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  • Tiaa Rollover Form Pdf

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Complete and return this form to authorize movement of funds from another financial institution into your employer-sponsored plans at TIAA-CREF. If you want to roll over to an IRA do not complete this form. For IRA Rollovers please use the TIAA-CREF Investment Solutions IRA Transfer or Rollover Authorization Form F10463. See cover page for descriptions of Options 1 and 2. We need a complete copy of your most recent statement to process your rollo.

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Certain retirement payments or distributions a taxpayer receives from a retirement plan or IRA can be rolled over by depositing the payment into another retirement plan or IRA within 60 days of the date of distribution.

How do I set up withdrawals? You can review your required minimum distributions by logging in to your account from the My Account tab. If your plan allows it, you can withdraw money online. If an online withdrawal is not an option, call us at 800-842-2252.

You can withdraw funds at any time. Log into TIAA.org, then use the SUPPORT menu to choose TRANSACTIONS & INFORMATION.

You may also be able to leave money in your current plan, withdraw cash or roll over the assets to your new employer's plan if one is available and rollovers are permitted.

Choose which type of IRA account to open. A 401(k) rollover to an IRA may give you more investment options and lower fees than your old 401(k) had. ... Open your new IRA account. ... Ask your 401(k) plan for a direct rollover ... ... Choose your investments.

Complete this form to authorize the rollover or transfer of funds from another financial institution into your TIAA-CREF employer-sponsored plans. For IRA Rollovers, please use the TIAA-CREF Investment Solutions IRA Transfer or Rollover Authorization Form (F10463).

Call TIAA to request a Transfer Request Form. Complete the form and return it to TIAA. TIAA will forward your transfer request directly to Fidelity. Fidelity will send a check along with your transfer request back to TIAA. TIAA will invest the transferred amount in the TIAA funds as you direct.

You can maintain access to your old funds, too, if you so choose. From there, contact TIAA-CREF to do a direct transfer of funds to your new IRA. Direct is key, as it will ensure your funds hold their tax-exempt status. This video from TIAA-CREF explains how to roll over funds to an IRA.

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© Copyright 1997-2025
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Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
DMCA Policy
About Us
Blog
Affiliates
Contact Us
Privacy Notice
Delete My Account
Site Map
All Forms
Search all Forms
Industries
Forms in Spanish
Localized Forms
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate workflows
DocHub
Instapage
Social Media
Call us now toll free:
1-877-389-0141
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232