TIAA-CREF - Interest-Only Payments

Frequently Asked Questions

Why do I need to fill out the spousal waiver section?
Where do I find my contract numbers?
How and when am I required to obtain Employer Authorization for a withdrawal?
Can I fax the withdrawal form?
How is my income taxed?
I want to designate state tax withholding, but I'm in a non-mandatory withholding state. How do I designate this?
How do I determine the correct tax withholding for withdrawals?

Use this form to request Interest-Only payments from your TIAA Traditional Annuity balance in a Retirement Annuity (RA), Group Retirement Annuity (GRA) and Retirement Choice Annuity. Select the public or private version based on your employer's retirement plan type.

For information about tax-favored rollover options, including rolling over your payments to another eligible retirement plan, review the IRS Notice (PDF), or call us for a copy.

If your Institution is:	Use this form:
Private (not sure?)	TIAA Traditional Annuity Interest-Only Payments (PDF) [F6776]
Public (not sure?)	TIAA Traditional Annuity Interest-Only Payments (PDF) [F7381]

Also complete this form if you are using this withdrawal to satisfy Required Minimum Distributions.

Minimum Distribution (PDF)
[F10984]

If you have questions or need help selecting the correct form, call us at 1 800 842-2776.

Interest-Only Payments

Frequently Asked Questions

Search for a form by keyword

Related Forms

Most Requested Forms and Transactions

Forms by Form Number

Need Help?