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CASH WITHDRAWAL OR ROLLOVER FROM YOUR RETIREMENT ANNUITY FOR PUBLIC EMPLOYER PLANS You can either request a withdrawal or rollover using this paper form or go online to www.tiaa-cref.org. If you want

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What is cash withdrawal or rollover?

Cash withdrawal or rollover refers to the process of taking out money or transferring funds from one financial account to another, typically from a retirement account to a personal bank account.

Who is required to file cash withdrawal or rollover?

Individuals who make cash withdrawals or rollovers from their retirement accounts, such as 401(k) or IRA, are required to file the necessary paperwork and report the transaction to the appropriate authorities.

How to fill out cash withdrawal or rollover?

To fill out a cash withdrawal or rollover form, you need to provide relevant personal and account information, specify the amount you wish to withdraw or rollover, and indicate the destination account for transfer.

What is the purpose of cash withdrawal or rollover?

The purpose of cash withdrawal or rollover is to allow individuals to access funds from their retirement accounts for personal use or to transfer funds to another financial institution, such as a different retirement account or a personal bank account.

What information must be reported on cash withdrawal or rollover?

Cash withdrawal or rollover forms typically require individuals to report personal information such as name, address, social security number, as well as account details including account number and the amount being withdrawn or rolled over.

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