Get Get Form (pdf) - Tiaa-cref - Tiaacref

Filling out the Get Form (PDF) - TIAA-CREF - Tiaacref is a crucial step for indicating your marital status and consenting to specific retirement benefit options. This guide aims to provide clear and supportive instructions to help you complete this form accurately and efficiently.

Follow the steps to fill out the Get Form online.

1. Click the ‘Get Form’ button to obtain the form and open it for editing.
2. Begin by providing your first and middle name or initial, and your last name in the designated fields at the top of the form.
3. Indicate the name of the institution relevant to the retirement plan.
4. If you are married, your spouse must complete Part A. They need to read the accompanying explanation before consenting to waive the Qualified Joint and Survivor Annuity benefits. In this section, your spouse will sign and date the form.
5. If you are single, complete Part B by affirming your unmarried status. The plan representative must then verify your status by signing in the specified area.
6. Ensure all fields are filled out completely and clearly according to your circumstances. Be cautious with dates and personal details.
7. After completing the form, save any changes made to the document. You can also download, print, or share the completed form as needed.

Complete your documents online to ensure a smooth processing experience.