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Begin by entering your personal information in the designated fields, including your name, address, and contact details. Ensure accuracy as this information is crucial for processing.
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That depends on your employers plan rules. Your plan rules determine when youre eligible to withdraw funds and whether your employers authorization is required beforehand. Please contact your benefits office to find out.
Does TIAA require spousal consent?
If youre married, you may be required to get spousal consent to receive any distribution option other than a qualified joint and survivor annuity. This plan is designed to provide you with income throughout your retirement. Leaving money in your account may allow the funds to grow on a tax-deferred basis.
How do I call TIAA from abroad?
Cant call toll-free? +1-704-988-1000 any weekday from 8 a.m. to 8 p.m. (ET). International charges will apply.
What is the TIAA spousal waiver form?
If your spouse would like to waive his/her beneficial rights to the account, your spouse must complete a spousal waiver form. Your spouse must sign the waiver in front of a Notary or, if still employed by the sponsoring institution, the designated plan representative.
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This form must be signed by your spouse, and either docHubd or verified by your plan representative. Under federal law, if you are under 35, you cannot
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