Get Tiaa F11468 2015-2026

The TIAA F11468 form is essential for designating or updating your beneficiaries for TIAA-CREF employer-sponsored retirement plans. Accurately completing this form ensures that your beneficiaries receive their entitled benefits in a timely manner.

Follow the steps to successfully complete the TIAA F11468 online.

1. Click the ‘Get Form’ button to obtain the form and open it in the editor.
2. Provide your personal information in the designated fields. Include your first name, middle initial, last name, suffix, Social Security Number or Taxpayer Identification Number, date of birth, address, city, state, contact telephone number, zip code, extension, and email address.
3. Select whether the beneficiary designation applies to all your active TIAA-CREF contracts or only specific ones by checking the appropriate box.
4. Choose your primary beneficiaries. Provide the required information for each beneficiary, including their full names, relationships to you, contact details, Social Security Numbers, and the percentage of benefits they will receive, ensuring the total equals 100%.
5. If applicable, identify your contingent beneficiaries and fill out the necessary details similar to those for primary beneficiaries.
6. Sign the form in Section 5, ensuring you use black or dark blue ink. Digital signatures are not accepted. Include today’s date next to your signature.
7. If you are married and your spouse is not designated as a primary beneficiary for at least 50% of your death benefit, they must complete the Additional Requirements Based on Marital Status section, which requires their signature witnessed by a Notary Public or Plan Representative.
8. Review all your entries for completeness and accuracy. Initial any changes made and ensure all sections are filled out correctly.
9. Once completed, save your changes and print the form if necessary. Follow instructions for mailing the form to TIAA-CREF at the provided addresses.

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