INDIVIDUAL RETIREMENT ACCOUNTS (IRAs)

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
Roth IRA Conversion Convert a TIAA-CREF Traditional IRA to a Roth IRA.	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
Mail a Payment Coupon and Check

Investment Solutions IRA Contribution Coupon	N/A	Get Form
Simplified Employee Pension (SEP) Contribution Agreement Employers complete agreement to establish the benefits available to all eligible employees under a Simplified Employee Pension (SEP) IRA.	N/A	Get Form

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

Investment Solutions IRA	Complete Online	N/A

Mutual Fund IRA	N/A	Get Form
Payment Destination for Investment Solutions IRA

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

Taking Withdrawals

Form Name

Complete Online

Download/Print

Lump-sum Cash Withdrawals

Investment Solutions IRA

- Cash withdrawal

- Roll over or transfer to another financial institution -
Call 1 888 556-2917

- Request a Charitable Distribution

N/A

Mutual Fund IRA

N/A

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 IRA Application IRA enrollment form for individuals who are not eligible for an Investment Solutions IRA.	N/A	Get Form

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
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

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
Mutual Fund IRA Account Services Make changes to your TIAA-CREF Mutual Fund IRA 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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