Yes! You can use AI to fill out TIAA-CREF Funds IRA 60-Day Rollover Request (Retail Class Only)
This form, officially known as the TIAA-CREF Funds IRA 60-Day Rollover Request (F11560), allows an individual to move funds from a previous retirement account into a new or existing TIAA-CREF IRA. It is specifically for rollovers completed within 60 days of receiving the distribution, which helps consolidate retirement savings while maintaining their tax-deferred status. Today, this form can be filled out quickly and accurately using AI-powered services like Instafill.ai, which can also convert non-fillable PDF versions into interactive fillable forms.
Our AI automatically handles information lookup, data retrieval, formatting, and form filling.
It takes less than a minute to fill out F11560 using our AI form filling.
Securely upload your data. Information is encrypted in transit and deleted immediately after the form is filled out.
Form specifications
| Form name: | TIAA-CREF Funds IRA 60-Day Rollover Request (Retail Class Only) |
| Number of pages: | 1 |
| Language: | English |
Instafill Demo: How to fill out PDF forms in seconds with AI
How to Fill Out F11560 Online for Free in 2026
Are you looking to fill out a F11560 form online quickly and accurately? Instafill.ai offers the #1 AI-powered PDF filling software of 2026, allowing you to complete your F11560 form in just 37 seconds or less.
Follow these steps to fill out your F11560 form online using Instafill.ai:
- 1 Navigate to Instafill.ai and upload or select the TIAA-CREF IRA 60-Day Rollover Request form.
- 2 Use the AI assistant to provide your personal account registration details, including your name, Social Security Number, and address.
- 3 Indicate whether you are rolling funds into a new or existing TIAA-CREF IRA and specify the account type (Traditional or Roth).
- 4 Enter information about your current custodian, the source of the funds being transferred, and the total rollover amount.
- 5 Specify your investment allocation by indicating the dollar amount to be invested in each selected TIAA-CREF fund.
- 6 If applicable, complete the self-certification section for a late rollover contribution made after the 60-day deadline.
- 7 Review all the information for accuracy, electronically sign the document, and submit the completed form as instructed.
Our AI-powered system ensures each field is filled out correctly, reducing errors and saving you time.
Why Choose Instafill.ai for Your Fillable F11560 Form?
Speed
Complete your F11560 in as little as 37 seconds.
Up-to-Date
Always use the latest 2026 F11560 form version.
Cost-effective
No need to hire expensive lawyers.
Accuracy
Our AI performs 10 compliance checks to ensure your form is error-free.
Security
Your personal information is protected with bank-level encryption.
Frequently Asked Questions About Form F11560
This form is used to roll over funds you have already received from a qualified retirement plan at another financial institution into a TIAA-CREF Funds IRA. This action must be completed within 60 days of receiving the distribution.
You should use this form if you have received a distribution check from a retirement account, such as a 401(k) or another IRA, and you want to deposit it into a new or existing TIAA-CREF Funds IRA.
Yes, if you are opening a completely new IRA with TIAA-CREF Funds, you must also complete and submit the 'IRA New Account Form/Adoption Agreement' along with this rollover form.
In Section 3, you must provide the name of your previous custodian, your account number, and the rollover amount. It is also recommended that you attach a copy of your statement from that account to help expedite your request.
If you missed the 60-day deadline, you may still be able to complete the rollover by filling out Section 5, 'Self-Certification for Late Rollover Contribution'. You must certify that the delay was due to one of the specific reasons listed on the form.
No, you must complete a separate IRA 60-Day Rollover Request form for each different type of account you are rolling over into your TIAA-CREF Funds IRA.
Use Section 4, 'Investment Allocation,' to indicate the exact dollar amount you wish to allocate to each of the available TIAA-CREF funds. The minimum investment is $2,000 for new funds and $100 for existing funds.
To complete a full rollover and avoid taxes, you must deposit the entire distribution amount, including the 20% that was withheld. This means you will need to use your own money to make up for the withheld portion.
The mailing addresses are provided on page 5 of the form. You can use the standard mail address for regular delivery or the overnight address for expedited shipping to Kansas City, MO.
This IRS rule limits you to making only one tax-free rollover from one IRA to another IRA within any 12-month period. This limitation does not apply to trustee-to-trustee transfers or conversions to a Roth IRA.
