Interest-Only Payments

Use this form to request Interest-Only payments from your TIAA Traditional Annuity balance in a Retirement Annuity (RA), Group Retirement Annuity (GRA) and Retirement Choice Annuity. Select the public or private version based on your employer's retirement plan type.

For information about tax-favored rollover options, including rolling over your payments to another eligible retirement plan, review the IRS Notice (PDF), or call us for a copy.

Frequently Asked Questions

  • Why do I need to fill out the spousal waiver section?
  • Where do I find my contract numbers?
  • How and when am I required to obtain Employer Authorization for a withdrawal?
  • Can I fax the withdrawal form?
  • How is my income taxed?
  • I want to designate state tax withholding, but I'm in a non-mandatory withholding state. How do I designate this?
  • How do I determine the correct tax withholding for withdrawals?

If your Institution is:
Use this form:

Private (not sure?)

TIAA Traditional Annuity Interest-Only Payments  (PDF)
[F6776]

Public (not sure?)

TIAA Traditional Annuity Interest-Only Payments  (PDF)
[F7381]

Also complete this form if you are using this withdrawal to satisfy Required Minimum Distributions.

Minimum Distribution (PDF)

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C39043