Get Tiaa Change Of Beneficiary Form

The Tiaa Change Of Beneficiary Form is essential for designating or updating beneficiaries for your IRA. This guide provides clear, step-by-step instructions to help you complete the form effectively online.

Follow the steps to complete the Tiaa Change Of Beneficiary Form.

1. Click ‘Get Form’ button to obtain the Tiaa Change Of Beneficiary Form and open it in a suitable editor.
2. Begin by filling in the account owner’s information, including your last name, first name, middle initial, social security number, date of birth, and address. Ensure accuracy to prevent any issues with your designation.
3. Indicate whether this is your initial designation or a change of designation by checking the appropriate box.
4. Designate your primary beneficiaries by filling in their names, addresses, relationships to you, social security numbers, date of birth, and the percentage of your IRA you wish to allocate to each. Remember, percentages must total 100%.
5. If you have contingent beneficiaries, follow the same steps as above to fill in their information in the designated section as a backup in case all primary beneficiaries predecease you.
6. Review all the entries for accuracy, ensuring that all required fields are completed. If any beneficiary is a minor, include a custodian's details as required.
7. Sign and date the form exactly as your name appears on your account confirmation statements, which will finalize your requests.
8. After completing the form, you can save your changes, download, print, or share the document as needed.

Start filling out your Tiaa Change Of Beneficiary Form online today for a seamless beneficiary designation process.