sum or systematic withdrawal lasting less than 10 years 20% of the taxable portion of the distribution paid to you will be withheld for federal income taxes. /ZaDb 10 Tf Please process a partial withdrawal/partial surrender on my life insurance policy. 0 g W c Yes c No (If No, complete Attachment B) 3. 0000082561 00000 n Information W hen you make a withdrawal request, we will process the request based on the contract value 0000014214 00000 n 718 0 obj <>stream Request for Full Withdrawal, Form TSP-77/TSP-U-77, Request for Partial Withdrawal When Separated, Form TSP-79, Change From Monthly Payments to Final Payment, and Form TSP-90, Withdrawal Request for Beneficiary Participants. Loan, partial surrender & dividend withdrawal request (PDF) More forms for all accounts: Application for change of beneficiary designation (PDF) Duplicate policy request (PDF) Set up or change recurring payments from your bank account Recurring Automated Clearing House (ACH) Authorization (PDF) 0.27 0.8651 Td There are two ways to request a partial withdrawal: 1. Save time and file a claim online. 0 g For payments youve already set up, authorize TIAA to make direct deposits into your bank account. (4) Tj W BT Agent Enrollment Request. 0.749023 g /ZaDb 10 Tf 1 1 7.5 6.5 re Advisor Authorization. 9.63 TL Download and print the Nationwide form you need. 0.749023 g PDF Form: 601 Pw National Pension System (Nps) - Nsdl There are two ways to request a partial withdrawal: 1. Do not return policy with this request form. 0000011810 00000 n Log in to your account at nrsforu.com and click "Manage Account" to locate "Withdraw Money" or "Track withdrawal status". This form is to be used for withdrawals when an account balance is under $5,000. ET Please be aware of tax implications on certain types of 457(b) distributions. endstream endobj 334 0 obj<>/Subtype/Form/FormType 1/Matrix[1.0 0.0 0.0 1.0 0.0 0.0]>>stream PDF Fund Withdrawal and Payout Options Withdrawing funds q PDF Your Death Benefit Will Be Reduced - MassMutual /ZaDb 10 Tf 0 0 9.5 8.5 re Direct Distribution Regular Mail EFT (please provide voided check) Overnight $20.00 Fee (physical address required) You must be separated from Federal serv ice for 31 or more days in order to be eligible for a postemployment withdrawal. 0.749023 g W BT (4) Tj Its California Certificate of Authority number is 6992. 0000107148 00000 n 0000006985 00000 n f Read theTIAA-CREF Individual & Institutional Services, LLC, Statement of Financial ConditionOpens pdf. n Speak with your tax advisor for more information.Request Distribution. endstream endobj 342 0 obj<> endobj 343 0 obj<>/ProcSet[/PDF/Text]>>/Subtype/Form/FormType 1/Matrix[1.0 0.0 0.0 1.0 0.0 0.0]>>stream /ZaDb 10 Tf 9.63 TL or 2. 0.749023 g 0 0 9 9 re (4) Tj (4) Tj endstream endobj 457 0 obj<>/W[1 1 1]/Type/XRef/Index[41 263]>>stream Make this request if you currently have a TPA and want to change your TPA destination to an alternate investment company. f 0 0 9.5 8.5 re LOAN WITHDRAWAL/SURRENDER REQUEST FORM Indexed Other . %PDF-1.4 % q . PDF Request for partial withdrawal after separation f BT startxref State and federal taxes withheld will be reported on a form 1099R. endstream endobj 329 0 obj<>/ProcSet[/PDF/Text]>>/Subtype/Form/FormType 1/Matrix[1.0 0.0 0.0 1.0 0.0 0.0]>>stream PDF Contract Owner Withdrawal Form Nationwide Life Insurance Company 9.63 TL 9.63 TL n Nationwide contract owner withdrawal form: Fill out & sign online - DocHub 0 0 10 9.5 re 0.749023 g . 