Get Tiaa-cref Investment Advisor Fee Billing Authorization ... - Lvz Advisors

Filling out the Tiaa-cref Investment Advisor Fee Billing Authorization Agreement is a crucial step for participants who wish to authorize direct payment of investment advisor fees from their defined contribution plans. This guide provides a clear, step-by-step approach to help users successfully complete the necessary forms online.

Follow the steps to fill out the form accurately and efficiently.

1. Click ‘Get Form’ button to obtain the form and access it for completion.
2. Begin by entering your client information in the designated fields. This includes your first name, middle initial, last name, suffix, social security number or taxpayer identification number, contact telephone number, and extension.
3. Proceed to the contract(s) authorized section. Enter the TIAA contract number and ensure that the firm or investment advisor's name aligns with their registration on file with TIAA-CREF. If you cannot find your APIN, reach out to TIAA-CREF Advisor Services for assistance.
4. Fill out the authorized investment advisor information, including the firm or investment advisor name (such as Lorence & Vander Zwart), APIN, contact name, telephone number, and email address.
5. In the client authorization section, read through the authorization statement carefully. After understanding it, provide your signature and today's date.
6. If applicable, complete the investment advisor authorization section. The investment advisor will need to acknowledge their responsibilities and sign where indicated.
7. If your institution requires a plan sponsor’s authorization, ensure this section is completed. The plan sponsor's authorized representative must sign and date accordingly.
8. Review all entered information for accuracy. Once confirmed, save changes to the form, and download or print it as needed to have a copy for your records. You may also share the completed form if required.

Complete your Tiaa-cref Investment Advisor Fee Billing Authorization Agreement online today!