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Moving Money to Your TIAA-CREF Accounts	Adding/Changing Your Beneficiary
Taking Money From Your TIAA-CREF Accounts	General Tax Forms
Opening an Account	Maintaining Your Account
Brokerage Services	Retirement Planning and Advice

MOVING MONEY TO YOUR TIAA-CREF ACCOUNTS

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

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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 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

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TAKING MONEY FROM YOUR TIAA-CREF ACCOUNTS

Borrowing From Your Account

Form Name	Complete Online	Download/Print
Loans View existing loans or see if you are eligible to apply for a loan.	Complete Online	N/A

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Beginning Retirement Income

Form Name	Complete Online	Download/Print
Record of Age Confirm your age for lifetime income.	N/A	Get Form
Minimum Distribution Option Satisfy the IRS required minimum distributions.	N/A	Get Form
Systematic Cash Withdrawals
Retirement Annuity, Group Retirement Annuity, Supplemental Retirement Annuity, Investment Solutions IRA, Public 457(b), Private 457(b)	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
GlobalPay Receive payments outside of the U.S.	N/A	Get Form

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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 - Roll over or transfer to another financial institution -   Call 1 888 556-2917	Complete Online N/A	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

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OPENING AN ACCOUNT

Opening an Account

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

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BROKERAGE SERVICES

Brokerage Services

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.

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ADDING/CHANGING YOUR BENEFICIARY

Adding/Changing Your Beneficiary

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

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GENERAL TAX FORMS

General Tax Forms

Form Name	Complete Online	Download/Print
IRS Form W-4 For your employer to withhold tax from your pay.	N/A	Get Form
IRS Form W-7 Application for IRS individual taxpayer identification number.	N/A	Get Form
IRS Form W-8 BEN Tax reporting and withholding for non-U.S. citizens and residents.	N/A	Get Form
IRS Form W-9 Certify that your Social Security number is correct.	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

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MAINTAINING YOUR ACCOUNTS

Maintaining Your Accounts

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

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RETIREMENT PLANNING AND ADVICE

Retirement Planning and Advice

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

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