Get Tiaa Direct Deposit

Filling out the Tiaa Direct Deposit authorization form allows you to have your payments deposited directly into your bank account. This guide provides clear, step-by-step instructions to help you complete the form accurately and efficiently.

Follow the steps to easily complete your Tiaa Direct Deposit authorization form.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by entering your personal information in the designated fields, including your first name, middle initial, last name, street address, city, state, zip code, and daytime telephone number.
3. Provide your employer’s name, which is the contributing employer’s plan, to ensure accurate processing of your deposit.
4. Enter your TIAA and CREF contract numbers as requested. You may have multiple numbers; make sure to provide all relevant ones.
5. Next, move to the bank information section. Choose one of the three options to authorize your direct deposit. If you select option 2 or 3, be prepared to provide additional documentation as described.
6. If selecting option 2 for checking accounts, complete the related fields and prepare a voided check to send along with your form.
7. For option 3, indicate you are choosing a savings account and provide the necessary bank details, including your account number and bank routing number. Submit a voided check or a letter from your bank with the specified information.
8. In the signature section, sign and date the form to authorize TIAA-CREF to deposit payments into your specified bank account.
9. Finally, review your completed form for accuracy, then save your changes. Depending on your preference, print the form and send it to TIAA-CREF by standard or overnight mail.

Complete your Tiaa Direct Deposit authorization online for a quick and easy process.