Plan Sponsors

Forms

Find and download forms to support plan administration.

Form NameComplete OnlineDownload/Print
  • TIAA-CREF Administrator Services Application
N/A Get Form (PDF)
  • TIAA-CREF Online Auditor Access Application
N/A Get Form (PDF)
  • TIAA-CREF Online Third Party Representative Access Application
N/A Get Form (PDF)
Plan Audit Forms
  • Financial Plan Audit Documentation Request Form
N/AGet Form (XLS)
  • Regulatory Plan Audit Inquiry Transmittal (for IRS and DOL audits ONLY)
N/A Get Form (PDF)
  • Regulatory Plan Audit Documentation Request (for IRS and DOL audits ONLY)
N/AGet Form (XLS)
Plan Sponsor Refund Request
  • Plan Sponsor Refund Request Online Instructions
N/A Get Form (PDF)
  • Plan Sponsor Refund Request Form
N/A Get Form (PDF)
  • Personal Information Verification form
N/A Get Form (PDF)
  • Sample Salary Reduction Agreement
N/A Get Form (PDF)
  • Plan Amendment Authorization
N/A Get Form (PDF)
  • Minimum Distribution Amendment
N/AGet Form (DOC)
Defined Benefit (Group Annuity)
  • Authorization to Deduct Insurance Premiums
N/A Get Form (PDF)
  • Notification of Annuitant Death
N/A Get Form (PDF)
  • Request for Benefit Calculation
N/A Get Form (PDF)
  • Request for Initiation of Annuity Benefits — Direct Pay
N/A Get Form (PDF)
  • Request for Initiation of Annuity Benefits — Non Participating
N/A Get Form (PDF)
  • Single Sum Payment
N/A Get Form (PDF)
  • Single Sum Survivor Benefit — Non Spouse
N/A Get Form (PDF)
  • Single Sum Survivor Benefit — Spouse
N/A Get Form (PDF)
  • Single Sum Survivor Benefit — Estate
N/A Get Form (PDF)
  • Spousal Waiver — 50% QJSA
N/A Get Form (PDF)
  • Spousal Waiver — 100% QJSA
N/A Get Form (PDF)
Revenue Credit Account
  • Payment Destination
N/A Get Form (PDF)
  • Plan Servicing Credit Disbursement
N/A Get Form (PDF)
  • Investment Option Transfer
N/A Get Form (PDF)
  • Disbursement for Vendor Expenses
N/A Get Form (PDF)
  • Account Authorization
N/A Get Form (PDF)
  • W-9
N/A Get Form (PDF)

How to Register

  1. Take a guided tour of secure access.
  2. Complete the Administrator Services Application (PDF). TIAA-CREF will send you your account information.
  3. Use the account information to create a User ID and Password .

Plan Auditor Access

To provide your plan auditors secure limited access to your Plan's financial reports on the TIAA-CREF Administrator Web Center, complete the TIAA-CREF Online Auditor/Access Authorization/Change Form (PDF).

You can use this application to add or delete online access for your auditors. 

Contact Us

Call the Administrator Telephone Center at (888) 842-7782, Monday through Friday from 8 a.m. to 8 p.m. (ET).

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