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TAXCW/OTCPAYCSH F11380 2/11 INSTRUCTIONS Page 1 of 9 PLEASE PRINT IN ALL CAPITAL LETTERS USING BLACK OR DARK BLUE INK. If you do not have them please contact Go to STEP TWO. F11380-0211-01 TWO OPTION 1 Roll over entire amount available.

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Related content

ROLLOVER FROM YOUR RETIREMENT INVESTMENTS
F11380 (9/16) ... The signature on the withdrawal form is valid for 365 days....
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You can withdraw funds at any time. Log into TIAA.org, then use the SUPPORT menu to choose TRANSACTIONS & INFORMATION. You can find your withdrawal request options in this section.

Key Takeaways. If you are 55 or older, you may be able to withdraw funds from your 401(k) or 403(b) without a tax penalty. Another option if you retire before age 59 1/2 is the Substantially Equal Periodic Payment (SEPP) exemption, also known as an IRS Section 72(t) distribution.

If you have a TIAA-CREF 403(b) account, you can borrow 50% of your balance or $50,000, whichever is less. The money borrowed generally must be paid back within five years.

TIAA Traditional can be a great tool. In a period like now where a 10-year US treasury bond pays well under 2%, the return on the TIAA Traditional annuity with a 10-year lockup can sound very attractive, particularly to someone who wants that kind of safety and doesn't need the liquidity.

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.

You would have to set up a new Transfer Payout Annuity to move funds out of TIAA Traditional again later. W Transfer or roll over the funds to a TIAA IRA, another retirement account that will accept them (if available through your employer's plan), or an IRA you hold outside of TIAA.

You can apply for your loan online by logging in to your accounts at tiaa-cref.org. You can also check maximum loan amounts and loan interest rates. Or you can start the loan process by calling us at 800 842-2252, Monday to Friday, 8 a.m. to 10 p.m. and Saturday, 9 a.m. to 6 p.m. (ET).

If the decedent owned the investment account(s) in his or her name only, title will be changed to the beneficiary. The financial institution will usually request copies of the death certificate and the will to confirm a beneficiary's right to the portfolio assets.

TIAA Traditional is a guaranteed annuity issued by Teachers Insurance and Annuity Association of America (TIAA) that is designed to be a core component of a diversified retirement savings portfolio. It has helped prepare millions of people like you with a solid foundation for retirement.

TIAA Traditional can be a great tool. In a period like now where a 10-year US treasury bond pays well under 2%, the return on the TIAA Traditional annuity with a 10-year lockup can sound very attractive, particularly to someone who wants that kind of safety and doesn't need the liquidity.

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© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232
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