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Get Tiaa-cref Group Annuity Notification Of Annuitant Death
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How to fill out the TIAA-CREF GROUP ANNUITY Notification of Annuitant Death online
This guide provides clear and concise instructions for completing the TIAA-CREF GROUP ANNUITY Notification of Annuitant Death form online. By following these steps, users can ensure they accurately notify TIAA-CREF of the annuitant's death and support the necessary beneficiaries.
Follow the steps to complete the form effectively.
- Click 'Get Form' button to access the notification form and open it in an editable format.
- Begin by entering the name of the institution related to the deceased annuitant and the Premium Payment Group (PPG) code, to identify the account properly.
- Provide details about the deceased annuitant. Fill in their name, date of birth (mm/dd/yyyy), Social Security number or Taxpayer ID, and the date of death (mm/dd/yyyy).
- Indicate the original annuity payment option and specify whether you would like the payments to continue or cease after the death of the annuitant.
- Enter the information of the surviving annuitant or beneficiary. Fill in their first and middle name or initial, last name, mailing address, city, state, and zip code. If the citizenship is other than U.S., provide that information.
- Provide the Social Security number and date of birth of the surviving annuitant or beneficiary (mm/dd/yyyy).
- Indicate the relationship to the deceased annuitant by selecting 'Spouse' or 'Other' and specifying the relationship if necessary.
- In the additional remarks section, provide any relevant information that might assist TIAA-CREF in processing the claim.
- Authorize the claim by signing the form and dating it (mm/dd/yyyy). This ensures that TIAA-CREF can process the group annuity death claim based on the information provided.
- Once all sections are completed, review the form for accuracy, save your changes, and use the options to download, print, or share the completed form as needed.
Complete the form online and ensure timely notification of the annuitant's death to TIAA-CREF.
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