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 Online Download/Print
Transfer/Roll Over to TIAA-CREFRoll over or transfer assets from another retirement plan or IRA to your existing TIAA-CREF account. N/A Get 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/A Get Form
Retirement Choice – TPA for Reinvestments
Request for systematic transfers from a TIAA Traditional to a CREF Variable account and/or Mutual Fund retirement account
Complete Online Get Form
ATRA - TPA for Reinvestments
Initially request reinvestments as the option for a Transfer Payout Annuity for After-Tax Retirement Annuities
Complete Online Get Form
Reinvest Existing Transfer Payout Annuity Withdrawals
Reinvest the Transfer Payout Annuity installments you are currently receiving as cash withdrawals.
N/A Get Form
1035 Exchange
Transfer or 1035 exchange non-qualified funds from another insurance company to TIAA-CREF.
N/A Get Form

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Making Contributions
Form Name Complete Online Download/Print
After-Tax Contribution Coupon
Make after-tax contributions to an existing Retirement Annuity contract.
N/A Get 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/A Get Form

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

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Beginning Retirement Income
Form Name Complete Online Download/Print
Record of Age
Confirm your age for lifetime income.
Complete Online Get Form
Addendum  for Public Plans - Spousal Consent Complete Online  
Minimum Distribution
Satisfy the IRS required minimum distributions.
N/A Get Form

Systematic Cash Withdrawals
  • Retirement Annuity, Group Retirement Annuity, Supplemental Retirement Annuity, Public 457(b), Private 457(b)
Complete Online N/A
  • Keogh
N/A Get Form
Transfer Payout Annuity
ATRA - TPA for Cash Withdrawal
Initially request cash as the option for a Transfer Payout Annuity for After-Tax Retirement Annuities
Complete Online Get Form
Retirement Choice – TPA for Cash/Rollover
Request to transfer some or all of a TIAA Traditional account balance as a rollover or as a cash withdrawal over 84 months
N/A Get Form

Retirement Choice (Public Plans) – TPA for Cash/Rollover
Request to transfer some or all of a TIAA Traditional account balance as a rollover or as a cash withdrawal over 84 months (Public Plans)

Complete Online Get Form
Interest-Only Payments (ERISA)
To begin receiving Interest-Only payments from TIAA Traditional in your Retirement Annuity (RA), Group Retirement Annuity (GRA) or Retirement Choice Annuity.
Complete Online Get Form
Interest-Only Payments (Non-ERISA)
To begin receiving Interest-Only payments from TIAA Traditional in your Retirement Annuity (RA), Group Retirement Annuity (GRA) or Retirement Choice Annuity.
Complete Online  

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

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

 

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Taking Withdrawals
Form Name Complete Online Download/Print
Lump-sum Cash Withdrawals
  • Retirement Annuity, Group Retirement Annuity, Supplemental Retirement Annuity, Public 457(b), Private 457(b)
Complete Online N/A
  • Keogh
N/A Get Form
Transfer Payout Annuity to Cash
Make an annual withdrawal or roll over out of TIAA Traditional.
N/A Get Form
ATRA - TPA for Cash Withdrawal
Initially request cash as the option for a Transfer Payout Annuity for After-Tax Retirement Annuities
N/A Get Form
Change Existing Transfer Payout Annuity (TPA) Reinvest to Cash
Receive cash withdrawals from the Transfer Payout Annuity installments you are currently reinvesting.
N/A Get Form
ATRA – Single Payments
Used to take cash withdrawals and/or roll-over/transfer funds "one time" for an After-Tax Retirement Annuity
Complete Online Get Form

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

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General Tax Forms
Form Name Complete Online Download/Print
IRS Form W-4
For your employer to withhold tax from your pay.
N/A Get Form
IRS Form W-7
Application for IRS individual taxpayer identification number.
N/A Get Form
IRS Form W-8 BEN
Tax reporting and withholding for non-U.S. citizens and residents.
N/A Get Form
IRS Form W-9
Certify that your Social Security number is correct.
N/A Get Form
State Income Tax Withholding
  • Lump Sum
N/A Get Form
  • Ongoing Withdrawals
Complete Online Get Form
Special Tax Notice Regarding Plan Payments
Required notification of option to roll over cash withdrawals.
N/A Get 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/A Get Form
Federal Tax Withholding (W-4P Withholding Certificate)
Elect your federal tax withholding for withdrawals.
Complete Online Get 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 Online Download/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.
Complete Online Get Form
Authorization to Access TIAA-CREF Accounts
Request to authorize a person or an organization to discuss your accounts (Pension/IRA/Non-Qualified/Insurance) with a TIAA-CREF representative, receive information or view information via online or download, and act on a client's behalf
Complete Online Get Form
Qualified Domestic Relations Order (QDRO)
Sample QDRO used to divide accounts due to a court order.
N/A Get Form
Privacy Revocation
To let TIAA-CREF send you new product sales information.
N/A Get Form

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Forms by Form Number

C41060