Tiaa cref beneficiary designation form 2025

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2. Completing the Designating Beneficiaries form and mailing it to TIAA-CREF, P.O. Box 1259, Charlotte, NC 28201.
To update or change your beneficiary designation, please visit us online at TIAA.org/profile or complete this Designation of Beneficiary form and mail it back to us. To obtain a form, visit our website at TIAA.org/ beneficiary, or call us.
A beneficiary can be an individual, an institution, a trust, or your estate. Your primary beneficiary (Class I) receives the benefits to be paid when you die. If no primary beneficiary (Class I) is living, the benefits become payable to your contingent beneficiary (Class II).
Your primary beneficiary is the person or entity that first receives the proceeds of your account upon your death. The contingent (secondary) beneficiary is your second choice to receive the benefit, only if the primary beneficiary dies before you.
TIAA-CREF ATTN: Transfer/Rollover Department 8500 Andrew Carnegie Boulevard Charlotte, NC 28262 When we receive your form, well send you a letter of acknowledgement and contact your current carrier or fund provider. A fee may be imposed by your current carrier or fund provider for this service.
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Forms for Designations We recommend that you designate beneficiaries to receive your life insurance benefits. However, if you are happy with the order of precedence(PDF file), you dont have to do anything.
To arrange an appointment with a consultant, call us at 800-842-2252, weekdays, 8 a.m. to 10 p.m. ET. If the decedent was already receiving TIAA retirement income, survivor benefits depend on the income option the decedent chose. In this case, its important to speak with a TIAA consultant.

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