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TANCRED INVESTMENT SOLUTIONS IRA 60DAY ROLLOVER REQUEST Page 1 of 2 Use this form to roll over qualified retirement funds received from an alternate financial services provider. Please print using
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How to fill out 60-day rollover to tiaa-cref

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How to fill out a 60-day rollover to TIAA-CREF:

01
Contact TIAA-CREF: Begin by reaching out to TIAA-CREF, either through their website or by phone, to inform them about your intent to initiate a 60-day rollover. They will provide you with the necessary forms and guidance to complete the process.
02
Obtain the required forms: TIAA-CREF will provide you with a rollover form, which you will need to fill out completely and accurately. This form will ask for information such as your personal details, account information, and the amount you wish to rollover.
03
Obtain the necessary documentation: Along with the rollover form, you may need to provide supporting documentation. This could include account statements from other financial institutions, proof of eligibility for rollover, or any other documents specified by TIAA-CREF. Ensure that you have all the necessary paperwork ready before proceeding.
04
Complete the rollover form: Fill out the provided rollover form accurately and legibly. Double-check all the information you provide to avoid any errors that could delay or complicate the rollover process. If you have any questions or uncertainties while filling out the form, contact TIAA-CREF for clarification.
05
Submit the completed form: Once you have completed the rollover form and gathered all the required documentation, submit them to TIAA-CREF as per their instructions. This could involve mailing the documents or uploading them through their online portal. Follow their guidelines carefully to ensure a smooth submission process.
06
Monitor the rollover process: After submitting the required forms and documents, keep an eye on your TIAA-CREF account to track the progress of the rollover. You may receive notifications or updates from TIAA-CREF about the status of your rollover request. If you have any concerns or questions during this period, don't hesitate to contact TIAA-CREF for assistance.

Who needs a 60-day rollover to TIAA-CREF:

01
Individuals transitioning jobs: If you are changing jobs and have an existing retirement account with your previous employer, you may choose to roll over those funds into a TIAA-CREF account. This allows you to consolidate your retirement savings and potentially gain more control over your investment choices.
02
Retirement planning: Individuals who are nearing retirement age and wish to consolidate their retirement savings into one account often opt for a 60-day rollover. By moving funds from multiple accounts into TIAA-CREF, they can simplify their financial management and potentially optimize their investment strategy.
03
Change in retirement plans: Sometimes, individuals may have set up retirement accounts with multiple financial institutions. If you decide to consolidate your retirement savings into a TIAA-CREF account due to a change in your retirement plans or financial goals, a 60-day rollover can help streamline your funds.
Remember, it is always advisable to consult with a financial advisor or tax professional before making any decisions regarding rollovers or retirement accounts to ensure they align with your unique financial situation and goals.
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A 60-day rollover to TIAA-CREF is a transfer of funds from one retirement account to another within 60 days of receipt.
Individuals who have received a distribution from a retirement account and wish to avoid taxes and penalties by transferring the funds to a TIAA-CREF account.
To fill out a 60-day rollover to TIAA-CREF, you will need to contact TIAA-CREF for the necessary forms and instructions.
The purpose of a 60-day rollover to TIAA-CREF is to allow individuals to move retirement funds without incurring taxes or penalties.
The amount of the distribution, the date of receipt, and the date of transfer to TIAA-CREF must be reported on the 60-day rollover form.
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