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STATE UNIVERSITIES RETIREMENT SYSTEM

Executive Director: William E. Mabe

Chairperson:  Lindsay Anderson

Forms

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A

Address Change Form
Annual Financial Report (Complete)
Annual Financial Report -- Actuarial Section
Annual Financial Report -- Finance Section
Annual Financial Report -- Introduction
Annual Financial Report -- Investment Section
Annual Financial Report -- Statistical Section

B

Benefit Choice Booklet--College Insurance Program, FY 2015
Benefit Choice Booklet--College Insurance Program, FY 2014
Benefit Choice Booklet--State, FY 2015
Benefit Choice Booklet--State, FY 2014
Benefit Choice Form--State, FY 2015
Benefit Choice Form--State, FY 2014

C

CIP Benefit Recipient Enrollment/Change Form
CIP Dependent Enrollment/Change Form
Central Management Services (CMS)
Change of Address Form

D

Defined Benefit Plan Investment Information
Dependent Recertification
Direct Deposit Authorization Form
Domestic Partner Group Insurance Benefits (State Only)

F

Furlough Application
Furlough Fact Sheet

I

Illinois General Assembly (ILGA)
Illinois Pension Code
Illinois Register
Illinois Statutory Short Form POA
Internal Revenue Service (IRS)
Investment Performance Summary

J

Joint Committee on Administrative Rules (JCAR)

M

Medicare
Member Guide -- Portable
Member Guide -- SMP
Member Guide -- Traditional
Military Leave Purchase Fact Sheet
Military Leave Purchase Form

P

Pending Administrative Rules
Pending Legislation
Plan Choice Videos
Plan Comparison Matrix
Portable Plan Retirement Application
Provider-to-Provider Transfer Form: Fidelity to Principal
Provider-to-Provider Transfer Form: Fidelity to TIAA-CREF
Provider-to-Provider Transfer Form: TIAA-CREF to Fidelity
Purchasing Service Credit Installment Brochure

Q

QILDRO Brochure
Qualifying Change in Status (State)

R

Recent Administrative Rules
Reciprocal Act Brochure
Retirement Choice Election Book
Retirement Preparation Checklist

S

SMP Fund Overview
SMP Service Providers
SURS Employers
Self-Managed Plan Insurance Booklet
Self-Managed Plan Retirement Application
Separation Refund Fact Sheet
Social Security Administration (SSA)
Special Tax Notice
State Employee Insurance Plan
State Employees Group Insurance Act of 1971
State Insurance Change Form
State Insurance Plan Forms
State OPT OUT Election Form
State of Illinois Employees - Benefits Handbook
State of Illinois Retirees & Annuitants - Benefits Handbook

T

Traditional Plan Retirement Application

W

W-4P (Withholding Certificate for Pension or Annuity Payments)
W-9 (Request for Taxpayer Identification Number and Certification)
W8-BEN (Cert. of Foreign Status of Beneficial Owner for US Tax Withholding)
W8-BEN (Cert. of Foreign Status of Beneficial Owner for US Tax Withholding) INSTRUCTIONS