Get Tiaa Transfer Payout Annuity Form

Filling out the TIAA Transfer Payout Annuity Form online can seem overwhelming, but with this guide, we will simplify the process into clear steps. By following the instructions carefully, you can ensure that your application is completed accurately and efficiently.

Follow the steps to successfully fill out the TIAA Transfer Payout Annuity Form.

1. Click the ‘Get Form’ button to obtain the form and open it in the editor. This will give you access to the TIAA Transfer Payout Annuity Form.
2. Provide your personal information in Section 1. Complete fields such as your first name, middle initial, last name, suffix, and the last four digits of your social security number or taxpayer identification number.
3. In Section 2, provide your contract numbers. Ensure you include your TIAA number, plan number, sub-plan number, and plan name as indicated.
4. Section 3 requires you to specify when your annual transfers will begin. Indicate the month and year you wish to commence the transfers.
5. Choose the amount to transfer from your TIAA Traditional account in Section 4. You can either select to transfer the entire account or specify a dollar amount or percentage.
6. In Section 5, specify how you would like the annual withdrawals to be sent. Options include direct deposit, rollover to another TIAA-CREF account, rollover to another investment company, or mailing a check.
7. If opting for direct deposit, provide your bank account details in Section 5A. This includes the bank name and account number, ensuring you provide a voided check for a new account.
8. Complete Section 5B if rolling over to another TIAA-CREF account by providing the necessary account details and confirming the type of account.
9. If rolling over to another investment company, fill out Section 5C by providing the investment company information and signature of a representative.
10. Section 6 is for certifying your employment status. Indicate if you have separated from your employing company and provide the separation date.
11. If applicable, complete Sections 8 and 9 regarding marital status and spousal waiver of survivor benefits.
12. Finally, review the completed form, sign in Section 10, and provide the date of your signature.
13. Return the completed form via standard mail, overnight delivery, or fax, as outlined in Section 11. Ensure all required documents are included to avoid processing delays.

Start filling out your TIAA Transfer Payout Annuity Form online today to take control of your financial future.