Brokerage Account Transfer

Use this form to transfer assets to your existing TIAA-CREF Brokerage Services account from a brokerage firm.

You can only transfer between similar accounts, such as from one Traditional IRA to another.

Brokerage Account Transfer Form (PDF)
[F11043]

Receiving transfers

If you need to open a brokerage account to receive the asset transfer, you must also complete the form below.

Web Brokerage Account Application (PDF)
[F11035]

If you have questions or need help selecting the correct form, call us at 1 800 927-3059.