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  • 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. Traditional & Portable Retirement Process Timeline
        7. Retirement Savings Plan
        8. Two-Tier Retirement System Chart
        9. 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 – Retirement Savings 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. Retirement Savings Plan A list of helpful links for members in the Retirement Savings Plan.
        1. RSP Getting Started Guide
        2. RSP Retirement Application
        3. Retirement Savings Plan Forms Download the RSP forms by clicking this link.
        4. Investment Options Guide
        5. SURS Investment Lineup
        6. Service Providers
        7. SMP/RSP Quarterly Performance Reports Retirement Savings Plan Quarterly Returns.
        8. Transition Guide
        9. RSP Retirement Process Fact Sheet
      4. How to Choose Your Retirement Plan Review your plan options by following the list provided on this page.
      5. Deferred Compensation Plan Learn more about SURS new 457(b) savings plan
  • 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. Service Credit & Refunds Brochures and leaflets explaining the purchase of prior service, the refund process and retirement.
        1. Purchasing Service Credit - DB
        2. Reciprocal Act Brochure
      6. Optional Buyout Programs Information on the Vested Inactive Buyout and the Tier I AAI Buyout.
      7. Retirement Annuity Information regarding annuity payments and estimates.
        1. Money Purchase Factors - Effective 1-4-16
      8. Benefit Payment Dates 2020 Annuity and Disability Payment Dates
      9. Survivor Benefit This information has been prepared to help spouses, family, and friends when the death of a SURS member occurs.
  • 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 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 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,prescription and life insurance providers.
      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
        7. SMP/RSP Quarterly Performance Reports
      2. Investment Policies
        1. Defined Benefit, Defined Contribution, 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.
        4. Investment Beliefs
      3. Managers and Contractors A list of Investment Managers and Contractors by investment type.
        1. Investment Managers Fee Disclosure
        2. Investment Managers Fee Disclosure (RSP)
        3. Follow-On Funds
      4. Annual Event
        1. Diverse Manager Week
      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. 101st Gen. Assembly (current)
        2. 100th Gen. Assembly (2017-2018)
        3. 99th Gen. Assembly (2015-2016) Legislation from the 99th general assembly starting January 1, 2015.
        4. 98th Gen. Assembly (2013-2014)
      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 2021 View the 102nd Illinois General Assembly Calendars
        1. 2021 Senate Session Calendar
        2. 2021 House Session 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)/Searches A listing of all RFPs and active searches 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 and 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. RSP Service Providers Links to Voya, Principal Financial Group and TIAA.
      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. Optional Buyout Programs Information on the Vested Inactive Buyout and the Tier I AAI Buyout.
      6. Navigation Tips Tips to help one navigate the www.surs.org website.
      7. Don't know your plan type? Instructions for finding out your plan type.
      8. Seminars and 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. Retirement Savings Plan Forms & Guides Forms and guides for members in the Retirement Savings 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. Insurance FAQs Frequently asked questions related to insurance plans.
      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. Retirement Savings Plan FAQs Frequently asked questions regarding the Retirement Savings Plan.
      6. Separation Refund FAQs Frequently asked questions regarding separation refunds.

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SMP

SMP FAQ - What are the group plan numbers for the providers?

June 28, 2016 - 10:47
  • Read more about SMP FAQ - What are the group plan numbers for the providers?

SMP FAQ - Are educational webinars or seminars offered?

June 28, 2016 - 10:46
  • Read more about SMP FAQ - Are educational webinars or seminars offered?

SMP FAQ - Are my SMP pension benefits subject to taxation?

June 28, 2016 - 10:46
  • Read more about SMP FAQ - Are my SMP pension benefits subject to taxation?

SMP FAQ - Are SMP members eligible to receive disability benefits?

June 28, 2016 - 10:45
  • Read more about SMP FAQ - Are SMP members eligible to receive disability benefits?

SMP FAQ - What is required to file a death claim when an SMP participant becomes deceased?

June 28, 2016 - 10:45
  • Read more about SMP FAQ - What is required to file a death claim when an SMP participant becomes deceased?

SMP FAQ - Can a QILDRO claim be filed against my SMP funds?

June 28, 2016 - 10:45
  • Read more about SMP FAQ - Can a QILDRO claim be filed against my SMP funds?

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Chairperson: John Atkinson        Executive Director: Martin Noven
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