To close the account of a deceased person at TIAA-CREF, you need to provide TIAA-CREF with legal documentation, such as certified copies of the death certificate, affidavit of domicile, tax waiver and probate court appointment of executor or administrator. Once TIAA-CREF has the appropriate documents, they will distribute any remaining funds based on the deceased person's contract or plan agreements. It's important to consult with a legal advisor or certified financial counselor to ensure all steps are followed correctly to avoid unnecessary complications or legal difficulties.
Preguntado Mar 26, 2024 12:40 PM