After-Tax Annuities
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| Form Name | Complete Online | Download/Print |
|---|---|---|
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Make a contribution via Electronic Funds Transfer (EFT) |
N/A | Get Form |
| Form Name | Complete Online | Download/Print |
|---|---|---|
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Payment Destination |
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- EFT |
N/A | Get Form |
|
- Mail Check to New Address |
N/A | Get Form |
| Form Name | Complete Online | Download/Print |
|---|---|---|
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Lump-sum Cash Withdrawals |
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Personal Annuity |
N/A | Get Form |
|
Lifetime Fixed V Annuity |
N/A | Get Form |
|
Lifetime Variable Select Annuity |
N/A | Get Form |
| Form Name | Complete Online | Download/Print |
|---|---|---|
|
Designating Beneficiaries |
Complete Online | N/A |
| Form Name | Complete Online | Download/Print |
|---|---|---|
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IRS Form W-4 For your employer to withhold tax from your pay. |
N/A | Get Form |
|
IRS Form W-7 Application for IRS individual taxpayer identification number. |
N/A | Get Form |
|
IRS Form W-8 BEN Tax reporting and withholding for non-U.S. citizens and residents. |
N/A | Get Form |
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IRS Form W-9 Certify that your Social Security number is correct. |
N/A | Get Form |
| State Income Tax Withholding | ||
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Lump Sum
|
N/A | Get Form |
|
Recurring
|
N/A | Get Form |
|
Federal Tax Withholding (W-4P Withholding Certificate) Elect your federal tax withholding for withdrawals. |
Complete Online | Get Form |
|
Federal Tax Withholding (W-4P Withholding Certificate) TIAA-CREF Version Elect your federal tax withholding for withdrawals. Form includes helpful tips. |
Complete Online | Get Form |
| Form Name | Complete Online | Download/Print |
|---|---|---|
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Change of Name Change your name of record. |
N/A | Get Form |
|
Privacy Revocation To let TIAA-CREF send you new product sales information. |
N/A | Get Form |
