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SURE Retirement Savings PlanROLLOVER CONTRIBUTION FORM PERSONAL INFORMATION (please print clearly using black or blue ink) NAME: SOCIAL SECURITY NUMBER: ADDRESS: APT: CITY: STATE: ZIP CODE: DAY PHONE:
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How to fill out surs retirement savings plan

01
To fill out the SURS retirement savings plan, follow these steps:
02
- Obtain the retirement savings plan form from the SURS website or contact the SURS office directly.
03
- Read the instructions carefully to understand the requirements and options available.
04
- Provide your personal information such as name, date of birth, and social security number.
05
- Choose the contribution amount you wish to make into your retirement savings plan.
06
- Select the investment options for your contributions. SURS offers a range of investment funds to choose from.
07
- Indicate any beneficiary designations for your retirement savings plan.
08
- Review the completed form for accuracy and make any necessary corrections.
09
- Sign and date the form to authorize the contribution into your SURS retirement savings plan.
10
- Submit the form as per the instructions provided, either online or via mail.
11
- Keep a copy of the filled-out form and any supporting documentation for your records.

Who needs surs retirement savings plan?

01
Anyone who wishes to secure their financial future through retirement savings should consider the SURS retirement savings plan.
02
Specifically, employees enrolled in SURS-affiliated organizations such as public universities, community colleges, and state agencies are eligible to participate in the plan.
03
It is beneficial for individuals who want a structured retirement savings vehicle with competitive investment options and potential employer matching contributions.
04
Additionally, individuals who prefer to have a defined benefit retirement plan and a retirement income source in addition to Social Security may find the SURS retirement savings plan suitable for their needs.
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The SURS retirement savings plan is a defined contribution retirement plan for eligible employees of participating employers.
Employees who are eligible to participate in the SURS retirement savings plan are required to file.
Employees can fill out the SURS retirement savings plan through their employer's HR department or online portal.
The purpose of the SURS retirement savings plan is to help employees save for retirement and provide financial security in their later years.
Information such as employee contributions, investment selections, and beneficiary designations must be reported on the SURS retirement savings plan.
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