Skip to main content
  • Business

  • Employers

    • Participating Employers

  • Reciprocal

    • Reciprocal Systems

    • Reciprocal Act

 SURS Logo

  • Member Website Login
  • Life Events
      1. New to SURS
      2. Family Changes
      3. Turning Age 65
      4. Preparing for Retirement
        1. Online Estimates
        2. Written Estimates
        3. Seminars Online
        4. Counseling Appointments
        5. Traditional & Portable Plans
        6. Self-Managed Plan
        7. Two-Tier Retirement System Chart
        8. Vital Information Sheet
      5. Enhancing Your Benefits
        1. Purchasing Service Credit
        2. Reciprocity with Other Retirement Systems
        3. Types of Service Credit
      6. Return to Work
        1. Return to Work – Employee Restrictions
        2. Return to Work – Employer Restrictions
        3. Return to Work – Portable Lump Sum
      7. Death
        1. Death of a Member
        2. Death of a Spouse
        3. Death of a Survivor
      8. Leaving SURS
        1. Leaving SURS – Self Managed Plan
        2. Leaving SURS – Traditional/Portable
      9. Disability/DRA
      10. Legal
  • Retirement Plans
      1. Traditional Plan A list of helpful links for members in the traditional plan.
        1. Active Members Links to active member information for the traditional plan.
        2. Benefit Recipients Links to benefit recipient information for the traditional plan.
        3. Forms & Guides Forms and guides for members in the traditional plan.
        4. Inactive Members A listing of links for inactive SURS members.
        5. Traditional Plan Member Guide Download the traditional plan member guide.
        6. Traditional Plan Retirement Application Download the traditional plan retirement application by clicking this link.
        7. Two-Tier Retirement System Chart
      2. Portable Plan A list of helpful links for members in the portable plan.
        1. Active Members Links to active member information for the portable plan.
        2. Benefit Recipients
        3. Forms & Guides Forms and guides for members in the portable plan.
        4. Inactive Members
        5. Portable Plan Member Guide Download the portable plan member guide by clicking on this link.
        6. Portable Plan Retirement Application Download the portable plan retirement application by clicking this link.
        7. Two-Tier Retirement System Chart
      3. Self-Managed Plan A list of helpful links for members in the self-managed plan.
        1. Forms & Guides Forms and guides for members in the self-managed plan.
        2. Fund Overview
        3. Self-Managed Plan Member Guide Download the self-managed plan member guide by clicking this link.
        4. Self-Managed Plan Retirement Application Download the self-managed plan retirement application by clicking this link.
        5. Service Providers
        6. SMP Quarterly Performance Self-Managed Plan Quarterly Returns.
        7. Getting Started Guide
        8. Investment Options Guide
      4. How to Choose Your Retirement Plan Review your plan options by following the list provided on this page.
  • Benefits
      1. Benefit Estimator Login to estimate your benefit.
        1. Member Website Login to the member website to estimate your benefit.
      2. Disability Information regarding benefits for members that are disabled.
        1. Disability Retirement Allowance If your disability benefit expired due to the 50% earnings limitation, you may be eligible for a Disability Retirement Allowance (DRA).
        2. Disability FAQs
      3. New SURS Members Information for new SURS members regarding their benefits.
      4. Death Information about receiving a death benefit.
      5. Survivor Benefit This information has been prepared to help spouses, family, and friends when the death of a SURS member occurs.
      6. Service Credit & Refunds Brochures and leaflets explaining the purchase of prior service, the refund process and retirement.
        1. Purchasing Service Credit - DB
        2. Purchasing Service Credit - SMP
        3. Reciprocal Act Brochure
      7. Retirement Annuity Information regarding annuity payments and estimates.
        1. Money Purchase Factors - Effective 1-4-16
  • Insurance
      1. State Employee Insurance Plan Insurance information for members in the state employee insurance plan.
        1. Claim Appeal Process Information about appealing an insurance claim.
        2. Forms & Guides State Employee Insurance Plan Forms & Guides
        3. State Employee Insurance Legislation A listing of the state employee insurance legislation.
        4. Responsibilities of CMS and SURS Explanation of the State Insurance Plan responsibilities of CMS and SURS.
        5. Frequently Asked Questions Insurance - State FAQ
        6. Moving Out of State Information about health insurance under an HMO and moving out of state.
        7. Opt-out Incentives
      2. College Insurance Plan Information about the college insurance plan.
        1. Forms & Guides Forms and Guides for members in the College Insurance Plan.
        2. Frequently Asked Questions Insurance - CIP FAQ
        3. Responsibilities of CMS and SURS Explanation of the College Insurance Plan responsibilities of CMS and SURS.
      3. TRAIL (Medicare Advantage) Information for members in Medicare Advantage Plans
        1. Medicare
        2. Part D - IRMAA
      4. State TRAIL
        1. Decision Guide
        2. Frequently Asked Questions
      5. Insurance Providers A listing of all the State of Illinois health, dental, vision and life insurance providers.
        1. Prescription Drug Coverage Prescription Drug Coverage forms.
      6. CIP TRAIL
        1. Decision Guide
        2. Frequently Asked Questions
  • Investments
      1. Reports Refer to the list below of important investment reports.
        1. Actuarial Valuation Reports & Experience Studies
        2. Investment Information Report Download the current investment report containing asset allocations, custodians, managers, and service providers information.
        3. Investment Update Monthly investment update.
        4. Quarterly Standard Investment Reports
        5. Reports to Governor and General Assembly Reports to the Governor and General Assembly.
