Benefits Forms

General Forms

Address/Name Change FormPDF (416KB) 
Community Service Leave Request DOC (23.5KB)
Community Service Leave Request (Tutoring/Mentoring Option ) DOC (23.5KB)
Label Request Form DOC (62KB)
NC Prepaid Legal Services Enrollment ApplicationPDF (49.5KB) 
Payroll Deduction CancellationPDF (847KB) 
Request for Family Medical LeavePDF (76.25KB) 
Request for Family Illness LeavePDF (44.31KB) 
University Recreation Payroll DeductionPDF (35KB) 
University Recreation Payroll Cancellation PDF (595KB) 
Voluntary Shared Leave Donation FormPDF(69.6KB) 
Voluntary Shared Leave Request FormPDF (68KB) 

Claims Forms

Attorney BillingPDF (417KB) 
Conseco Insurance ClaimPDF (379KB) 
Colonial Life Insurance ClaimWebsite 
AFLAC ClaimWebsite 

Disability Forms

Liberty EnrollmentPDF (79KB) 
Liberty Employer's StatementPDF(318KB) 
Liberty Disability ClaimPDF (98KB) 
Liberty Late EntrantPDF (146KB) 
Attending Physician's StatementPDF(79KB) 
Standard Disability ClaimPDF (252KB) 
Standard Disability EnrollmentPDF (39KB) 
Standard Late Entrant EnrollmentPDF (44KB) 

NC Flex Forms

NC Flex EnrollmentWebsite 

Retirement Enrollment: Optional Retirement Plan (ORP) Forms

AIG ValicPDF (214KB) 
FidelityWebsite 
LincolnPDF (190KB) 
TIAA CREFPDF (832KB) 

For Faculty and EPA Administrative Only

  
ORP-1 - ORP Election Form (Complete this form when choosing any of the above ORP plans)website  
ORP-3 - Optional Retirement Plan Acknowledgment for Disposition of Account Contribution

website

 

State Retirement Forms

State Retirement Forms WebsiteWebsite 
TSERSWebsite 
Beneficiary Change FormPDF (694KB) 
Beneficiary for the Death BenefitPDF (692KB) 

(Optional) Supplemental Retirement Programs Forms

401(K) Enrollment (Complete the Beneficiary form (located below) when enrolling)PDF (153.22KB) 
401(K) Beneficiary Designation FormPDF (124.6KB) 
401(K) Change FormPDF (130.64KB) 
403(b) Enrollment InformationWebsite 
Auth for 403(b) Salary Reduction Agreement PDF  
457Website  

State Medical Forms

Change FormPDF (90KB) 
Dependent EligibilityPDF (27.16KB) 
Enrollment (NC SmartChoice Blue Options PPO Plan)Website 
Medco - Prescription Drug Claim FormPDF (44.35KB) 
Medco - Prescription Mail OrderPDF (61KB) 
Medical Claim Form (PPO Plan)PDF (74.27KB) 
Authorization Form (HIPAA)PDF (47.24KB) 
Prior CoveragePDF (34.24KB) 
State AppealPDF (27.69KB) 



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