0000010797 00000 n BT Q Annuity contracts and certificates are issued by Teachers Insurance and Annuity Association of America (TIAA) and College Retirement Equities Fund (CREF), New York, NY. 0000043448 00000 n Q Your whole life policy gives you two options, taking a loan or withdrawing your dividends/excess credits: Taking a loan:If your policy has enough accumulated cash value, you can take a loan from it while keeping it in force. Transfer funds directly from your account to another financial institution, either immediately or at a future date. 0.52 1.1151 Td Consumer and commercial deposit and lending products and services are provided by TIAA Bank, a division of TIAA, FSB. Q Case information Case Number: Case Name: Does this case include multiple fixed contracts? (4) Tj BT The information or opinions are not a solicitation or offer by Nationwide or its affiliates to buy or sell any security or financial instrument referenced on or through this website. <<678B55B73503BF42BA1E34F15A79A4BF>]/Prev 576395/XRefStm 1542>> endstream endobj 345 0 obj<>/N<>>>/AS/Off/MK<>>> endobj 346 0 obj<>/ProcSet[/PDF/Text]>>/Subtype/Form/FormType 1/Matrix[1.0 0.0 0.0 1.0 0.0 0.0]>>stream H\j0l/$4`iB.8(E~u|J3|~680S?t1\[l9s?dee?LY.4fum_i:yt1. endstream endobj 312 0 obj<> endobj 313 0 obj<>/ProcSet[/PDF/Text]>>/Subtype/Form/FormType 1/Matrix[1.0 0.0 0.0 1.0 0.0 0.0]>>stream /ZaDb 10 Tf 0 0 9.5 8.5 re Transfer funds directly from your account to another financial institution, either immediately or at a future date. 0000004924 00000 n 0000001738 00000 n 0000004373 00000 n TIAA Bank's client service is available 7 days a week, so you can rest assured that well be around when you need us. 0.749023 g Withdrawals and distributions Forms and resources You can complete most TSP transactions entirely online. q This request is for a non-participating group annuity. 0.749023 g 1 1 8 7.5 re What are my options? PDF Initiate an Ad Hoc Retirement ACH Withdrawal Request - Pershing Please download the form instead, fill out, and fax or mail to the address on the form. 1 1 7.5 7 re W endstream endobj 353 0 obj<>/ProcSet[/PDF/Text]>>/Subtype/Form/FormType 1/Matrix[1.0 0.0 0.0 1.0 0.0 0.0]>>stream Transfer money from one of your TIAA contracts into another of your TIAA contracts. W 20, 2022 What's New Withdrawals, Rollovers and Loans Certain employer-sponsored retirement plans (such as 401 (k) and 403 (b) plans, SEP-IRAs and SIMPLE IRAs) and individual retirement products (such as Individual Retirement Accounts (IRAs) and Flexible Premium Annuities (FPAs)) allow withdrawals, rollovers and loans, as appropriate. 0.52 1.1151 Td Q f c Yes c No (If Yes, answer the next question)Does the de minimis policy apply to this withdrawal? Transfer some or all of your TIAA Traditional account balances over 84 months to one or more of your variable accounts and/or mutual funds in your TIAA and CREF contracts. 0.749023 g 0.749023 g Nationwide Retirement Solutions Distribution Request for 401(a), 401(k PDF Participant Withdrawal/Direct Rollover Request Private Sector Operations ET f 1 1 7 6.5 re Key person forms Mutual fund account forms /ZaDb 10 Tf 0.749023 g 9.63 TL You may also update contingent beneficiaries. endstream endobj 317 0 obj<>/ProcSet[/PDF/Text]>>/Subtype/Form/FormType 1/Matrix[1.0 0.0 0.0 1.0 0.0 0.0]>>stream Participant Withdrawal 457 (Private) Use this withdrawal form to submit 457 plan distributions and use the Participant Withdrawal/Direct Rollover Request Form (PNF-0252AO) for death benefits. Q If you dont have online account access, select REGISTER, otherwise LOG IN.". State taxes will be withheld where applicable. 0000011695 00000 n State taxes will be withheld where applicable. (4) Tj (4) Tj PDF Nationwide Retirement Solutions Distribution Request for 457(b 2. Application - CA. PDF Loan, Partial Surrender and Dividend Withdrawal Request Nationwide Life pypn ' %%EOF BT 0000000016 00000 n PDF Participant Withdrawal 457 (Private) 0000078303 00000 n If you claim residence AND citizenship outside the U.S., also complete a W-8BEN to certify your foreign tax status. 