After-Tax Annuities

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Making Contributions
Form Name
Complete OnlineDownload/Print
Make a contribution via Electronic Funds Transfer (EFT)N/AGet Form

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Beginning Retirement Income
Form Name
Complete OnlineDownload/Print
Payment Destination
- EFTN/AGet Form
- Mail Check to New AddressN/AGet Form

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Taking Withdrawals
Form Name
Complete OnlineDownload/Print
Lump-sum Cash Withdrawals
  • Personal Annuity
N/AGet Form
  • Lifetime Fixed V Annuity
N/AGet Form
  • Lifetime Variable Select Annuity
N/AGet Form

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Adding/Changing Your Beneficiary
Form Name
Complete OnlineDownload/Print
Designating BeneficiariesComplete OnlineN/A

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General Tax Forms
Form Name
Complete OnlineDownload/Print
IRS Form W-4
For your employer to withhold tax from your pay.
N/AGet Form
IRS Form W-7
Application for IRS individual taxpayer identification number.
N/AGet Form
IRS Form W-8 BEN
Tax reporting and withholding for non-U.S. citizens and residents.
N/AGet Form
IRS Form W-9
Certify that your Social Security number is correct.
N/AGet Form
State Income Tax Withholding
  • Lump Sum
N/AGet Form
  • Recurring
N/AGet Form
Federal Tax Withholding (W-4P Withholding Certificate)
Elect your federal tax withholding for withdrawals.
Complete OnlineGet Form
Federal Tax Withholding (W-4P Withholding Certificate) TIAA-CREF Version
Elect your federal tax withholding for withdrawals. Form includes helpful tips.
Complete OnlineGet Form

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Maintaining Your Accounts
Form Name
Complete OnlineDownload/Print
Change of Name
Change your name of record.
N/AGet Form
Privacy Revocation
To let TIAA-CREF send you new product sales information.
N/AGet Form

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Forms by Form Number

C41060