Forms & Guides - Portable Plan

Portable Plan Forms and Guides

Specific information regarding the Portable plan including the member guide, forms, and brochures.

Document	Date	Pages
Portable Plan 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
Portable Plan Retirement Application 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.