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Taking Money From Your TIAA-CREF Accounts

Benefits of Online Forms

Quick and convenient: Your personal information appears automatically
Accurate: Get to the right form fast — and submit it correctly with form review
Faster processing: Online requests are often processed faster than paper forms

To request a direct rollover or transfer to another financial institution, please call us at 1 888 556-2917.

Borrowing From Your Account
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

Beginning Retirement Income
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, Investment Solutions IRA, Public 457(b)	Complete Online	N/A

Keogh	N/A	Get Form

Mutual Fund IRA	N/A	Get Form
Interest-Only Payments Begin 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

Taking Withdrawals

Form Name

Complete Online

Download/Print

Lump-sum Cash Withdrawals

Retirement Annuity, Group Retirement Annuity, Supplemental Retirement Annuity, Investment Solutions IRA, Public 457(b)

	- Cash withdrawal
	- Roll over or transfer to another financial institution - Call 1 888 556-2917

Complete Online

N/A

Keogh

N/A

Get Form

Mutual Fund IRA

N/A

Get Form

Personal Annuity

N/A

Get Form

Lifetime Fixed V Annuity

N/A

Get Form

Lifetime Variable Select Annuity

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

Charitable Distribution from Investment Solutions IRA

N/A

Get Form

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Most Requested Forms and Transactions

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C41060