        6. The Annual Financial Report
      2. Investment Policies
        1. Defined Benefit, SMP, Procurement Information regarding investment manager agreements, global equity RFPs and Investment Consultant Services RFPs.
        2. Corporate Governance Includes the SURS proxy policy and quarterly issue summary reports.
        3. Questionnaires Minority- and Female-Owned Brokerage firms Questionnaires.
      3. Managers and Contractors A list of Investment Managers and Contractors by investment type.
        1. Investment Managers Fee Disclosure
        2. Follow-On Funds
      4. Asset Allocation A brief description of asset classes.
      5. Investment Committee Investment committee members and meeting minutes.
      6. Investment Plan The Investment Plan reviews the results of each fiscal year and defines the strategy for the new fiscal year.
  • Legislation
      1. General Assembly View legislation pertinent to SURS from current and past General Assemblies.
        1. 100th Gen. Assembly (current)
        2. 99th Gen. Assembly (2015-2016) Legislation from the 99th general assembly starting January 1, 2015.
        3. 98th Gen. Assembly (2013-2014)
        4. 97th Gen. Assembly (2011-2012)
      2. Contact Your Legislator
        1. Find Your Legislator The state board of elections District/Official Search tool.
        2. Legislative District Maps
      3. Session Calendars for 2018 View the 100th Illinois General Assembly Calendars
        1. 2018 Senate Calendar
        2. 2018 House Calendar
      4. Recent Rules Rule changes that have been accepted and entered into the Illinois Register.
      5. How a Bill Becomes Law Links to an explanation and chart detailing how a bill becomes law.
        1. How a Bill Becomes Law (Chart)
      6. Legislative Links
        1. Illinois Pension Code (40 ILCS 5/Art. 15) SURS
        2. Live Coverage of House Sessions
        3. Live Coverage of Senate Sessions
        4. House & Senate Committee Meetings
      7. Advocacy Groups
        1. AFSCME Retirees
        2. Retired Teachers Association
        3. SEIU Retirees
        4. SUAA
  • News/Publications
      1. News Features The latest news features from SURS.
        1. Requests For Proposal (RFP) A listing of all RFPs from SURS.
      2. Press Releases The latest press releases from SURS.
        1. Public Inquiries
      3. Calendar The SURS Calendar of events and holidays.
        1. Today A listing of today's events at SURS.
        2. This Week A listing of the events this week.
        3. This Month A listing of this month's events at SURS.
        4. This Year A listing of this year's board meeting dates, holidays, check statements and other events.
      4. Publications The advocate, member guides and special newsletters from SURS.
        1. All About SURS The following booklet was created to help educate our legislators and their staff about SURS and our funding needs.
        2. SURS In Brief An overview of the State Universities Retirement System in a short two page document.
        3. The Advocate The Advocate newsletter contains news and information regarding recent legislation, board members, benefits and investments.
        4. The Annual Financial Report The Annual Financial Report
      5. Board of Trustees Information A listing of the board of trustees and the different board committees.
        1. Board Meeting Agenda
        2. Board Meeting Schedule
        3. Meeting Minutes
      6. Seminars/Webinars A listing of upcoming SURS seminars and webinars.
  • Resources
      1. Helpful Sites A listing of Government Agencies, Insurance Providers, SMP Service Providers and Others.
        1. Government Agencies A list of government agencies.
        2. Insurance Providers A list of health, dental and eye insurance providers.
        3. Others A list of other organizations and SURS login pages.
        4. SMP Service Providers Links to Fidelity, Principal Financial Group and TIAA-CREF.
      2. Videos Educational videos pertaining to all SURS plans.
      3. RSS Feeds A list of SURS RSS feeds.
        1. Feeds Delivered via RSS An explanation of RSS Feeds.
      4. Fact Sheets, Charts and Brochures Fact Sheets, Charts and Brochures for Disability, Insurance, Retirement & Social Security.
      5. Navigation Tips Tips to help one navigate the www.surs.org website.
      6. Don't know your plan type? Instructions for finding out your plan type.
      7. Seminars/Webinars A listing of upcoming SURS seminars and webinars.
  • Forms
      1. Traditional Plan Forms & Guides Forms and guides for members in the traditional plan.
      2. Portable Plan Forms & Guides Forms and guides for members in the portable plan.
      3. Self-Managed Plan Forms & Guides Forms and guides for members in the self-managed plan.
      4. Tax Forms A list of all of the necessary tax forms including W-9 and W-4P.
        1. W-4P Download the W-4P tax form.
        2. W-9 Download the W-9 tax form.
        3. W8-BEN Download the W8-BEN tax form.
      5. All Forms All SURS forms listed in alphabetical order.
        1. Divorce and QILDROs The following information is helpful if your retirement benefits are being considered for possible division in divorce proceedings.
        2. Annuitant Forms & Guides Forms & Guides for Annuitants.
      6. Insurance Forms & Guides State Employee Insurance and College Insurance Plan Forms & Guides
        1. College Insurance Plan Forms & Guides Forms and Guides for members in the College Insurance Plan.
        2. State Employee Insurance Forms & Guides State Employee Insurance Plan Forms & Guides
  • FAQs
      1. College Insurance Plan FAQs Frequently asked questions related to the college insurance plan.
      2. Disability FAQs Frequently asked questions regarding disability benefits.
      3. General FAQs A general listing of frequently asked questions.
      4. Retirement FAQs Frequently asked questions regarding retirement.
      5. Self-Managed Plan FAQs Frequently asked questions regarding the self-managed plan.
      6. Separation Refund FAQs Frequently asked questions regarding separation refunds.
      7. State Insurance FAQs Frequently asked questions regarding insurance.

