Human Resources (HR)


Standard Operating Procedures


Retirement Enrollment

Original Effective Date:


Revised Effective Date:






  1. Review the State Retirement Systems membership requirements to determine if employee meets eligibility requirements. (Review eligibility, Retirement Employer Manual, Membership Section, page 11-13).




  1. Complete, sign and notarize a “Notice of Enrollment” (Form 2), page 16 of the Retirement Employer Manual following instructions on reverse side of form and the “Enrolling a New Member” guide on pages 14 and 15.


  1. Place a copy of Form 2 in the employee’s personnel file.


  1. Send the original Form 2 and a copy of employee’s social security card to the Department of State Treasurer, Retirement Systems Division, 325 North Salisbury Street, Raleigh, North Carolina 27603-1385.