Yes, services like Instafill.ai use AI to accurately auto-fill form fields with your personal information, which can save you time and help reduce errors.
You can use a service like Instafill.ai to complete the form digitally. Simply upload the PDF, and the tool will make it fillable, allowing you to type your information and securely save or print the finished document.
If you have a non-fillable or 'flat' PDF, you can use a tool like Instafill.ai. It can convert the static PDF into an interactive, fillable form that you can easily complete on your computer.
If you have questions, you can call TIAA-CREF Funds at 800-223-1200, enter prompt 1, then prompt 2. Assistance is available on weekdays from 8 a.m. to 6 p.m. Eastern Time.
Compliance F11560
Validation Checks by Instafill.ai
1
SSN/TIN Format and Completeness
Validates that the Social Security Number or Taxpayer Identification Number in Section 1 is provided and adheres to the standard 9-digit format. This number is a critical unique identifier for tax reporting and identity verification as required by law. A missing or improperly formatted number will result in the immediate rejection of the application until corrected.
2
Date of Birth Validity and Age Verification
Ensures the Date of Birth in Section 1 is a complete, valid date in mm/dd/yyyy format and that the applicant is of legal age to open an IRA (e.g., 18 years or older). This is essential for establishing a legally valid account. An invalid date or an underage applicant will prevent the account from being opened.
3
Conditional Street Address Requirement
Checks if the primary address in Section 1 is a P.O. Box; if so, it mandates that the secondary street address field must be completed. Financial regulations like the Patriot Act require a physical residential address for all account holders. Failure to provide a physical address when required will cause the application to be deemed incomplete and rejected.
4
Rollover Destination Selection Logic
Verifies that in Section 2, the user has selected a destination for the rollover funds, choosing either a new or existing IRA. If 'existing IRA' is selected, the corresponding account number field must be populated. This check prevents ambiguity and ensures funds are directed to the correct account, avoiding processing errors and the misapplication of funds.
5
Source of Funds Completeness
Ensures that at least one checkbox is selected in the 'SOURCE OF MONEY BEING TRANSFERRED' section. This information is critical for determining the tax status, contribution limits, and rules governing the rolled-over funds. Without this information, the rollover cannot be processed correctly as the firm would be unable to classify the funds properly.
6
Investment Allocation Total Consistency
Validates that the sum of all individual dollar amounts allocated to funds in Section 4 is exactly equal to the value entered in the 'Total Amount' field within the same section. This check ensures the client's allocation instructions are arithmetically sound and fully account for all funds being invested. A mismatch would require manual correction and delay the investment process.
7
Rollover Amount and Allocation Total Match
Performs a cross-reference check to ensure the 'Total Amount' from the Investment Allocation (Section 4) equals the 'Rollover Amount' from the Check Distribution (Section 3). This logical consistency check confirms that the total amount being deposited is fully allocated to investments. A discrepancy would halt the transaction, as the system cannot proceed with partially allocated or unallocated funds.
8
Minimum Investment Thresholds
Checks that each individual fund allocation in Section 4 meets the minimum investment amounts specified: $2,000 for new funds and $100 for existing funds. This rule prevents the creation of positions that do not meet the fund's prospectus requirements. Any allocation below the minimum threshold would be rejected, preventing the trade from executing.
9
Late Rollover Certification Completeness
If any reason is checked in Section 5 ('REASONS FOR LATE CONTRIBUTION'), this validation ensures that the contribution amount, Check Date, and Contract Number fields within that section are also filled out. This is required to process a self-certification for a late rollover under IRS rules. An incomplete certification is invalid and cannot be relied upon by the custodian.
10
Required Signature and Acknowledgment
Verifies that the 'Owner’s Signature' field is signed and that the 'PROSPECTUS AND OTHER DOCUMENTS ACKNOWLEDGMENT' checkbox in Section 6 is checked. The signature provides legal authorization for the transaction, while the checkbox confirms receipt of mandatory legal disclosures. Missing either of these makes the application legally incomplete and it will be rejected.
11
Email Address Format Validation
If an email address is provided in Section 1, this check validates that it follows a standard format (e.g., [email protected]). A valid email is crucial for electronic communications, delivery of statements, and online account access credentials. An incorrectly formatted email address would result in failed communications and a poor customer experience.
