1035 Exchange

Use this form to make a 1035 exchange of nonqualified annuity balances from another insurance company or the cash value in a life insurance policy to a TIAA-CREF after-tax retirement annuity.

1035 Exchange (PDF)
[F10866]

If you have questions or need help selecting the correct form, call us at 800 842-2776.

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© 2014 and prior years, Teachers Insurance and Annuity Association - College Retirement Equities Fund (TIAA-CREF), New York, NY 10017