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The document is an 'Authorization to Change Address' form that requires personal information such as date of birth, social security number, and new address details. It includes sections for the participant's signature, effective date of change, and inquiries about disability benefits. The mailing address for TIAA-CREF is also provided.

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Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

What is the address for TIAA transfer?

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.

What happens to my TIAA if I quit my job?

Often, you may be able to keep your balance in the TIAA Secure Income Account after you stop working and it will continue to earn interest.

What happens to my retirement fund if I leave my job?

Your contributions and their earnings are always yours. If you have very little in the account, they may require that you move it, but normally, you can leave it with them, or roll it into an IRA or, in some cases, your new 401K.

What is the surrender charge for TIAA-CREF?

Lump sum withdrawals are available within 120 days after termination of employment with a 2.5% surrender charge.

What happens to my TIAA-CREF when I leave my job?

Your TIAA Traditional account accumulation will continue to earn interest and any additional amounts, when declared. Additionally, any contributions you have made to CREF accounts or the TIAA Real Estate Account will remain in those accounts as you have allocated.

What is the 10 year rule for TIAA?

The general rule for RMDs is that a beneficiary must receive the entire inherited account within 10 years following the account holders death, commonly called the 10-year rule. If the beneficiary inherits from an account holder who dies on or after their RMD payment date, the beneficiary must also take RMDs during

Is TIAA-CREF the same as TIAA Bank?

What is the difference between TIAA and CREF? Though you often hear them used together, TIAA and CREF are different things. TIAA is our company name, while CREF is a variable annuity that we created and provide to our customers. Because we made CREF, you may hear people refer to it as TIAA CREF.

What happened to Cref in TIAA?

On February 22, 2016, TIAA-CREF rebranded as simply TIAA as part of a new marketing and imaging campaign. CMO Connie Weaver explained that the old name was perceived by customers as being complicated, and that the new branding scheme was meant to portray a simpler and friendlier image of the organization.

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