SMP FAQ - How do I transfer money from one provider to another?

June 28, 2016 - 10:00
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Question: 

How do I transfer money from one provider to another?

Category: 
Contributions/Funds Information
Answer: 

If you are moving money from TIAA to Fidelity you will need to contact the Fidelity Retirement Service Center at 800-343-0860 and request Fidelity's "Transfer/Rollover/Exchange Form". Complete the form and mail it back to Fidelity. Upon receipt Fidelity will then request the money from TIAA. If you are moving money from Fidelity to TIAA you will need to contact the TIAA National Call Center at 800-842-2252 and request TIAA's Transfer Form. Upon receipt TIAA will then request the money from Fidelity.

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