Forms and Guides

Self-Managed Plan Resources

Document	Date	56kbps	Size	Pages
Self-Managed Plan The SURS Self-Managed plan (SMP) is a defined contribution plan that establishes an account into which your contributions and the employer (State of Illinois) contributions are placed.	10/07	17 sec	119 K	28
Restatement of the Self-Managed Plan The Board of Trustees of the State Universities Retirement System restates the Self-Managed Plan effective as of January 1, 2006.	4/06	16 sec	108 K	28
Self-Managed Plan Retirement Application This booklet addresses the questions most frequently asked of SURS staff. Some of the provisions discussed may not apply, depending of the date your annuity began.	2/10	2 min	712 K	62
Self-Managed Plan Insurance Booklet This booklet provides you with the necessary forms to apply for insurance under the Self-Managed Plan.	1/10	33 sec	230 K	20
SMP Service Credit Brochure Learn how SMP members can purchase more service credit using payroll deductions.	4/07	9 sec	63 K	2
Fidelity —> Principal Transfer Form Use this form to transfer funds from Fidelity to Principal Life Insurance Company for Annuity Purchase.	10/08	4 sec	24 K	1
Fidelity —> TIAA-CREF Transfer Form Use this form to transfer funds from Fidelity to TIAA-CREF.	2/10	7 sec	47 K	3
TIAA-CREF —> Fidelity Transfer Form Use this form to transfer funds from TIAA-CREF to Fidelity.	2/10	7 sec	47 K	3
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Additional Resources

Change of Address Form

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Service Credit, Refunds and Retirement Information

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