Family Changes

Family Changes

If you have a new child by birth, adoption or marriage, you may wish to update your beneficiaries. 
To obtain the Beneficiary Designation Form:

  • Online:  The form is available on the SURS Member Website homepage. Go to www.surs.org and click on Member Login.
  • Dial Toll Free:  800-275-7877
  • Dial Direct:  217-378-8800

If you are a benefit recipient who is receiving health insurance benefits, you may wish to add your new child as a dependent on your health insurance. 

  • Online:  MyBenefits Marketplace administered by the State of Illinois - powered by Morneau Shepell.
  • Dial Toll Free: 1-844-254-1777 MyBenefits Service Center: Monday - Friday 8:00 a.m. - 6:00 p.m. CST.
  • TTY Toll Free: 1-844-251-1778

If you are an annuitant with State of Illinois insurance, you may also need to update your life insurance beneficiaries through Minnesota Life.  To obtain the required paperwork:

  • Dial Toll Free:  800-275-7877
  • Dial Direct:  217-378-8800
   

If you get divorced, you may need to update your beneficiaries.  Please note that if your former spouse/civil union partner was listed as one of your beneficiaries and you wish to leave him/her as a beneficiary, you must re-designate him/her as a beneficiary after the date of the divorce. 

To obtain the Beneficiary Designation Form:

  • Online:  The form is available on the SURS Member Website homepage. Go to www.surs.org and click on Member Login.
  • Dial Toll Free:  800-275-7877
  • Dial Direct:  217-378-8800

If your address changes, you may submit your address change in writing or online through your Member Website homepage.

Click here to view the Change of Address Form

If you are a benefit recipient and the bank to which you have your benefit sent changes, you must submit a Bank Authorization Form. 

Click here to view the Authorization for Deposit of Recurring Payments Form

If you are a benefit recipient who is receiving health insurance benefits, and your spouse/civil union partner is a dependent on your health insurance, you must remove him/her as a dependent.  Your former dependent’s insurance termination will be effective the day the divorce is finalized in the courts.

  • Online:  MyBenefits Marketplace administered by the State of Illinois - powered by Morneau Shepell.
  • Dial Toll Free: 1-844-254-1777 MyBenefits Service Center: Monday - Friday 8:00 a.m. - 6:00 p.m. CST.
  • TTY Toll Free: 1-844-251-1778

If you are a State of Illinois annuitant, you may also need to update your life insurance beneficiary(ies) through Minnesota Life. 

To obtain the Minnesota Life Insurance Beneficiary Designation Form:

  • Dial Toll Free:  800-275-7877
  • Dial Direct:  217-378-8800

If your retirement benefits are being considered for possible division in divorce proceedings, please refer to the information regarding Qualified Illinois Domestic Relations Orders (QILDRO).

Please note - only "SURS approved" QILDRO forms may be submitted. Approved forms should include the "watermark" that prints at the bottom of the page when completed.

 Click here to view the QILDRO Brochure.

 

If you enter into marriage or a civil union, you may need to update your beneficiaries. 

To obtain the Beneficiary Designation Form:

  • Online:  The form is also available on the SURS Member Website homepage. Go to www.surs.org and click on Member Login.
  • Dial Toll Free:  800-275-7877
  • Dial Direct:  217-378-8800  

If your address changes, you may submit your address change in writing or online through your Member Website homepage.

Click here to view the Change of Address Form

If you are a benefit recipient in the Traditional or Portable plans, and the bank to which you have your benefit sent changes, you must submit a Bank Authorization Form.

Click here to view the Authorization for Deposit of Recurring Payments Form

If you are a Self-Managed Plan annuitant, you must contact your annuity provider, Principal or TIAA.

Principal: RRC@Exchange.Principal.com
TIAA: www.tiaa.org/illinois

If you are a benefit recipient who is receiving health insurance benefits, you may wish to add your spouse/civil union partner as a dependent on your health insurance. 

  • Online:  MyBenefits Marketplace administered by the State of Illinois - powered by Morneau Shepell.
  • Dial Toll Free: 1-844-254-1777 MyBenefits Service Center: Monday - Friday 8:00 a.m. - 6:00 p.m. CST.
  • TTY Toll Free: 1-844-251-1778

If you are a State of Illinois annuitant, you may also need to update your life insurance beneficiaries through Minnesota Life. 

To obtain the Minnesota Life Insurance Beneficiary Designation Form:

  • Dial Toll Free:  800-275-7877
  • Dial Direct:  217-378-8800
 

It is important that you keep your address current with SURS so you continue to receive correspondence from our office.  If your address changes, you may submit your address change in writing or online through your Member Website homepage if you are not a benefit recipient.

Click here to view the Change of Address Form

If you are a benefit recipient in the Traditional or Portable plans, and the bank to which you have your benefit sent changes, you must submit a Bank Authorization Form. 

Click here to view the Authorization for Deposit of Recurring Payments Form

If you are a Self-Managed Plan annuitant, you must contact your annuity provider, Principal or TIAA.

Principal: RRC@Exchange.Principal.com
TIAA: www.tiaa.org/illinois

If you have seasonal addresses, you should provide SURS with both addresses as well as an effective date for each address.  SURS will automatically update your address based upon the effective dates you provide.

If you are a benefit recipient who is receiving health insurance benefits, and you are moving out of the coverage area for your health insurance carrier, you will need to change carriers. 

  • Online:  MyBenefits Marketplace administered by the State of Illinois - powered by Morneau Shepell.
  • Dial Toll Free: 1-844-254-1777 MyBenefits Service Center: Monday - Friday 8:00 a.m. - 6:00 p.m. CST.
  • TTY Toll Free: 1-844-251-1778