Tiaa Mandatory State Income Tax Withholding Election For Periodic Withdrawals That Are Not Rollover Eligible
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4MANDATORY STATE INCOME TAX WITHHOLDING ELECTION
FOR PERIODIC WITHDRAWALS THAT ARE NOT ROLLOVER ELIGIBLE
IMPORTANT INFORMATION
NEED HELP? 800-842-2252
Weekdays
PLEASE READ BEFORE FILLING OUT FORM
8 a.m. – 10 p.m. (ET)
State laws may require mandatory state income tax be withheld from your distributions. Our records indicate that
Saturday
you are a legal resident of one of the states listed in Section 3 of this form, and may therefore be subject to state
9 a.m. – 6 p.m. (ET)
withholding from your cash distributions. If your legal residence is not one of the states listed on this form, please
contact us to ensure you receive the proper withholding form. If you do not return a withholding form, TIAA is
Or visit .
required to withhold state income taxes at the state tax default rate shown on this form. Before making an election,
Have your ID and password
be sure to read any notes in Section 3 that may apply to your state of residence.
ready.
Please keep in mind:
1. Non-Rollover Eligible Payments are payments that cannot be rolled over to an IRA or other similar retirement plan.
2. There may be penalties for not paying enough state income tax during the year.
3. State tax withholding rates are always subject to change.
4. If you are a resident of Kansas and the distribution is from a Kansas Board of Regents plan, the distribution may
be exempt from tax; therefore, you may elect to have no withholding.
5. If you are a resident of North Carolina and the distribution is considered exempt under the Bailey/Emory/Patton
Settlement, the distribution may be exempt from tax; therefore, you may elect to have no withholding.
6. If you are a resident of Michigan and:
You (or your spouse if filing jointly) were born prior to 1946, all benefits from public sources (as defined by the
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Michigan Department of Treasury) are exempt from Michigan state taxes. Benefits from private sources may be
subtracted for a single filer or married filer filing separately or if married filing a joint return for the current tax
year. Any private pension payment in excess of Michigan income limits is taxable.
You (or your spouse if filing jointly) were born during the period 1946 through 1952, a portion of all private
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and public pension and annuity benefits may be subtracted from Michigan taxable income.
You (and your spouse) were born after 1952, all private and public pension and annuity benefits are fully
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taxable and may not be subtracted from Michigan taxable income.
If you feel your distribution is not subject to state taxes then you may elect to have no withholding.
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Be sure to read and fill out all necessary parts of this form to avoid any delay in the processing of your request.
You can change your withholding elections online by visiting 24 hours a day.
Any tax information included in this written or electronic communication was not intended or written to be used,
and it cannot be used by the taxpayer, for the purpose of avoiding any penalties that may be imposed on the
taxpayer by any governmental taxing authority or agency.
RETURN COMPLETED FORM(S) TO:
FAX:
STANDARD MAIL:
OVERNIGHT:
800-914-8922 (within U.S.)
TIAA
TIAA
704-595-5795 (outside U.S.)
P .O. Box 1268
8500 Andrew Carnegie Blvd.
Charlotte, NC 28201-1268
Charlotte, NC 28262
SEND US YOUR FORM ONLINE:
Log in to your account at . On the main menu, under “My Account, ” select the “Upload documents” link.
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Within the “Shared Files” tab in “Message Center,” select the “Upload Files” button.
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MOBILE UPLOAD:
Log in to your TIAA app, and click on “Message Center” from the top right menu.
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Click on “Shared Files.”
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In the bottom right corner, click on the upload icon and select the folder to upload to.
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Follow the instructions to take a picture and upload your completed form.
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