Minimum Distribution

TIAA-CREF's Minimum Distribution Option (MDO) will automatically calculate and distribute your required withdrawals each year to keep you in compliance with the IRS rules.

 Use the appropriate form below to take a minimum distribution from your employer-sponsored retirement plan or IRA.
 
 

If your Institution is: Use This Form:

Private
(not sure?)
 

Minimum Distribution Option (PDF)
[F8689]

Form Checklist (PDF)
Sample Form (PDF)

 Public
(not sure?)
Minimum Distribution Option (PDF)
[F9368]

Form Checklist (PDF)
Sample Form (PDF)



Use the appropriate form below to take a minimum distribution from your IRA.

Product Use this form:

Investment Solutions IRA

Minimum Distribution Option (PDF)
[F9368]

Mutual Fund IRA

TIAA-CREF Mutual Funds IRA Distribution (PDF)
[0500T.IDF]

 

If you're not sure what type of IRA you have, please check your account number. If it begins:
  • Alphabetically, you generally own an Investment Solutions IRA.
  • Numerically, you generally own a Mutual Funds IRA.

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