Get Tiaa F11468 2022-2026

The TIAA F11468 form, also known as the Beneficiary Designation Form, is essential for updating or designating new beneficiaries on your TIAA retirement plan. This guide provides clear, step-by-step instructions to help you complete the form effectively and ensure your beneficiary designations are accurate and complete.

Follow the steps to navigate the TIAA F11468 form.

1. Click 'Get Form' button to access the design of the form and open it for completion.
2. Begin by providing your personal information in the designated section. Include your title, full name, Social Security Number or Taxpayer Identification Number, date of birth, and contact information. Make sure your handwriting is clear and legible.
3. Indicate whether you want the same beneficiary designation(s) for all your applicable TIAA and CREF annuity contracts, or select specific contracts by checking the appropriate box.
4. Select your primary beneficiaries by providing their names, contact information, date of birth, and Social Security Number or Taxpayer Identification Number. Specify the percentage of benefits each primary beneficiary should receive, ensuring that the total equals 100%.
5. If applicable, choose your contingent beneficiaries in the same manner, again ensuring that their percentage allocations total 100%.
6. Sign and date the form in the signature section, confirming your understanding and agreement with the terms outlined within the document.
7. If you are married, complete the 'Additional Requirements Based on Marital Status' section, ensuring your spouse's consent is properly witnessed, either by a Notary Public or a Plan Representative.
8. Review the completed form to ensure all sections are filled out correctly. Make sure to initial any changes made on the form.
9. Once satisfied with your entries, you can choose to save, download, print, or share the completed form as required.

Complete your TIAA F11468 form online today to ensure your beneficiaries are designated accurately.