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Get Notice Of Change Of Name Form (pdf) - Tiaa-cref - Tiaa-cref
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How to fill out the Notice Of Change Of Name Form (PDF) - TIAA-CREF online
Filling out the Notice Of Change Of Name Form is an important step for individuals who have legally changed their name and need to update their information with TIAA-CREF. This guide will provide you with a clear and supportive walkthrough to complete the form accurately and efficiently.
Follow the steps to successfully complete the form.
- Press the ‘Get Form’ button to access the Notice Of Change Of Name Form and open it in your preferred editor.
- In the first section, indicate your TIAA Annuity Number and any two of the six identification numbers listed, including your Brokerage Account Number, CREF Annuity Number, TIAA Policy Number, Mutual Funds Account Number, or Social Security Number, for identification purposes.
- Provide your former name, including your title, first name, middle name (if applicable), and last name. Remember to sign with black or dark blue ink in the space designated for your former signature.
- Enter your new name. In this section, fill in the title, first name, middle name (if applicable), and last name. Sign again in black or dark blue ink in the area reserved for your new signature.
- You must provide the reason for your name change by selecting the appropriate boxes; options include Marriage, Divorce, Adoption, Court Order, or Other. If you select 'Other,' please provide a brief explanation.
- Document your date of name change in the mm/dd/yyyy format and include the name and address of the court that processed your name change if applicable.
- Once you have completed the form, ensure you have the necessary certified documents ready as they must accompany your submission. Remember, this form and certified documentation must be submitted by mail.
- Send your completed form to the designated address. For standard mail, use TIAA-CREF, P.O. Box 1259, Charlotte, NC 28201-1259. For overnight delivery, use TIAA-CREF, 8500 Andrew Carnegie Blvd., Charlotte, NC 28262.
Complete your documents online to ensure a smooth name change process.
Key Takeaways Traditional 401(k) withdrawals are taxed at an individual's current income tax rate. In general, Roth 401(k) withdrawals are not taxable provided the account is five years old and the account owner is age 59½ or older. Employer matching contributions to a Roth 401(k) are subject to income tax.
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