Tiaa Rollover Form. Please print using black or dark blue ink. Web annuity contracts and certificates are issued by teachers insurance and annuity association of america (tiaa) and college retirement equities fund (cref), new york, ny.
3103 HSA ROLLOVER CERTIFICATION PDF
Web please contact your previous investment provider to see if additional paperwork is required. And if you have a new employer and want a different plan, find out if the employer’s plan accepts rollovers. Web find forms to withdraw or rollover funds from your tiaa accounts. A full social security number/taxpayer identification number is required to process your request. Web annuity contracts and certificates are issued by teachers insurance and annuity association of america (tiaa) and college retirement equities fund (cref), new york, ny. 022380003 unless otherwise instructed by your employer, please return this completed form, along with a copy of a recent statement: Web before applying for a transfer, you need to contact your employer and find out what you need to do. Provide your information first name middle initial last name suffix social security number/ taxpayer identification number state of legal residence (if outside the u.s., write in country of residence) contact telephone number extension citizenship (if not u.s.) 2. Please print using black or dark blue ink. Web you may also be able to leave money in your current plan, withdraw cash or roll over the assets to your new employer’s plan if one is available and rollovers are permitted.
Web find forms to withdraw or rollover funds from your tiaa accounts. Tiaa does offer online forms that allow you to transfer your ira to another financial institution directly. Web annuity contracts and certificates are issued by teachers insurance and annuity association of america (tiaa) and college retirement equities fund (cref), new york, ny. Web find forms to withdraw or rollover funds from your tiaa accounts. Provide your information first name middle initial last name suffix social security number/ taxpayer identification number state of legal residence (if outside the u.s., write in country of residence) contact telephone number extension citizenship (if not u.s.) 2. And if you have a new employer and want a different plan, find out if the employer’s plan accepts rollovers. Web make this request within 60 days of your distribution to roll over your qualified retirement funds. Each is solely responsible for its own financial condition and contractual obligations. Use a separate form for each investment provider. A full social security number/taxpayer identification number is required to process your request. Please print using black or dark blue ink.
