The most common things people do
For payments you’ve already set up, authorize TIAA to make direct deposits into your bank account.
Select how and where you want your withdrawals sent.
Transfer funds directly from your account to another financial institution, either immediately or at a future date.
Transfer money from one of your TIAA contracts into another of your TIAA contracts.
Select how and where you want your withdrawals sent.
Make a direct transfer of TIAA Traditional account funds to another investment company permitted to receive transfers from your employer’s retirement plan.
Transfer funds directly from your account to another financial institution, either immediately or at a future date.
Transfer funds directly from your account to another financial institution, either immediately or at a future date. Employer authorization required.
Transfer money from one of your TIAA contracts into another of your TIAA contracts.
Rollover funds from your retirement contracts to another IRA at TIAA or to an IRA at another investment company.
Rollover funds from your Investment Solutions IRA contracts to another IRA at TIAA or to an IRA at another investment company.
Transfer from your TIAA Traditional account ATRA funds to another account within TIAA or to another company.
For payments you’ve already set up, authorize TIAA to make direct deposits into your bank account.
Verify your date of birth and your annuity partner’s date of birth, if applicable, to determine eligibility for certain options as well as to calculate the lifetime income payable to you.
Determine your available options for requesting a hardship withdrawal from your retirement plan.
This option is available to all terminated employees between the ages of 55 and 69 1⁄2. The amount you may withdraw is subject to the terms of your employer’s plan.
Please be aware of tax implications on certain types of IRA payments. Speak with your tax advisor for more information.
Please be aware of tax implications on certain types of IRA payments. Speak with your tax advisor for more information.
Refer to the disclosure statement for details on whether a tax or penalty applies. Consult your tax advisor before making a decision.
Use this autorhization when you need to take an emergency withdrawal from a private 457(b) deferred contribution plan.
Use this autorhization when you need to take an emergency withdrawal from a public 457(b) deferred contribution plan.
Take a cash withdrawal from your Keogh account.
If you claim residence AND citizenship outside the U.S., also complete a W-8BEN to certify your foreign tax status.
If you claim residence AND citizenship outside the U.S., also complete a W-8BEN to certify your foreign tax status.
Transfer some or all of your TIAA Traditional account balances over 84 months to one or more of your variable accounts and/or mutual funds in your TIAA and CREF contracts.
Change where your TPA transfers are sent. Complete this request to transfer your TIAA Traditional Annuity account balance to one or more of your variable accounts and/or mutual funds.
Complete this transaction to establish or change Annuity and Cash payments to a foreign currency.
Receive cash withdrawals from your TPA.
Redirect your TPA payments to another investment company.
To determine your current accumulation, find out the status of your request, or if you have questions, call 800-842-2252.
You can make this request if you currently have a TIAA Traditional Annuity and you want to change where the transfers are sent. You can transfer as a rollover or cash withdrawal.
You can make this request if you currently have a TIAA Traditional Annuity and you want to change where the transfers are sent. You can transfer as a rollover or cash withdrawal.
Make this request if you currently have a TPA and want to change your TPA destination to an alternate investment company.
Make this request if you have a TIAA Traditional Annuity and you want to have funds sent to another investment company.
Transfer your TIAA Traditional Annuity account balance to one or more of your variable accounts and/or mutual funds in your TIAA and CREF contracts.
Please be aware of tax implications on certain types of 457(b) distributions. Speak with your tax advisor for more information.Request Distribution
Make a charitable distribution to a non-profit organization from your IRA account.
Your employer must certify that you've either retired, have a disability or a hardship, or your employment has been terminated.
To establish an Interest-Only Option contract, participants must be between the ages of 55 and 69 ½.
This is a TIAA Direct Payment group annuity request to start annuity income.
This request is for a non-participating group annuity. It's a request to start annuity income.
Request that payments start on your life expectancy contract.
You may also use this request to get a payment of your entire TIAA Traditional accumulation provided it is $2,000 or less.
Authorize a 1035 Exchange from the TIAA Real Estate or TIAA Traditional account to the CREF accounts or from the CREF accounts to the TIAA Traditional or TIAA Real Estate accounts.
You will be subject to the 20% federal income tax withholding unless payments are directly rolled over to an IRA or to another plan.
Once your request has been processed, you'll receive a Welcome Kit about claim reimbursement alternatives and also your Healthcare Payment Card.
Healthcare Enhancement for Local Public Safety Officers (HELPS) provides a tax-free distribution up to $3,000 from retirement plans for retirees to pay health insurance or long-term care insurance.
Before TIAA can pay any death benefits we must determine if any benefits are payable to a participant’s surviving spouse. This form needs to be completed by all beneficiaries.
Request funds for an immediate rollover or distribution for a survivor benefit.
This is a non-spouse group annuity single-sum survivor benefit.
This is a group annuity single-sum survivor benefit for an estate or organization.
Request funds for a rollover or distribution for a survivor benefit over a set period of time.
Request a single-sum payment from a specified retirement plan.
To comply with federal law or the plan provisions, you and your plan representative must provide written verification that your spouse cannot be located.
