Make sure you have the following information on hand:

  • Social Security number
  • Names and dates of birth of beneficiaries
  • Tax ID number (if Trusts are to be designated as beneficiaries)
  • Employer's name and address (for Rollovers)
  • Account statement(s) from current provider(for rollovers and transfers)
  • Bank account information (to establish EFT)
  • TIAA-CREF Contract/account numbers (where can I find this?)

 

Continue to Open an IRA


Need help?

Call 1 800 842-2888
Monday through Friday.
8 a.m - 10 p.m. (ET) and Saturday, 9 a.m. - 6 p.m. (ET)

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