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After-Tax Annuities

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Making Contributions
Form Name Complete Online Download/Print
Make a contribution via Electronic Funds Transfer (EFT)
 N/A Get Form


Beginning Retirement Income
Form Name Complete Online Download/Print
Payment Destination
EFT N/A Get Form
Mail Check to New Address N/A Get Form

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Taking Withdrawals
Form Name Complete Online Download/Print
Lump-sum Cash Withdrawals
Personal Annuity N/A Get Form
Lifetime Fixed V Annuity N/A Get Form
Lifetime Variable Select Annuity N/A Get Form

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Adding/Changing Your Beneficiary
Form Name Complete Online Download/Print
Designating Beneficiaries
 Complete Online N/A

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General Tax Forms
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
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

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Maintaining Your Accounts
Form Name Complete Online Download/Print
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

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