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Fidelity Workshop at Women's Hospital Conference Room Friday, May 20th

Fidelity is offering two different workshops at two different times on Friday, May 20th. Click here to read more and enroll online. 
Note: Be sure to select "UNC Health Care" as your company to ensure you see our workshops and not the university workshops.

2015 Annual Benefits Statements Now Available!

Your 2015 Annual Benefit Statement (ABS) is in your personal ORBIT account now. You can assess your retirement planning needs today!

Please note – MEMBERS OF THE STATE RETIREMENT SYSTEM (this does not apply to members of the Optional Retirement System with TIAA-CREF or Fidelity)

Your ABS shows your years of service in the NC Retirement Systems as of Dec. 31, 2015, your estimated retirement benefits from your pension, your estimated Social Security income, and your contributions to the NC 401(k) and NC 457 Plans, and the 403(b) Program, if you’ve been participating in those programs. The ABS also calculates any outside assets (other pensions, IRAs, etc.) if you entered them into the Retirement Income Calculator on the Prudential site.

Using all this information, the ABS provides a comparison of your projected monthly income to your projected monthly need. This will help you better understand what factors contribute to your income and how you can take action, if necessary, for a more secure retirement.

It’s never too early to start thinking about your retirement, so please take a moment to access your 2015 ABS by going to From there, link to ORBIT, log into your personal account and “View Annual Benefits Statement” to view or print your statement.

You can also go to the Annual Benefits Statement page of our website where you will find:

  • A User Guide training tutorial
  • Frequently Asked Questions
  • An animated video about the Annual Benefits Statement
  • Links to resources for all ages and career stages

Have questions about your ABS or retirement systems account? Visit for contact information for Member Services and for more information on the NC Total Retirement Plans.

Free Health Screenings on May 11 at the 2016 Wellness & Safety Expo

The 2016 Wellness & Safety Expo, featuring more than 150 exhibits, will be held from 9 a.m. to 4 p.m. on Wednesday, May 11, in the Jim Graham Building at the N.C. State Fairgrounds. The event, with free admission and parking, is open to all current and retired state employees.

This year’s guests include WRAL “Local Dish” hosts Lisa Prince and Brian Shrader, as well as Food Network Chef Curtis Aikens. Event exhibits will include health screenings, financial counseling and a variety of demonstrations. Expo attendees can bring nonperishable canned foods for charity, and unused or expired medications will be collected for safe disposal.

State Health Plan members can sign up for free health screenings by registering with the invitation code “SHP2016.” Health screening registration closes on May 9 at 5:00 p.m.

State employees may also donate blood to the Red Cross. To speed up the donation process, employees can register ahead of time by using the sponsor code “Expo.” An event flier is available here.

Updated Liberty Mutual Long-Term Disability Evidence Of Insurability (EOI) Form

This new form represents a shorter application on a fillable PDF template for easy completion. EOI can also be submitted online now, through, which has a faster turnaround time compared to paper submissions.

Navigating Your State Health Plan Benefits and Retirement: Understanding How the State Health Plan and Medicare Work Together Meetings Announced

Are you thinking about retirement? We can help you navigate through your State Health Plan options. Plan members nearing 65 or who are 65 and still actively working are invited to attend a State Health Plan informational session on how to maximize their health plan options in retirement.

The sessions are designed primarily for members who are turning 65 in the next year or so, and for members who are over 65 and still actively working.

As a reminder, Plan members should submit retirement paperwork 120 days before their anticipated retirement date. In addition, it’s recommended that members who are considering retirement meet with Benefits representative up to six months before their planned retirement date.

The free informational sessions are planned statewide from March through August. Locations, dates and times of events are available on the Plan website at Those who plan to attend should register early, as seating will be limited.

Information About the New IRS Form 1095-C and 1095-B

In the coming days, you may receive one or two new Federal income tax forms — Form 1095-C and Form 1095-B. Click here to learn more about these new forms.

State Health Plan Member Focus newsletter

Click here to view the latest newsletter.

Please note: As UNC Health Care has expanded across North Carolina, the need for a term to refer to the Chapel Hill assets on the overall system website became apparent. The UNC Medical Center logo and references, is a term that will be used to refer to State employees that work in the following UNC Health Care facilities: UNC Hospitals and its clinics; UNC Faculty Physicians’ clinics; and the Hillsborough Campus. Please note that on all Human Resources webpages, forms, and documents you will still see “UNC Health Care” term that is referencing the three above mentioned facilities.