Tiaa forms f11379 2026

1. Click ‘Get Form’ to open the tiaa forms f11379 in the editor.
2. Begin by filling out your personal information in STEP ONE. Ensure you provide your name, state of legal residence, citizenship, contact phone number, and Social Security Number (SSN) or Tax Identification Number (TIN).
3. In STEP TWO, indicate if you have an annuity loan repayment. Choose whether to repay all outstanding loan balances or not.
4. Proceed to STEP THREE to specify if you have Roth accumulations and how you wish to withdraw them. Make sure to check the appropriate boxes based on your needs.
5. In STEP FIVE, select your tax withholding preferences for the withdrawal. You can choose no withholding or specify a percentage.
6. For STEP SIX, decide whether to withdraw the entire amount available or just a portion. Provide details in STEP SEVEN if necessary.
7. Complete STEP NINE by selecting your delivery instructions for receiving funds. If opting for direct deposit, include an original voided check.
8. Finally, sign and date the form in STEP TEN and ensure all required sections are completed before submitting.

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