1 1 7.5 7.5 re The amount you may withdraw is subject to the terms of your employers plan. ET ET 0000100750 00000 n 0.749023 g ET Please note: For 403(b) contracts, you must complete the applicable form. 0.52 0.8651 Td n 0.52 0.8651 Td Take a cash withdrawal from your Keogh account. Forms & Applications - For Financial Professionals - Nationwide 9.63 TL endstream endobj 354 0 obj<>/Subtype/Form/FormType 1/Matrix[1.0 0.0 0.0 1.0 0.0 0.0]>>stream BT 1 1 7.5 7 re endstream endobj 337 0 obj<>/ProcSet[/PDF/Text]>>/Subtype/Form/FormType 1/Matrix[1.0 0.0 0.0 1.0 0.0 0.0]>>stream endstream endobj 362 0 obj<>/ProcSet[/PDF/Text]>>/Subtype/Form/FormType 1/Matrix[1.0 0.0 0.0 1.0 0.0 0.0]>>stream 0 0 9.5 8.5 re Transfer your TIAA Traditional Annuity account balance to one or more of your variable accounts and/or mutual funds in your TIAA and CREF contracts. Participants can take multiple partial withdrawals (even while receiving installment payments) as long as there are at least 30 calendar days between each request. Before TIAA can pay any death benefits we must determine if any benefits are payable to a participants surviving spouse. Your employer must certify that you've either retired, have a disability or a hardship, or your employment has been terminated. 0 0 10 9.5 re NATIONWIDE ADVISORY SOLUTIONS Forms. 0000005173 00000 n 0 0 10 9.5 re 0 g /ZaDb 10 Tf Nationwide New Heights Annuity Withdrawal Form Nationwide Life Insurance Company Nationwide Life and Annuity Insurance Company IMPORTANT: Don't use this form to initiate Nationwide High Point 365SM lifetime income withdrawals. c One Time Option (new request form required annually) Enter start date and choose option below: Once your request has been processed, you'll receive a Welcome Kit about claim reimbursement alternatives and also your Healthcare Payment Card. /ZaDb 10 Tf Q Jul. n n 1 1 8 7.5 re 1 1 8 7.5 re PDF Non-Lifetime Withdrawal Form Nationwide Life Insurance Company Request funds for a rollover or distribution for a survivor benefit over a set period of time. Annuity Contract Change Request Form. f Q endstream endobj 330 0 obj<>/Subtype/Form/FormType 1/Matrix[1.0 0.0 0.0 1.0 0.0 0.0]>>stream (4) Tj 9.63 TL W 0000009313 00000 n q W 0000001240 00000 n f Q endstream endobj 717 0 obj <>/Filter/FlateDecode/Index[23 650]/Length 45/Size 673/Type/XRef/W[1 1 1]>>stream 0 g W 673 46 q 0.27 0.8651 Td endstream endobj 350 0 obj<>>> endobj 351 0 obj<>/N<>>>/AS/Off/MK<>>> endobj 352 0 obj<>/ProcSet[/PDF/Text]>>/Subtype/Form/FormType 1/Matrix[1.0 0.0 0.0 1.0 0.0 0.0]>>stream Complete Form TSP-77 and mail it to the TSP Service Office. 0 0 9.5 9.5 re You can make this request if you currently have a TIAA Traditional Annuity and you want to change where the transfers are sent. q Minimum withdrawal amount is $500 to select this option. (4) Tj 1 1 7.5 6.5 re Rollover funds from your retirement contracts to another IRA at TIAA or to an IRA at another investment company. PDF Take a long-term view - Delancey Wealth Complete Form TSP77 and mail or fax it to the TSP. Mutual . All Investments Categories. endstream endobj 674 0 obj <>/Metadata 21 0 R/Pages 20 0 R/StructTreeRoot 23 0 R/Type/Catalog/ViewerPreferences<>>> endobj 675 0 obj <>/Font<>/ProcSet[/PDF/Text]/XObject<>>>/Rotate 0/StructParents 0/TrimBox[0.0 0.0 595.276 841.89]/Type/Page>> endobj 676 0 obj <> endobj 677 0 obj <> endobj 678 0 obj <> endobj 679 0 obj <> endobj 680 0 obj <> endobj 681 0 obj <> endobj 682 0 obj <> endobj 683 0 obj <>stream (4) Tj 0.749023 g 1 1 7.5 7 re endstream endobj 355 0 obj<>>> endobj 356 0 obj<>/N<>>>/AS/Off/MK<>>> endobj 357 0 obj<>/ProcSet[/PDF/Text]>>/Subtype/Form/FormType 