F10983 Tiaa Cref Form - Fill and Sign Printable Template Online (2024)

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F10983 Tiaa Cref Form - Fill and Sign Printable Template Online (1)

By signing you are authorizing TIAA-CREF to make the transfer as stated in this Request for a Direct Transfer. F irst Name Middle Initial Last Name Social Security Number Daytime Telephone Number Citizenship if not U.S. State The direct transfers are to be taken from my accumulation in Plan Name ND Public Employees Retirement System 457 b Deferred Compensation Companion Plan-405546 TIAA Number CREF Number X X X X X X X X Plan Number 4 0 5 5 4 6 T.

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F10983-1111-02 FAQ

  • Your primary beneficiary is the person or entity that first receives the proceeds of your account upon your death. The contingent (secondary) beneficiary is your second choice to receive the benefit, only if the primary beneficiary dies before you.

  • After an annuitant dies, insurance companies distribute any remaining payments to beneficiaries in a lump sum or stream of payments. It's important to include a beneficiary in the annuity contract terms so that the accumulated assets are not surrendered to a financial institution if the owner dies.

  • If your plan allows it, you can withdraw money online. If an online withdrawal is not an option, call us at 800-842-2252. Please be sure to contact us two to three months before you must receive your withdrawal to ensure you receive funds by the required deadline.

  • What if I have after-tax retirement annuities? You can move funds out of TIAA Traditional through transfers or cash withdrawals in 10 annual installments.

  • If your primary beneficiary is not living at your death, benefits will be payable to your contingent beneficiaries. If a contingent beneficiary of yours is also deceased at the time of your death, this individual's children (your grandchildren)would share those benefits equally.

  • If you die first, your annuity partner's income is reduced to 75% of the original amount. Your income isn't reduced if your annuity partner dies first. You will receive income as long as you live. Income continues for the full amount following the death of either you or your annuity partner.

  • If you have less than $10,000 total in your account, of which no more than $2,000 is in the TIAA Traditional fund, you can remove all the money, including the university's contribution, by completing a Repurchase Form. If you have over $10,000 you can remove up to 100 percent of your CREF funds.

  • What if I have after-tax retirement annuities? You can move funds out of TIAA Traditional through transfers or cash withdrawals in 10 annual installments.

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