Taking Money From Your TIAA-CREF Accounts
Benefits of Online Forms
- Quick and convenient: Your personal information appears automatically
- Accurate: Get to the right form fast — and submit it correctly with form review
- Faster processing: Online requests are often processed faster than paper forms
To request a direct rollover or transfer to another financial institution, please call us at 1 888 556-2917.
| Form Name | Complete Online | Download/Print |
|---|---|---|
|
Loans View existing loans or see if you are eligible to apply for a loan. |
Complete Online | N/A |
| Form Name | Complete Online | Download/Print |
|---|---|---|
|
Record Of Age Confirm your age for lifetime income. |
N/A | Get Form |
|
Minimum Distribution Option Satisfy the IRS required minimum distributions. |
N/A | Get Form |
| Systematic Cash Withdrawals | ||
Retirement Annuity, Group Retirement Annuity, Supplemental Retirement Annuity,
|
Complete Online | N/A |
|
Keogh
|
N/A | Get Form |
|
Mutual Fund IRA
|
N/A | Get Form |
|
Interest-Only Payments Begin interest-only payments from TIAA Traditional in your Retirement Annuity (RA), Group Retirement Annuity (GRA) or Retirement Choice Annuity. |
N/A | Get Form |
|
Fixed-Period Payments
To begin payments for a fixed period of time from a: |
||
|
Retirement Annuity/Group Retirement Annuity
|
N/A | Get Form |
|
Supplemental Retirement Annuity
|
N/A | Get Form |
| Payment Destination | ||
|
EFT
|
Complete Online | Get Form |
|
Mail Check to New Address
|
N/A | Get Form |
|
Global Pay Receive payments outside of the U.S. |
N/A | Get Form |
| Form Name | Complete Online | Download/Print |
|---|---|---|
| Lump-sum Cash Withdrawals | ||
|
Retirement Annuity, Group Retirement Annuity, Supplemental Retirement Annuity, Investment Solutions IRA, Public 457(b), Private 457(b)
|
||
|
- Cash withdrawal |
Complete Online | N/A |
|
- Roll over or transfer to another financial institution - Call 1 888 556-2917 |
N/A | N/A |
|
Keogh
|
N/A | Get Form |
|
Mutual Fund IRA
|
N/A | Get Form |
|
Personal Annuity
|
N/A | Get Form |
|
Lifetime Fixed V Annuity
|
N/A | Get Form |
|
Lifetime Variable Select Annuity
|
N/A | Get Form |
|
Transfer Payout Annuity to Cash Make an annual withdrawal or roll over out of TIAA Traditional. |
N/A | Get Form |
|
Change Existing Transfer Payout Annuity (TPA) Reinvest to Cash Receive cash withdrawals from the Transfer Payout Annuity installments you are currently reinvesting. |
N/A | Get Form |
|
Charitable Distribution from Investment Solutions IRA |
N/A | Get Form |
