If you have not already done so, you’ll need to contact the investment company from which you are rolling over funds. The company can determine whether or not you are eligible to roll over the funds and provide the forms you’ll need to process the transaction.

Fill out the forms from the investment company from which you are rolling over funds and complete the TIAA-CREF Transfer, Rollover, or Exchange Authorization form. Then submit all the forms to TIAA-CREF — we will contact your investment company to complete the transfer.

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