Get Cash Withdrawal Or Rollover Transfer ... - Tiaa-cref - Tiaacref

Filling out the CASH WITHDRAWAL OR ROLLOVER TRANSFER form with TIAA-CREF can be a straightforward process if you follow the instructions carefully. This guide provides a step-by-step approach to help you successfully complete the form online.

Follow the steps to complete your withdrawal or rollover transfer.

1. Press the ‘Get Form’ button to obtain the form and view it in the online editor.
2. Provide your personal information in Section 1. Fill in your first name, middle initial, last name, suffix (if applicable), Social Security Number or Taxpayer Identification Number, contact telephone number, and state of legal residence.
3. In Section 2, enter your TIAA number, plan number, sub plan number, and plan name.
4. In Section 3, indicate when you want your annual transfers to begin by specifying the date in mm/yyyy format.
5. In Section 4, choose how much you want to transfer from your TIAA Traditional account. Select either to transfer the entire amount or a specific dollar amount or percentage.
6. In Section 5, indicate where to send your annual withdrawals. Options include direct deposit to your bank account, rollover to another TIAA-CREF account, rollover to another investment company, or mailing a check to your address.
7. If selecting direct deposit, fill out details in Section 5A. Provide your bank name and account number. Include a voided check for new accounts as required.
8. In Section 5B, if rolling over to another TIAA-CREF account, provide the necessary details including account number and choose your allocation of funds.
9. In Section 5C, if rolling over to another investment company, complete the Investment Company information and ensure it is signed by a representative.
10. In Section 6, answer the employment status question by certifying whether you have separated from service and provide the separation date if applicable.
11. Section 7 requires an employer's plan representative to certify your separation from service. Ensure this is completed before submission.
12. Finally, complete Section 8 by signing and dating the form. Ensure that you understand the authorizations provided.
13. Submit the completed form by mailing it to the designated address, ensuring all sections have been thoroughly filled out.

Start completing your CASH WITHDRAWAL OR ROLLOVER TRANSFER form online now for a smooth transaction.