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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