Complete one of these forms to withdraw TIAA Traditional Annuity balances in your Retirement Annuity or Group Retirement Annuity. Through a Transfer Payout Annuity, you will receive your TIAA cash payments or roll over.
The payment you are requesting can be rolled over into another eligible retirement plan, so we are required to explain the tax-favored rollover options available to you. Please print and read the IRS Notice (PDF) or call us for a copy.
|If your Institution is:||Use this form:|
|Transfer Payout Annuity Cash ERISA (PDF)|
|Transfer Payout Annuity Cash Non-ERISA (PDF)|
If this withdrawal is being made to satisfy Required Minimum Distributions, please complete this form along with the withdrawal form.
Minimum Distribution (PDF)
If you have questions or need help selecting the correct form, call us at 1 800 842-2776.