Rollovers
Benefit Description
Consolidate your retirement money from former employers' plans by rolling funds over into a new TIAA–CREF Individual Retirement Account (IRA) or into your existing TIAA–CREF Group Supplemental Retirement Annuity (GSRA), Retirement Annuity (RA) or Group Retirement Annuity (GRA) contract.
Upon separation from service, roll over all or a portion of an eligible rollover distribution from your TIAA–CREF account to an individual retirement account or to an eligible employer plan that agrees to accept your rollover, provided it is completed within 60 days of distribution.
Eligibility Requirement
- Contact TIAA–CREF directly at 800–842–2776 to determine what plan you may be eligible to roll funds into and to receive the appropriate forms and/or enrollment kits.
- All employees are eligible to establish and transfer funds from a previous employer into TIAA–CREF's GSRA account. Funds transferred from another employer plan into an established GSRA account are subject to the rules governing SDSU Research Foundation's plan.
- An RA or GRA account must already be established to transfer funds from another employer plan. Funds transferred from another employer's plan into an established RA or GRA account will be subject to the rules governing SDSU Research Foundation's plan.
Eligibility Date
- Date of hire to establish a new IRA or GSRA account
- The effective date of participation in an RA or GRA account
Employee Contributions
The Plan will accept and/or distribute rollovers or transfers from or to an eligible plan or IRA if the plan meets the requirements of Code Section 401(a), 401(k), 403(a), 403(b) or 457 (b).