Call TIAA at 2026

1. Click ‘Get Form’ to open the Call TIAA at document in the editor.
2. Begin by providing your personal information in Section 1. Fill in your title, first name, middle initial, last name, Social Security Number or Taxpayer Identification Number, date of birth, address, contact number, and email address.
3. In Section 2, indicate whether this beneficiary designation applies to all your active TIAA and CREF contracts or only specific ones by checking the appropriate box.
4. Proceed to Section 3 to choose your primary beneficiaries. Enter their names, percentages of benefits they will receive, relationships to you, and other required details such as contact information and Social Security Numbers.
5. If applicable, select contingent beneficiaries in Section 4 using the same format as for primary beneficiaries. Ensure that the total percentages equal 100%.
6. Sign and date the form in Section 5. If married and designating someone other than your spouse as a primary beneficiary for more than 50%, complete the spousal consent section.
7. Review all sections for completeness before submitting. Use our platform's features to digitally sign or upload your completed document easily.

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