Following is a list of frequently used advisor forms. You can also access a complete list of all TIAA-CREF forms at the bottom of this page.
Master Agreement (PDF)
Establishes terms and conditions of agreement for advisors working with TIAA-CREF Advisor Services.
Customer Authorization (PDF)
Allows Participants to authorize Financial Advisors access to their TIAA-CREF accounts.
IRA Fee Billing Agreement (PDF)
Allows Participants to authorize the deduction of advisor fees from IRA contracts only.
Payment Destination (PDF)
Updates payment information for all existing and future fee billing agreements.
Request to Change Advisor Address (PDF)
Change address form.
All forms available on tiaa-cref.org.
Please join us at one of the many events TIAA-CREF Advisors and Consultants sponsor and attend:
PLANADVISER National Conference 2013
September 9-11, 2013
Cambridge Ignite 2013
September 25-28, 2013
CFDD Advisor Conference 2013
October 7-9, 2013
NAPFA Fall Conference
October 8-11, 2013
P&I 2013 West Coast
October 27-29, 2013
Charles Schwab IMPACT Conference 2013
November 10-13, 2013
Monday – Friday 8:00AM to 7:00 PM ET
Call us at 888 842-0318
Download the advisor map (PDF) to locate an advisor services representative near you.
Learn more about our Asset Management capabilities.
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Visit TIAA-CREF.org for more reasons to work with us.