Transfers within the TIAA retirement system can be requested using a number of resources:
Please note the following guidelines for internal account transfers:
Transfer values are calculated on the value of an accumulation unit in any variable account(s) as of the close of the New York Stock Exchange (NYSE), usually 4:00 p.m. ET, on the date we receive the instructions. If received after the NYSE closes, instructions will be effective as of the NYSE close the next business day.
Individuals can request that a variable account internal transfer be made on a future date. This may be an option for those who are about to begin receiving benefits who may wish to move funds into the TIAA Traditional Annuity or TIAA variable accounts. The future date must be a business day.
Individuals can also schedule "systematic transfers,” which move funds among the accounts gradually over time.
As an advisor, you can make transfers within the TIAA system via one of the following methods:
In addition to the guarantee of principal and a specified interest rate (based on TIAA's claims paying ability), TIAA Traditional also offers the potential for greater growth through additional amounts, which may be declared on a year-by-year basis by the TIAA Board of Trustees. These additional amounts are not guaranteed but, when declared, remain in effect for the “declaration year” beginning each March 1.
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