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Is SURS (State University Retirement Systems) traditional or self-managed a 401k? if it is, do I need a 1099 form? where do I get it?

Forum|Forum|7 years ago
June 6, 2019
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Best answer by MichaelDC

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

M

MichaelDC

Employee

Did you receive a distribution from SURS? It's normally reported to you on a 1099-R.

C

CarolliaAuthor

No. I was in the default "traditional" until December and changed to "self-managed" in January

C

CarolliaAuthor

I haven't received the 1099R, should I call and request it? it's not on their website

M

MichaelDC

Employee

Thanks for the update. Let me know if you need anything else.

M

MichaelDCAnswer

Employee

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