Optional Retirement Plan Account Balance Verification * Fax this template to TIAA-CREF for participants that used TIAA-CREF as their provider Fax: (704) 988-1470, Attn. Yolanda Langford, Account Balance Project DO NOT EMAIL THIS TEMPLATE. EMAIL IS NOT SECURE Employer Employer Completes TIAA-CREF Completes Completes Date of Zero Current Balance Balance or GLI Eligible, or Annuity Annuity Grandfathered* SSN Last Name First Name (Yes or No) Expiration* or Not GLI Eligible Contact Email Employer # Participants with a zero balance or an expired annuity on or before 6/15/2010 are grandfathered and will qualify for retiree group life insurance. Employer Name Contact Phone Revised: 11/14/14 Contact Name Contact Fax
Contact Email Contact Phone Contact Fax Optional Retirement Plan Account Balance Verification Employer # Employer Name Contact Name Fax this template to TIAA-CREF for participants that used TIAA-CREF as their provider Fax: (704) 988-1470, Attn. Yolanda Langford, Account Balance Project DO NOT EMAIL THIS TEMPLATE. EMAIL IS NOT SECURE Employer Completes TIAA-CREF Completes Employer Completes SSN Last Name First Name Current Balance or Annuity (Yes or No) Date of Zero Balance or Annuity Expiration* GLI Eligible, Grandfathered* or Not GLI Eligible * Participants with a zero balance or an expired annuity on or before 6/15/2010 are grandfathered and will qualify for retiree group life insurance. Revised: 11/14/14
2014_15.docx