All Forms

Benefits of Online Forms

Transferring or Rolling Over Assets
Form Name	Complete Online	Download/Print
Transfer/Roll Over to TIAA-CREF Roll over or transfer assets from another retirement plan or IRA to your existing TIAA-CREF account.	N/A	Get Form
Transfer Payout Annuity Reinvestment Transfer funds out of TIAA Traditional in your Retirement Annuity (RA) or Group Retirement Annuity (GRA) to other investments available under your plan.	N/A	Get Form
Reinvest Existing Transfer Payout Annuity Withdrawals Reinvest the Transfer Payout Annuity installments you are currently receiving as cash withdrawals.	N/A	Get Form
Roth IRA Conversion Convert a TIAA-CREF Traditional IRA to a Roth IRA.	N/A	Get Form
1035 Exchange Transfer or make a 1035 exchange of non-qualified funds from another insurance company to TIAA-CREF.	N/A	Get Form
Coverdell Education Savings Account (ESA) Asset Transfer Directly transfer your current Coverdell Education Savings Account (ESA) to a TIAA-CREF Coverdell ESA.	N/A	Get Form

Making Contributions
Form Name	Complete Online	Download/Print
Make a contribution via Electronic Funds Transfer (EFT)
- Investment Solutions IRA	Complete Online	N/A
- Mutual Fund IRA	N/A	Get Form
- Mutual Fund Account	N/A	Get Form
- After-Tax Annuity	N/A	Get Form
- Life Insurance Premiums	N/A	Get Form
Mail a Payment Coupon and Check
- Investment Solutions IRA Contribution Coupon	N/A	Get Form
- After-Tax Retirement Annuity Contribution Coupon	N/A	Get Form

Salary Reduction Agreement	Complete Online	N/A

Transfer Annuity Payments to a TIAA-CREF Mutual Fund Account	N/A	Get Form

Simplified Employee Pension (SEP) Contribution Agreement	N/A	Get Form

Tax Refund Direct Deposit to Mutual Fund	N/A	Get Form

Borrowing From Your Account
Form Name	Complete Online	Download/Print

Loans	Complete Online	N/A

Beginning Retirement Income
Form Name	Complete Online	Download/Print

Record Of Age	N/A	Get Form

Minimum Distribution Option	N/A	Get Form
Systematic Cash Withdrawals

Retirement Annuity, Group Retirement Annuity, Supplemental Retirement Annuity,	Complete Online	N/A

Keogh	N/A	Get Form

Mutual Fund IRA	N/A	Get Form
Interest-Only Payments Begin interest-only payments from TIAA Traditional in your Retirement Annuity (RA), Group Retirement Annuity (GRA) or Retirement Choice Annuity.	N/A	Get Form
Fixed-Period Payments To begin payments for a fixed period of time from a:

Retirement Annuity/Group Retirement Annuity	N/A	Get Form

Supplemental Retirement Annuity	N/A	Get Form
Payment Destination

EFT	Complete Online	Get Form

Mail Check to New Address	N/A	Get Form
Global Pay Receive payments outside of the U.S.	N/A	Get Form

Taking Withdrawals
Form Name	Complete Online	Download/Print
Lump-sum Cash Withdrawals

Retirement Annuity, Group Retirement Annuity, Supplemental Retirement Annuity, Investment Solutions IRA, Public 457(b), Private 457(b)
- Cash withdrawal	Complete Online	N/A
- Roll over or transfer to another financial institution - Call 1 888 556-2917	N/A	N/A

Keogh	N/A	Get Form

Mutual Fund IRA	N/A	Get Form

Personal Annuity	N/A	Get Form

Lifetime Fixed V Annuity	N/A	Get Form

Lifetime Variable Select Annuity	N/A	Get Form
Transfer Payout Annuity to Cash Make an annual withdrawal or roll over out of TIAA Traditional.	N/A	Get Form
Change Existing Transfer Payout Annuity (TPA) Reinvest to Cash Receive cash withdrawals from the Transfer Payout Annuity installments you are currently reinvesting.	N/A	Get Form
Charitable Distribution from Investment Solutions IRA	N/A	Get Form


