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Get the free Statement of SURS Annuity Status. Return to Work Law, 40 ILCS 5/15-139.5

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Statement of SURE Annuity StatusStatement of SURE Annuity Status, must be completed by annuitant prior to each appointment. The Illinois General Assembly enacted a Return to Work law, 40 ILLS 5/15139.5,
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01
To fill out a statement of surs annuity, follow these steps:
02
Begin by providing your personal information such as your name, address, and social security number.
03
Indicate the type of annuity you have, whether it is a Tier 1, Tier 2, or Portable annuity.
04
Specify the amount of your annuity and how often you receive payments (monthly, quarterly, or annually).
05
If you are eligible for any additional benefits, such as survivor annuity or health insurance, provide the necessary details.
06
Include any tax withholdings or direct deposit instructions, if applicable.
07
Review the statement for accuracy and completeness before signing and dating it.
08
Submit the filled out statement to the appropriate entity, such as the State Universities Retirement System (SURS).

Who needs statement of surs annuity?

01
The statement of surs annuity is needed by individuals who are beneficiaries of the State Universities Retirement System (SURS) and receive annuity payments.
02
This includes retired employees from participating Illinois public universities, community colleges, and state agencies.
03
It is also required for anyone eligible for survivor annuity or other related benefits from the SURS.
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The statement of surs annuity is a financial document that outlines the annuity benefits and options available to members of the State Universities Retirement System (SURS). It provides details on retirement benefits, contributions, and payment options.
Individuals who are members of the State Universities Retirement System and wish to claim their annuity benefits are required to file the statement of surs annuity.
To fill out the statement of surs annuity, members must provide personal information, employment history, and any other relevant details requested in the form. It is important to follow the instructions provided on the form carefully.
The purpose of the statement of surs annuity is to formally document an individual's request for annuity benefits and ensure that the correct information is recorded for processing retirement payments.
The information that must be reported on the statement of surs annuity includes personal identification details, employment data, contribution history, and any beneficiary designations.
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