Advisors Working with Individuals

Transfer Funds from TIAA-CREF


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

A TIAA-CREF Direct Transfer Authorization form must be completed. Because plan restrictions vary regarding the amount that can be transferred — and transfer forms differ based on institutional and ERISA rules — the best way to request an external transfer is to contact TIAA-CREF at 888-842-0318. We will check employer plan rules and, in some cases, calculate the amount that’s eligible to be moved.

External transfers

Certain contracts impose restrictions on withdrawals and transfers from TIAA Traditional. Read more information on these restrictions , call the hotline at 888 842-0318.

Advisor Services Hotline:

Monday – Friday 8:00AM to 7:00 PM ET

Call us at 888 842-0318

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