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TIAA

TIAA: Fax Number for Withdrawal Forms

TIAA

TIAA accepts eligible withdrawal forms by fax at 800-914-8922, with mailing exceptions for certain distributions and beneficiary forms.

Published on
September 18, 2026
Last updated on
October 20, 2026

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  • TIAA lists fax 800-914-8922 for eligible requests.
  • Mail distribution requests over $50,000, transfer payout annuity requests, minimum distributions, and beneficiary designation forms.
  • For withdrawal payments to a bank, bank details must already be on file; otherwise follow TIAA's mailing instructions.

Who This Page Is For

TIAA account holders checking whether a withdrawal form qualifies for fax. The request type, amount, and bank information on file affect which route to use.

What is TIAA's fax number?

TIAA confirms a single fax, 800-914-8922, directly on its own contact page, with an explicit list of what it accepts and what it doesn't, an unusually clear standard for this cluster.

Where to fax

  • Eligible lump-sum and systematic cash withdrawal forms (account holder): fax 800-914-8922. Source: TIAA's own official contact/support page.
  • Distribution requests greater than $50,000, transfer payout annuity, and minimum distribution: mail these requests, rather than fax, under TIAA's directory instructions.
  • Beneficiary designation changes (account holder): not by fax. Source: TIAA.
  • Name changes (account holder): not by fax. Source: TIAA.
  • Rollover authorizations (account holder): not by fax. Source: TIAA.
  • Voided checks (direct deposit setup) (account holder): not by fax. Source: TIAA.

Fax number verified October 20, 2026.

Which route should I use?

  1. For an eligible withdrawal not covered by the mailing exceptions above, send a completed form: fax 800-914-8922.
  2. For payment to a bank account, your bank details must already be on file. If they are not, mail the forms; a check sent to your mailing address may still qualify for fax, subject to TIAA's address-change rules. See TIAA's withdrawal-form instructions.
  3. Anything on TIAA's do-not-fax list, beneficiary designations, name changes, rollover authorizations, voided checks: use TIAA's online account or mail instead.
  4. When in doubt, check TIAA's own contact page, it states the list plainly rather than leaving it ambiguous.

Several other retirement and benefits administrators in our directory follow a similar pattern. Our directory also covers MassMutual's fax number, sending a fax to CalPERS, and the CalSTRS fax page, each with its own scope and confirmed sources.

Submitting a TIAA withdrawal form? Fax.Plus's Free plan includes 10 pages, then $0.20/page, no monthly commitment.

FAQs

Can I fax TIAA a beneficiary designation change?

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No, TIAA's own contact page explicitly excludes beneficiary designations from its fax route. Beneficiary changes go through TIAA's online account or a signed mailed form instead.

Can I fax TIAA a voided check for direct deposit setup?

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No, TIAA's own do-not-fax list specifically names voided checks. Direct deposit setup needs to go through TIAA's online account or another accepted channel instead.

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