Moving Money to Your TIAA-CREF Accounts
Benefits of Online Forms
- Quick and convenient: Your personal information appears automatically
- Accurate: Get to the right form fast — and submit it correctly with form review
- Faster processing: Online requests are often processed faster than paper forms
| 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 |
|
Brokerage Account Transfer Transfer assets from your current brokerage firm to a TIAA-CREF Brokerage Services account. |
N/A | Get Form |
| 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 Increase, decrease or suspend contributions to an employer-sponsored retirement plan. |
Complete Online | N/A |
|
Transfer Annuity Payments to a TIAA-CREF Mutual Fund Account Transfer your annuity payments to a TIAA-CREF Mutual Fund account. |
N/A | Get Form |
|
Simplified Employee Pension (SEP) Contribution Agreement Employers' agreement to establish the contribution amounts for employees under a Simplified Employee Pension (SEP) IRA. |
N/A | Get Form |
|
Tax Refund Direct Deposit to Mutual Fund Directly deposit a tax refund to a TIAA-CREF Mutual Fund. |
N/A | Get Form |
|
Brokerage Services Automatic Investment Plan Set up automatic investments into existing mutual fund positions held in your brokerage account. |
N/A | Get Form |
