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Annuitant Forms & Guides

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Annuity Information
Highlight annuities by plan, direct deposit, and the benefit payment schedule.
Bank Authorization Form
Complete this form and return it to authorize SURS to direct deposit your monthly benefit.
Change of Address Form
To change your address, complete this form and return it to SURS.
Death Benefit Information
Outlines benefits paid after member´s death both pre- and post-retirement.
Disability Benefit Information
You may qualify for a disability benefit if you are sick or injured and unable to work. Pregnancy and childbirth also qualify for disability.
Disability FAQs
Answers to member´s questions regarding disability benefits, eligibility, and certification.
Disability Retirement Annuity (DRA) Information
This option is only available to members of the Traditional or Portable plans. If your disability benefit expired due to the 50% earnings limitation, you may be eligible for a Disability Retirement Allowance.
Retirement Checklist
An outline of the retirement requirements to ensure the process goes smoothly.
Survivor Benefit Information
This information has been prepared to help spouses, family, and friends when the death of a SURS member occurs.
Survivor Refund Fact Sheet
Information pertaining to members enrolled in the Traditional plan.
Tax Information & Forms
SURS Special Tax Notice and links to federal tax forms.