TIAACREF
REFUND REQUEST IMPORTANT INFORMATION Page 1 of 4 TYPES OF REFUNDS Mistake of Fact A contribution made in error can be refunded to the institution only if the reason for the error is clerical in nature (see Revenue Ruling 91-4), keeping in mind that the IRS has not defined a mistake of fact but the general belief is that this type of error should be narrowly construed. The refund to the institution generally must be processed within 12 months from the date of original contribution unless a non-ERISA plan is involved MoreThe refund to the institution generally must be processed within 12 months from the date of original contribution unless a non-ERISA plan is involved. No Form ... Less
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