Forms

TIAA-CREF Brokerage Services makes it easy for you to find and download the forms you need for your account.

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New Brokerage Accounts -- IRA (Traditional & Roth) -- SEP IRA -- Service / Maintenance -- Disclosures


New Brokerage Accounts
TIAA-CREF Brokerage Services Account Application
TIAA-CREF Brokerage Services Account Transfer Form
Customer Account Agreement
SIPC Asset Protection Reference Guide

IRA (Traditional and Roth)
Brokerage IRA Account Application
TIAA-CREF Brokerage Services Account Transfer Form
IRA Distribution Request
IRA Resource Checking Application and Agreement
TIAA-CREF Roth IRA Brokerage Conversion Form
Roth IRA Custodial Account Agreement and Disclosure Statement
Traditional / SEP IRA Custodial Account Agreement and Disclosure Statement

SEP IRA
Brokerage IRA Account Application
TIAA-CREF Brokerage Services Account Transfer Form
IRA Distribution Request
IRA Resource Checking Application and Agreement
5305 SEP Form
SEP Retirement Plan Contribution Form
Traditional/ SEP IRA Custodial Account Agreement and Disclosure Statement

Service/Maintenance
Accommodation Transfer Authorization
Affidavit and Agreement in Lieu of Proof of Ownership
Asset Movement Authorization
Brokerage Incoming Account Transfer Form
Cash Solutions Account Application
Designation of Beneficiary
Direct Deposit Authorization
Federal Funds Wire Transfer
Individual Transfer on Death Account Agreement
Irrevocable Stock or Bond Power
Joint Transfer on Death Account Agreement
Request for Disposition of a Nontransferable Security
SelectLink / Combined Mail Application
TIAA-CREF Brokerage Services Automated Clearing House (ACH) Authorization Agreement
TIAA-CREF Brokerage Services Automatic Investment Plan (AIP)
Trading Authorization and Indemnification Form
Trustee Certification of Investment Powers

Disclosures
Reserve Insured Deposits Terms and Conditions
Federated Cash Series Prospectus