Retirement Counseling FAQs

There may or may not be specific dates that will be better than others for the retirement benefit.  It will depend on many things including...

If you have terminated your employment and are no longer contributing to SURS you are allowed to have one counseling appointment every 12 months as...

If your retirement date is within 60 days and you have not already had an appointment within the last 12 months, SURS will try to fit you in within...

SURS typically schedules appointments at least 2 months in advance.  In addition, we also recommend you submit your retirement application at...

Estimates prepared for a phone appointment will be available on your member homepage at least 24 hours in advance of your scheduled appointment, if...

Yes, SURS recognizes that planning for retirement can be overwhelming and your benefit not only affects you, but also your family.  For these...

You are not required to bring anything with you to the appointment; however, SURS suggests the following: Pen and paper to make notes A list of any...

If you do not want a counseling appointment you may request that SURS send you a written estimate. Written estimates, like counseling appointments,...

You may call SURS at 800-275-7877 to see if your employer has scheduled retirement counselors to visit your campus, or contact your Human Resources...

All counseling appointments are scheduled for 45 minutes. Return to Frequently Asked Questions

Each member is allowed to request two retirement dates, or estimates.  These dates must be within five years of the current date. Return to...

Don’t you already have that information? In order to accurately calculate your anticipated retirement benefits SURS will need to know your projected...

The retirement estimate request form provides information to the retirement counselor to accurately project your anticipated retirement benefits....

If you qualify for an appointment, you may request an appointment one of two ways: Complete the online estimate request form from the SURS Member...

SURS offers four types of appointments: Office appointments at our Champaign or Naperville offices, Phone appointments Virtual appointments, or...

You are allowed one appointment, or written estimate, every 12 months, as long as you meet the requirements to be eligible for an appointment....

You must meet all eligibility requirements for retirement within five years of the current date. Return to Frequently Asked Questions

Your counselor will discuss many things during your counseling appointment including but not limited to the following: Review current account...