You are here

Home » Life Events

Life Events

Life Events

Counseling Appointments
Court Orders/Legal Documents
Death of a Member
Death of a Spouse or Dependent
Death of a Survivor/Contingent Annuitant
Disability & Disability Retirement Allowance (DRA)
Family Changes
Leaving SURS/Terminating Employment - Self-Managed Plan
Leaving SURS/Terminating Employment – Traditional/Portable
New to SURS
Purchase Matrix
Purchasing Service Credit
Reciprocal
Retirement (Self-Managed Plan)
Retirement (Traditional & Portable Plans)
Return to Work – Employee Restrictions
Return to Work – Employer Restrictions
Return to Work – Portable Lump Sum Retirement
Seminars, Webinars and Benefit Estimator
Turning 65
Written Estimates
  • About Us
  • Accessibility
  • Business
  • Contact Us
  • Disclaimer
  • Employers
  • Jobs
  • Legal / FOIA
  • Privacy Policy
  • Sitemap

Chairperson: Tom Cross        Executive Director: Martin Noven
Copyright © 2014 - State Universities Retirement System of Illinois, 1901 Fox Drive Champaign, Illinois 61820
Dial Toll Free: 800-275-7877, Dial Direct: 217-378-8800, Fax: 217-378-9800

 Note: documents in Portable Document Format (PDF) require Adobe Acrobat Reader 5.0 or higher to view, download Adobe Acrobat Reader.