Get Tiaa-cref Investment Solutions Ira Roth Conversion Form - Tiaa-cref

This guide provides a clear and supportive approach to filling out the TIAA-CREF investment solutions IRA Roth conversion form online. Users will find step-by-step instructions to ensure all necessary information is accurately completed.

Follow the steps to complete the form successfully.

1. Press the ‘Get Form’ button to retrieve the form and open it for editing.
2. Begin by filling out the personal information section. Include your title, first name, middle initial, last name, and social security number. Also, provide your daytime and evening telephone numbers, email address, and state of legal residence.
3. In the section marked ‘Your delivering TIAA Traditional IRA contract information’, input your TIAA and CREF numbers. Note that if you possess both open and closed contract numbers, this section applies only to you.
4. Proceed to the section ‘Amounts to be converted to your TIAA Roth IRA’. Here, specify the investment description you wish to convert. You can either opt to convert your entire account including all annuity accounts and mutual funds or specify certain dollar amounts or shares.
5. Complete the tax withholding election section. Decide whether to have federal and state income tax withheld. If you choose not to withhold, make sure to indicate your preference clearly.
6. Finally, provide your signature and date the form. This authorizes TIAA to process your conversion request, confirming that you understand the tax implications involved.
7. After completing all fields, save the changes to your document. You may choose to download, print, or share the form as necessary.

Complete your TIAA-CREF forms online for a smooth and effective conversion process.