ORBIT

TSERS Disability Quick Reference

As a North Carolina disability benefit recipient, there are several requirements that you must follow to obtain and maintain your benefits.  The following Disability Quick Reference Guide identifies the steps and materials needed throughout the process.

It is important that you complete the forms in their entirety, or respond to requests from the North Carolina Retirement Systems so that your disability benefits are processed in a timely manner, and to guard against any interruption of disability benefits.

Click here for a printed version of the quick reference below

 

Short-Term/Preliminary Long-Term

Extended Short-Term

Long-Term

State Disability Retirement

Eligibility

1 year membership earned within 36 months preceding disability
Doctor must certify disability on or prior to last day worked or exhausted leave

Can be temporary or permanent disability

1 year membership earned within last 36 months prior to end of short-term disability period
Doctor must certify disability on or prior to last day worked or exhausted leave

Must be temporarily disabled

Employee must go through short-term disability period

5 years membership earned within 96 months prior to exhaustion of leave or salary continuation.

Doctor must certify disability on or prior to last day worked or exhausted leave.

Must be permanently disabled. Member cannot be eligible for unreduced service retirement.

Member must be vested as of 7/1/82 or 1/1/88
Doctor must certify disability on or prior to last day worked or exhausted leave.

Must be permanently disabled. If eligible for service retirement, member must be vested as of 7/1/82 date for state disability retirement.

Time Frame to Apply

Within 365 days following the first day of the 60-day waiting period

NONE

Within 180 days from end of short-term or 180 days from end of temporary total Workers' Compensation

NONE but effective retirement date is in accordance with filing requirements

Calculation of Benefit

50% of salary as of last day worked (monthly maximum benefit of $3,000), reduced by certain offsets

50% of salary (monthly maximum benefit of $3,000), reduced by certain offsets

65% of salary (monthly maximum benefit of $3,900), reduced by certain offsets; $10 monthly minimum

Based on average final compensation (AFC), accrual factor, total creditable service and projected service

Timeframe Benefits are Paid

Maximum of 365 days after 60-day waiting period; paid by employer with proper certification from doctor (Form 703 monthly certification unless preliminary long-term determination)

Maximum of 365 days as approved by Medical Board (Paid by N.C. Retirement Systems)

Until member is eligible for an unreduced service retirement or otherwise no longer meets requirements for benefits1


1Limit of 36 payments if not vested prior to 8/1/07 unless receiving Social Security disability benefits.

Lifetime [Refer to G.S. §135-5(c)

​Application Process

Form 700

Form 701

A current Form 7A

Form 703 (Optional for short-term and preliminary long-term)

Job Description

Supporting medical documentation within six months

Form 700

Form 704

A current Form 7A

Form 711

Job Description

Copy of Form 701

Copy of Form 703
if member was not approved for short-term through the Retirement Systems Division

Supporting medical documentation within six months

Form 700
Form 704

A current Form 7A

Form 711

Copy of Form 701

Form 703


Job Description (if member was approved for short-term through the Retirement Systems Division, then the Division should already have these documents)

Supporting medical documentation within six months

Form 7

A current Form 7A

Job Description

Supporting medical documentation within six months

​Benefit Offsets

Temporary Total Disability Benefits through Workers' Compensation
Veterans Administration (same disability)

Excess earnings
(the amount a member earns over the earnable allowance)

Temporary Total Disability Benefits through Workers' Compensation

Veterans Administration (same disability)

Excess earnings
(the amount a member earns over the earnable allowance)

​Social Security benefits
36-month hypothetical Social Security offset2

Temporary Total Disability Benefits through Workers' Compensation

Veterans Administration (same disability)

Railroad Retirement

Excess earnings
(the amount a member earns over the earnable allowance)


2If vested prior to 8/1/07.

Excess earnings (the amount a member earns over the earnable allowance)

​​Earnable Allowance

​Monthly (up to the amount of short-term)

Monthly (up to the amount of extended short-term benefit)

Monthly (difference between 100% salary and adjusted gross long-term before any offsets

Annually

​​Re-Exams (determined by Medical Board)

NONE

NONE

Reviewed yearly at the discretion of the Medical Board

Reviewed yearly at the discretion of the Medical Board