Transfer Payout Annuity Cash Non-ERISA PDF - TIAA-CREF - tiaa 2026

1. Click ‘Get Form’ to open the Transfer Payout Annuity Cash Non-ERISA PDF in our editor.
2. Begin by providing your personal information in Section 1, including your first name, last name, Social Security Number, and contact details. Ensure all entries are accurate.
3. In Section 2, input your contract numbers. This includes your TIAA number and plan details which can be found on your quarterly statement.
4. Specify when you want your annual transfers to begin in Section 3. Choose a date that aligns with your financial planning.
5. In Section 4, select the amount you wish to transfer from your TIAA Traditional account. You can choose to transfer either a specific dollar amount or a percentage of your balance.
6. Indicate where you want the funds sent in Section 5. Options include direct deposit to a bank account or rollover to another investment company. Complete any additional required fields based on your selection.
7. Review all sections for completeness and accuracy before signing in Section 8. Your signature authorizes the transaction as specified.

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