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Tiaa cref beneficiary designation form 2026
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- Click ‘Get Form’ to open the TIAA CREF Beneficiary Designation Form in the editor.
- Begin by filling out your personal information in the 'Account Registration' section. Include your name, address, Social Security number, and date of birth. Ensure all details are accurate for a smooth processing.
- Indicate whether this is an initial designation or a change of designation by checking the appropriate box.
- In the 'Primary Beneficiary(ies)' section, list the names and addresses of your primary beneficiaries. Specify their relationship to you and allocate percentages totaling 100% for each beneficiary.
- If applicable, complete the 'Contingent Beneficiary(ies)' section similarly, ensuring that these beneficiaries will inherit only if no primary beneficiaries survive you.
- Finally, sign and date the form in the 'Signature' section to validate your designations. Make sure to sign exactly as it appears on your account confirmation statements.
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Related links
The Retirement Benefit Services Division has amended the Form CO-931, Designation of Retirement System-Tier-Plan-Beneficiary. The CO-931 form wasRead more
Use this form to update existing or to designate new beneficiary(ies) on your TIAA-CREF pension and/or. IRA accounts. For changes to other product or accountRead more