Employer Sponsored and Small Business

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
Transferring or Rolling Over Assets
Form Name
Complete OnlineDownload/Print
Transfer/Roll Over to TIAA-CREF
Roll over or transfer assets from another retirement plan or IRA to your existing TIAA-CREF account.
N/AGet Form
Transfer Payout Annuity Reinvestment
To transfer funds out of your TIAA Traditional Annuity in your Retirement Annuity (RA) or Group Retirement Annuity (GRA) to other investments available under your plan.
N/AGet Form
Reinvest Existing Transfer Payout Annuity Withdrawals
Reinvest the Transfer Payout Annuity installments you are currently receiving as cash withdrawals.
N/AGet Form
1035 Exchange
Transfer or 1035 exchange non-qualified funds from another insurance company to TIAA-CREF.
N/AGet Form

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Making Contributions
Form Name
Complete OnlineDownload/Print
After-Tax Contribution Coupon
Make after-tax contributions to an existing Retirement Annuity contract.
N/AGet Form
Simplified Employee Pension (SEP) Contribution Agreement
Employers complete agreement to establish the benefits available to all eligible employees under a Simplified Employee Pension (SEP) IRA.
N/AGet Form

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Borrowing From Your Account
Form Name
Complete OnlineDownload/Print
Loans
View existing loans or see if you are eligible to apply for a loan.
Complete OnlineN/A

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Beginning Retirement Income
Form Name
Complete OnlineDownload/Print
Record of Age
Confirm your age for lifetime income.
N/AGet Form
Minimum Distribution
Satisfy the IRS required minimum distributions.
N/AGet Form

Systematic Cash Withdrawals
  • Retirement Annuity, Group Retirement Annuity, Supplemental Retirement Annuity, Public 457(b), Private 457(b)
Complete OnlineN/A
  • Keogh
N/AGet Form
Interest-Only Payments
To begin receiving Interest-Only payments from TIAA Traditional in your Retirement Annuity (RA), Group Retirement Annuity (GRA) or Retirement Choice Annuity.
N/AGet Form

Fixed-Period Payments
To begin payments for a fixed period of time from a:
  • Retirement Annuity/Group Retirement Annuity
N/AGet Form
  • Supplemental Retirement Annuity
N/AGet Form

Payment Destination
  • EFT
Complete OnlineGet Form
  • Mail Check to New Address
N/AGet Form
GlobalPay
Receive payments outside of the U.S.
N/AGet Form

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Taking Withdrawals
Form Name
Complete OnlineDownload/Print
Lump-sum Cash Withdrawals
  • Retirement Annuity, Group Retirement Annuity, Supplemental Retirement Annuity, Public 457(b), Private 457(b)
Complete OnlineN/A
  • Keogh
N/AGet Form
Transfer Payout Annuity to Cash
Make an annual withdrawal or roll over out of TIAA Traditional.
N/AGet Form
Change Existing Transfer Payout Annuity (TPA) Reinvest to Cash
Receive cash withdrawals from the Transfer Payout Annuity installments you are currently reinvesting.
N/AGet Form

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Adding/Changing Your Beneficiary
Form Name
Complete OnlineDownload/Print
Designating Beneficiaries
  • Retirement Plans (including Keoghs) and Payout Contracts
Complete OnlineN/A
  • Institution-Owned Contracts
N/AGet Form

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General Tax Forms
Form NameComplete 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
  • Ongoing Withdrawals
Complete Online Get Form
Special Tax Notice Regarding Plan Payments
Required notification of option to roll over cash withdrawals.
N/AGet Form
Relative Value Disclosure Illustration
Before taking a withdrawal from a plan sponsored by a private employer, you should be aware of your alternative options for receiving income. The charts provide examples.
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 Online Get Form

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Maintaining Your Accounts
Form Name
Complete OnlineDownload/Print
Transfer Funds
Transfer existing funds within your retirement account
Complete Online N/A
Change Your Allocations
Change how contributions to your retirement account are divided among the available investments.
Complete Online N/A
Change of Name
Change your name of record.
N/AGet Form
Qualified Domestic Relations Order (QDRO)
Sample QDRO used to divide accounts due to a court order.
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