Transfer/Roll Over to TIAA-CREF

For retirement plans
Use this form to roll over or transfer assets from another retirement plan or IRA to your existing TIAA-CREF employer-sponsored retirement plan.

Transfer/Rollover to TIAA-CREF Form (PDF)
[F10462]

• Form Checklist (PDF)
• Sample Form (PDF)

For Investment Solutions IRAs
Use this form to transfer assets from your current IRA investment provider or employer-sponsored retirement plan to a TIAA-CREF Investment Solutions IRA.

Transfer/Rollover to TIAA-CREF Form (PDF)
[F10463]

For Mutual Fund IRAs
Use this form to transfer assets from your current IRA investment provider or employer-sponsored retirement plan to a TIAA-CREF Mutual Fund IRA.

Transfer/Rollover to TIAA-CREF Form (PDF)
[020ZT.XXT]

• Sample Form (PDF)