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Transfer Payout Annuity Cash Non-ERISA PDF - TIAA-CREF - tiaa 2025

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The document provides guidance on cash withdrawals from the TIAA Traditional Annuity, emphasizing the importance of considering options before making a withdrawal. It outlines potential penalties for early withdrawals, tax implications, and alternative financial strategies. The Transfer Payout Annuity (TPA) is introduced as a method for rolling over funds or withdrawing them in installments. The document encourages consulting with TIAA representatives and tax professionals for personalized advice.

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Click ‘Get Form’ to open the Transfer Payout Annuity Cash Non-ERISA PDF in our editor.
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.
In Section 2, input your contract numbers. This includes your TIAA number and plan details which can be found on your quarterly statement.
Specify when you want your annual transfers to begin in Section 3. Choose a date that aligns with your financial planning.
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.
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.
Review all sections for completeness and accuracy before signing in Section 8. Your signature authorizes the transaction as specified.

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Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

What is a TIAA transfer payout annuity?

The Transfer Payout Annuity (TPA) is an option for transferring some or all of your TIAA Traditional account balances as a rollover or as a cash withdrawal, in 10 payments over 9 years. Since the TIAA portfolio is made up of long-term investments, transfers can only be made in 10 payments over 9 years.

How to transfer money out of TIAA?

If your plan allows it, you can withdraw money online. If an online withdrawal is not an option, call us at 800-842-2252. Please be sure to contact us two to three months before you must receive your withdrawal to ensure you receive funds by the required deadline.

What is the payout for the TIAA annuity?

Proceeds from trades are available for withdrawal upon settlement of the trade (typically 1-2 business days, depending upon the type of security). There is a seven (7) business day hold on checks and bank transfer deposits. Cash from wires are available for withdrawal the following business day.