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Portable
| SECTION LINKS |
| - FAQS |
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| - FORMS & GUIDES |
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| - HELPFUL SITES |
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| - SURS HOME |
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| PLANS |
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| - HOW TO CHOOSE |
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| +PORTABLE |
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| - SELF-MANAGED |
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| - TRADITIONAL |
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SURS:Portable:Portable PlanPortable 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. The provisions for survivor benefits require a reduction to the retirement and death benefits.
Forms and Guides
Resources for Portable plan members including the Member Guide and retirement application, as well as information regarding service credit, insurance, and tax forms.Frequently Asked Questions
Get answers to frequently asked questions regarding retirement, insurance, disability, refunds, and more.Helpful Sites
Use these links to find the latest tax forms available, locate a dentist in your area, learn about the State Universities Annuitant Association, and much more.Plan Comparison Matrix (PDF)
Compare the differences between the Portable, Traditional, and Self-Managed Plans.Member Guide (PDF)
Learn more specific information about the benefits of the Portable plan.Retirement Application (PDF)
Use this form to apply for retirement benefits of the Portable plan.
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Board and Committee Meetings
Self-Managed Plan Retirement Education Seminars Member Website Tutorial Governmental Affairs Committee Meeting Furlough Information  Calendar
Committee Meetings March 10 Board Meeting March 11 Self-Managed Plan Retirement Education Seminar March 18 Retirement Education Seminar March 30 Investment Committee Meeting April 16 |
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