Forms
Traditional Pension Plan Retirement Application
If you are applying for retirement in the Traditional Pension Plan please click the button below to access the forms necessary to retire.
Portable Pension Plan Retirement Application
If you are applying for retirement in the Portable Pension Plan please click the button below to access the forms necessary to retire.
Retirement Savings Plan (RSP) Forms
If you are applying for retirement in the Retirement Savings Plan (RSP) please click the button below to access the forms necessary to retire.
Deferred Compensation Plan (DCP)
If you are looking for additional information on the SURS Deferred Compensation Plan, click the button below.
Member and Account Changes
Insurance
- College Insurance Program (CIP) Insurance Packet – Traditional and Portable Pension Plan members only
- College Insurance Program (CIP) Insurance Packet – Retirement Savings Plan members only
- State Insurance Packet – Traditional and Portable Pension Plan Members Only
- State Insurance Packet – Retirement Savings Plan Members Only
Taxes
- W-4 (Withholding Certificate For NonQualified Deferred Compensation (NQDC, Excess Benefit Arrangements))
- W-4P (Withholding Certificate for Pension or Annuity Payments)
- W-4R (Withholding Certificate for Nonperiodic Payments and Eligible Rollover Distributions)
- W-9 (Request for Taxpayer Identification Number and Certification)
- W8-BEN (Cert. of Foreign Status of Beneficial Owner for US Tax Withholding)
- W8-BEN (Cert. of Foreign Status of Beneficial Owner for US Tax Withholding) Instructions
- Special Tax Notice
Divorce and QILDRO
- QILDRO – Qualified Illinois Domestic Relations Order Information
- QILDRO – Qualified Illinois Domestic Relations Order Consent to Issuance Form
- QILDRO – Qualified Illinois Domestic Relations Order Court Order Form
- QILDRO – Qualified Illinois Domestic Relations Order Calculation Order Form
- QILDRO – Qualified Illinois Domestic Relations Order Notice of Confidentiality Information Within Court Filing (SSN Confidentiality Form)