SURS State Universities Retirement System
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SURS State Universities Retirement System
Member Login
  • Active Members
  • Retirees
  • Retirement Plans
    • Traditional Plan
    • Portable Plan
    • Retirement Savings Plan
    • Deferred Compensation Plan
  • Employers
    • Participating Employers
    • Employer Website
    • Retirement Systems Reciprocal Act
  • News & Events
    • News
    • Events
    • Press Releases
    • Publications
  • Business
    • Board of Trustees
    • Careers with SURS
    • Investments
    • Legislation
    • Request For Proposal
    • Rulemaking
  • Resources
    • Frequently Asked Questions
    • Forms
    • SURS Facts
    • Videos
SURS State Universities Retirement System
Member Login
  • Active Members
  • Retirees
  • Retirement Plans
    • Traditional Plan
    • Portable Plan
    • Retirement Savings Plan
    • Deferred Compensation Plan
  • Employers
    • Participating Employers
    • Employer Website
    • Retirement Systems Reciprocal Act
  • News & Events
    • News
    • Events
    • Press Releases
    • Publications
  • Business
    • Board of Trustees
    • Careers with SURS
    • Investments
    • Legislation
    • Request For Proposal
    • Rulemaking
  • Resources
    • Frequently Asked Questions
    • Forms
    • SURS Facts
    • Videos

Forms

Applying for Retirement?

Retirement Applications and related forms are available on the SURS Member Website.

To apply for retirement, members must complete the retirement application, the applicable insurance form and the appropriate tax form.

Retirement applications and insurance forms are available on the SURS secure Member Website. Tax forms are listed here.

Taxes

  • 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)

Chairperson: John Lyons
Executive Director: Suzanne Mayer

1901 Fox Drive Champaign, Illinois 61820
Dial Toll Free: 800-275-7877
Dial Direct: 217-378-8800
Fax: 217-378-9800

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Hours of Operation
Monday | 8:00 a.m. — 4:30 p.m.
Tuesday| 8:00 a.m. — 4:30 p.m.
Wednesday| 8:00 a.m. — 4:30 p.m.
Thursday| 9:00 a.m. — 4:30 p.m.
Friday| 8:00 a.m. — 4:30 p.m.

  • About SURS
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About SURS

Careers

Contact

Disclaimer

Legal & FOIA

Privacy Policy

Sitemap

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Chairperson: John Lyons
Executive Director: Suzanne Mayer

1901 Fox Drive Champaign, Illinois 61820
Dial Toll Free: 800-275-7877
Dial Direct: 217-378-8800
Fax: 217-378-9800

Hours of Operation
Monday | 8:00 a.m. — 4:30 p.m.
Tuesday| 8:00 a.m. — 4:30 p.m.
Wednesday| 8:00 a.m. — 4:30 p.m.
Thursday| 9:00 a.m. — 4:30 p.m.
Friday| 8:00 a.m. — 4:30 p.m.