Get Tiaa Rollover Form Pdf

Filling out the Tiaa Rollover Form Pdf online can be a straightforward process if you follow the correct steps. This guide provides a comprehensive overview of the form and detailed instructions for each section.

Follow the steps to successfully complete your Tiaa Rollover Form Pdf online.

1. Click ‘Get Form’ button to access the Tiaa Rollover Form Pdf and open it in your preferred form editor.
2. In the first section, fill in your personal information, including your name, Social Security number or Tax Identification number, date of birth, contact phone number, and your employer's name along with the associated plan number.
3. Indicate how you wish to apply your funds by selecting either Option 1 (apply to existing account) or Option 2 (apply to a new Tiaa-Cref account) and provide the necessary details.
4. In the next section, you will need to provide information about the assets you wish to transfer. Include the name of your current financial institution, address, contact phone number, and account number. Specify if you wish to liquidate your account fully or only specific assets.
5. Specify how you want to allocate the transferred assets by choosing either to use your current allocation or to provide new allocation instructions for your funds.
6. Indicate if you would like to request a wire transfer for your funds by choosing 'Yes' or 'No'.
7. Authorize the current financial institution to transfer your assets by signing the authorization and acknowledgment section, and ensure you date the form.
8. If required, obtain a Medallion Signature Guarantee and have it stamped in the designated area.
9. Lastly, ensure all required personal information is complete, sign and date the form, and use the provided checklist to confirm all steps have been followed correctly.
10. You can now save your changes, download, print, or share the filled form as needed.

Complete your Tiaa Rollover Form Pdf online today for a smooth transition of your retirement assets.