12
Consistency of Dates
Validates that all date fields on the form (Date of Birth, Check Distribution Date, Today's Date) are in a valid mm/dd/yyyy format and are logically sound (e.g., Today's Date is not in the future). Furthermore, it checks that the Check Distribution Date is not more than 60 days prior to Today's Date, unless Section 5 for late rollovers is completed. This ensures data integrity and compliance with the 60-day rollover rule.
Common Mistakes in Completing F11560
Applicants often provide a partial name, incorrect address, or missing account number for their previous custodian in Section 3. This typically happens when filling out the form from memory instead of referencing a recent account statement. Without this correct data, TIAA cannot verify the source of funds, leading to significant processing delays or outright rejection of the rollover request. Always have a statement from your prior institution on hand to ensure accuracy.
A frequent mistake is when the sum of the individual fund allocations in Section 4 does not equal the total rollover amount listed in Section 3. This simple arithmetic error will cause the application to be flagged and put on hold until the applicant provides corrected instructions. To avoid this, carefully double-check your math before submitting the form. AI-powered tools like Instafill.ai can prevent this by automatically calculating the total and flagging any discrepancies.
The form explicitly requests a copy of the statement from the current custodian to help expedite the request, but this is easily overlooked. Forgetting to include this document forces the processing team to spend extra time verifying the rollover details, which can delay the investment of your funds. To ensure a smooth process, make a copy of your statement and attach it to the completed form before mailing.
An unsigned form is the most critical yet common error, rendering the entire application invalid and requiring it to be sent back for a signature. Similarly, filers often miss the mandatory checkbox in Section 6 acknowledging receipt of prospectuses, which also halts the process. A final review of the signature page is essential to ensure both the signature and all required checkboxes are completed.
When rolling funds into an existing TIAA-CREF IRA, applicants frequently select the correct option in Section 2 but forget to write in their account number. This omission requires the processing team to manually search for the account, which can cause delays or errors if multiple accounts exist. To prevent this, look up and confirm your existing IRA account number before you begin filling out the form.
In Section 4, the form specifies a minimum investment of $2,000 for new funds and $100 for existing funds. Applicants sometimes allocate amounts below these thresholds, which leads to the rejection of their investment instructions. The rollover may then be placed into a default money market account, which may not align with the applicant's investment strategy, until corrected allocation instructions are received.
Applicants may miscalculate the 60-day period from the 'Check Distribution Date' or use the wrong date, leading to an untimely submission. If the form is submitted late without the required Self-Certification in Section 5, the rollover will be disallowed and the entire distribution could become a taxable event with potential penalties. It is crucial to accurately identify the distribution date and complete Section 5 if the 60-day window has passed.
In Section 1, the form requires a physical street address if a P.O. Box is listed as the primary address. People often fill in the P.O. Box line and skip the separate physical address fields. This omission can cause compliance issues and delays in account setup, as a physical address is required by law for identity verification. Always provide a physical street address if your mailing address is a P.O. Box.
The signature in Section 6 must exactly match the full legal name printed in Section 1, including any middle initial. Applicants often sign with a nickname or an abbreviated version of their name out of habit. This discrepancy is a common reason for rejection on legal and compliance grounds, requiring the form to be returned for a new signature. To avoid this, sign with your full, official name as it appears on your identification.
Many people print this form and fill it out by hand, which can lead to illegible entries for critical data like account numbers or allocation amounts. This can cause data entry errors and significant delays. If the form is only available as a flat, non-fillable PDF, tools like Instafill.ai can convert it into a fillable version, allowing you to type directly into the fields for perfect clarity and accuracy.
Saved over 80 hours a year
“I was never sure if my IRS forms like W-9 were filled correctly. Now, I can complete the forms accurately without any external help.”
Kevin Martin Green
Your data stays secure with advanced protection from Instafill and our subprocessors
Robust compliance program
Transparent business model
You’re not the product. You always know where your data is and what it is processed for.
ISO 27001, HIPAA, and GDPR
Our subprocesses adhere to multiple compliance standards, including but not limited to ISO 27001, HIPAA, and GDPR.
Security & privacy by design
We consider security and privacy from the initial design phase of any new service or functionality. It’s not an afterthought, it’s built-in, including support for two-factor authentication (2FA) to further protect your account.
Fill out F11560 with Instafill.ai
Worried about filling PDFs wrong? Instafill securely fills tiaa-cref-funds-ira-60-day-rollover-request-retail-class-only forms, ensuring each field is accurate.