1/Matrix[1.0 0.0 0.0 1.0 0.0 0.0]>>stream n f 0 g ET W From the Category list, select Withdrawals. BT q LAM-0872AO I have a whole life policy. _____ Maximum amount _____ Specified amount $ _____ If your policy contains a premium guarantee account that extends the death benefit guarantee on your policy; taking a loan or withdrawal could cause the . Annuity Contract Change Request Form - VA 109 (PDF) 09/09/2022: endstream endobj 359 0 obj<>/Subtype/Form/FormType 1/Matrix[1.0 0.0 0.0 1.0 0.0 0.0]>>stream Refer to the disclosure statement for details on whether a tax or penalty applies. CHECK ONE: Please be aware of tax implications on certain types of IRA payments. 1 1 7 7 re When you log in to My Account, you'll find tools and instructions to request withdrawals and distributions, designate beneficiaries, change your TSP investments, and more. Make a charitable distribution to a non-profit organization from your IRA account. q This is a group annuity single-sum survivor benefit for an estate or organization. Q W xref PDF Withdrawal Request Instructions - Allianz Life ET Forms Take Money Out | TIAA Life Insurance Forms - Nationwide /ZaDb 10 Tf 1 1 7 7 re endstream endobj 305 0 obj<>/StructTreeRoot 41 0 R/Metadata 39 0 R/MarkInfo<>>> endobj 307 0 obj<>/Font<>>>/DA(/Helv 0 Tf 0 g )>> endobj 308 0 obj<>/Font<>/ProcSet[/PDF/Text]/ExtGState<>/Properties<>>>>>/StructParents 0>> endobj 309 0 obj[310 0 R 315 0 R 319 0 R 320 0 R 321 0 R 322 0 R 326 0 R 327 0 R 331 0 R 335 0 R 339 0 R 340 0 R 345 0 R 350 0 R 351 0 R 355 0 R 356 0 R 360 0 R 364 0 R 368 0 R 373 0 R 378 0 R 379 0 R 383 0 R 388 0 R 393 0 R 394 0 R 395 0 R 400 0 R] endobj 310 0 obj<>/N<>>>/AS/Off/MK<>>> endobj 311 0 obj<>/ProcSet[/PDF/Text]>>/Subtype/Form/FormType 1/Matrix[1.0 0.0 0.0 1.0 0.0 0.0]>>stream 0000082410 00000 n Determine your available options for requesting a hardship withdrawal from your retirement plan. The TIAA group of companies does not provide legal or tax advice. 0 g Speak with your tax advisor for more information. Only one partial withdrawal is allowed. Q 0000013958 00000 n 0 g n BT q n n 0.749023 g 0000106886 00000 n PDF Request for Partial Withdrawal 0000013220 00000 n Participant information (all fields required) (4) Tj How Are These Funds Distributed? endstream endobj 314 0 obj<>/Subtype/Form/FormType 1/Matrix[1.0 0.0 0.0 1.0 0.0 0.0]>>stream Member FDIC. 0 0 9 8.5 re Having taken an age-based in-service withdrawal will not prevent participants from taking post-separation partial withdrawals. Personal Information Name: Account Number or SSN: Email: Preferred Phone: Phone Type: c Home c Work c Cell Request a single-sum payment from a specified retirement plan. Forms and Resources | The Thrift Savings Plan (TSP) endstream endobj 324 0 obj<>/ProcSet[/PDF/Text]>>/Subtype/Form/FormType 1/Matrix[1.0 0.0 0.0 1.0 0.0 0.0]>>stream Q ET endstream endobj 335 0 obj<>/N<>>>/AS/Off/MK<>>> endobj 336 0 obj<>/ProcSet[/PDF/Text]>>/Subtype/Form/FormType 1/Matrix[1.0 0.0 0.0 1.0 0.0 0.0]>>stream Advisor Fee Instructions - VA 151. Share your form with others Make this request if you have a TIAA Traditional Annuity and you want to have funds sent to another investment company. q Application - CT-DC-DE-MT-ND-SD. New Options and Processes for Withdrawal Requests for Separated and 0000082110 00000 n W 1 1 7 7 re Don't have an Online account? BT 9.63 TL n 01. 