Forms & Guides - Self-Managed Plan (SMP)

Self-Managed Plan Resources

Specific information regarding the Self-Managed plan including the member guide, forms and brochures.

Document	Date	Pages
Self-Managed Plan The 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 Guide Use 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 Guide Refer to this Investment Options Guide for a description of each fund available in the SMP.	05/16	24
Second Restatement of the Self-Managed Plan The 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 Application This 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 Brochure Learn 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.