Get Tiaa Cref F11270 2014-2025

Filling out the TIAA CREF F11270 form online can be straightforward when you understand each section and its requirements. This guide offers step-by-step instructions to assist you in completing the hardship withdrawal request with clarity and confidence.

Follow the steps to accurately complete the TIAA CREF F11270 form online.

1. Press the ‘Get Form’ button to access the TIAA CREF F11270 document and open it in your preferred editing tool.
2. Begin by providing your personal information in Section 1. This includes your first name, middle initial, last name, social security number or taxpayer identification number (last four digits), contact telephone number, state of residence, and citizenship status.
3. In Section 2, supply your contract numbers, such as your TIAA number, CREF number, plan number, and sub plan number, as provided when you requested the form.
4. Proceed to Section 3, where you will specify the amount you wish to withdraw. You can choose to withdraw the entire available amount for hardship or a specific dollar amount. Indicate whether this withdrawal is a net or gross amount.
5. In Section 4, provide payment instructions. Indicate whether you prefer a direct deposit to an existing bank account or a new account, or if you would like to receive a check to your current address on file. Ensure you include the necessary documentation for new account setups.
6. For Section 5, check the appropriate reason for your hardship withdrawal and attach the required supporting documentation dated within the specified timeframe. Be sure to indicate if the expenses relate to yourself, your spouse, or dependents.
7. In the same section, choose whether you want federal income taxes withheld from your withdrawal and indicate the percentage if applicable.
8. Sign and date the form in the designated area. If required, ensure that your spouse also signs the section pertaining to spousal consent.
9. Review all completed sections to confirm accuracy. Save changes and consider downloading or printing the form for your records.
10. Return the form and any required documentation to TIAA-CREF using the provided mailing addresses. If your withdrawal amount is less than $50,000 and you are using an account already on file, you may choose to fax your form.

Complete your TIAA CREF F11270 form online today to ensure your hardship withdrawal request is processed smoothly.