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| - PORTABLE |
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| - TRADITIONAL |
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SURS:Portable:Forms and Guides
Forms and GuidesPortable Plan Forms and Guides
Specific information regarding the Portable plan including the member guide, forms, and brochures.
| Document |
Date |
56kbps |
Size |
Pages |
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. |
9/09 |
66 sec |
458 K |
40 |
Portable Plan Retirement Application Application for retirement benefits of the Portable Plan |
1/10 |
2 min |
761 K |
61 |
| These documents are in PDF format and require Adobe® Reader. For security, troubleshooting and installation information consult the PDF Help Page. |
Additional Resources
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.
A comprehensive list of insurance information for State and CIP participants including Benefits Choice and Waiver forms, as well as insurance handbooks.
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.
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News

Calendar
Investment Committee Meeting October 28
Thanksgiving Break November 25 & 26
Committee Meetings December 9
Board Meeting December 10
Christmas Break December 24
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