Log in to take a lump-sum cash withdrawal from a Retirement or Group Retirement Annuity, Supplemental Retirement or Group Supplemental Retirement Annuity, Investment Solutions IRA and 457(b) plans.
*Before faxing, please be aware of these new changes. You can fax lump-sum cash withdrawals forms and systematic cash withdrawal forms and have the funds deposited into your bank account as long as TIAA-CREF has your bank information on file. In addition, fax limits apply to ERISA Plans (plans requiring spousal waiver or unmarried determination). If you have an ERISA Plan, your faxed withdrawal request must be $50,000 or less. If your ERISA withdrawal is more than $50,000 you must mail your forms to TIAA-CREF. Non-ERISA cash withdrawals have no fax limit (plans that do not require spousal waiver or unmarried determination). Our fax number is 800 914-8922.
If your bank information is not on file and you would like a check to be sent to your mailing address, you can fax the form. Note: If you are requesting a check to be mailed and your address has been changed within 14 days of the withdrawal request, a Letter of Authorization, on the bank’s letterhead with the bank’s address, is required. The letter must include the following:
1. The name on the account, which must include the participant as one of the account holders.
2. The address for the account owner/participant.
3. The account number and account type.
4. Bank Signature Guarantee, including bank stamp and/or seal, from authorized bank personnel. If this is not included, the withdrawal request will not be processed. Withdrawal forms requesting a check to be mailed without a Bank Signature Guarantee must be received more than 14 days after the address change.
Our mailing address is:
Charlotte, NC 28201
Our overnight address is:
8500 Andrew Carnegie Blvd.
Charlotte, NC 28262
Our fax number is 800 914-8922.
Please see Taking Money From Your TIAA-CREF Accounts for more information.
The tax information contained herein is not intended to be used, and cannot be used by any taxpayer, for the purpose of avoiding tax penalties that may be imposed on the taxpayer. It was written to support the promotion of the products and services addressed herein. Taxpayers should seek advice based on their own particular circumstances from an independent tax advisor.