Form Name	Complete Online	Download/Print
Investment Solutions IRA IRA enrollment forms for the state in which you reside.	Complete Online	Get Form
IRA Adoption Agreement Complete this form to certify your eligibility to open and invest in an IRA.	N/A	Get Form
Self-Directed Brokerage for Investment Solutions IRA Open a Self-Directed Brokerage feature for your Investment Solutions IRA.	Complete Online	Get Form
TIAA-CREF Mutual Fund Application Open a Mutual Fund Account.	Complete Online	Get Form
TIAA-CREF Mutual Fund IRA Application IRA enrollment form for individuals who are not eligible for an Investment Solutions IRA.	N/A	Get Form
Coverdell Education Savings Account Open a Coverdell Education Savings Account.	N/A	Get Form


Form Name	Complete Online	Download/Print
Brokerage Services Cash Solutions Open a new Brokerage Services Cash Solutions account.	Complete Online	Get Form
Brokerage Account Transfer Transfer assets from your current brokerage firm to a TIAA-CREF Brokerage Services account.	N/A	Get Form
Brokerage Services Automatic Investment Plan Set up an electronic funds transfer (EFT) from your bank to a TIAA-CREF Brokerage Services account.	N/A	Get Form
Don't see the form you're looking for? Find additional forms at TIAA-CREF Brokerage Services.	N/A	N/A


Form Name	Complete Online	Download/Print
Designating Beneficiaries

Retirement Plans (including Investment Solutions IRA and Keoghs), Payout Contracts, Individual Life Insurance Policies, or After-Tax Annuities	Complete Online	N/A

Mutual Funds	N/A	Get Form

Mutual Fund IRAs	N/A	Get Form

Institution-Owned Contracts	N/A	Get Form


Form Name	Complete Online	Download/Print

IRS Form W-4	N/A	Get Form

IRS Form W-7	N/A	Get Form

IRS Form W-8 BEN	N/A	Get Form

IRS Form W-9	N/A	Get Form
State Income Tax Withholding

Lump Sum	N/A	Get Form

Ongoing Withdrawals	Complete Online	Get Form
Special Tax Notice Regarding Plan Payments Required notification of option to roll over cash withdrawals.	N/A	Get Form
Federal Tax Withholding (W-4P Withholding Certificate) Elect your federal tax withholding for withdrawals.	Complete Online	Get Form
Federal Tax Withholding (W-4P Withholding Certificate) TIAA-CREF Version Elect your federal tax withholding for withdrawals. Form includes helpful tips.	Complete Online	Get Form


Form Name	Complete Online	Download/Print
Transfer Funds Transfer existing funds within your retirement account.	Complete Online	N/A
Change Your Allocations Change how contributions to your retirement account are divided among the available investments.	Complete Online	N/A
Change of Name Change your name of record.	N/A	Get Form
Qualified Domestic Relations Order (QDRO) Sample QDRO used to divide accounts due to a court order.	N/A	Get Form
Life Insurance Transfer of Ownership Transfer the ownership of your life insurance policy.	N/A	Get Form
Mutual Fund IRA Account Services Make changes to your TIAA-CREF Mutual Fund IRA information and features.	N/A	Get Form
Mutual Fund Account Services Make changes to your TIAA-CREF Mutual Fund Account information and features.	N/A	Get Form
Privacy Revocation To let TIAA-CREF send you new product sales information.	N/A	Get Form


Form Name	Complete Online	Download/Print
Retiree Pre-Session Materials If you are in retirement or within one year of retirement, complete these forms in advance of your counseling session.	N/A	Get Form
Accumulation Pre-Session Materials If you are more than one year from retirement, complete these forms in advance of your counseling session.	N/A	Get Form