Self-Managed Plan Resources
Specific information regarding the Self-Managed plan including the member guide, forms and brochures.
| Document | Date | Pages |
|---|---|---|
 Self-Managed PlanThe SURS Self-Managed plan (SMP) is a defined contribution plan that establishes an account into which your contributions and the employer (State of Illinois) contributions are placed. |
12/14 | 28 |
 Self-Managed Plan Getting Started GuideUse this guide to help you select your SURS Self-Managed Plan service provider(s) and investment options. |
05/16 | 12 |
 Self-Managed Plan Investment Options GuideRefer to this Investment Options Guide for a description of each fund available in the SMP. |
05/16 | 24 |
 Second Restatement of the Self-Managed PlanThe Board of Trustees of the State Universities Retirement System restates the Self-Managed Plan effective as of January 1, 2014. |
01/14 | 34 |
 Self-Managed Plan Retirement ApplicationThis booklet addresses the questions most frequently asked of SURS staff. Some of the provisions discussed may not apply, depending of the date your annuity began. Retirement Preparation and Application Completion Video A helpful video for those individuals planning to retire in the next 90 days. |
5/15 | 60 |
 SMP Service Credit BrochureLearn how SMP members can purchase more service credit using payroll deductions. |
9/13 | 2 |
Additional Resources
Change of Address Form
Save a stamp by changing your address online through the Member website.
FAQs
Answers to member questions on a wide array of topics from disability to separation refunds.
QILDRO Information
If your retirement benefits are being considered for possible division in divorce proceedings, the following information will be helpful.
Service Credit, Refunds and Retirement Information
These brochures and leaflets explain the purchase of prior service, the Reciprocal Act and systems, the refund process, and retirement annuities.
Tax Forms
SURS Special Tax Notice and links to IRS W4-P, W8-BEN, and W-9 forms.