TIAA-CREF: Financial Services for the Greater Good Texas
 
 
TIAA-CREF: Financial Services for the Greater Good Texas

Together, the state of Texas and TIAA-CREF can help you prepare for a more secure retirement. Whether it's the state's Optional Retirement Plan (ORP), an alternative to the Teacher Retirement System of Texas (TRS), or the supplemental plan for additional retirement savings, TIAA-CREF is here to make enrollment and management of your plans as easy as possible.

Open an account with TIAA-CREF
Use the links below to download and print the appropriate application.

Optional Retirement Plan (ORP) Application
Tax-Deferred Annuity (TDA) Application

When completed, please return the application to TIAA-CREF at:
370 17th Street, Denver CO 80202
Or, you can fax it to TIAA-CREF at 800 914-8922.

Be sure to check with your employer for the correct forms and procedures. Go to these sites:
Stephen F. Austin State University
Texas A&M University System
Texas State University - San Marcos
Texas Tech University
Texas Tech University Health Sciences Center
Texas Woman's University
University of North Texas
University of North Texas Health Sciences Center

Complete a Salary Reduction Agreement
To complete your new plan enrollment, please download the Salary Reduction Agreement by visiting your institution's Web site listed above. Or, you can pick up and complete a form at your HR/Benefits office.

How to transfer funds to TIAA-CREF
If you currently have assets with another plan provider and would like to transfer those funds to a TIAA-CREF plan, you can do so by completing a TIAA-CREF Transfer/Rollover form. A Transfer/Verification form is also required, which you can obtain from your HR/Benefits office.

There may be tax consequences associated with the transfer of assets. Indirect transfers may be subject to taxation, surrender charges, and penalties. Consult with your own tax advisor regarding your particular situation.

About TIAA-CREF
TIAA-CREF is among the largest and most respected financial services organizations in the world, and one of the most unique. For more than 85 years, we've been singularly focused on the financial well-being of a remarkable group of people - the faculty and staff of America's education and research communities.



Your Security
At TIAA-CREF, we are committed to safeguarding your personal information. Read our Privacy Policy for more information.

You should consider the investment objectives, risks, charges and expenses carefully before investing. Click here to view prospectuses containing this and other information or call 877 518-9161. Please read the prospectus carefully before investing.

TIAA-CREF Individual & Institutional Services, LLC, and Teachers Personal Investors Services, Inc., distribute securities products. TIAA (Teachers Insurance and Annuity Association) New York, NY and TIAA-CREF Life Insurance Co., New York, NY issue insurance and annuities.

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