TIAA-CREF Часто задаваемые вопросы для клиентов

We're sorry to hear about your loss. To stop payments to a deceased individual, we suggest contacting TIAA directly. It will be necessary to provide a death certificate and possibly additional paperwork, depending on the circumstances. They may also be able to help you redirect the funds if that is applicable in your situation. It's crucial to address such matters promptly to avoid any potential complications.

To close the account of a deceased person at TIAA-CREF, you need to provide TIAA-CREF with legal documentation, such as certified copies of the death certificate, affidavit of domicile, tax waiver and probate court appointment of executor or administrator. Once TIAA-CREF has the appropriate documents, they will distribute any remaining funds based on the deceased person's contract or plan agreements. It's important to consult with a legal advisor or certified financial counselor to ensure all steps are followed correctly to avoid unnecessary complications or legal difficulties.