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Forms & Documents

  1. Home
  2. Information for Employees

Log in to your account to access a form. Many of these actions can be completed online (☑️) when you log in to your NC 401(k) and NC 457 Plan account.

NC 401(k) PlanNC 457 Plan
  • Address and Name Change Form ☑️
  • Beneficiary Designation Form ☑️
  • Enrollment Form ☑️
  • Investment Form
  • One-Time Contribution Form ☑️
  • Rollover Pre-Approval Form
    • Service Credit Purchase Form
  • Qualified Disaster Relief Distribution Form
  • NC 401(k) In-Plan Roth Conversion Form
  • Address and Name Change Form ☑️
  • Beneficiary Designation Form ☑️
  • Enrollment Form ☑️
  • Investment Form
  • One-Time Contribution Form ☑️
  • Rollover Pre-Approval Form
  • Service Credit Purchase Form
  • Qualified Disaster Relief Distribution Form
  • NC 457 In-Plan Roth Conversion Form

 

Review NC 401(k) Investment Fact Sheets and Performance

Review NC 457 Investment Fact Sheets and Performance

NC 401(k) and NC 457 Plans Comparison

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This page was last modified on 08/07/2025

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Participants are solely responsible for their participation in the NC 401(k) and NC 457 Plans, including the decision to participate, the amount to contribute, and the selection of investments. Participation in the Plans does not guarantee that your retirement income objectives will be met. Investing involves risk, including possible loss of principal. It is possible to lose money when investing in securities. Past performance of investments or asset classes does not guarantee future results. For information on the Plans’ investment options, please review the fund fact sheets. You can review the plan documents, policies, reports, and disclosures for the NC 401(k) and NC 457 Plans on the Supplemental Retirement Board of Trustees’ page.

The material on this website is for informational purposes only and is not intended to provide investment, legal, or tax recommendations or advice.

Contact Information

Retirement Systems Division
Address: 3200 Atlantic Avenue, Raleigh, NC 27604
Email: nc.retirement@nctreasurer.com
Phone: (919) 814-4590

Office hours/in-person form deliveries M-F, 8:30 am - 4:00 pm, 
closed from 11:30 am - 12:30 pm for lunch

Counseling Center open M-F, 8:30 am - 4:30 pm, 
closed from 11:30 am - 12:30 pm for lunch

 

Disclaimer: While this website is intended to be as accurate as possible, the explanation is subject in all respects to the detailed provisions of the North Carolina law. It must be understood that the explanation in this website cannot alter, modify, or otherwise change the controlling legal documents or N.C. General Statutes in any way, nor can any right accrue by reason of any statement or omission of any statement in this website.

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