If you didn't receive any money from the plan or roll it over to a new plan, there's nothing to report on your return. If you have received a distribution, you should contact them or possibly they can provide a duplicate online. http://www.surs.com/helpful-sites
The SURS Self-Managed plan (SMP) is a defined contribution plan that establishes an account into which your contributions and the employer (State of Illinois) contributions are placed. You decide how your account balance will be invested, selecting from a variety of mutual funds and variable annuities.
Fidelity Investments
82 Devonshire Street
Boston, MA 02109
800-343-0860
www.netbenefits.com/surs
Principal Financial Group
(provider of monthly annuities for Fidelity Investments)
P.O. Box 10478
Des Moines, IA 50306-9906
877-210-5565 ext. 202
www.principal.com/retirement/incomeannuity/surs/
TIAA
730 Third Avenue
New York, NY 10017-3206
888-219-8310
www.tiaa.org/illinois
