February 6, 2018
TO: NIU Faculty and Staff Currently Eligible For Retirement Under the State Universities Retirement System (SURS)
FROM: Human Resource Services
RE: State Universities Retirement System (SURS) Individual Retirement Counseling
The SURS individual counseling eligibility guidelines and procedures is available on the SURS web site: http://www.surs.org/life-events/retirement/counseling
*Please note, employees are limited to one appointment (counseling session via phone or in person with a SURS counselor) or a written estimate every 12 months. While eligible employees are allowed to meet with a counselor every 12 months, it is not necessary to schedule an appointment every 12 months unless the previous estimate information has changed significantly. If the employee has had a counseling appointment or retirement estimate prepared by SURS within the last 12 months, the employee must wait to request another appointment until one year after the last appointment or estimate. Members wishing to have the one year requirement waived must call (800) 275-7877 before they can complete the online request form.
SURS will schedule appointments on a “first-come, first-served” basis. SURS will be accepting requests for individual counseling appointments now and will close registration on February 28, 2018, at 4:30 p.m. unless the schedule fills in advance. To schedule an appointment with SURS please follow the procedures below:
Eligible employees in the Traditional or Portable plan must complete a retirement estimate request form. You can do this by:
- Visiting www.surs.org and clicking on Member Login to gain access to your home page. This form is listed in the menu on the left as Retirement Counseling. Once this form is completed and submitted electronically, you will be prompted to follow a link to schedule an appointment, or
- Calling SURS at (800) 275-7877 to request a form. SURS will send a retirement estimate request form via U.S. mail to the home address or fax to the member.
Eligible employees in the Self-Managed plan must call SURS at (800) 275-7877 to schedule an appointment.
For additional questions regarding scheduling an appointment with SURS, call (800) 275-7877.