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  • F10983 Tiaa Cref Form

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By signing you are authorizing TIAA-CREF to make the transfer as stated in this Request for a Direct Transfer. F irst Name Middle Initial Last Name Social Security Number Daytime Telephone Number Citizenship if not U.S. State The direct transfers are to be taken from my accumulation in Plan Name ND Public Employees Retirement System 457 b Deferred Compensation Companion Plan-405546 TIAA Number CREF Number X X X X X X X X Plan Number 4 0 5 5 4 6 T.

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REQUEST FOR A DIRECT TRANSFER
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If you have less than $10,000 total in your account, of which no more than $2,000 is in the TIAA Traditional fund, you can remove all the money, including the university's contribution, by completing a Repurchase Form. If you have over $10,000 you can remove up to 100 percent of your CREF funds.

If you die first, your annuity partner's income is reduced to 75% of the original amount. Your income isn't reduced if your annuity partner dies first. You will receive income as long as you live. Income continues for the full amount following the death of either you or your annuity partner.

If your primary beneficiary is not living at your death, benefits will be payable to your contingent beneficiaries. If a contingent beneficiary of yours is also deceased at the time of your death, this individual's children (your grandchildren)would share those benefits equally.

What if I have after-tax retirement annuities? You can move funds out of TIAA Traditional through transfers or cash withdrawals in 10 annual installments.

If your plan allows it, you can withdraw money online. If an online withdrawal is not an option, call us at 800-842-2252. Please be sure to contact us two to three months before you must receive your withdrawal to ensure you receive funds by the required deadline.

After an annuitant dies, insurance companies distribute any remaining payments to beneficiaries in a lump sum or stream of payments. It's important to include a beneficiary in the annuity contract terms so that the accumulated assets are not surrendered to a financial institution if the owner dies.

Your primary beneficiary is the person or entity that first receives the proceeds of your account upon your death. The contingent (secondary) beneficiary is your second choice to receive the benefit, only if the primary beneficiary dies before you.

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© Copyright 1997-2025
airSlate Legal Forms, Inc.
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Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
DMCA Policy
About Us
Blog
Affiliates
Contact Us
Privacy Notice
Delete My Account
Site Map
All Forms
Search all Forms
Industries
Forms in Spanish
Localized Forms
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate workflows
DocHub
Instapage
Social Media
Call us now toll free:
1-877-389-0141
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232