02. q ET Complete this request to transfer your TIAA Traditional Annuity account balance to one or more of your variable accounts and/or mutual funds. endstream endobj 363 0 obj<>/Subtype/Form/FormType 1/Matrix[1.0 0.0 0.0 1.0 0.0 0.0]>>stream 0000081918 00000 n 0000004005 00000 n Use the TSP Web site (www.tsp.gov) to begin (and in some cases, complete) your withdrawal request. /ZaDb 10 Tf endstream endobj 331 0 obj<>/N<>>>/AS/Off/MK<>>> endobj 332 0 obj<>/ProcSet[/PDF/Text]>>/Subtype/Form/FormType 1/Matrix[1.0 0.0 0.0 1.0 0.0 0.0]>>stream q trailer f PDF Loan, Partial Surrender and Dividend Withdraw q 0.749023 g For the most efficient processing, complete this transaction online. Annuity Forms - Nationwide /ZaDb 10 Tf PDF Performance Audit of the Thrift Savings Plan Withdrawals Process - 2020 /ZaDb 10 Tf SIPC only protects customers' securities and cash held in brokerage accounts. endstream endobj 344 0 obj<>/Subtype/Form/FormType 1/Matrix[1.0 0.0 0.0 1.0 0.0 0.0]>>stream BT /ZaDb 10 Tf 0 0 9.5 9 re 0000101352 00000 n This is a non-spouse group annuity single-sum survivor benefit. Phone: 800-548-6436 Fax: 877-NF401ks (877-634-0157) nationwide.com Use this form when requesting a distribution from traditional or Roth sources of money for participant accounting or investment only plans when Nationwide is designated the payor, and responsible for tax reporting the distribution. This is a TIAA Direct Payment group annuity request to start annuity income. n q Use this authorization when you need to take an emergency withdrawal from a private 457(b) deferred contribution plan. 0000004118 00000 n Phone: 877-677-3678 Fax: 877-677-4329 rpublic@nationwide.com DC-4625 (4/20) For help, please call 877-677-3678 nrsforu.com 2 Authorization Federal Income Tax will be withheld from your payment as required by the Internal Revenue Code. 1. /ZaDb 10 Tf f 0000101325 00000 n To obtain forms, please contact your Plan Administrator or the Retirement Plans Sales Desk at 1-800-626-3112, option 1. (4) Tj endstream endobj 333 0 obj<>/ProcSet[/PDF/Text]>>/Subtype/Form/FormType 1/Matrix[1.0 0.0 0.0 1.0 0.0 0.0]>>stream Sign it in a few clicks Draw your signature, type it, upload its image, or use your mobile device as a signature pad. Investment, insurance and annuity products are not FDIC insured, are not bank guaranteed, are not deposits, are not insured by any federal government agency, are not a condition to any banking service or activity, and may lose value. Some plans require a $1,000 minimum for a partial one-time payment. 0000008239 00000 n It's a request to start annuity income. Use this form to request a partial withdrawal or to elect or change a systematic withdrawal election on your contract. PDF Participant Withdrawal/Direct Rollover Request Private Sector Operations ET Use this authorization when you need to take an emergency withdrawal from a public 457(b) deferred contribution plan. /ZaDb 10 Tf endstream endobj 364 0 obj<>/N<. f endstream endobj 358 0 obj<>/ProcSet[/PDF/Text]>>/Subtype/Form/FormType 1/Matrix[1.0 0.0 0.0 1.0 0.0 0.0]>>stream f 0 g 0.77 1.3651 Td 0.749023 g 0000082480 00000 n q (4) Tj 0.27 1.1151 Td n 0000015249 00000 n 0.27 1.1151 Td (4) Tj Order #130997 10/05/2016 C. WITHHOLDING ELECTIONS (Continued) Non-periodic payments10% withholding: Non-periodic, non-rollover eligible payments from pensions, annuities, IRA's and life insurance contracts are subject to a flat 10% federal withholding rate unless you choose not to have federal income tax withheld. f 0 0 9 9 re f W 1 1 7.5 7 re Nationwide Life Insurance Company Nationwide Insurance PO Box 182021 1 - LC - F4 Columbus, OH 43218-2021 One Nationwide Plaza Columbus, OH 43215-2239 For More Information: Call 800-848-6331. 0.27 1.1151 Td Visit the redesigned Investment Finder to browse pre-defined categories and compare with advanced filtering. f 0 0 9.5 9 re ET q 0.27 1.1151 Td /ZaDb 10 Tf PARTIAL WITHDRAWAL (Complete this section for a one-time withdrawal.) Request that payments start on your life expectancy contract. (4) Tj q Q Q TSA Hardship Withdrawal Request Form (PDF) 06/16/2023: JMON3: Beneficial Owner Life Expectancy Distribution Administration Form (PDF) 06/16/2023: NARIA: Nationwide Advisory Income Liquidity Withdrawal Request (PDF) 06/16/2023: FBSEL: Payout Beneficiary Claim Form . 