SURS - Self-Managed

Service Providers maintain member fund allocations, invest funds, send detailed quarterly statements, and forward summary statement information to SURS.

Who to Contact:

SURS

Changes of address and other personal information.
Changes in designated beneficiary(ies)
Choosing your Provider(s)
Coordinating withdrawals
Combined statement of all Providers
Reallocation of contributions

SERVICE PROVIDER

Allocation of Investments
Guidance in allocating investments
Quarterly statements in its Plan

Fidelity Investments
82 Devonshire Street
Boston, MA 02109
800-343-0860
www.fidelity.com/atwork

Principal Financial Group
(provider of monthly annuities for Fidelity Investments)
P.O. Box 10478
Des Moines, IA 50306-9906
877-210-5565 ext. 202
RRC@exchange.principal.com
www.principal.com/retirement/incomeannuity/surs/

TIAA-CREF
730 Third Avenue
New York, NY 10017-3206
888-219-8310
www.tiaa-cref.org/illinois

For more detailed information, please consult the Self-Managed Plan member guide.