Get the free tiaa beneficiary designation form

TIAA-CREF Funds Beneficiary Designation Form beneficiaries to whom your TIAA-CREF Funds shares can be transferred upon death. You may wish to seek legal advice. Signature We make the Designation of Beneficiary specified above and revoke any previous Designations made under my new Beneficiary Designation Form with TIAA-CREF. Please sign exactly as name s or registered owner s appear on your account confirmation statements. If the beneficiaries sur...

How to fill out tiaa beneficiary designation form

How to fill out the TIAA beneficiary designation form:

1. Gather necessary information: Before filling out the form, gather all the necessary information such as your personal details, including your name, date of birth, social security number, and contact information.
2. Understand the options: Familiarize yourself with the different types of beneficiaries and the options available in the TIAA beneficiary designation form. These may include primary beneficiaries, contingent beneficiaries, and percentages to allocate the benefit.
3. Complete personal information: Start by filling out your personal information accurately and provide all the required details. This will ensure that your form is correctly identified.
4. Select primary beneficiaries: Indicate the individuals or organizations that you wish to designate as the primary beneficiaries. Provide their names, relationship to you, and their contact information. You may also need to allocate the percentage of benefits to each primary beneficiary if applicable.
5. Designate contingent beneficiaries: In case the primary beneficiaries are unable to receive the benefits, you can designate contingent beneficiaries. Similar to primary beneficiaries, provide their names, relationship to you, and contact information. Allocate the percentage of benefits if necessary.
6. Review and sign: Carefully review all the information you have entered on the form to ensure accuracy. Sign and date the form where required.
7. Submit the form: Once you have completed the form, follow the instructions provided by TIAA on how to submit it. This could include mailing the form to the designated address or submitting it online through their secure portal.

Who needs a TIAA beneficiary designation form?

1. Individuals with TIAA retirement accounts: The TIAA beneficiary designation form is needed by individuals who have a retirement account with TIAA. This includes accounts like 401(k), IRAs, and other TIAA retirement plans.
2. Those wishing to designate beneficiaries: If you want to specify who will receive the benefits from your TIAA retirement account after your passing, you need to fill out the beneficiary designation form.
3. Individuals with changing beneficiary preferences: The form is also necessary for those who have had a change in circumstances, such as a marriage, divorce, birth, or death, and wish to update their beneficiaries accordingly.

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What is tiaa beneficiary designation form?

The TIAA beneficiary designation form is a legal document that allows TIAA customers to designate who will receive their TIAA assets in the event of their death.

Who is required to file tiaa beneficiary designation form?

TIAA customers who have TIAA assets and want to ensure that their assets are distributed according to their wishes upon their death are required to file the TIAA beneficiary designation form.

How to fill out tiaa beneficiary designation form?

To fill out the TIAA beneficiary designation form, you need to provide personal information such as your name, contact information, social security number, and date of birth. You also need to specify the beneficiaries' names, relationship to you, and the percentage or amount of assets each beneficiary will receive.

What is the purpose of tiaa beneficiary designation form?

The purpose of the TIAA beneficiary designation form is to ensure that your TIAA assets are distributed according to your wishes upon your death. By designating beneficiaries, you can avoid the potential delays and costs associated with probate and ensure that your assets go to the individuals or organizations you choose.

What information must be reported on tiaa beneficiary designation form?

The TIAA beneficiary designation form requires you to provide your personal information, such as your name, contact information, social security number, and date of birth. You also need to provide the beneficiaries' names, their relationship to you, and the percentage or amount of assets each beneficiary will receive.