

Portable Plan Forms and Guides
Specific information regarding the Portable plan including the member guide, forms, and brochures.
Document | Date | Pages |
---|---|---|
![]() The SURS Portable plan is a defined benefit retirement plan that has much in common with the Traditional plan. However, it provides a more generous separation refund when participants leave the system. |
01/30/13 | 38 |
![]() Application for retirement benefits of the Portable Plan |
01/30/13 | 60 |
Additional Resources
Change of Address Form
Save a stamp by changing your address online through the Member website.
FAQs
Answers to member questions on a wide array of topics from disability to separation refunds.
QILDRO Information
If your retirement benefits are being considered for possible division in divorce proceedings, the following information will be helpful.
Service Credit, Refunds and Retirement Information
These brochures and leaflets explain the purchase of prior service, the Reciprocal Act and systems, the refund process, and retirement annuities.
Tax Forms
SURS Special Tax Notice and links to IRS W4-P, W8-BEN, and W-9 forms.