Moving
Account Balances Between Investment Sponsors
The
following rules apply for moving account balances from one
investment sponsor to another:
- Transfers
can be made out of TIAA
into CREF or Fidelity
in any amount at any time.
- Transfers
can be made out of CREF into TIAA or Fidelity in any amount
at any time.
- Transfers
can be made out of Fidelity into TIAA or CREF in any amount
at any time.
- Transfers
among Fidelity funds can be made at any time, but a fee
may be charged if more than four transfers are made in the
calendar year.
You
will receive quarterly statements directly from Fidelity
Investments or TIAA/CREF detailing the activity of your
plan accounts and investments.
|
