Special Tax Notice Regarding Plan Payments

Review this notice about tax-favored ways to roll over withdrawals from a retirement plan.  It includes information about how you can defer federal income tax on your retirement savings in the employer's plan and what you'll need to know before receiving benefits.

Special Tax Notice Regarding Plan Payments (PDF)

Neither TIAA-CREF nor its affiliates provide tax advice. Please consult your tax advisor.

If you have questions or need help selecting the correct form, call us at 1 800 842-2252.

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