SMP FAQ - How do I schedule an SMP counseling appointment with a SURS representative?

June 28, 2016 - 10:36
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Question: 

How do I schedule an SMP counseling appointment with a SURS representative?

Category: 
Distribution Options/Health Insurance
Answer: 

There are two ways for SMP members to schedule an appointment. If you are within four years of retirement you are eligible for an appointment. You may log into your SURS Member Website.  In the Attention Box on your Homepage a message will appear. It says "if you are planning to retire within the next 4 years and would like to schedule a counseling appointment, click here." Then follow the steps as directed. The second option is to call 1-800-275-7877 to schedule an appointment.  Appointments may either be in person or via phone call.  Members are limited to one appointment per 12-month period.

IMPORTANT: The accuracy of retirement annuity estimates depends on the information provided to SURS. The actual retirement annuity may vary from the estimates provided. Final benefit determination is pursuant to verified date and to the provisions of Chapter 40, Articles 1, 15, and 20 of the Illinois Compiled Statutes. An estimate request is not an application for retirement. Employees must submit a retirement application to SURS to initiate a retirement claim.

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