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ACCOUNT MAINTENANCE FORMS

To maintain an account when you are receiving a retirement benefit, you need a form for…

Form no.	Form Description
Form 170	170-Authorizing Direct Deposit
Form 170S	170S-Survivor's Benefit: Authorizing Direct Deposit
Form 290	290-Choosing Income Tax Withholding Preferences - (Update Online in ORBIT)
Form ACCTMIDAFF	ACCTMIDAFF-Affidavit of Identity
Form COA	COA-Updating Your Addresses or Name

To maintain an account when you are receiving a Transfer Benefit, you need a Transfer Benefit or Tax Withholding form for…

Form no.	Form Description
Form 170TB	170TB-Authorizing Direct Deposit for the Transfer Benefit
Form 290401K	290401K-Choosing 401K Income Tax Withholding Preferences
Form 290457	290457-Choosing 457 Income Tax Withholding Preferences
Form 5TR	5TR-Transferring Service and Contributions Between Systems

To maintain an account while you are receiving a disability benefit, you need a form for…

Form no.	Form Description
Form 237	237-Reporting Your 2023 Income To Continue Your Retirement System Disability Benefit
Form 296	296-Reporting Your 2023 Income To Continue Your Benefit Through the Disability Income Plan
Form 297	297-Reporting Your 2023 Income to Continue Your Disability Salary Continuation Plan Benefit
Form 703	703-Medical Report for Eligibility Review of Short-Term Disability Benefits
Form 705	705-Agreeing to Accept Long-Term Benefits through the Disability Income Plan of N.C.
Form 707	707-Reporting Earnings Monthly While Receiving Extended Short-Term or Long-Term Benefits
Form 7AR	7AR-Medical Report for Re-exam

Death Related Forms…

Form no.	Form Description
Form 170S	170S-Survivor's Benefit: Authorizing Direct Deposit
Form 290S	290S-Survivor's Benefit: Choosing Income Tax Withholding Preferences