0 g ET 0000006850 00000 n Click Service & Operations > Asset Movement. Q 0.749023 g ET Q n ET Need to file an insurance or death benefit claim? BT (4) Tj Q This form needs to be completed by all beneficiaries. 0000003249 00000 n You cannot have previously made an agebased inserv ice withdrawal. W 0.52 0.8651 Td Nationwide Retirement Plans Private Sector Operations Phone: 1-800-548-6436 Fax: 1-877-NF401ks (1-877-634-0157) SECTION 1 CASE INFORMATION* YLw8&3-0i8`;%Oi.@_XDA=,$% %3 ZbZ"}CB}l]\u,=54UT%dd%E98Y6+30f gv c q 0 0 9.5 9.5 re 9.63 TL ), Replacement Guidelines - KS (Other Insurer), Replacement Guidelines LIFE INSURANCE REPLACEMENT - NV, Request for Required Minimum Distribution for Beneficiaries of Qualified/Non-Qualified Stretch Accts, Required Minimum Distribution (RMD) Request Form, Special Notice for Seniors: In Home Sales Meeting, Standard for Medi-Cal Eligibility and Recovery - California, (800) 985-2174 9.63 TL Transfer from your TIAA Traditional account ATRA funds to another account within TIAA or to another company. **Amounts must be in whole percentages 2 NRI-0132AO.13 (1/20) For help, please call 877-677-3678 www.nrsforu.com Authorize a 1035 Exchange from the TIAA Real Estate or TIAA Traditional account to the CREF accounts or from the CREF accounts to the TIAA Traditional or TIAA Real Estate accounts. 0.52 1.1151 Td Select a Dividend Withdrawal (Whole Life only) Upload Online: Log in to nationwide.com and select the "Forms" option to submit this request online. 9.63 TL Please consult your tax or legal advisor to address your specific circumstances. n 0.749023 g BT 0000078152 00000 n PDF Nationwide New Heights Annuity Withdrawal Form Nationwide Life 0000008102 00000 n Check one: Please also complete Sections 3, 4, 5, and 6. ET laserapp.sales@ipipeline.com. 0000003779 00000 n Select how and where you want your withdrawals sent. W f PDF Nationwide Retirement Solutions Distribution Request for 457(b ** Skip to "Payment Method" section on page 3, if you select this option *If a source is not listed, your funds will be disbursed prorata. q BT ET endstream endobj 360 0 obj<>/N<>>>/AS/Off/MK<>>> endobj 361 0 obj<>/ProcSet[/PDF/Text]>>/Subtype/Form/FormType 1/Matrix[1.0 0.0 0.0 1.0 0.0 0.0]>>stream Complete this transaction to establish or change Annuity and Cash payments to a foreign currency. Withdrawals, Rollovers and Loans | Mutual of America _&++Y9}U3;Fp0,"qA[}7yo#hm\ {,m n$sdnw 4. You can transfer as a rollover or cash withdrawal. ET (4) Tj This partial surrender is to be in accordance with and is subject to the provisions of the policy. Page 2 of 3 - Incomplete without all pages. (4) Tj Participant Withdrawal/Direct Rollover Request Private Sector Operations Page 1 of 3Phone: 1-800-548-6436 Fax: 1-877-634-0157 nationwide.com NOTE: Do NOT use this form for distributions from 457(b) Tax-Exempt or Non-Qualified (Non-Governmental) Deferred Compensation Plans. Non-Lifetime Withdrawal Form Nationwide Life Insurance Company Nationwide Life and Annuity Insurance Company Upload Online: Submit this form electronically at nationwide.com for quicker handling . n Make a direct transfer of TIAA Traditional account funds to another investment company permitted to receive transfers from your employers retirement plan. 9.63 TL Q 0 0 9.5 9 re W If your request BT W 0000001885 00000 n (4) Tj PDF Partial and/or Periodic Partial Withdrawal Form This form can be used for all deferred annuity contracts with the exception of: ax Sheltered Annuities, Keogh/H.R.10 and Individual Qualified Employee