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Form 5500 Instruction Materials
403(b) Plans

Letter to 403(b) Plan Administrators
• 2007    • 2006   

ERISA Memorandum on Form 5500
• 2007  • 2006    • 2005    • 2004    • 2003    • 2002    • 2001   
• 2000  • 1999   
ERISA Memorandum on Summary Annual Reports
• 2007  • 2006    • 2005    • 2004    • 2003    • 2002    • 2001   


Qualified Plans

Letter to Qualified Plan Administrators
• 2007    • 2006   

Data Certification Letter
• 2007  • 2006   
ERISA Memorandum on Form 5500
• 2007    • 2006    • 2005    • 2004    • 2003    • 2002    • 2001   
• 2000    • 1999   
ERISA Memorandum on Summary Annual Reports
• 2007    • 2006    • 2005    • 2004    • 2003    • 2002    • 2001   

SAS 70 Report
TIAA-CREF's auditor, PricewaterhouseCoopers (PwC), has released its SAS 70 report (Statement on Auditing Standards No. 70), which provides the auditor's opinion of the design and operating effectiveness of our controls for the period January 1, 2006 to December 31, 2006 for our Legacy platform. This year, TIAA-CREF will have two SAS 70 reports, one for our Legacy platform and a second report for our new Open Plan Solutions platform, which will cover the period from July 1, 2006 to December 31, 2006, and which is anticipated to be available at the end of June.

If you would like to receive a copy of the SAS 70 report, please call your assigned Consultant or if none, the Administrator Telephone Center at 1 888 842-7782.



Keogh Plans

Letter to Keogh Plan Administrators
• 2007    • 2006 

ERISA Memorandum on Form 5500-EZ
• 2007    • 2006    • 2005    • 2004    • 2003    • 2001   


Related Material
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ERISA Information
Form 5500
Important deadlines for Form 5500
FAQs about Form 5500