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TIAA CREF call

March 7th, 2006 at 04:32 am

So I called TIAA CREF today, fairly late, so I only got about 10 minutes of peppy hold music, which kept me in an okay mood.

The customer service rep was very nice and informative. Apparently none of my TIAA holdings (International, Social Choice, Real Estate) are part of the rate hike. It involved large institutional holdings, and it financed "customer education". Commercials, probably. (Of course if TIAA could do an end a round rate hike to large holdings what's to say they wouldn't do it to tiny holdings like me?)

Thank you very much for the information, I said to him, and I'll put some more thought into keeping them put, but I'm still interested in rolling them into Vanguard to consolidate my holdings.

I'll send you the paperwork, he said. You can look at it, if you don't fill it out your money will stay put. A few more clicky keystrokes and some more news: I can move my accounts (depending on the type of account and the contract, sometimes you can't until you retire, the customer service rep informed me, and that's never a pleasant surprise), and I will not need a signature guarantee. Straight paperwork.

The plan for me is: a couple more bits of research, decide, if yes - sign and mail the Vanguard forms, sign and mail the TIAA CREF forms, and they talk amongst themselves for about 3-4 weeks.

Saving log - 100$ to ING
Spending log - 60$ to chiropractor

1 Responses to “TIAA CREF call”

  1. claire Says:
    1142545756

    Baselle,

    Could you explain what you mean about TIAA rate hikes? I tried scrolling through your diary to find an earlier reference but couldn't find it.

    Glad your experience wiht TIAA has been good. I am one of those pitiable people the rep told you about who can't roll their 403b over til retirement.

    Thx.
    Claire

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