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If your institution is still using paper enrollment forms, and you'd like to
consider the convenience of online enrollment, call your Relationship Manager
if you have one, or call the Administrator Telephone Center at 888 842-7782,
Monday through Friday, 8 a.m. to 8 p.m. ET. They'll answer your questions and
help you get started.
You can order enrollment kits for your institution by selecting
"publications" from the homepage of the administrator web center. You must
login to access institution specific enrollment kits. If you are all ready
logged in you can select the
"Publications"
tab from the homepage Secure Administrator Web Center and then choose the
"Enrollment Kits" category.
If your institution is still using the paper enrollment forms included in
the TIAA-CREF enrollment kit, it is important that you
check to ensure that certain information requirements are fulfilled before
you submit, so we can process them as quickly as possible upon receipt.
• Personal Information
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Employees must provide their complete names, streets, and
states using no abbreviations. |
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Be sure to include the full name of your institution, as well
as the premium payment group (PPG) code if known. |
• Premium Allocation
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Employees should enter how they want their premiums divided
among TIAA and CREF annuity accounts. They can allocate any
whole-number percentage to the TIAA Traditional Annuity and/or to
any of the TIAA and CREF variable accounts available under your
plan. The total percentage must equal 100 percent. |
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If the application omits the employee's allocation choices
or the percentage does not equal 100, all premiums will be allocated
to the CREF Money Market Account until we receive a correct
allocation. |
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Retirement Income Starting Date
This is the date when an employee might expect to start receiving
retirement income. It is not binding in any way on either the employee
or the employer, but it is important to provide it because we use it
as the basis for retirement income projections. |
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Beneficiary Designation
Employees need to tell us who should receive their retirement and/or
TDA accumulation should they die before beginning annuity income. We
ask employees to designate both a primary and a contingent beneficiary.
The primary beneficiary will receive any benefits payable if the
employee dies before beginning retirement income. If the primary
beneficiary dies before the employee, the contingent beneficiary receives
the benefits. A beneficiary is normally one person (although it can be
more than one); it can also be an institution, trustee, partnership or
estate. |
- Before submitting, we suggest you make two copies of each application:
One for your files and the other to be given to the employee for their
records.
- Forward the completed original with the initial premium to us as soon
as possible so we can issue contracts and apply the contributions. You can
use the envelope included in the enrollment kit or send the form to:
TIAA-CREF P.O. Box 1273 Charlotte, NC 28201
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