In some cases, federal law requires it. The Employee Retirement Income Security Act (ERISA) requires spousal consent for certain transactions. If you’re rolling over money into an ERISA plan, TIAA requires acknowledgement that you’re aware of the ERISA provisions of the plan and that any money rollover into the plan will be subject to ERISA laws.
If your spouse would like to waive his/her beneficial rights to the account, your spouse must complete a spousal waiver form. Your spouse must sign the waiver in front of a Notary or, if still employed by the sponsoring institution, the designated plan representative. Please note: Your spouse’s signature cannot be dated before your signature.
Note: If you originally submitted a Transfer, Rollover, or Exchange Authorization form, you already agreed to the ERISA terms.
If the funds were received without the Transfer, Rollover, or Exchange Authorization form, a
Rollover/Transfer Acknowledgement form
is required for every transaction in order for TIAA to accept the funds.
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