Tiaa spousal support forms 2026

1. Click ‘Get Form’ to open the tiaa spousal support form in the editor.
2. Begin by filling out your personal information in all capital letters. Include your name, state of legal residence, contact phone number, and Social Security Number (SSN) or Tax Identification Number (TIN).
3. Proceed to the plan information section. Enter your TIAA or CREF contract number and plan details as provided to you. If unsure, contact customer service for assistance.
4. In the rollover amount section, specify whether you wish to roll over the entire amount or a portion of it. Make sure to check the appropriate boxes based on your choice.
5. If applicable, complete the existing investments section by indicating specific funds from which you want to roll over amounts. Ensure that all amounts are whole numbers.
6. Finally, review all sections for accuracy before signing at the designated area. Your signature authorizes TIAA-CREF to process your request as stated in the form.

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