Home
Forms Library
Prototype 2WS qxd - tiaa-cref

Prototype 2WS qxd - tiaa-cref 2025

Prototype 2WS qxd - tiaa-cref Preview on Page 1

Show details

4 out of 5

57 votes

The document is a request form for a direct transfer of funds from TIAA-CREF to another company. It includes sections for personal information, transfer details, and required signatures from both the participant and the receiving company. The form outlines eligibility requirements, minimum transfer amounts, and legal disclaimers regarding fraud and penalties.

Here's how it works

01. Edit your form online

Type text, add images, blackout confidential details, add comments, highlights and more.

02. Sign it in a few clicks

Draw your signature, type it, upload its image, or use your mobile device as a signature pad.

03. Share your form with others

Send it via email, link, or fax. You can also download it, export it or print it out.

The easiest way to modify Prototype 2WS qxd - tiaa-cref in PDF format online

Ease of Setup

DocHub User Ratings on G2

Ease of Use

DocHub User Ratings on G2

Adjusting paperwork with our extensive and intuitive PDF editor is easy. Adhere to the instructions below to complete Prototype 2WS qxd - tiaa-cref online quickly and easily:

Log in to your account. Log in with your email and password or create a free account to test the product before choosing the subscription.
Import a document. Drag and drop the file from your device or add it from other services, like Google Drive, OneDrive, Dropbox, or an external link.
Edit Prototype 2WS qxd - tiaa-cref. Effortlessly add and underline text, insert images, checkmarks, and signs, drop new fillable fields, and rearrange or remove pages from your document.
Get the Prototype 2WS qxd - tiaa-cref accomplished. Download your adjusted document, export it to the cloud, print it from the editor, or share it with others through a Shareable link or as an email attachment.

Take advantage of DocHub, the most straightforward editor to quickly manage your documentation online!

be ready to get more

Complete this form in 5 minutes or less

Get form

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.

Does TIAA-CREF still exist?

In summary, the TIAA-CREF model is focused as a lifetime retirement income plan not as a simple accumulation vehicle. TIAA-CREF participants have access to account options that 401(k) participants generally do not.

What is the trouble with TIAA?

The Complaint alleges TIAA and Morningstar developed an investment advisory tool the Retirement Advisor Field View (RAFV) deliberately inducing participants to transfer account balances into TIAAs Traditional Annuity and/or Real Estate Account, TIAAs two most profitable investment products.

What is the difference between TIAA and TIAA-CREF?

The Teachers Insurance and Annuity Association of America-College Retirement Equities Fund (TIAA, formerly TIAA-CREF) is an American financial services organization that is a private provider of financial retirement services in the academic, research, medical, cultural and governmental fields.

What is TIAA-CREF now?

Though you often hear them used together, TIAA and CREF are different things. TIAA is our company name, while CREF is a variable annuity that we created and provide to our customers. Because we made CREF, you may hear people refer to it as TIAA CREF.

What is the 10 year rule for TIAA?

If the deceaseds beneficiarys remaining life expectancy is less than 10 years, the distribution period will be shortened. Once you identify all your income sources and transfer ownership of the assets into your name, consider whether you need to use your TIAA assets for additional income.

What is the new name for TIAA-CREF?

Were making some enhancements to TIAA-CREF (TC) Funds and TIAA-CREF Life (TCLF) Funds that wed like to share with you. Beginning May 1, 2024, all TC Funds and TCLF Funds will be rebranded Nuveen, the name of TIAAs global asset manager.

Prototype 2WS qxd - tiaa-cref 2025

Here's how it works