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Iaa-cref.org 24 hours a day. Have your user ID and password ready. IMPORTANT INFORMATION Use this form to update existing or to designate new beneficiary(ies) on your TIAA-CREF employer-sponsored retirement plan. For changes to other product or account types, please visit us at tiaa-cref.org or call us at 800 842-2252. Did you know that incomplete information can make it difficult for us to find your beneficiaries? To help ensure that your beneficiaries receive their survivor benefits, it s i.

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With a fixed annuity like TIAA Traditional you can receive monthly retirement checks for as long as you live, providing income you and your loved ones can count on.

The general rule for required minimum distributions (RMDs) is that an individual beneficiary (a designated beneficiary) must receive the entire inherited account by the end of the tenth year following the account holder's death, commonly referred to as the “10-year rule.” If the beneficiary inherits from an account ...

An IRA can name a spouse as the primary beneficiary, while the same person's will may name the children as primary beneficiaries. The spouse will receive the proceeds of the IRA, and the children will receive the assets for which they are named primary beneficiaries in the will—but nothing from the IRA.

A primary beneficiary is the person (or persons) first in line to receive the death benefit from your life insurance policy — typically your spouse, children or other family members.

A beneficiary can be an individual, an institution, a trust, or your estate. Your primary beneficiary (Class I) receives the benefits to be paid when you die. If no primary beneficiary (Class I) is living, the benefits become payable to your contingent beneficiary (Class II).

More often than not, people select their spouse as their primary beneficiary, and then name their children as contingent, or secondary, beneficiaries. However, the age of your children will likely come into play here.

On February 22, 2016, TIAA-CREF rebranded as simply TIAA as part of a new marketing and imaging campaign. CMO Connie Weaver explained that the old name was perceived by customers as being complicated, and that the new branding scheme was meant to portray a simpler and friendlier image of the organization.

Your primary beneficiary is the person or entity that first receives the proceeds of your account upon your death. The contingent (secondary) beneficiary is your second choice to receive the benefit, only if the primary beneficiary dies before you.

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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
Content Takedown Policy
Bug Bounty Program
About Us
Blog
Affiliates
Contact Us
Privacy Notice
Delete My Account
Site Map
Industries
Forms in Spanish
Localized Forms
State-specific Forms
Forms Kit
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:
+1 833 426 79 33
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