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Traditional & Portable Retirement Process Timeline
Retirement Savings Plan
Two-Tier Retirement System Chart
Vital Information Sheet
Enhancing Your Benefits
Purchasing Service Credit
Reciprocity with Other Retirement Systems
Types of Service Credit
Return to Work
Return to Work – Employee Restrictions
Return to Work – Employer Restrictions
Return to Work – Portable Lump Sum
Death
Death of a Member
Death of a Spouse
Death of a Survivor
Leaving SURS
Leaving SURS – Retirement Savings Plan
Leaving SURS – Traditional/Portable
Disability/DRA
Legal
Retirement Plans
Traditional Plan
A list of helpful links for members in the traditional plan.
Active Members
Links to active member information for the traditional plan.
Benefit Recipients
Links to benefit recipient information for the traditional plan.
Forms & Guides
Forms and guides for members in the traditional plan.
Inactive Members
A listing of links for inactive SURS members.
Traditional Plan Member Guide
Download the traditional plan member guide.
Traditional Plan Retirement Application
Download the traditional plan retirement application by clicking this link.
Two-Tier Retirement System Chart
Portable Plan
A list of helpful links for members in the portable plan.
Active Members
Links to active member information for the portable plan.
Benefit Recipients
Forms & Guides
Forms and guides for members in the portable plan.
Inactive Members
Portable Plan Member Guide
Download the portable plan member guide by clicking on this link.
Portable Plan Retirement Application
Download the portable plan retirement application by clicking this link.
Two-Tier Retirement System Chart
Retirement Savings Plan
A list of helpful links for members in the Retirement Savings Plan.
RSP Getting Started Guide
RSP Retirement Application
Retirement Savings Plan Forms
Download the RSP forms by clicking this link.
Investment Options Guide
SURS Investment Lineup
Service Providers
SMP/RSP Quarterly Performance Reports
Retirement Savings Plan Quarterly Returns.
Transition Guide
RSP Retirement Process Fact Sheet
How to Choose Your Retirement Plan
Review your plan options by following the list provided on this page.
Deferred Compensation Plan
Learn more about SURS new 457(b) savings plan
Benefits
Benefit Estimator
Login to estimate your benefit.
Member Website
Login to the member website to estimate your benefit.
Disability
Information regarding benefits for members that are disabled.
Disability Retirement Allowance
If your disability benefit expired due to the 50% earnings limitation, you may be eligible for a Disability Retirement Allowance (DRA).
Disability FAQs
New SURS Members
Information for new SURS members regarding their benefits.
Death
Information about receiving a death benefit.
Service Credit & Refunds
Brochures and leaflets explaining the purchase of prior service, the refund process and retirement.
Purchasing Service Credit - DB
Reciprocal Act Brochure
Optional Buyout Programs
Information on the Vested Inactive Buyout and the Tier I AAI Buyout.
Retirement Annuity
Information regarding annuity payments and estimates.
Money Purchase Factors - Effective 1-4-16
Benefit Payment Dates
2020 Annuity and Disability Payment Dates
Survivor Benefit
This information has been prepared to help spouses, family, and friends when the death of a SURS member occurs.
Insurance
State Employee Insurance Plan
Insurance information for members in the state employee insurance plan.
Claim Appeal Process
Information about appealing an insurance claim.
Forms & Guides
State Employee Insurance Plan Forms & Guides
State Employee Insurance Legislation
A listing of the state employee insurance legislation.
Responsibilities of CMS and SURS
Explanation of the responsibilities of CMS and SURS.
Frequently Asked Questions
Insurance - State FAQ
Moving Out of State
Information about health insurance under an HMO and moving out of state.
Opt-out Incentives
College Insurance Plan
Information about the college insurance plan.
Forms & Guides
Forms and Guides for members in the College Insurance Plan.
Frequently Asked Questions
Insurance - CIP FAQ
Responsibilities of CMS and SURS
Explanation of the responsibilities of CMS and SURS.
TRAIL (Medicare Advantage)
Information for members in Medicare Advantage Plans
Medicare
Part D - IRMAA
State TRAIL
Decision Guide
Frequently Asked Questions
Insurance Providers
A listing of all the State of Illinois health, dental, vision,prescription and life insurance providers.
CIP TRAIL
Decision Guide
Frequently Asked Questions
Investments
Reports
Refer to the list below of important investment reports.
Actuarial Valuation Reports & Experience Studies
Investment Information Report
Download the current investment report containing asset allocations, custodians, managers, and service providers information.
Investment Update
Monthly investment update.
Quarterly Standard Investment Reports
Reports to Governor and General Assembly
Reports to the Governor and General Assembly.
The Annual Financial Report
SMP/RSP Quarterly Performance Reports
Investment Policies
Defined Benefit, Defined Contribution, Procurement
Information regarding investment manager agreements, global equity RFPs and Investment Consultant Services RFPs.
Corporate Governance
Includes the SURS proxy policy and quarterly issue summary reports.
Questionnaires
Minority- and Female-Owned Brokerage firms Questionnaires.
