Moving Money to Your TIAA-CREF Accounts

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 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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