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Use this request to move funds from your other financial company into your employer-sponsored plans at TIAA.
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Find forms to withdraw or rollover funds from your TIAA accounts. Including Mutual Fund IRA, Retirement Annuity, Group Retirement Annuity, and more.
TIAA Traditional Annuity income benefits include guaranteed amounts plus additional amounts as may be declared on a year-by-year basis by the TIAA Board of Trustees. The additional amounts, when declared, remain in effect through the “declaration year,” which begins each Jan. 1 for payout annuities.
Form 1099-DIV provides you with important information about distributions you received during 2023. Form 1099-B re ects proceeds from any fund share redemptions and exchanges in 2023, and the cost basis, gain/loss and holding period associated with the transactions.
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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 obligations.
Dear Investor: You have received this letter because it may contain speci c information about your investment in the TIAA-CREF 5-15 Year Laddered Tax-Exempt Bond Fund. Tax-exempt interest earned is reportable on Form 1099-DIV.
TIAA-CREF was ranked among 36 fund companies in 2012 and 48 fund companies in 2013 and 2014 with at least five equity, five bond, or three mixed-asset portfolios. Past performance does not guarantee future results.
