Tiaa-cref spousal waiver form pdf

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Tiaa-cref spousal waiver form pdf


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Under federal law, if you are under, you cannot complete a Spousal Waiver unless your plan provides otherwise. Choose Upload document(s) from the options presented You can change your beneficiaries at any time by completing this form You can use this form to name beneficiaries for funds in TIAA-CREF retirement accounts through employers' plans not subject to ERISA, from plans that have no spousal rights You can use this form to name beneficiaries for funds in TIAA-CREF retirement accounts through employers' plans that are subject to ERISA or plans that have spousal rights Use this form to tell us who you want to be the beneficiary of the balances in your TIAA-CREF accounts. OPTIONIf you are using your personal computer, here’s what you’ll need to do to upload your completed document(s): Log in to your account and select the Actions tab. You can change your beneficiaries at any time by completing this form This form must be signed by your spouse, and either notarized or verified by your plan representative. Even if your plan does allow you to complete a Spousal Waiver, you must complete another Spousal Waiver once you reach age You can use this form to name beneficiaries for funds in TIAA-CREF retirement accounts through employers' plans not subject to ERISA, from plans that have no spousal rights provisions, or are not part of employers' plans like IRAs Go to the Files tab, select Upload and then follow the instructions. Request payment Request payment Opens pdf Waive survivor annuity benefits To comply with federal law or the plan provisions,TIAA-CREF Life Insurance Company is If you do not have them, please contact us atTAXCW/OTCPAYCSH Fli (12/11) Name first State of Legal Residence Contact Phone SSN or TIN CREF Plan Use this form to tell us who you want to be the beneficiary of the balances in your TIAA-CREF accounts.

 

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