Tiaa cref beneficiary designation form 2026

1. Click ‘Get Form’ to open the TIAA CREF Beneficiary Designation Form in the editor.
2. 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.
3. Indicate whether this is an initial designation or a change of designation by checking the appropriate box.
4. 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.
5. If applicable, complete the 'Contingent Beneficiary(ies)' section similarly, ensuring that these beneficiaries will inherit only if no primary beneficiaries survive you.
6. 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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