request for a payment from your investment solutions ... - TIAA-CREF

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5. DO YOU HAVE A REQUIRED MINIMUM DISTRIBUTION OR This is in addition to my required minimum distribution payment. REQUEST FOR A PAYMENT FROM YOUR INVESTMENT SOLUTIONS TRADITIONAL, ROTH OR SEP IRA Page 3 of 5 I want to include all applicable cash withdrawals I’ve already taken this year and have TIAA-CREF calculate my required minimum distribution. If you are married, is your spouse more than ten years younger than you and listed as sole beneficiary for the plans listed in Section 2 (If you are not married, go to Section 6) Yes Spouse’s Name (please print) (mm/dd/yyyy) Date of Birth / / No If you answered YES, the Joint Life Expectancy method will be used to calculate your annual minimum distribution amount. To opt-out of this method, please check this box: NOTE: If your spouse is not listed as your sole beneficiary or this section is not completed, TIAA-CREF will use the Uniform Lifetime Table to calculate the minimum distribution for those contracts. TAXCCM F10881 (12/13)
REQUEST FOR A PAYMENT FROM YOUR INVESTMENT SOLUTIONS TRADITIONAL, ROTH OR SEP IRA Page 4 of 5 6. PROVIDE PAYMENT INSTRUCTIONS NOTE: If TIAA-CREF is unable to validate your bank account information for any reason, or you do not make a selection below, we will automatically mail a check to your current address on file. If you select direct deposit, you will usually receive funds within two (2) business days once we have all the required approvals and documentation. Please indicate where you would like us to send the money: Direct Deposit to my bank account already on file: Bank Name: Account Number ending in: The address listed on the check or bank letter must match your current address on file at TIAA-CREF. Direct Deposit to my new Checking Account: Provide an original voided check. Starter checks, deposit slips and third-party checks are not acceptable. Direct Deposit to my new Savings Account: Provide documentation described in item A or B below. A. An original voided check. Starter checks, deposit slips and third-party checks are not acceptable. B. Letter from your bank with the following information: • On bank letterhead • Name on your account • Address on your account • Bank/ABA routing number • Account number • Bank stamp or seal from authorized bank personnel If you choose to receive a check, we send it by standard U.S. Mail and it may take up to 8 – 10 business days for you to receive it. Mail a check to my current address on file. Note: To ensure your account is secure, we can’t send a check to a mailing address that has changed in the last 14 days. So, if you’re requesting that we send the payment to your mailing address and you’ve recently changed it, we may not be able to process your current request. Call us at 800 842-2252 so we can discuss some of your options for completing your request. TAXCCM F10881 (12/13)
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request for a payment from your investment solutions ... - TIAA-CREF

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