Get Tiaa-cref Funds Ira Asset Transfer Form Pdf - Tiaacref
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How to fill out the TIAA-CREF Funds IRA Asset Transfer Form PDF online
This guide provides a clear, step-by-step process for completing the TIAA-CREF Funds IRA Asset Transfer Form. Whether you are transferring assets from another IRA custodian or converting your Traditional IRA to a Roth IRA, this guide will help you navigate the form proficiently.
Follow the steps to complete your asset transfer form
- Press the ‘Get Form’ button to access the TIAA-CREF Funds IRA Asset Transfer Form. Once the form opens, you can begin filling it out online.
- Begin with Section 1: Account Registration. Enter your name, Social Security Number, date of birth, and contact information. Ensure you follow the given format and provide all required details.
- Proceed to Section 2: Current Custodian. Confirm the information of your current custodian and provide the necessary details to initiate the transfer process.
- In Section 3: Source of Money Being Transferred, select the appropriate option regarding the type of funds you are transferring (e.g., Traditional IRA, Roth IRA, etc.).
- For Section 4: Withholding Requirements, indicate your preference for federal income tax withholding related to a conversion. Make sure to check the appropriate box.
- Move on to Section 5: Asset Transfer Instructions. List the specific assets you wish to transfer. Indicate whether you want to liquidate them in full or partially.
- In Section 6: Investment Allocation, specify how you wish to allocate your investment in the TIAA-CREF funds. Fill out the account details and amounts accordingly.
- Sign and date the form in Section 7: Signature. If required by your current custodian, obtain a medallion signature guarantee before submitting your form.
- Finally, review the completed form, save your changes, download a copy, print it out, or share it as needed.
Complete your TIAA-CREF Funds IRA Asset Transfer Form online today and ensure a smooth transfer of your assets.
You can withdraw funds at any time. Log into TIAA.org, then use the SUPPORT menu to choose TRANSACTIONS & INFORMATION.
Fill TIAA-CREF Funds IRA Asset Transfer Form PDF - Tiaacref
Use this form to authorize the transfer or rollover of funds to TIAA-CREF. You may photocopy this form for multiple transfers. Use this form ONLY to move funds to a TIAA IRA. Manage your account(s), complete transaction requests online, and find other useful information. Complete this form to request a direct transfer from your Investment Solutions IRA contracts. Complete this form to authorize the transfer or rollover of funds to TIAA-CREF. Redeem, transfer, or change ownership of your Non-IRA accounts with TIAA-CREF Funds. Complete and return this form to authorize movement of funds from another financial institution into your employer-sponsored plans at TIAA.
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