Retirement Planning

Forms

Authorization of Interest-Only Payments

Transfer Payout Annuity Form

Retirement Healthcare Program Verification of Claims Eligibility

2012 Form 1099-B

Request for Payment from Traditional, Roth, or SEP IRA

Authorization for Lifetime Annuity Payments

IRS Form 1099-B Cost Basis Reporting

IRA Asset Transfer Form

Adoption Agreement for Keogh Money Purchase Plan

TIAA-CREF IRA Enrollment Instructions

Cash Withdrawal or Rollover Form

TIAA-CREF SelectLink Application

TIAA-CREF IRA Account Services Form

TIAA-CREF IRA Distribution Form

Retirement Healthcare Plan Special Circumstances Claims Activation Form

Keogh Plan Form 5500-EZ Instructions

Retirement Budget Worksheet

Designating Beneficiary for Non-Qualified Annuity

Payment Destination Form

Request for Charitable Distribution from IRA

TIAA-CREF IRA Enrollment Form

TIAA-CREF IRA Enrollment Form

Adoption Agreement for Keogh Money Purchase Plan

Group Annuity Single Sum Survivor Benefit Payment

TIAA-CREF Security Removal Request Form

Minimum Distribution Option Form

Qualified Domestic Relations Order (QDRO)

Minimum Distribution Option Form

IRA Charitable Distribution Request

TIAA-CREF Financial Products Information Request

TIAA-CREF Life Insurance EFT Authorization Form

IRA Contribution Information Form 5498

Authorization Form for Electronic Funds Transfer

TIAA-CREF Roth IRA Conversion Form

Request for Lump-Sum Payment from 457(b) Deferred Compensation Plan

Group Annuity Single Sum Survivor Benefit Payment Form

TIAA-CREF IRA 60-Day Rollover Request

TIAA-CREF IRA Enrollment Form

TIAA-CREF IRA Enrollment Form

TIAA-CREF IRA Enrollment Form

TIAA-CREF IRA Enrollment Form

Howard University Savings Plan Enrollment Form

Pennsylvania Salary Reduction Agreement

Tax Sheltered Annuity Salary Reduction Authorization Form

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