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SURE Deferred Compensation PlanROLLOVER CONTRIBUTION FORM PERSONAL INFORMATION (please print clearly using black or blue ink) NAME: SOCIAL SECURITY NUMBER: ADDRESS: APT: CITY: STATE: ZIP CODE: DAY
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How to fill out surs deferred compensation plan

01
To fill out the SURS Deferred Compensation Plan, follow these steps:
02
Visit the SURS website and navigate to the Deferred Compensation Plan section.
03
Download and review the plan documents, including the enrollment form and investment options.
04
Complete the enrollment form with accurate personal and employment information.
05
Choose your investment options based on your risk tolerance and retirement goals.
06
Determine the amount of salary deferral you wish to contribute to the plan.
07
Consider seeking advice from a financial professional if needed.
08
Submit the completed enrollment form to the designated SURS administrator for processing.
09
Monitor your account regularly and make necessary adjustments as per your financial needs and goals.

Who needs surs deferred compensation plan?

01
The SURS Deferred Compensation Plan is beneficial for the following individuals:
02
- Employees who desire to save additional income for retirement.
03
- Individuals seeking tax advantages through deferred compensation.
04
- Those who want to control investment options and customize their retirement savings strategy.
05
- Employees looking for a way to supplement their pension benefits from SURS.
06
- Anyone who wants to maximize their retirement savings and have more financial security in the future.
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The SURS Deferred Compensation Plan is a retirement savings plan available to State University Retirement System (SURS) members.
SURS members who wish to participate in the Deferred Compensation Plan are required to file the necessary paperwork.
SURS members can fill out the Deferred Compensation Plan paperwork by contacting the SURS office or accessing the necessary forms online.
The purpose of the SURS Deferred Compensation Plan is to provide members with a way to save for retirement in addition to their SURS pension.
The SURS Deferred Compensation Plan requires members to report their investment choices, contribution amounts, and beneficiary information.
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