Retirement Checklist - North Carolina Department of State... 2026

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  1. Click ‘Get Form’ to open the Retirement Checklist in the editor.
  2. Begin by filling out your personal details in Part 7, including your title, surname, and contact information. Ensure you use capital letters and black ink for clarity.
  3. In Part 8, decide if you wish to allocate part of your pension. If yes, refer to the attached factsheet for guidance on how to proceed.
  4. Complete Part 9 regarding your employment details. Indicate if you have any other NHS work at retirement and provide relevant job information.
  5. For Parts 10 through 14, follow the prompts carefully. Ensure all financial details are accurate and that you sign the declaration in front of a witness.

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Service Retirement (Unreduced Benefits) for General Employees docHubing age 65 with at least five years of creditable service. docHubing age 60 with 25 or more years of creditable service. Completing 30 years of creditable service, regardless of age.
Eligibility Criteria: You must have rendered at least 15 years of service and must at least be 60 years old upon retirement; and. Your last 3 years of service prior to retirement must be continuous and your employment status is permanent.
You may retire with unreduced service retirement benefits after: you docHub age 65 and complete five years of creditable service, or. you docHub age 60 and complete 25 years of creditable service, or. you complete 30 years of creditable service, at any age.
State Health Plan retiree group coverage begins on the first day of the month after your effective date of retirement. If you are under 65 (and not Medicare-eligible), you will be automatically enrolled in the health plan you were enrolled in as an active employee along with any covered dependents.
Service Retirement (Unreduced Benefits) You may retire with unreduced service retirement benefits after: you docHub age 65 and complete five years of creditable service, or. you docHub age 60 and complete 25 years of creditable service, or. you complete 30 years of creditable service, at any age.

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