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Once you decide on an effective date, you will need to contact Kelly Natoli in Human Resources to schedule an appointment to complete the application. This appointment will take approximately 30 minutes. Prior to your appointment, there is a list of items that you will need to have available/bring with you when you come to complete the application and start the process: - Proof of birth for yourself (easiest form that they will accept is a copy of your driver's license) - Beneficiary Information (including full name, social security number, date of birth and proof of birth - again a copy of their driver's license is the easiest thing) - Direct Deposit Information, including bank name, bank address, routing and account number and account type (checking or savings).
All of this information is required and an application can not be mailed until we have all of the items completed on it. You will also need to have an idea of how much vacation you plan to use between the day your sign your application and your actual last working day, as your vacation payout information must be reported on the retirement application.
Sometime during your last month of employment, you should schedule an appointment with Kelly Natoli to go over wrapping up all of your benefits, insurance coverage, and your options on continuing your various benefits after retirement. This "wrap-up" appointment will take approximately 30 minutes.
Once the retirement system receives your application, they will correspond directly with you from that point on. No further correspondence comes from them to the Human Resources Office. You will need to watch your mail closely and quickly respond to any mail from the State of North Carolina Treasurer's Office. Delays in responding to correspondence they send you could delay your first retirement check. You will receive several forms that you need to complete and return:
Some of the forms that you receive do require a notary (we can notarize the forms for you here in our office). If you have questions regarding how to complete any of the forms, please feel free to contact Kelly Natoli to set up an appointment to go over the forms to make sure that they are completed correctly. (We can check for accuracy in completion, we cannot advise you as to which payment option you should choose or how you should fill out your tax withholding forms).