TIAA-CREF

Report the specific TIAA-CREF product that you hold in Schedule A. If you hold this product through a current or former employer’s retirement plan, report your participation in the plan in Schedule C, Part II. Report TIAA-CREF products held by your spouse or dependent child in Schedule A only.

TIAA-CREF: Examples

For You

Schedule A

The specific reporting requirements will depend on the type of TIAA-CREF product that you hold.

You may want to review the instructions in this guide for each type of product that you hold. For example, review the instructions for reporting mutual funds if you hold TIAA-CREF mutual funds; review the instructions for reporting variable life insurance if you hold a variable life policy; and review the instructions for fixed annuities or the instructions for variable annuities if you hold TIAA-CREF personal annuities.

For specific instructions on reporting the TIAA Traditional Annuity, click here.

For specific instructions on reporting CREF accounts and TIAA Real Estate, click here.

Schedule C, Part II

If you hold the TIAA-CREF product through a retirement plan, you also need to report your participation in the plan in Schedule C, Part II.

Terms: Note the type of plan and indicate whether you or the employer will continue to make contributions to the plan. In addition, if you did not need to report the plan in Schedule A, note that the plan’s underlying assets were below the Schedule A reporting thresholds.

Parties: Provide the name of the employer as well as the city and state in which the employer is located.

Date: Provide the month and year in which you began participating in the plan. This often is the date on which you became an employee of the organization.

For Your Spouse and Your Dependent Children

Schedule A

Report your spouse’s or dependent child’s TIAA-CREF holdings in the same way that you would report your own.

Schedule C, Part II

Do not report a retirement plan in which your spouse or dependent child participates in Schedule C, Part II.

 

This guide is not intended to provide investment advice, and you should not rely on statements in this guide when making investment decisions.