TIAA Retirement Account Enrollment Instructions

To submit this form, complete all required fields and ensure accuracy in the information provided. Return the completed form to TIAA at P.O. Box 1294, Charlotte, NC 28201-1294. Alternatively, follow any specific submission guidelines provided by your employer. For assistance, contact TIAA at 800-842-2252. My advice is to double-check all details before submission to prevent any delays or issues.

Review and adhere to deadlines for submitting your TIAA retirement account forms. Key dates for 2024 and 2025 will be provided by your employer or TIAA.

The purpose of this form is to guide you through the process of opening a retirement account with TIAA. By following the provided instructions, you can select your investment options, fill in your personal details, and ensure that your beneficiary designations are correctly recorded. This form also includes important information about requirements specific to certain states and scenarios, ensuring that your account setup is compliant and complete. Opening a TIAA retirement account allows you to plan for your financial future systematically. With various investment options and personalized support, the process is designed to be straightforward and accessible. By correctly filling out this form, you take the first step towards managing your retirement investments and securing your financial future. Finally, this form includes instructions on what to do if you need assistance or encounter specific situations, such as naming non-spouse beneficiaries or replacing existing contracts. By following the steps and guidelines provided, you can ensure your retirement account is set up accurately and efficiently.

• 1. Step1: Choose Your Investments: Select your preferred investment options from the available choices under your employer's plan.
• 2. Step2: Tell Us About Yourself: Provide your personal details including name, address, date of birth, and Social Security number.
• 3. Step3: List Any Existing Contracts: Include information about any existing annuity or life insurance contracts that will be replaced by the new TIAA account.
• 4. Step4: Name Your Beneficiaries: Designate beneficiaries for your retirement account, and have your spouse sign a waiver if applicable.
• 5. Step5: Sign Your Form: Sign the completed form and ensure any corrections are initialed and dated.

If you fail to submit this form, your TIAA retirement account may not be opened or processed correctly. This can lead to delays in your retirement planning and potential compliance issues.

• Delayed Processing: Your account setup will be delayed, affecting your retirement planning timeline.
• Incomplete Information: Missing critical information may result in compliance issues and the inability to process your account.
• Beneficiary Designation Issues: Failure to properly designate beneficiaries can lead to complications in benefit distribution.
• Regulatory Non-Compliance: Not providing required information may result in non-compliance with federal or state regulations.

• 1. New Retirement Account: Open a new TIAA retirement account with personalized investment options.
• 2. Beneficiary Designation: Designate beneficiaries for your retirement account.
• 3. Investment Allocation: Choose your preferred investment allocations for your retirement funds.
• 4. Existing Contract Information: Provide details about any existing contracts that will be replaced.