Traditional Plan Retirement Application

This page is used to gather the necessary forms needed to apply for your retirement benefits.

Select your options from the sections below, then download the forms.

While the forms are available online, you are still required to print them, fill them out, and mail them to the SURS office.

Retirement Application

Insurance Forms

State Insurance
College (CIP) Insurance

Click here if you are unsure about which insurance forms to download.

Tax Forms

W-4P
W8-BEN
W-9

Click here if you don’t know which tax forms to use.

Please note: A complete application should contain all of the following parts.

  • Retirement Application – Complete with original signature.
  • Insurance Form(s) – See options above to determine which forms are required for you.
  • Tax Form – All U.S. Citizens and Resident Aliens will default to Married with three allowances if the tax form is not completed and returned to SURS.