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Portable Plan

The SURS Portable plan is a Defined Benefit retirement plan that has much in common with the Traditional plan [1]. However, it provides a more generous separation refund when participants leave the system. The provisions for survivor benefits require a reduction to the retirement and death benefits.


Forms and Guides [2]

Resources for Portable plan members including the Member Guide [3] and retirement application [4], as well as information regarding service credit, insurance, and tax forms.

Frequently Asked Questions [5]

Get answers to frequently asked questions regarding retirement, insurance, disability, refunds, and more.

Helpful Sites [6]

Use these links to find the latest tax forms available, locate a dentist in your area, learn about the State Universities Annuitant Association, and much more.

Two-Tier Retirement System Chart [7]

Compare the differences between the Portable, Traditional, and Self-Managed Plans.

Member Guide [3]

Learn more specific information about the benefits of the Portable plan.

Retirement Application [4]

Use this form to apply for retirement benefits of the Portable plan.

Videos [8]

SURS Videos [8] to help guide you through various topics such as logging on and navigating the Member Website, the Benefit Estimator, information regarding the Traditional Plan, and more!

Tags: 
Portable Plan [9]
Retirement Plans [10]

Source URL: http://surs.com/portable-plan

Links
[1] http://surs.com/traditional-plan
[2] http://surs.com/forms-guides-portable-plan
[3] http://surs.com/sites/default/files/pdfsx/Guide-PRT.pdf
[4] http://surs.com/retirement-application-builder-defined-benefit-plans
[5] http://surs.com/general-faqs
[6] http://surs.com/helpful-sites
[7] http://surs.com/sites/default/files/pdfsx/Two_Tier.pdf
[8] http://surs.com/videos#port
[9] http://surs.com/tags/portable-plan
[10] http://surs.com/tags/retirement-plans