Transfers within the TIAA-CREF retirement system can be requested using a number of resources:
Please note the following guidelines for internal account transfers:
Transfer values are calculated on the value of an accumulation unit in any variable account(s) as of the close of the New York Stock Exchange (NYSE), usually 4:00 p.m. ET, on the date we receive the instructions. If received after the NYSE closes, instructions will be effective as of the NYSE close the next business day.
Individuals can request that a variable account internal transfer be made on a future date. This may be an option for those who are about to begin receiving benefits who may wish to move funds into the TIAA Traditional Annuity or TIAA-CREF variable accounts. The future date must be a business day.
Individuals can also schedule "systematic transfers,” which move funds among the accounts gradually over time.
As an advisor, you can make transfers within the TIAA-CREF system via one of the following methods:
In addition to the guarantee of principal and a specified interest rate (based on TIAA's claims paying ability), TIAA Traditional also offers the potential for greater growth through additional amounts, which may be declared on a year-by-year basis by the TIAA Board of Trustees. These additional amounts are not guaranteed but, when declared, remain in effect for the “declaration year” beginning each March 1.
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