Tiaa taxcw 2026

1. Click ‘Get Form’ to open the tiaa taxcw in the editor.
2. Begin by filling out your personal information in all capital letters. Include your name, state of legal residence, contact phone number, and Social Security Number (SSN) or Tax Identification Number (TIN).
3. In the TIAA-CREF Contract/Certificate section, provide your TIAA or CREF number without dashes. This is essential for processing your request.
4. If applicable, indicate if you are repaying an annuity loan. Choose from options to either repay the loan or proceed without repayment.
5. Complete the Roth Accumulations section if you have any Roth contributions. Specify whether you are requesting only non-Roth accumulations or both types.
6. In the Tax Withholding section, select your preferred withholding option based on your withdrawal type.
7. Specify the withdrawal amount and choose how you want to receive it—either as a full amount or a portion of your account balance.
8. Provide delivery instructions for direct deposit, ensuring to include a voided check if necessary.
9. Sign and date the form in the designated area to authorize withdrawals from your account.

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