When should I use Power of Attorney? When you want to allow someone else to receive information or transact business on your behalf. There are different levels of authorization:
Inquiry Only – Allows the party you have authorized to receive specific information about your existing and future accounts via phone, online or download. They will have access to account balances, institutional plan rules on cash withdrawals and transfers, beneficiary designations and requesting forms.
Limited Rights Plus Inquiry – Allows the party you have authorized to receive specific information about your existing and future accounts as mentioned above plus the ability to change allocations, make internal transfers or exchanges and cancel transfers or exchanges.
Full Power of Attorney/Fiduciary Rights – Allows the party you have authorized (known as Attorney in Fact) to take all actions with regard to your TIAA-CREF accounts. You may use the TIAA-CREF Power of Attorney form or the legal equivalent.
How can I view my After-Tax Annuity information? Log into your online account and click on "View My After-Tax Annuity" and then click "See Accumulation" to view your balance. If your After-Tax Annuity is owned by a trust, you cannot view the account online. Please call us at 1 800 842-2776 if your account is owned by a trust.
How can I view my Life insurance Information? Log into your online account and click "View My Life Insurance." If your insurance is owned by a trust, you cannot view your policy online. Please call us at 1 800 842-2776 if your insurance is owned by a trust.
