Useful TIAA Links 092023 Final.pdf - YBB

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USEFUL TIAA LINKS (Revised 09/2023) https://ybbpersonalfinance.proboards.com/post/1179/thread An updated “Useful TIAA Links” is available. It is now in 3 sections – Website Navigation, Brochures & Pamphlets – General, Brochures & Pamphlets – In Retirement. Links are to the TIAA Website & several external sites (FT, PDF Host, Proof, SEC, YBB-PB). Bookmark it for easy access. Website Navigation Links FT Charts for VAs (External) markets.ft.com/data/funds/tearsheet/charts?s=QREARX TIAA Screener www.tiaa.org/public/investment-performance?defaultview=nomf www.tiaa.org/public/investment-performance TIAA Watchlist Customization www.tiaa.org/public/investment-performance/investment-watchlist TIAA News & Press www.tiaa.org/public/about-tiaa/news-press TIAA Notary via Proof (External; Online) https://www.proof.com/customers/tiaa TIAA Prospectuses https://www.tiaa.org/public/prospectuses TIAA Reports (include credit agency Ratings) www.tiaa.org/public/about-tiaa/corporate-governance-leadership/document-library TIAA Retirement Tools & Calculators www.tiaa.org/public/tools-calculators TIAA Traditional – Quick Clicks RC RA RCP SRA Newer IRAs Brochures & Pamphlets - General TIAA Brokerage - Mutual Funds Available www.tiaa.org/public/pdf/MF_families.pdf TIAA Eligibility www.tiaa.org/public/pdf/eligibility_flyer_external.pdf TIAA General Account Financial Strength www.tiaa.org/public/pdf/performance/retirement/profiles/TIAA_Gen_Act_Fin_Strength.pdf TIAA Plan Servicing Credits www.tiaa.org/public/pdf/plan_servicing_credits.pdf TIAA Reg BI (Best Interest) www.tiaa.org/public/pdf/t/TIAA_RegBIDisclosure.pdf TIAA Stable Value (TSV; Separate Account; External) https://pdfhost.io/v/KxApECAzi_TIAA_Stable_Value TIAA Traditional FAQs www.tiaa.org/public/pdf/t/TT_FAQ.pdf TIAA Traditional Interest Calculations (External) https://ybbpersonalfinance.proboards.com/thread/425/tiaa-traditional-interest-calculations Direct Link (External) https://pdfhost.io/v/CyM46SZZ6_untitled TIAA Traditional Older (RA/GRA, SRA/GSRA) & Newer (RC, RCP) Plans www.tiaa.org/public/pdf/understanding_your_new_retirement_choice.pdf TIAA Traditional White Paper www.tiaa.org/public/pdf/compliance/tiaa-traditional-white-paper.pdf T-REA FAQs www.tiaa.org/public/pdf/performance/REA_FAQ.pdf T-REA Edgar/SEC Filings (External) www.sec.gov/edgar/browse/?CIK=946155 TIAA FAQs on PBI Data Transfer Breach, 2023 www.tiaa.org/public/land/data-security-faqs CREF Rules www.tiaa.org/public/pdf/c/cref_rules_of_the_fund.pdf CREF Edgar/SEC Filings (External) https://www.sec.gov/edgar/browse/?CIK=777535 Brochures & Pamphlets – In Retirement TIAA Annuity Income Source Change www.tiaa.org/public/pdf/h/How-to-make-changes-to-annuity-income.pdf TIAA ATRA (External) ybbpersonalfinance.proboards.com/thread/468/tiaa-atra-brochure Direct Link (External) pdfhost.io/v/n0SPdJlcR_TIAA_ATRA_Brochure_2021 TIAA Beneficiaries Guide www.tiaa.org/public/pdf/t/Taking-the-Next-Step.pdf TIAA Know Your Options www.tiaa.org/public/pdf/k/Know_Your_Options_from_TIAA.pdf TIAA Minimum Distributions (RMDs) www.tiaa.org/public/pdf/m/minimum-distribution.pdf TIAA Outreach (Newsletter) www.tiaa.org/public/pdf/outreach.pdf TIAA Retirement Income Options www.tiaa.org/public/pdf/m/making-the-most-of-retirement.pdf TIAA Retirement Plan Guide www.tiaa.org/content/dam/tiaa/microsites/pdfs/plan- document/spd/SPD_TIAA01.pdf TIAA TPA (Transfer Payout Annuity) www.tiaa.org/public/pdf/t/transfer-payout-annuities.pdf TIAA Traditional Payout Explained www.tiaa.org/public/pdf/TIAA_Traditional_in_Payout_brochure_FINAL.pdf Several TIAA links just renew with new documents without making older versions available. Download/Save/Print the ones you would like to keep. There are more links now for Brochures & Pamphlets. Several could be found before under the old “TIAA Brochures” link, but the TIAA has deactivated that link. Prior version was on 2/28/23 with several updates added later. Accessible from Facebook TIAA Group by YBB and Morningstar (M*).