TIAA Acronyms
What does NOD stand for?
Notification of Death
After Mail 1 is completed, what are the next steps?
Call 1 by day 10
What happens if an inheritance is not settled by the end of the Dormancy year?
Escheated or returned to the state
When would you log a SURPAYI task?
For Full Cash Withdrawal
What does TIAA stand for?
Teachers Insurance and Annuity Association
Beneficiaries forms received and IGO, it's passed SLA, but still not completed. What are the next steps?
Log an Escalation Task
What is the Dormancy range?
1-5 years
Greg is unable to fax and does not have MyTC. His settlement forms were NIGO'd due to no DC on file. What is the fastest way that Greg can provide a DC?
Send it by email to tiaadocs@tiaa.org
What does LES stand for?
Life Event Services
If escalation is passed SLA, what are the next steps?
Send to TM for a Pathfinder.
State with a 2-year Dormancy?
Washington
Bene wants a full rollover, but did not include the rollover information on the form. You contact Bene, and they provide the information. What task type can you log to make this IGO?
SURPAYIROL
What does RISE stand for?
Retirement & Individual Services & Education
Beneficiary's acceptance forms were processed as requested. What are the next steps?
Settlement Review
States that require a Long Form DC?
FL, OR, NY
Tammy wants BITP for all accounts, but is also inheriting ROTH funds. Tammy was contacted and wants to do a cash withdrawal for the ROTH funds only. What task type can be logged to make this IGO?
SURPAYPART
Foreign Death Questionnaire
Beneficiary has only brokerage accounts. Letters are sent, and documentation is complete. What is the next step?
Reassign the Settlement SR and notification SR to TM/Dave Powell
Name of the states with a 1-year Dormancy?
Arizona, North Dakota
Carol only sent in beneficiary forms to settle the inheritance from her mom, a New Yorker. The request was NIGO'd. What is needed to make it IGO?
Long Form DC/ DC with cause of death