Get the free Statement of SURS Annuity Status - Nessie - University of Illinois

Statement of SURE Annuity Status Statement 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,

How to fill out statement of surs annuity

How to fill out a statement of surs annuity:

1. Gather all necessary information: Before starting to fill out the statement of surs annuity, gather all relevant information such as your personal details, annuity policy number, and any supporting documentation you may need.
2. Provide personal details: Begin by filling out your personal details accurately. This typically includes your full name, address, contact information, and social security number.
3. State the purpose of the statement: Clearly indicate the purpose of the statement, which is to report any changes or updates to your annuity policy. Specify if there have been any changes in your marital status, beneficiaries, or any other relevant information.
4. Update beneficiary information, if necessary: If there have been any changes in your designated beneficiaries, make sure to provide their updated information accurately. Include full names, addresses, and social security numbers if required.
5. Report changes in marital status: If you have recently gotten married or divorced, you may need to provide supporting documentation and indicate these changes on the statement. Include the pertinent information and any legal documentation to support your claims.
6. Provide specific details about the annuity policy: Fill out the statement with specific information about your annuity policy. Include the policy number, the insurance company's name, and any other relevant details regarding the annuity contract.
7. Sign and date the statement: Once you have completed all the necessary fields, review the statement for accuracy and completeness. After confirming the information, sign and date the statement to validate its authenticity.

Who needs a statement of surs annuity?

1. Policyholders: Individuals who hold annuity policies and have experienced changes in their beneficiaries, marital status, or any other relevant information related to their annuity must complete a statement of surs annuity.
2. Insurance companies: Insurance companies require policyholders to fill out a statement of surs annuity to keep their records up to date and accurately reflect any changes in beneficiaries or policy-related information.
3. Legal representatives: In the event of a policyholder's death, legal representatives may be required to submit a statement of surs annuity to provide updated information on beneficiaries or any other necessary details pertaining to the annuity policy.

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