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Get Tiaa F10982
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How to fill out the Tiaa F10982 online
Filling out the Tiaa F10982 form online for a direct transfer to another investment company can seem complex at first. This guide provides clear, step-by-step instructions to ensure you complete the form accurately and efficiently.
Follow the steps to successfully complete the Tiaa F10982 form online.
- Click ‘Get Form’ button to access the Tiaa F10982 form and open it in the editor.
- Provide your personal and account information in Section 1. This includes your first name, middle initial, last name, social security number, daytime telephone number, state or country of residence, and citizenship details. Make sure to fill out all fields accurately.
- In Section 2, indicate how much you wish to transfer. Specify the dollar amount or percentage for each account or fund you are transferring, ensuring the total requested amount is clearly stated.
- Sign and date the form in Section 3. Your signature authorizes TIAA-CREF to process the transfer as specified and certifies that the information provided is correct.
- In Section 4, a representative from the investment company receiving the transfer must complete and sign to acknowledge receipt of the transfer request.
- Section 5 requires that your employer’s plan representative completes their portion. They should certify the employment termination date or check the box if you are still employed.
- After filling in all sections, review your form for accuracy. Once satisfied, you may save changes, download, print, or share the form as necessary.
- Mail all pages of your completed form to TIAA-CREF at P.O. Box 1268, Charlotte, NC 28201-1268 or fax your forms to 800 914-8922.
Complete your documents online today for a smooth transfer process!
You can find your TIAA account number on various official documents, such as account statements, tax documents, or the TIAA website. If you have a TIAA F10982 account, accessing your online account will also display your number clearly. Should you need further assistance, consider using the resources available on the US Legal Forms platform to guide you.
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