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Survivor Assistance

These documents were prepared by the ISU Annuitants Association (ISUAA) to provide information for members of the State Universities Retirement System (SURS) and their survivors. It does not constitute legal, tax or professional advice.

Documents and Definitions

  • Documents

    The following documents should be on file with SURS for all annuitants today:

    • Updated beneficiary form, along with current address of all beneficiaries
    • Annuitants birth certificate
    • Survivors birth certificate
    • Marriage certificate or divorce papers
  • Definitions

    • Annuitant – Any person receiving a SURS annuity (pension)
    • Survivor – Spouse or dependent
    • Dependent – A spouse or minor child, college student under age 22, or disabled child or parent
    • Beneficiary – Anyone named by the annuitant to receive death benefits