Get Move, Rollover, & Transfer Money Formstiaa

Filling out the Move, Rollover, & Transfer Money FormsTIAA online can streamline the process of managing your IRA accounts. This guide will provide you with clear, step-by-step instructions to ensure you complete the form accurately and efficiently.

Follow the steps to complete your Move, Rollover, & Transfer Money FormsTIAA online.

1. Press the ‘Get Form’ button to obtain the form and open it in the designated interface.
2. In the account registration section, enter your first name, middle initial (if applicable), last name, social security number or individual taxpayer identification number, and your daytime and evening phone numbers. Ensure that you provide accurate information to avoid processing delays.
3. For address and telephone changes, print your new mailing address including street or P.O. Box, city, state, and zip code. If using a P.O. Box, you must also provide a physical street address.
4. In the purchase privileges section, indicate if you would like to establish telephone/online purchase capabilities or set up an automatic investment plan. Remember to note that a minimum of $100 is required for automatic contributions.
5. If you wish to utilize exchange privileges, select the exchange type and specify the monthly amount you wish to exchange. You will need to indicate the fund account number from which you are exchanging and the fund account number to which the amount will be transferred.
6. Complete the bank information section if required for the automatic investment plan or telephone purchases. Include your bank name, account type, ABA routing number, and attach a voided check or deposit slip for verification.
7. If applicable, fill out the shareholder name change section complete with your former name and current name, alongside signatures confirming the change.
8. In the signature section, sign the form exactly as your name appears on your confirmation statements and date the form.
9. For any changes or additions requiring a medallion signature guarantee, ensure this is completed at your bank or a certified member as indicated.
10. Once all sections are filled out accurately, you can save changes, download, print, or share the completed form for submission.

Complete your Move, Rollover, & Transfer Money FormsTIAA online now!