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REDIRECTING YOUR TIAA TRADITIONAL ANNUITY PAYMENT TO AN ALTERNATE INVESTMENT COMPANY Page 1 of 3You currently have a TIAA Traditional Annuity and you want to change where the transfers are sent. Complete

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How to fill out redirecting your tiaa traditional

01

To fill out redirecting your TIAA Traditional, follow these steps:

02

Start by logging in to your TIAA account using your credentials.

03

Locate the 'Redirect TIAA Traditional' option in the menu or navigation bar.

04

Click on the 'Redirect TIAA Traditional' option to proceed.

05

Fill out the required information such as the destination account details, including account number and routing number.

06

Review the information you have entered to ensure accuracy.

07

Submit the form or request to redirect your TIAA Traditional.

08

Wait for confirmation from TIAA regarding the status of the redirection.

09

Once the redirection is successful, your TIAA Traditional will be redirected to the specified destination account.

Who needs redirecting your tiaa traditional?

01

Anyone who wishes to redirect their TIAA Traditional account to another account or financial institution needs to fill out redirecting your TIAA Traditional. This could include individuals who want to consolidate their retirement savings, change their investment strategy, or transfer funds to a different retirement account.

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