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!