Use this form to make a 1035 exchange of nonqualified annuity balances from another insurance company or the cash value in a life insurance policy to a TIAA-CREF after-tax retirement annuity.
1035 Exchange (PDF)
[F10866]
If you have questions or need help selecting the correct form, call us at 1 800 842-2776.
© 2008 and prior years, Teachers Insurance and Annuity Association - College Retirement Equities Fund (TIAA-CREF), New York, NY 10017