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Find the Transaction Routing Request form, then print and complete it. Send the completed Transaction Routing Request form along with the TIAA cash withdrawal form directly to the TSA Consulting Group. The fax number and mailing address are located on the lower right corner of the Transaction Routing form on page one.
The TIAA group of companies does not provide legal or tax advice. Please consult your tax or legal advisor to address your specific circumstances. TIAA-CREF Individual & Institutional Services, LLC, Member FINRA and SIPC, distributes securities products. SIPC only protects customers' securities and cash held in brokerage accounts.
Investment decisions should be made based on the investor’s own objectives and circumstances. Annuity contracts and certificates are issued by Teachers Insurance and Annuity Association of America (TIAA) and College Retirement Equities Fund (CREF), New York, NY. Each is solely responsible for its own financial condition and contractual ...
You're required to start taking an annual distributions from traditional IRAs no later than April 1 of the year following the year you turn 72, regardless of employment status (e.g., if you turn age 72 in 2021, you must begin taking distributions by April 1, 2022).
to plan and investment information. Visit www.tiaa.org for information and resources to help you make informed decisions. To request additional plan information or a paper copy of information available online, free of charge, contact TIAA at 800 842-2252 or write to us at TIAA, P.O. Box 1259 , Charlotte, NC, 28201.
TIAA Brokerage Account—more investment choices for your retirement You can also call TIAA’s automated telephone service at 866-355-5505, 24 hours a day, seven days a week, for information about your account. A wide range of investment choices A TIAA Brokerage Account allows you to independently research and select from thousands
2. TIAA and Nuveen assets under management as of 3/31/2023 are $1,240B or $1.2T. 3. TIAA may share profits with TIAA Traditional annuity owners through declared additional amounts of interest during accumulation, higher initial annuity income, and through further increases in annuity income benefits during retirement.
