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TIAA Secure Income AccountPlan Recordkeeper Call Center Support Portal

Certain employer-sponsored retirement plans we administer feature a new investment account available only within asset allocation programs - the TIAA Secure Income Account. It offers protected growth while employees are saving for retirement along with the opportunity for income in retirement that never runs out. This Portal provides you with the information you need to answer questions you may receive from plan participants about the TIAA Secure Income Account.

Note: Additional support is always available to you and the participant if you need it. Call 844-7-INCOME (746-2663) to have a TIAA Lifetime Income Consultant join your conversation.

Answers to Frequently Asked Questions

Select a category below to quickly access information to help answer questions you receive from plan participants.

How it works

Interest crediting rates and performance

Contributions

Lifetime income options

Withdrawals and Transfers Out

Annuity basics

Taxes

Expenses and fees

Plan Recordkeeper Call Center Use

Glossary

Insurance and licensing

Working with TIAA

Lifetime income materials you can use

If you have questions or need additional information, please contact TIAA_DCIO_Support@tiaa.orgOpens Email. TIAA will be happy to help you.

For Institutional Investor Use Only. Not for Distribution to the Public.

The TIAA Secure Income Account is a guaranteed insurance contract and not an investment for federal securities law purposes. Interest credited to TIAA fixed annuity accumulations includes a guaranteed rate, plus additional amounts as may be established on a year-by-year basis by the TIAA Board of Trustees. The additional amounts, when declared, remain in effect through the “declaration year,” which begins each March 1 for accumulating annuities and January 1 for payout annuities. Additional amounts are not guaranteed for periods other than the period for which they are declared. All guarantees under contracts issued by TIAA are based on TIAA’s claims-paying ability. Past performance is no guarantee of future results.

The TIAA group of companies does not provide legal or tax advice. Please consult your tax or legal advisor to address your specific circumstances.

This material is for informational or educational purposes only and does not constitute investment advice under ERISA. This material does not take into account any specific objectives or circumstances of any particular investor, or suggest any specific course of action. Investment decisions should be made based on the investor’s own objectives and circumstances.

Investment, insurance and annuity products are not FDIC insured, are not bank guaranteed, are not deposits, are not insured by
any federal government agency, are not a condition to any banking service or activity, and may lose value.

The TIAA Secure Income Account is subject to certain state insurance department regulatory approvals. The contract has been approved in all states except New York. As a result, information provided within this presentation regarding the features, benefits and availability of this product may be subject to change.

Certain products may not be available to all entities or persons.

The ability to annuitize is subject to plan rules. Annuitization is a permanent decision and once lifetime income payments has been selected you are unable to change to another option.

Contract Forms: TIAA Secure Income Account TIAA Contract form series—TIAA-UQDIA-001 and all state variations.

The TIAA Secure Income Account is issued by Teachers Insurance and Annuity Association of America (TIAA), New York, NY.

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