Retiree Pre-Session Materials
If you are in retirement or within one year of retirement, please fill out each of the forms listed below in advance of your counseling session so we can develop your personalized report.
At least one week before your scheduled counseling session, please fax the completed materials to our secure fax number at 1 800 914-8922.
These forms are for retirement assets and plans with TIAA-CREF and other companies:
Managing Your Financial Future (PDF)
[A11382]
Information Form (PDF)
[F11186]
Risk Tolerance Questionnaire (PDF)
[F11197]
If you have questions or need help selecting the correct form, call us at 1 800 842-2252.
