Retirement Readiness Checklist
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1
Log in to your ORBIT account.
Review all information in your account, including
- name
- address
- personal email address
- phone and mobile number
- years of service
beneficiary(ies)
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2
Visit myNCRetirement.com.
Take time to read through important information about your benefits.
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3
Make an appointment.
Log in to your ORBIT account and make an appointment to meet with a benefits counselor. Select Retirement Appointment Scheduling from the left navigation. You may make this appointment within one year of your expected retirement date. Make sure you have all relevant paperwork and documents for this meeting.
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4
Create and print a Custom Benefit Estimate.
Log in to your ORBIT account and select Create a Custom Benefit Estimate in the left navigation. Have this document available at your appointment.
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5
Download MARS (Member Annual Retirement Statement)
Download your annual statement in ORBIT. Select View My Annual Retirement Statement from the left navigation.
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6
Bring a copy of your NC 401(k) Plan and/or NC 457 Plan statement.
Log in to your NC Plans account and download your statements. Bring these to your appointment.
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7
Review and update your beneficiary(ies) in ORBIT.
Log in to your ORBIT account and select Maintain Beneficiary(ies) in the left navigation.
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8
Request a Social Security Benefits Estimate.
Visit ssa.gov and generate your Social Security Benefits Statement. Bring this with you to your appointment.