| Form Name | Complete Online | Download/Print |
|---|---|---|
| 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 |
| 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 |
|---|---|---|
| Salary Reduction Agreement Increase, decrease or suspend contributions to an employer-sponsored retirement plan. |
Complete Online | N/A |
| 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: |
||
| 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 |
| 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 |
© 2009 and prior years, Teachers Insurance and Annuity Association - College Retirement Equities Fund (TIAA-CREF), New York, NY 10017
