Brokerage Account Transfer

Use this form to transfer assets to your existing TIAA-CREF Brokerage Services account from a brokerage firm.

You can only transfer between similar accounts, such as from one Traditional IRA to another.

Brokerage Account Transfer Form (PDF)

Receiving transfers

In order to receive an asset transfer, you must complete a TIAA-CREF Brokerage Services account application and have an active, open account.

TIAA-CREF Brokerage Services Online Account Application

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