Benefit Plans - use form FR1149; T BT 1 1 7 6.5 re 673 0 obj <> endobj f automatically this yearand prior years, Teachers Insurance and Annuity Association of America-College Retirement Equities Fund, New York, NY 10017, Opens in new window, need to login to access the page, Set up an electronic funds transfer (EFT), Set up a direct transfer to another investment company, Set up systematic direct transfers from your TIAA Traditional account(s) to another investment company, Set up a direct transfer to another investment company - Employer authorization required, Set up a rollover from your retirement investments - ERISA and Non-ERISA, Set up a rollover from your Investment Solutions IRA contracts, Set up a transfer from your After-tax Retirement Annuity (ATRA) to a different account, Make limited periodic withdrawals from retirement annuities and mutual funds, Make a cash withdrawal from your retirement investments - ERISA and Non-ERISA, Withdraw from your TIAA Mutual Fund Traditional or Roth IRA, Authorize an Unforeseeable Emergency Withdrawal - Private, Authorize an Unforeseeable Emergency Withdrawal - Public, Withdraw from your inherited TIAA Mutual Fund Traditional or Roth IRA, Certify your disability for private employers, Certify your disability for public employers, Reinvest your dividends into your Retirement Choice TPA, Redirect your TPA to variable accounts and/or mutual funds, Change the destination of your TPA within TIAA, Change the destination of your TPA payments to another investment company, Change destination of interest-only payments, Change the destination of cash payments ERISA, Change the destination of cash payments Non-ERISA, Redirect your TIAA Traditional annuity payment, Reinvest your TIAA Traditional annuity payment to another investment company, Reinvest your TIAA Traditional annuity to variable accounts and/or mutual funds, Request distribution from your 457(b) government plan, Get employer authorization to begin retirement plan income, Get authorization to begin life expectancy option payments, Authorize interest-only payments- Non-ERISA, Activate your TIAA Retirement Healthcare Program claims, Request a payment to an insurance provider under the HELPS Act, Request immediate annuity income for survivor benefits, Request a single sum survivor benefit payment (Non-spouse), Request a single sum survivor benefit payment (Estate), Request annuity income for survivor benefits, Request a single-sum survivor benefit payment, Check the background of this firm on FINRAs BrokerCheck, FINRA Manual and other related FINRA information, Do not sell/share my personal information, Confidentiality for victims of domestic violence, TIAA-CREF Individual & Institutional Services, LLC, Statement of Financial Condition. BT Minimum value remaining in your policy must be $2,000. hb```b``g`c`3gd@ AV( g.hBg$pRC5` 0] $;kH30^eTc`/CC8FttO?d4_sQ$|5c CR4;?Wny@ i- (4) Tj 0.52 1.3651 Td endstream endobj 318 0 obj<>/Subtype/Form/FormType 1/Matrix[1.0 0.0 0.0 1.0 0.0 0.0]>>stream Change where your TPA transfers are sent. 1 1 7.5 6.5 re BT If a participant'svested account balance is less than $200 but more than $4.99, the balance is The Asset Movement page displays. Its California Certificate of Authority number is 3092. 0000078222 00000 n Verify your date of birth and your annuity partners date of birth, if applicable, to determine eligibility for certain options as well as to calculate the lifetime income payable to you. Q To comply with federal law or the plan provisions, you and your plan representative must provide written verification that your spouse cannot be located. 0 0 9 9 re You must submit a Form W-4P (available at irs.gov), if you select a different form of distribution.