Employer Sponsored and Small Business
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| Form Name | Complete Online | Download/Print |
|---|---|---|
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Transfer/Roll Over to TIAA-CREF Roll over or transfer assets from another retirement plan or IRA to your existing TIAA-CREF account. |
N/A | Get Form |
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Transfer Payout Annuity Reinvestment To transfer funds out of your TIAA Traditional Annuity in your Retirement Annuity (RA) or Group Retirement Annuity (GRA) to other investments available under your plan. |
N/A | Get Form |
|
Reinvest Existing Transfer Payout Annuity Withdrawals Reinvest the Transfer Payout Annuity installments you are currently receiving as cash withdrawals. |
N/A | Get Form |
|
1035 Exchange Transfer or 1035 exchange non-qualified funds from another insurance company to TIAA-CREF. |
N/A | Get Form |
| Form Name | Complete Online | Download/Print |
|---|---|---|
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Salary Reduction Agreement Increase, decrease or suspend contributions to an employer-sponsored retirement plan. |
Complete Online | N/A |
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After-Tax Contribution Coupon Make after-tax contributions to an existing Retirement Annuity contract. |
N/A | Get Form |
|
Simplified Employee Pension (SEP) Contribution Agreement Employers complete agreement to establish the benefits available to all eligible employees under a Simplified Employee Pension (SEP) IRA. |
N/A | Get Form |
| Form Name | Complete Online | Download/Print |
|---|---|---|
|
Loans View existing loans or see if you are eligible to apply for a loan. |
Complete Online | N/A |
| Form Name | Complete Online | Download/Print |
|---|---|---|
|
Record of Age Confirm your age for lifetime income. |
N/A | Get Form |
|
Minimum Distribution Option Satisfy the IRS required minimum distributions. |
N/A | Get Form |
| Systematic Cash Withdrawals | ||
Retirement Annuity, Group Retirement Annuity, Supplemental Retirement Annuity, Public 457(b), Private 457(b)
|
Complete Online | N/A |
|
Keogh
|
N/A | Get Form |
|
Interest-Only Payments To begin receiving Interest-Only payments from TIAA Traditional in your Retirement Annuity (RA), Group Retirement Annuity (GRA) or Retirement Choice Annuity. |
N/A | Get Form |
|
Fixed-Period Payments
To begin payments for a fixed period of time from a: |
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Retirement Annuity/Group Retirement Annuity
|
N/A | Get Form |
|
Supplemental Retirement Annuity
|
N/A | Get Form |
| Payment Destination | ||
|
EFT
|
Complete Online | Get Form |
|
Mail Check to New Address
|
N/A | Get Form |
|
GlobalPay Receive payments outside of the U.S. |
N/A | Get Form |
| Form Name | Complete Online | Download/Print |
|---|---|---|
| Lump-sum Cash Withdrawals | ||
|
Retirement Annuity, Group Retirement Annuity, Supplemental Retirement Annuity, Public 457(b), Private 457(b)
|
Complete Online | N/A |
|
Keogh
|
N/A | Get Form |
|
Transfer Payout Annuity to Cash Make an annual withdrawal or roll over out of TIAA Traditional. |
N/A | Get Form |
|
Change Existing Transfer Payout Annuity (TPA) Reinvest to Cash Receive cash withdrawals from the Transfer Payout Annuity installments you are currently reinvesting. |
N/A | Get Form |
| Form Name | Complete Online | Download/Print |
|---|---|---|
| Designating Beneficiaries | ||
|
Retirement Plans (including Keoghs) and Payout Contracts
|
Complete Online | N/A |
|
Institution-Owned Contracts
|
N/A | Get Form |
| Form Name | Complete Online | Download/Print |
|---|---|---|
|
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 |
|
IRS Form W-9 Certify that your Social Security number is correct. |
N/A | Get Form |
| State Income Tax Withholding | ||
|
Lump Sum
|
N/A | Get Form |
|
Ongoing Withdrawals
|
Complete Online | Get Form |
|
Special Tax Notice Regarding Plan Payments Required notification of option to roll over cash withdrawals. |
N/A | Get Form |
|
Relative Value Disclosure Illustration Before taking a withdrawal from a plan sponsored by a private employer, you should be aware of your alternative options for receiving income. The charts provide examples. |
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 |
|---|---|---|
|
Transfer Funds Transfer existing funds within your retirement account |
Complete Online | N/A |
|
Change Your Allocations Change how contributions to your retirement account are divided among the available investments. |
Complete Online | N/A |
|
Change of Name Change your name of record. |
N/A | Get Form |
|
Qualified Domestic Relations Order (QDRO) Sample QDRO used to divide accounts due to a court order. |
N/A | Get Form |
|
Privacy Revocation To let TIAA-CREF send you new product sales information. |
N/A | Get Form |
