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SURS Counseling Sessions

As was the case last year, SURS will not be offering in-person retirement counseling appointments any time this spring. Employees can schedule an appointment on the SURS website with the option to choose between a virtual or a telephone appointment. Visit www.surs.org and click on Member Login to gain access to your member webpage. Employees can also contact SURS at (800) 275-7877 in order to start the process to schedule a counseling session. Please keep in mind the following information regarding eligibility for a counseling session:

  • Employees must be within 4 years of retirement eligibility (age 55 with 8 or more years of service, age 62 with 5 or more years of service, 30 or more years of qualifying service at any age for Tier 1 employees. Age 67 with 10 years of service, or age 62 with 10 years of service with age reduction for Tier II employees).
  • Employees are limited to one appointment (phone/virtual, in-person or written estimate) every 12 months.
  • Employees may request up to two different dates for a retirement estimate with starting dates within the next 4 years. SURS cannot project a retirement benefit amount beyond that time frame.

If you have any questions, please contact SURS at (800) 275-7877.