Requesting Short-Term Benefits Through The Disability Income Plan Of North Carolina Page 4
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4Discussing Short-Term Benefits through the
Disability Income Plan of North Carolina
with Your Employer
Ask your employer to complete this form.
Guide E.
Discuss the amount of the short-term benefit with your employer.
The amount of a short-term disability benefit is generally 50%
do earn more than this amount, each dollar that you earn over
of your base rate of compensation as calculated on the
this amount will be subtracted from your short-term benefit.
effective date of disability (date 8 from Section F) to a
Your employer makes the subtraction, and you are required to
maximum gross amount of $3,000.00 per month (see Form
regularly report your earnings to your employer using a Form
711). This benefit does not effectively begin until the
702.
conclusion of the waiting period (see Form 710).
Please note that during the short term, certain benefits from
You may have other sources of income during the waiting
Workers' Compensation, Veterans Affairs and other federal
period or the short term, including payment for leave from your
agencies are required to be offset from your Plan benefit (see
System employer. By the laws governing the Plan, you are
Guides on Form 712 for details).
allowed to earn no more than the amount of your short-term
benefit. (This amount is called an earnable allowance). If you
Guide F.
Discuss when the short term ends with your employer.
Trial Rehabilitation. You may return to service in the same
If you are approved, the short term will end in one of the
capacity for a period of up to 40 continuous days without
following ways, whichever is first:
resuming regular, active System participation. Such a period is
(a) Your medical professional no longer certifies your disabling
called trial rehabilitation. Short-term benefits cease upon a
illness that qualified you for the short-term benefits.
return to your usual occupation; however, a new waiting period
(b) You return to service in the same capacity, unless you
will not be required. Trial rehabilitation does not extend the
have returned for trial rehabilitation (see below).
length of the short term. Contributions to the System are not
(c) Your benefit period ends at the maximum allowable 365
withheld during trial rehabilitation, and System credit is not
days (Question 7 from Form 710; see your employer). In
earned.
this case, you may apply for the extended short-term or
long-term benefits from the Disability Income Plan of North
Carolina within 90 days before the period ends.
Guide G.
Employer, please advise the member on the due dates for required forms.
Employer, please elaborate on your policies if the above
The following forms are required as part of your request for
forms are not received on the 1st day of the calendar
benefits.
month.
As soon as possible:
• A signed Form 701 (this form)
• A Form 703 or a Form 7A (medical report) is required as part
of your application.
On the 1st day of all following calendar months:
A Form 702 (earnings report) and a Form 703 (medical report)
is due.
• The Form 702 should list all earnings received in the
previous month.
• The Form 703 should be signed by a certified medical
professional some day in the previous month.
Guide H.
Discuss applying for Social Security disability benefits.
The Disability Income Plan frequently offers other benefits
Therefore, we encourage you to apply for Social Security
after the short-term benefit. An amount you received from the
disability benefits now, and if you work with an attorney filing
Social Security Administration on the basis of your disability
your Social Security claim, please work with a pre-qualified
does not affect your short-term benefit, but may significantly
attorney who is qualified to accept attorney fees paid directly
affect subsequent benefits you receive from the Plan.
by Social Security.
These guides are subject to and governed by the General Statutes of the State of North Carolina.
REV 20071009
N.C. Department of State Treasurer, Retirement Systems Division
701
325 North Salisbury Street, Raleigh, North Carolina 27603-1385
(919) 807-3050 in the Raleigh area or (877) 627-3287 toll free
GUIDES
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