Get Tiaa-cref Name Change Form - Brandeis

Filling out the TIAA-CREF Name Change Form is a straightforward process that allows users to update their names with the organization. This guide provides clear, step-by-step instructions to ensure a smooth completion of the form online.

Follow the steps to complete the name change form successfully.

1. Press the ‘Get Form’ button to access the TIAA-CREF Name Change Form and open it for editing.
2. Begin by filling in your TIAA Annuity Number, CREF Annuity Number, and TIAA Policy Number. Ensure that all entries are accurate, as these identifiers are crucial for updating your records.
3. Provide your Social Security Number. This information is necessary for verification purposes, so ensure it is entered correctly.
4. In the 'Former Name' section, write your previous name as it appears in official documents. This includes your Title, First Name, Middle Name, and Last Name.
5. Sign your Former Signature in black or dark blue ink. This signature verifies your identification connected to the previous name.
6. Enter your New Name as it should now appear. Fill out the Title, First Name, Middle Name, and Last Name correctly to reflect your authorized name change.
7. Please sign in black or dark blue ink again in the New Signature field. This confirms your acceptance of the name change.
8. Complete the Address section by entering your new mailing address, including City, State, and Zip Code.
9. Indicate how the name change occurred by checking the appropriate box (Marriage, Divorce, Adoption, Court Order, or Other). If you select 'Other', provide further details in the provided lines.
10. Record the Date of Name Change in the format mm/dd/yyyy. This date must correspond with the documentation provided.
11. If applicable, fill in the Court Name and Court Address if the name change was facilitated through a court order.
12. After completing all sections of the form, review your entries for accuracy. Once checked, prepare to print the completed form and any required certified documentation.
13. Save your changes and then download, print, or share the form as needed. Remember to mail the form along with certified documentation to the address provided.

Complete your TIAA-CREF Name Change Form online today and ensure your records are updated effortlessly.