SURS Logo

STATE UNIVERSITIES RETIREMENT SYSTEM

Executive Director: William E. Mabe

Chairperson:  Lindsay Anderson

Traditional Plan

Printer-friendly version

The SURS Traditional plan is the historical SURS Defined Benefit retirement plan. It was the only SURS plan available until 1998. It provides lifetime retirement benefits and a survivor benefit at no additional cost. However, the separation refund feature is not as generous as the Portable plan. The Traditional plan is also the default plan assigned to members who fail to choose a plan within six months of certification.


Forms and Guides

Resources for Traditional plan members including the Traditional Member Guideand beneficiary designation, as well as information regarding service credit, insurance, and tax forms.

Frequently Asked Questions

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

Helpful Sites

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.

Insurance Booklet

This booklet provides you with the insurance forms you will need when applying for retirement under the Traditional Plan.

Member Guide

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

Plan Comparison Matrix

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

Retirement Application

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

Videos

SURS Videos 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!