Get Application For Refund Of Retirement Contributions - North Carolina ... - Ncdot

This guide provides a step-by-step approach to filling out the Application For Refund Of Retirement Contributions in North Carolina. It is designed to assist users through the online filing process, ensuring clarity and ease of understanding.

Follow the steps to complete your application effortlessly.

1. Press the ‘Get Form’ button to access the application form in the online editor.
2. Fill in your personal details. In the Name field, provide your first name, middle initial, and last name. Enter your Social Security number in the designated space.
3. Complete the Retirement Address section with your current address information, including city, state, and zip code. Make sure to include your contact phone number.
4. Indicate your last employer and the date you last worked there. This includes the department or institution name, as well as the city or county.
5. Respond to the short or long-term disability benefits question by selecting 'Yes' or 'No'. This is essential for determining your eligibility for a refund.
6. In the Federal Income Tax Withholding section, choose your preference for how taxes should be handled on your refund. Select either to receive the refund directly or to opt for a direct rollover.
7. For residents of North Carolina, specify your preference regarding state income tax withholding. Choose whether or not you want N.C. income tax withheld from your refund.
8. Complete the Member Certification section by reading and agreeing to the terms. Sign the form in the required area to certify your application.
9. If applicable, have the Notary Public complete the Notary Certification section, then sign and provide the date. Your signature and notary's seal are crucial for validation.
10. If you were employed within the last six months, the Employer Certification section needs to be completed by your former employer. Ensure they provide the necessary payroll information.
11. Review your application for accuracy. Make any necessary changes and ensure all fields are properly completed.
12. Once finished, you can save your changes, print the application, download it for your records, or share it if needed.

Complete your application online today and ensure a smooth process in obtaining your retirement contributions refund.