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+TRADITIONAL

SURS:Traditional:Traditional Plan

Traditional Plan

The SURS Traditional plan is the historical SURS Defined Benefit retirement plan. It was the only SURS plan available until 1998. It provides lifetime retirement benefits and a survivor benefit at no additional cost. However, the separation refund feature is not as generous as the Portable plan. The Traditional plan is also the default plan assigned to members who fail to choose a plan within six months of certification.


Forms and Guides

Resources for Traditional plan members including the Traditional Member Guide and beneficiary designation, 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.

Insurance Booklet

This booklet provides you with the insurance forms you will need when applying for retirement under the Traditional Plan.

Member Guide (PDF)

Learn more specific information about the benefits of the Traditional plan.

Plan Comparison Matrix (PDF)

Compare the differences between the Portable, Traditional, and Self-Managed Plans.

Retirement Application (PDF)

Use this form to apply for retirement benefits of the Traditional plan.

 
News


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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