy, you can submit an IRR transfer package.
Army Regulation 140-10:
For details on each of these categories and how to apply them, read Army Regulations 140-10, Assignments, Attachments, Details and Transfers.
Guidance from the commander and career counselor on duty:
Have you received a bonus for signing up for your current TPU contract? If your IRR transfer is approved, you can lose the rest of your bonus. Depending on your bonus determination, you may have to pay back the part of your bonus that you received.
If you receive a bonus, you must be notified when you submit your IRR package.
This counseling statement should also inform you of your IRR responsibilities. The commander will contain all the information that is important to you. This includes the fact that you must continue to drill with the unit until you receive transfer orders to the IRR.
The career counselor will inform you of opportunities available to you in the IRR, including opportunities to reclassify and return to the TPU when personal circumstances promote such movement.
Tips for IRR transfer packages:
1. Do you have your first contract, with IRR time following your TPU time? According to regulations, you are not supposed to submit your IRR package until your TPU commitment is completed. You can submit your IRR transfer package the day after your “TPU ETS” date.
2. After submitting your IRR package, you must drill your device until you receive orders that will transfer you to the IRR.
Don’t just rely on what someone says in your department. Some soldiers have stopped drilling after completing their ‘TPU years’ because they thought they were automatically in the IRR. This was not true, they had to report to practice.
3. Track your package. If HRC does not receive your package, they can extend your TPU status until the end of your military service. In this case you have to drill until you are 8 years old.
4. If you have unresolved medical problems, you must have them resolved before you can transfer to the IRR.
IRR soldiers still have obligations and point requirements. However, you can consider the active standby reserves instead of the IRR if you temporarily want to “get away” from the TPU.
In the IRR you must achieve at least 50 points per pension year.
You do not have to earn at least 50 points in the active reserve reserves. You keep your military affiliation, but you generally don’t have to keep a good year. The active standby reserves is what most people assume is the IRR.
1. AR 140-10; provides details on the above categories as justification for IRR transfer.
2. AR G1 policy letters.
3. USE Pamphlet 600-5.