Home
Forms Library
Tiaa beneficiary designation form

Call TIAA at 2025

tiaa beneficiary designation form Preview on Page 1

Show details

4.4 out of 5

51 votes

The document is a Beneficiary Designation Form for TIAA retirement plans, which allows individuals to update or designate new beneficiaries. It emphasizes the importance of providing complete and accurate information about beneficiaries to ensure they receive survivor benefits. The form outlines the process for selecting primary and contingent beneficiaries, spousal rights regarding death benefits, and requirements for notarization or plan representative certification. It also includes provisions related to trusts and fraud warnings.

Here's how it works

01. Edit your tiaa beneficiary designation 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 f11468 via email, link, or fax. You can also download it, export it or print it out.

How to quickly redact Call TIAA at online

Ease of Setup

DocHub User Ratings on G2

Ease of Use

DocHub User Ratings on G2

Dochub is a perfect editor for changing your documents online. Adhere to this straightforward guideline edit Call TIAA at in PDF format online at no cost:

Sign up and sign in. Register for a free account, set a strong password, and proceed with email verification to start managing your templates.
Add a document. Click on New Document and choose the file importing option: add Call TIAA at from your device, the cloud, or a protected link.
Make changes to the template. Utilize the upper and left panel tools to edit Call TIAA at. Add and customize text, pictures, and fillable areas, whiteout unnecessary details, highlight the important ones, and provide comments on your updates.
Get your paperwork completed. Send the form to other individuals via email, create a link for faster document sharing, export the template to the cloud, or save it on your device in the current version or with Audit Trail included.

Explore all the benefits of our editor today!

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.

How do I get my 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 happens to my TIAA if I quit my job?

Often, you may be able to keep your balance in the TIAA Secure Income Account after you stop working and it will continue to earn interest.

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.

Is my money safe at TIAA?

Is my money safe? Yes. Your contributions in TIAA Traditional and the interest paid to you are guaranteed by the claims-paying ability of TIAA.

What happens to my retirement money if I quit my job?

You can leave it where it is, roll it over to an individual retirement account (IRA) or your new employers plan, or cash out. The best choice will vary from person to person, depending on account balance, future goals and employers rules.

Can I take all my money out of my TIAA account?

Lump-sum distribution You can withdraw all or part of your account in a single cash payment, depending on your plan rules and the terms of your contracts.

Call TIAA at 2025

Here's how it works