Teachers Insurance and Annuity Association [TIAA]

Teachers Insurance and Annuity Association [TIAA] Review

This is a private retirement fund company. I sent in rollover forms to have all funds directly rolled over to an account at Fidelity. This was a 401 account from a former employer. There were two forms I needed to fill out. I am sure that I filled out both forms exactly the same. One account is now being rolled over directly into my new Fidelity fund. The other has been cashed. TIAA CREF sent me a check and because of this a large chunk of money had to be paid to the IRS in taxes. I wanted all my funds to be directly rolled over. But now I have paid taxes for money I dont need right now. A TIAA CREF rep said it cannot be reversed. My lesson: to make sure I fill out the forms correctly- even if I have to call several times.

Read More Reviews and Complaints

  1. Gaynelle Brunmeier
    June 13, 2020
  2. Coralee Confrey
    June 13, 2020

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