Portable Plan Forms and Guides
Specific information regarding the Portable plan including the member guide, forms, and brochures.
| 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.
| Portable Plan Retirement Application
Application for retirement benefits of the Portable Plan
Save a stamp by changing your address online through the Member website.
Answers to member questions on a wide array of topics from disability to separation refunds.
If your retirement benefits are being considered for possible division in divorce proceedings, the following information will be helpful.
These brochures and leaflets explain the purchase of prior service, the Reciprocal Act and systems, the refund process, and retirement annuities.
SURS Special Tax Notice and links to IRS W4-P, W8-BEN, and W-9 forms.