request for a payment from your investment solutions ... - TIAA-CREF
request for a payment from your investment solutions ... - TIAA-CREF
request for a payment from your investment solutions ... - TIAA-CREF
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REQUEST FOR A PAYMENT<br />
FROM YOUR INVESTMENT SOLUTIONS<br />
TRADITIONAL, ROTH OR SEP IRA<br />
Page 5 of 5<br />
NOTE: This section is <strong>for</strong> use<br />
by U.S. citizens and resident<br />
aliens only.<br />
Nonresident aliens must<br />
complete Form W-8BEN. If<br />
we did not include a copy,<br />
visit us online at<br />
tiaa-cref.org or call us at<br />
800 842-2252. Form<br />
W-8BEN is also available on<br />
the IRS website at irs.gov.<br />
7. TAX WITHHOLDING<br />
FEDERAL TAX WITHHOLDING<br />
For U.S. citizens residing in the U.S., the mandatory rate is 10% of the taxable amount. If you are a U.S. citizen<br />
residing outside the U.S., you must elect income tax withholding.<br />
YES, withhold the following amount <strong>for</strong> federal income taxes:<br />
$ OR %<br />
I choose NOT to have taxes withheld <strong>from</strong> my <strong>payment</strong>.<br />
VOLUNTARY STATE TAX WITHHOLDING<br />
If you are subject to mandatory state withholding, visit us online at tiaa-cref.org <strong>for</strong> the <strong>for</strong>m or call us at<br />
800 842-2252. If you are not subject to mandatory state withholding but would like to have state taxes<br />
withheld <strong>from</strong> <strong>your</strong> <strong>payment</strong>s, please tell us the amount below.<br />
Withhold<br />
% <strong>from</strong> my <strong>payment</strong>s <strong>for</strong> voluntary income tax withholding <strong>for</strong> the state of<br />
Please read, sign and date<br />
where indicated.<br />
8. YOUR SIGNATURE<br />
By signing below:<br />
You authorize <strong>TIAA</strong>-<strong>CREF</strong> to make withdrawals <strong>from</strong> <strong>your</strong> account balances with <strong>TIAA</strong>-<strong>CREF</strong>, as stated in this<br />
<strong>for</strong>m. If you receive distributions, such as dividends, return of capital, or a capital gains distribution, to an<br />
account after you have <strong>request</strong>ed a full transfer <strong>from</strong> it, that distribution will be paid to you.<br />
If you <strong>request</strong>ed that <strong>your</strong> withdrawal be directly deposited, you authorize that the bank charge <strong>your</strong> account<br />
and refund any over<strong>payment</strong>s to <strong>TIAA</strong>-<strong>CREF</strong>. You release <strong>your</strong> bank <strong>from</strong> any liability to <strong>TIAA</strong>-<strong>CREF</strong> <strong>for</strong><br />
over<strong>payment</strong> above the amount of the funds available at the time <strong>TIAA</strong>-<strong>CREF</strong> <strong>request</strong>s a refund.<br />
Under penalties of perjury, you certify that:<br />
1. The number shown on this <strong>for</strong>m is my correct taxpayer identification number (or I am waiting <strong>for</strong> a number<br />
to be issued to me); and<br />
2. I am not subject to backup withholding because (a) I am exempt <strong>from</strong> backup withholding, or (b) I have<br />
not been notified by the Internal Revenue Service (IRS) that I am subject to backup withholding as a result<br />
of a failure to report all interest or dividends, or (c) the IRS has notified me that I am no longer subject to<br />
backup withholding; and<br />
3. I am a U.S. citizen or other U.S. person.<br />
Your Signature<br />
Today’s Date (mm/dd/yyyy)<br />
/ / 2 0<br />
TAXCCM<br />
F10881 (12/13)
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