Advisors Working with Individuals

Resources and Education



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.

Other forms
All forms available on


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Advisor Services Hotline:

Monday – Friday 8:00AM to 7:00 PM ET

Call us at 888 842-0318

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Recognition & Ratings

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