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TIAA-CREF BROKERAGE SERVICES CASH SOLUTIONS ACCOUNT APPLICATION Page 1 of 3 Please complete the Cash Solutions Account CSA Application if you would like to add the convenient features of either checking and/or a debit card on your TIAA-CREF Brokerage Services Account. 1. Print Name max 21 characters to show on debit card if applicable FINANCIAL ORGANIZATION USE ONLY To be approved by an authorized person at TIAA-CREF. TIAA-CREF guarantees that t.

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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.

You can withdraw or transfer your savings from the TIAA Secure Income Account any time and in any amount (depending on the rules of your employer's plan).

You can withdraw funds at any time. Log into TIAA.org, then use the SUPPORT menu to choose TRANSACTIONS & INFORMATION. You can find your withdrawal request options in this section.

TIAA Traditional rules by contract. Lump sum withdrawals are available within 120 days of termination of Employment with a 2.5% surrender charge. All other transfers and withdrawals must be paid in installments over an 84-month period (not subject to a surrender charge).

If your employer's plan permits, you can withdraw or roll over the full TIAA Traditional account balance within 120 days of ending your employment (subject to a 2.5% surrender fee).

Start banking You may also use your TIAA Bank debit card at Allpoint and MoneyPass ATMs nationwide without incurring a fee.

By age 59.5 (and in some cases, age 55), you will be eligible to begin withdrawing money from your 401(k) without having to pay a penalty tax. You'll simply need to contact your plan administrator or log into your account online and request a withdrawal.

Proceeds from trades are available for withdrawal upon settlement of the trade (typically 1-3 business days, depending upon the type of security). There is a seven (7) business day hold on checks and ACH deposits. Cash from wires are available for withdrawal the following business day.

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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