UNIVERSITY EMPLOYEES

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APPLYING FOR INSURANCE under the Traditional or Portable Benefit Packages S U R S STATE UNIVERSITIES RETIREMENT SYSTEM UNIVERSITY EMPLOYEES State Universities Retirement System of Illinois Information and Applications

UNIVERSITY EMPLOYEES ONLY State of Illinois Insurance pertain to members of the State Group Health Plan. To be eligible for this plan, you must have at least 5 years of service credit with a state university or an agency of the State of Illinois (for example, Dept. of Corrections). Note: Community Colleges are not state agencies. This image appears on each STATE form. MEDICARE INFORMATION Members and/or dependents under any form of state health insurance who turn 65 OR retire on or after July 1, 1992, and are eligible for premium free Part A of Medicare, will have their state medical benefits reduced if they do not enroll in Part B of Medicare. To avoid additional out of pocket claim costs, we strongly suggest you enroll in and retain Medicare Part A and Part B for yourself and eligible dependents. Please submit a copy of your Medicare card showing dates of coverage for yourself and each eligible dependent. If you have received notice from Social Security that you and/or your dependents are not eligible for premium free Medicare Part A, send a copy of that notice to SURS along with your retirement application. If enrolled, Medicare will become your primary insurance at retirement. Your state insurance will act as a secondary insurance to Medicare. If you have any questions regarding Medicare, contact the Medicare COB Unit at 1-800-442-1300 or 217-782-7007.

ATTENTION: STATE OF ILLINOIS GROUP INSURANCE PROGRAM PARTICIPANTS On January 13, 2012, Public Act 097-0668 was signed into law. This law requires that all retirees must complete and return a State of Illinois Group Insurance Program Participation Election Form to the State Universities Retirement System (SURS). Please complete, sign, and return the following form to SURS along with your retirement application to avoid a delay in your enrollment in the State Insurance Program. Failure to return this form within 30 days of your annuity begin date could result in the termination of your State Insurance Program participation. This law does not apply to the College Insurance Program. If you are enrolled in the College Insurance Program, you do not need to complete this form.

Welcome to retirement! The State Universities Retirement System (SURS) is committed to assist you through the retirement process for an easy transition to a new and exciting chapter of your life. MyBenefits is available to assist you with insurance coverage questions and enrollment processing. Their website is customized to your specific eligibility requirements in order to make your enrollment process as simple as possible. Members without computer access can contact their service center staff for assistance over the phone Monday Friday 8:00 a.m. 6:00 p.m. CST, toll free at 1-844-251-1777 or TTY toll free at 1-844-251-1778. To access the MyBenefits website you must first submit your retirement application to SURS. Your application will be reviewed for insurance eligibility. After eligibility has been determined, you will receive a notification from MyBenefits informing you to access the site to complete your enrollment. Once you have received notification from MyBenefits, you will be required to login to the website or contact the service center to complete your enrollment of insurance coverage at retirement. The website (www.mybenefits.illinois.gov) will allow you to: Register Make changes to your insurance at retirement, during open enrollment periods, or changes due to qualifying events (such as adding or terminating dependents, enrollment or termination of plans, etc.). View plans, premium costs, and other information. Use tools to determine the best plan available to you and your family. Download forms and upload forms that are required to make your desired changes. Changes to your place of residence, Power of Attorney/Guardianship paperwork or questions concerning your retirement information, retirement check and other deductions should be directed to SURS at 800-275-7877. Congratulations on your retirement.

State of Illinois Department of Central Management Services MyBenefits State Employees Group Insurance Participation Election Form NOTICE: COMPLETION OF THIS FORM IS REQUIRED. It must be returned to the State Universities Retirement System (SURS) office in order to establish your eligibility on the MyBenefits website. Eligible members who have completed the vesting requirement of qualifying service as a Tier 1 or Tier 2 employee may elect to participate in the State Employees Group Insurance Program at the time of their retirement. Participation in the state health/dental program is optional. Eligible members electing not to participate in the state health/dental program are eligible to participate at a later date by enrolling during the annual open enrollment period or upon experiencing a qualifying change in status event that allows a member to enroll. Members will still be eligible for and enrolled in the state life insurance program through MyBenefits. MyBenefits is a customized website just for you, and you will be required to register on the website using information pertinent to you for self-authentication. Once registered, you will be provided your CMS-issued Employee ID Number (EIN), which you will need whenever you log on to this site. Additional information concerning benefit coverage is located on the MyBenefits website, at www.mybenefits.illinois.gov, or you may call a Customer Service Representative Monday Friday 8:00 a.m. 6:00 p.m. CST toll free at 1-844-251-1777 or TTY toll free at 1-844-251-1778. Please make an election I elect to participate in the State Employees Group Insurance Program. SURS will transfer my insurance eligibility to MyBenefits. MyBenefits will notify me when I have an enrollment opportunity available on its website. I do not elect to participate in the State Employees Group Insurance Program. I am not eligible for or enrolled in Medicare and wish to enroll in the Opt-Out Financial Incentive Program. By enrolling in the Financial Incentive Program, I will receive $150 per month (less than 20 years of service) or $500 per month (20 or more years of service). I understand I will be enrolled with life insurance coverage only. The Financial Incentive packet is attached Please send me the Financial Incentive packet I am currently enrolled as a dependent on my State-covered spouse s or civil union partner s health, dental, and vision insurance coverage for at least one year, and therefore, qualify to remain on my spouse s or civil union partner s State insurance as a dependent. I understand that waiving my coverage as an annuitant to remain a dependent of my spouse or civil union partner will mean that the only coverage I will have as an annuitant (member) will be life insurance coverage. I authorize premiums, established annually, to be deducted from my pension check. I understand that if I do not receive a pension check from SURS or if my check is insufficient to cover the insurance premiums, I will be billed directly by Morneau Shepell. Signature Member ID Number Date Email Address Telephone Number Submit completed form to: 1901 Fox Drive P.O. Box 2710 Champaign, IL 61825-2710 Telephone 800-275-7877 or 217-378-8800 IOCI 16-24

Revised June 2017 Printed by authority of the State of Illinois 2