Investment Beliefs
Managers and Contractors
A list of Investment Managers and Contractors by investment type.
Investment Managers Fee Disclosure
Investment Managers Fee Disclosure (RSP)
Follow-On Funds
Annual Event
Diverse Manager Week
Investment Committee
Investment committee members and meeting minutes.
Investment Plan
The Investment Plan reviews the results of each fiscal year and defines the strategy for the new fiscal year.
Legislation
General Assembly
View legislation pertinent to SURS from current and past General Assemblies.
101st Gen. Assembly (current)
100th Gen. Assembly (2017-2018)
99th Gen. Assembly (2015-2016)
Legislation from the 99th general assembly starting January 1, 2015.
98th Gen. Assembly (2013-2014)
Contact Your Legislator
Find Your Legislator
The state board of elections District/Official Search tool.
Legislative District Maps
Session Calendars for 2021
View the 102nd Illinois General Assembly Calendars
2021 Senate Session Calendar
2021 House Session Calendar
Recent Rules
Rule changes that have been accepted and entered into the Illinois Register.
How a Bill Becomes Law
Links to an explanation and chart detailing how a bill becomes law.
How a Bill Becomes Law (Chart)
Legislative Links
Illinois Pension Code (40 ILCS 5/Art. 15) SURS
Live Coverage of House Sessions
Live Coverage of Senate Sessions
House & Senate Committee Meetings
Advocacy Groups
AFSCME Retirees
Retired Teachers Association
SEIU Retirees
SUAA
News/Publications
News Features
The latest news features from SURS.
Requests For Proposal (RFP)/Searches
A listing of all RFPs and active searches from SURS.
Press Releases
The latest press releases from SURS.
Public Inquiries
Calendar
The SURS Calendar of events and holidays.
Today
A listing of today's events at SURS.
This Week
A listing of the events this week.
This Month
A listing of this month's events at SURS.
This Year
A listing of this year's board meeting dates, holidays, check statements and other events.
Publications
The advocate, member guides and special newsletters from SURS.
All About SURS
The following booklet was created to help educate our legislators and their staff about SURS and our funding needs.
SURS In Brief
An overview of the State Universities Retirement System in a short two page document.
The Advocate
The Advocate newsletter contains news and information regarding recent legislation, board members, benefits and investments.
The Annual Financial Report
The Annual Financial Report
Board of Trustees Information
A listing of the board of trustees and the different board committees.
Board Meeting Agenda
Board Meeting Schedule
Meeting Minutes
Seminars and Webinars
A listing of upcoming SURS seminars and webinars.
Resources
Helpful Sites
A listing of Government Agencies, Insurance Providers, SMP Service Providers and Others.
Government Agencies
A list of government agencies.
Insurance Providers
A list of health, dental and eye insurance providers.
Others
A list of other organizations and SURS login pages.
RSP Service Providers
Links to Voya, Principal Financial Group and TIAA.
Videos
Educational videos pertaining to all SURS plans.
RSS Feeds
A list of SURS RSS feeds.
Feeds Delivered via RSS
An explanation of RSS Feeds.
Fact Sheets, Charts and Brochures
Fact Sheets, Charts and Brochures for Disability, Insurance, Retirement & Social Security.
Optional Buyout Programs
Information on the Vested Inactive Buyout and the Tier I AAI Buyout.
Navigation Tips
Tips to help one navigate the www.surs.org website.
Don't know your plan type?
Instructions for finding out your plan type.
Seminars and Webinars
A listing of upcoming SURS seminars and webinars.
Forms
Traditional Plan Forms & Guides
Forms and guides for members in the traditional plan.
Portable Plan Forms & Guides
Forms and guides for members in the portable plan.
Retirement Savings Plan Forms & Guides
Forms and guides for members in the Retirement Savings Plan.
Tax Forms
A list of all of the necessary tax forms including W-9 and W-4P.
W-4P
Download the W-4P tax form.
W-9
Download the W-9 tax form.
W8-BEN
Download the W8-BEN tax form.
All Forms
All SURS forms listed in alphabetical order.
Divorce and QILDROs
The following information is helpful if your retirement benefits are being considered for possible division in divorce proceedings.
Annuitant Forms & Guides
Forms & Guides for Annuitants.
Insurance Forms & Guides
State Employee Insurance and College Insurance Plan Forms & Guides
College Insurance Plan Forms & Guides
Forms and Guides for members in the College Insurance Plan.
State Employee Insurance Forms & Guides
State Employee Insurance Plan Forms & Guides
FAQs
Insurance FAQs
Frequently asked questions related to insurance plans.
Disability FAQs
Frequently asked questions regarding disability benefits.
General FAQs
A general listing of frequently asked questions.
Retirement FAQs
Frequently asked questions regarding retirement.
Retirement Savings Plan FAQs
Frequently asked questions regarding the Retirement Savings Plan.
Separation Refund FAQs
Frequently asked questions regarding separation refunds.
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Daily Calendar
Thursday, September 10, 2020
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September 10, 2020 -
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State Universities Retirement System Board Meetings