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Forms & Guides - Self-Managed Plan (SMP)

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Specific information regarding the Self-Managed plan including the member guide, forms and brochures.

Document Date Pages Download

Self-Managed Plan Member Guide

The SURS Self-Managed plan (SMP) is a defined contribution plan that establishes an account into which your contributions and the employer (State of Illinois) contributions are placed.

02/20 24 pdf icon

Self-Managed Plan Getting Started Guide

Use this guide to help you select your SURS Self-Managed Plan service provider(s) and investment options.

05/16 16  pdf icon

Self-Managed Plan Investment Options Guide

Refer to this Investment Options Guide for a description of each fund available in the SMP.

05/16 40 pdf icon

Third Restatement of the Self-Managed Plan

The Board of Trustees of the State Universities Retirement System hereby restates the Self-Managed Plan established on April 1, 1998, in this Plan Document (hereinafter, "the Third Restatement") effective as of June 1, 2020. As part of this Third Restatement, the Plan is being renamed the "State Universities Retirement System Retirement Savings Plan.

06/20 28 pdf icon

Self-Managed Plan Retirement Application

This Retirement Application Builder is used to gather the necessary forms needed to apply for your retirement benefits.

05/15 60 pdf icon

SMP Service Credit Brochure

Learn how SMP members can purchase more service credit using payroll deductions.

09/13 2 pdf icon

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.