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Form. W-4P. Department of the Treasury Internal Revenue Service. Withholding Certificate for Pension or Annuity Payments. OMB No. 1545-0074. 2016. Purpose.
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What is s u r s?
S U R S stands for Summary Annual Report.
Who is required to file s u r s?
Employers who offer retirement plans are required to file S U R S.
How to fill out s u r s?
S U R S can be filled out online through the Department of Labor's website.
What is the purpose of s u r s?
The purpose of S U R S is to provide employees with a summary of their retirement plan's financial health.
What information must be reported on s u r s?
S U R S must include information about plan assets, liabilities, and contributions.
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