Get Surs Retirement Choice Election Form

Filling out the Surs Retirement Choice Election Form online is an essential step for individuals participating in the State Universities Retirement System. This guide will provide you with a clear understanding of the form's components and the steps to complete it effectively.

Follow the steps to complete the form accurately.

1. Click ‘Get Form’ button to access and open the Surs Retirement Choice Election Form in your preferred format.
2. In Section 1 - Personal Information, enter your full name, the last four digits of your Social Security Number or Member ID, and provide your street address. Indicate your marital status, city, state, and zip code, along with your date of birth, daytime and evening phone numbers, email address, and employer information.
3. In Section 2 - Choosing A Plan, you will need to select one retirement plan option. Choose between the Defined Benefit Traditional Benefit Package, Defined Benefit Portable Benefit Package, or Defined Contribution Plan - Self-Managed Plan. Remember, this election is irrevocable.
4. If you selected the Self-Managed Plan, fill out Section 4 - Choosing Your Funds. Here, specify the percentage you wish to allocate to each fund listed, ensuring the total equals 100%. Use whole percentages only.
5. In Section 3 - Signature, sign and date the form, confirming that you have received and reviewed a copy of the SURS Choice Workbook.
6. Once you have completed the form, save any changes, then download, print, or share the form as needed. Make sure to mail the original to the SURS office.

Complete the Surs Retirement Choice Election Form online today to ensure your retirement choices are processed promptly.