TIAA-CREF Customer Service Issues

I have been trying for over a week to access my brokerage account using the automated telephone system to check my current balance. I typically call after 9 pm to utilize my free minutes. The system prompts me to input my account number, which I speak, and then to provide my pin, which I have tried both typing and speaking. Unfortunately, each time I attempt to log in, I receive an error message stating that it cannot be completed and that I will be transferred to an attendant, but since it is after hours, no one is available. My pin works fine for my TIAA retirement account but is not accepted for my TIAA Brokerage account. I require assistance with this matter. Thank you.

I am currently in Vietnam and unable to access my online account to make a withdrawal. My husband, Jay L., is the primary contact for our account. I have attempted to set up a new online account on multiple devices without success. I am desperate to transfer funds to my checking account promptly but have been unsuccessful in reaching customer service by phone. Our return to the US is scheduled for Feb. 27, which will be too late for my urgent funds transfer needs. Your immediate assistance in resolving this issue is greatly appreciated.

I recently chose to transfer my funds from TIAA to Vanguard. Upon receiving a notification about potential market fluctuations impacting my account value, I noted the absence of mention regarding the possibility of it increasing. Therefore, going forward, I plan to monitor my TIAA account daily for any discrepancies. It is my expectation that once TIAA receives authorization from the third party, the rollover will be executed promptly within two days. I intend to periodically check with the third party to ascertain the date of sending written authorization to TIAA for the rollover. Could I kindly be informed of the date the authorization was received and the subsequent timing of the rollover? I appreciate your efforts in facilitating a smooth and swift rollover process. Thank you for your assistance in this matter. Sincerely, Navneet L.

I have recently received emails regarding incomplete annuity paperwork. Today, on 7/11/19, I had a conversation with a representative who confirmed that my file appeared to be in order. Shortly after our conversation, I received another email stating that a form related to Lifetime Annuity Income had expired on 07/11/[redacted] and required a new form to be completed. It seems like there might be some confusion about the status of my paperwork despite the initial reassurance. The representative mentioned delays due to a holiday around my termination date of 6/30/19. If further details are necessary, please feel free to reach out to me.

I am seeking assistance in depositing funds into my checking account. My name is Patricia B. and I can be reached at [redacted]. I have been in touch with TIAA-CREF to set up regular payouts. My previous advisor, Adam H., has moved on, as has the individual I spoke with recently. I am interested in receiving monthly disbursements to my Regions Bank Account in Gainesville, FL. I plan to share my account details when contacted. I prefer a phone conversation but am open to receiving emails regarding the arrangements. Please have a TIAA-CREF advisor reach out to me within the next 48 hours. My current address is [redacted] NW 17th Terrace, Gainesville, FL [redacted].

I received a letter from TIAA bank stating I have an uncashed refund check of $[redacted].00. The instructions said to call [redacted] before May 27. Upon calling, I had difficulty reaching a representative and was redirected to call [redacted]. Despite attempting to navigate through the phone prompts, I couldn't find an option related to refund checks or customer care, only home loans. The automated system kept disconnecting when I couldn't provide the specific information it requested. I'm seeking assistance to connect with a human representative or department that can assist me with the refund check mentioned in their letter.

I received a letter from TIAA dated January 20, [redacted], about an uncashed check #[redacted] for $13.25. Last year, when I received the check, I tried to explain that cashing it would be costly and inconvenient. Even reaching out for assistance proved challenging due to being directed to call instead of email, which is difficult in my area with poor cell service. Given the expiration of the letter, I kindly request the amount to be directly deposited into my account like my monthly retirement annuity. The TIAA contracts I have are Y109978-0, Y913837-4, and Y913888-7. As a 78-year-old retiree with health concerns amid the pandemic, I hope for a human touch in handling this matter and appreciate your help. Michael J. Wiener.

Regarding the TIAA Life Insurance claim: 1. I notified them in the first week of February, but the forms they said they would send did not arrive. 2. After calling back two weeks later, they mentioned not knowing why the forms were not received and promised to send more, which also did not arrive. 3. When I called on March 14th (six weeks after the initial contact), they acknowledged the oversight and emailed the forms. 4. I returned the forms by mail a few days later and have yet to receive a check. 5. A follow-up call on 4/3 revealed that the file is "under review," 8 weeks later, with no supervisor callback as promised by 4/7. The long phone queue wait times of 20-30 minutes, coupled with extended research and a lack of quick solutions, have made the process frustrating. The contrasting efficiency of the investment side only adds to the disappointment. The inability to reach management directly through email or another phone line is disappointing.

I recently withdrew my Required Minimum Distribution (RMD) in two parts. The first payment of $9,[redacted].81 was confirmed with an email directing me to a downloadable PDF in my account, confirming the transfer to my bank as requested. The funds have been successfully deposited into my account. However, for the second payment of $2,[redacted].62, I received a different form (trade confirmation) which did not include details of the payment destination. As the amount has not shown up in my account yet, I need a similar form to the first one for this payment. I would appreciate it if you could ensure I receive the necessary form. Thank you for your assistance. Regards, F. Morelieras