Get Tiaa Cref Debit Card Form

Filling out the Tiaa Cref Debit Card Form online can streamline your banking experience by integrating checking features and a debit card into your TIAA-CREF Brokerage Services Account. This guide will provide clear, step-by-step instructions to help you complete the form with ease.

Follow the steps to successfully fill out the Tiaa Cref Debit Card Form online.

1. Press the ‘Get Form’ button to access the form. Ensure it opens in your preferred document editing application.
2. Begin by providing your brokerage account information. Enter your brokerage account number and the name under which your account is registered.
3. Select your preferred Cash Solutions Account options. Choose one level based on the annual fees specified: Silver, Gold, or Platinum. Note that certain features are exclusive to specific levels and debit card availability for custodial accounts is restricted.
4. If you wish to receive checks or a debit card at a different address, fill out the alternate mailing address field. Include the city, state, and zip code. The primary account owner or authorized person must sign and date this section if an alternate mailing address is provided.
5. If you want to add an additional signatory, provide their full name and Social Security Number. Include their mother’s maiden name if required and ensure that both the primary account owner and additional signatory sign and date the form.
6. Read the Cash Solutions Account Agreement thoroughly. By signing, you acknowledge that you understand and agree to the terms and conditions outlined in the agreement. Enter the necessary details and signatures for all account owners or authorized persons.
7. Once all sections are completed, finalize your application. You can save the changes, download a copy, print it for your records, or share it as needed.

Start filling out your Tiaa Cref Debit Card Form online today for a convenient banking experience.