Get Tiaa F11482 2016-2025

Filling out the TIAA F11482 form, also known as the Simple IRA account application, requires careful attention to detail to ensure that all necessary information is provided. This guide offers step-by-step instructions to assist users in completing the form accurately online.

Follow the steps to effectively complete the TIAA F11482 form online.

1. Click the ‘Get Form’ button to access the TIAA F11482 application and open it for editing.
2. Begin by indicating the type of SIMPLE IRA account by selecting either 'Participant' or 'Employer'. Then, enter the effective date of the plan in the format mmddyyyy.
3. Fill out the account owner information, including title, first and last name, middle initial, suffix, social security number, marital status, date of birth, gender, citizenship status, residential address, mailing address (if different), email address, business phone, and home phone.
4. Provide employment information for the account owner or trustee, specifying if you are employed, self-employed, unemployed, or retired. Include details of your employer if applicable.
5. Enter the plan information, including the plan administrator's name, phone number, and address. This person will serve as a contact for contributions.
6. Complete your investment profile by stating your annual income range, approximate net worth, and investment objectives. Select from the specified options for each category.
7. Indicate your preferred bank deposit sweep option.
8. Designate your primary and contingent beneficiaries, making sure to include required information such as names, social security numbers, relationships, and percentages of the IRA assets. Attach additional sheets if necessary.
9. If applicable, provide a spousal consent and fulfill any notary requirements. This step is necessary if you are married and reside in a community property state without naming your spouse as the sole primary beneficiary.
10. Sign and date the application to certify the information provided is correct. Acknowledge your understanding of the terms and conditions as well as your responsibilities related to the SIMPLE IRA contributions.
11. Finally, save your changes, download or print the completed form, or share the form as required.

Get started now by completing your TIAA F11482 form online.