Interest-Only Payments

Use this form to request Interest-Only payments from your TIAA Traditional Annuity balance in a Retirement Annuity (RA), Group Retirement Annuity (GRA) and Retirement Choice Annuity.  Select the public or private version based on your employer's retirement plan type.

For information about tax-favored rollover options, including rolling over your payments to another eligible retirement plan, review the IRS Notice (PDF), or call us for a copy. 
 

If your Institution is: Use this form:
Private (not sure?) TIAA Traditional Annuity Interest-Only Payments (PDF)
[F6776]
Public (not sure?) TIAA Traditional Annuity Interest-Only Payments (PDF)
[F7381]

Also complete this form if you are using this withdrawal to satisfy Required Minimum Distributions.

Minimum Distribution (PDF)
[F10984]

 

If you have questions or need help selecting the correct form, call us at 1 800 842-2776.

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