Get Transfer/rollover Authorization - Hr Nku

Filling out the Transfer/Rollover Authorization form is an important step in authorizing the transfer or rollover of your funds to TIAA-CREF. This guide provides clear, step-by-step instructions to help you complete the form accurately and efficiently.

Follow the steps to successfully complete your Transfer/Rollover Authorization online.

1. Click the ‘Get Form’ button to obtain the Transfer/Rollover Authorization form and open it in the editor.
2. Fill out the personal information section. Include your last name, middle initial, first name, residence address, city, state, zip code, social security number, telephone number, and birth date. Ensure that the details are accurate for identification purposes.
3. Provide the name(s) of your employer(s) from which the funds are being transferred or rolled over. Indicate whether you are still employed at these employers by selecting 'Yes' or 'No'.
4. In the current carrier section, enter the name of the carrier or fund provider from whom you are transferring funds, along with their contact information and your account number.
5. Indicate the amount you wish to transfer or roll over. Specify whether the funds are currently in an investment vehicle other than cash, selecting 'Yes' or 'No'. If 'Yes', be prepared to complete Section 5.
6. In the initial source of funds section, identify the type of funds you are transferring (e.g., 401(k), IRA, etc.). If funds were invested prior to certain years, indicate this by selecting 'Yes' or 'No'.
7. If applicable, complete the liquidation and transfer instructions section by selecting the appropriate boxes to authorize liquidation of other investments. Provide details on how funds should be handled.
8. Specify the TIAA-CREF contracts to which the funds should be applied in the TIAA-CREF contract information section.
9. Allocate your funds in the allocated funds section. Ensure the total equals 100% or your funds will be allocated based on the most recent allocation on file.
10. Indicate whether you wish the funds to be transferred via a wire transfer by selecting 'Yes' or 'No'.
11. Review the authorization and waiver section. Sign and date the form to authorize the transfer/rollover of your funds.
12. If needed, obtain a signature guarantee from an appropriate financial institution. This may be required by your current carrier or fund provider.
13. Once completed, save your changes, and download, print, or share the completed form as necessary before mailing it to TIAA-CREF.

Complete your Transfer/Rollover Authorization form online today to ensure a smooth transfer of your funds.