Advisors Working with Individuals

If a client's employer permits transfers from its retirement plan, funds can be moved from TIAA-CREF directly to other carriers.

A TIAA-CREF Direct Transfer Authorization form must be completed. Because there are varying retirement plan restrictions on the amount your client is able to transfer – and different transfer forms depending on institutional and ERISA rules – the best way for you or your client to request an external transfer is to contact TIAA-CREF. We will check employer plan rules and in some cases need to calculate the amount of funds eligible to be moved.

External Transfers

Certain contracts impose restrictions on withdrawals and transfers from TIAA Traditional.

For further information on these restrictions, see here .