Get Tiaa Direct Domestic Wire Transfer Request - Tiaa-cref

This guide provides step-by-step instructions for completing the TIAA Direct Domestic Wire Transfer Request form online. This process ensures that your wire transfer request is filled out accurately and submitted efficiently.

Follow the steps to complete your wire transfer request successfully.

1. Click ‘Get Form’ button to obtain the form and open it in the editing platform.
2. Enter the date of the transfer in the specified format (MM/DD/YYYY). This helps establish the timeline for your request.
3. Specify the exact dollar amount you wish to wire. Ensure this amount is clearly indicated as it directly impacts the transaction.
4. Provide the official name of the beneficiary, which could be an individual or company’s name as it appears on their account.
5. Input the best contact phone number for the beneficiary to enable communication if necessary.
6. Fill in the beneficiary’s address, including the first and last name, street address, city, state, and zip code to confirm the recipient's details.
7. Enter the bank name and address where the beneficiary's account is held. This ensures the funds are directed correctly.
8. Provide your TIAA Direct account number that will be debited for this wire transfer. Double-check for accuracy to avoid errors.
9. Specify the purpose of the wire transfer. This information helps clarify the intent of the transaction.
10. Input the beneficiary bank routing and transit number. Verify the number on the official resource mentioned in the form to avoid mistakes.
11. If required, provide the beneficiary bank account number for the receiver distinctly. This is crucial for successful fund allocation.
12. Include any further credit details or additional instructions only if necessary to ensure no confusion about the transfer.
13. If applicable, provide secondary or intermediary bank information. This is not always required but should be included if it applies to your transaction.
14. Sign the form in the specified area and date it to validate your request. This is an essential step to authorize the transaction.
15. After completing all sections, review your entries for accuracy. You can then save the completed form, download it, print it, or share it as needed.

Start completing your TIAA Direct Domestic Wire Transfer Request online to ensure efficient processing.