How Do I?

We’re making it easier for you to service your clients. Access important information through these links.

Become an Authorized Advisor 

Learn how to become a TIAA-CREF Authorized Advisor.

Claim Benefits 

How to assist your clients with accessing and managing survivor benefit-related issues?

Perform Frequent Transactions 

Access information on transfers, contributions, withdrawals, loans and how to create income.

Open an Account

Visit tiaa-cref.org to download necessary forms to establish an account or open an account online with your client.

© 2012 and prior years, Teachers Insurance and Annuity Association - College Retirement Equities Fund (TIAA-CREF), New York, NY 10017