Download Form - TIAA - tiaa 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by providing your personal information in Section 1. Fill in your first name, middle initial, last name, suffix, Social Security Number, and contact telephone number.
3. In Section 2, enter your TIAA number and plan numbers as indicated. If applicable, indicate if the contract was issued due to a divorce.
4. If you are over 70½ and this withdrawal is for Required Minimum Distribution (RMD), complete Section 3. Otherwise, proceed to Section 4.
5. In Section 4, select your federal tax withholding preferences based on whether your withdrawal is rollover eligible or not.
6. Specify the amount you wish to withdraw in Section 5. Choose between withdrawing the entire amount or a portion of it.
7. Complete Sections 6 and 7 if you want to withdraw from specific investments or set up systematic withdrawals.
8. Finally, review all sections for accuracy before signing in Section 9 and submitting the form through our platform.

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