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Click ‘Get Form’ to open the TIAA Spousal Waiver Form in the editor.
Begin by providing your personal information in Section 1, including your first name, last name, and Social Security Number. Ensure all details are accurate for processing.
In Section 2, enter your contract numbers as provided when you requested the form. If applicable, indicate if this contract was issued due to a divorce.
Proceed to Section 11 where you will authorize withdrawals from your account. Sign using black or dark blue ink and date the form appropriately.
If married, complete Section 13 for the spouse’s waiver of survivor benefits. Your spouse must sign and date this section after you have signed.
Review all sections to ensure completeness and accuracy before submitting. Use our platform's features to save and share your completed form easily.

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Why cant I withdraw from my TIAA?

That depends on your employers plan rules. Your plan rules determine when youre eligible to withdraw funds and whether your employers authorization is required beforehand. Please contact your benefits office to find out.

Does TIAA require spousal consent?

If youre married, you may be required to get spousal consent to receive any distribution option other than a qualified joint and survivor annuity. This plan is designed to provide you with income throughout your retirement. Leaving money in your account may allow the funds to grow on a tax-deferred basis.

How do I call TIAA from abroad?

Cant call toll-free? +1-704-988-1000 any weekday from 8 a.m. to 8 p.m. (ET). International charges will apply.

What is the TIAA spousal waiver form?

If your spouse would like to waive his/her beneficial rights to the account, your spouse must complete a spousal waiver form. Your spouse must sign the waiver in front of a Notary or, if still employed by the sponsoring institution, the designated plan representative.

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