All Plan Types

Service Credit, Refunds, and Retirement

Description Summary: 
Brochures and leaflets explaining the purchase of prior service, the refund process and retirement.

The following brochures and leaflets explain the purchase of prior service, the Reciprocal Act and systems, the refund process and retirement annuities. Another good resource for information on these topics is the Frequently Asked Questions page.


Description Summary: 
A listing of commonly accessed resources.

All About SURS

The following booklet was created to help educate our legislators and their staff about SURS and our funding needs. You can review it to learn more about the System, our investment and funding history, and our retirement benefits.


Description Summary: 
All SURS Investment related content, reports and guidelines.

Annual Report, Valuation Report & Investment Plan

Annual Report

SURS is required to provide participants and benefit recipients with financial statements, including the report of the independent auditors regarding those statements.

Investment Policies

Description Summary: 
Defined Benefit and SMP Investment Policies.

SURS Defined Benefit Investment Policy

Outlines the investment philosophy and practices of SURS and has been developed to serve as a reference point for the management of the System´s defined benefit assets.

SURS Self-Managed Plan Investment Policy

Outlines the investment policy for the management of the assets of State Universities Retirement System of Illinois (SURS) Self-Managed Plan (SMP).


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