Forms of Payment from TIAA OnlyHuman Resources 2025

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How to use or fill out Forms of Payment from TIAA OnlyHuman Resources

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  1. Click ‘Get Form’ to open the Forms of Payment from TIAA OnlyHuman Resources in our platform.
  2. Begin by providing your personal information in Section 1. Ensure you print in uppercase using black or dark blue ink.
  3. In Section 2, input your employer’s plan information, including TIAA and CREF numbers.
  4. Select your guaranteed payment period in Section 3. Choose between 10, 15, or 20 years, or opt for no guaranteed period.
  5. Specify your payment start date and frequency in Section 4. Indicate whether you prefer monthly, quarterly, semiannually, or annually.
  6. Choose your lifetime retirement income option in Section 5. Decide between Single Life Annuity or Joint Life Annuity and provide necessary details.
  7. Complete Sections 6 and 7 regarding the amounts to withdraw from your accounts and select the valuation method for variable income.
  8. Fill out beneficiary information in Section 10 to ensure proper distribution after your passing.
  9. Review all sections for accuracy before signing the form in Section 13 and submitting it as instructed.

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We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.
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Your beneficiary(ies) will receive the total value of your TIAA-CREF accumulation. This can be paid in any combination of the following options: lump-sum payments, lifetime annuity payments and minimum distribution payments. IS THERE A DIFFERENCE BETWEEN A BENEFICIARY AND AN ANNUITY PARTNER? Yes.
That depends on your employers plan rules. Your plan rules determine when youre eligible to withdraw funds and whether your employers authorization is required beforehand. Please contact your benefits office to find out.
The plaintiffs allege that TIAA and other fiduciaries bdocHubed their fiduciary duties under ERISA by opting for high-cost investment options in the plans investment menu, despite cheaper alternatives, and for not removing an underperforming fund from the plan.
There are six contract types at TIAA: Retirement Annuity (RA) Group Retirement Annuity (GRA) Retirement Choice (RC) Supplemental Retirement Annuity (SRA) Group Supplemental Retirement Annuity (GSRA) Retirement Choice Plus (RCP)
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. Your right to a lump-sum distribution from your TIAA Traditional Account may be restricted to taking periodic payments under the terms of the contract.

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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.
401(k) Withdrawal Rules The general rules governing a 401(k) allow you to make penalty-free withdrawals from retirement accounts only after docHubing the age of 59 . Beyond that, an IRS rule mandates required minimum distributions (RMD) that begin after the age of 73.

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