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Benefits of Online Forms

  • Quick and convenient: Your personal information appears automatically
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Moving Money to Your TIAA-CREF AccountsAdding/Changing Your Beneficiary
Taking Money from Your TIAA-CREF AccountsGeneral Tax Forms
Opening an AccountMaintaining Your Accounts
Brokerage ServicesRetirement Planning and Advice


Moving Money to Your TIAA-CREF Accounts


Transferring or Rolling Over Assets
Form NameComplete OnlineDownload/Print
Transfer/Roll Over to TIAA-CREF
Roll over or transfer assets from another retirement plan or IRA to your existing TIAA-CREF account.
N/AGet Form
Transfer Payout Annuity Reinvestment
Transfer funds out of TIAA Traditional in your Retirement Annuity (RA) or Group Retirement Annuity (GRA) to other investments available under your plan.
N/AGet Form
Reinvest Existing Transfer Payout Annuity Withdrawals
Reinvest the Transfer Payout Annuity installments you are currently receiving as cash withdrawals.
N/AGet Form
Roth IRA Conversion
Convert a TIAA-CREF Traditional IRA to a Roth IRA.
N/AGet Form
1035 Exchange
Transfer or make a 1035 exchange of non-qualified funds from another insurance company to TIAA-CREF.
N/AGet Form
Coverdell Education Savings Account (ESA) Asset Transfer
Directly transfer your current Coverdell Education Savings Account (ESA) to a TIAA-CREF Coverdell ESA.
N/AGet Form

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Making Contributions
Form Name
Complete OnlineDownload/Print
Make a contribution via Electronic Funds Transfer (EFT)

- Investment Solutions IRA

Complete OnlineN/A

- Mutual Fund IRA

N/AGet Form

- Mutual Fund Account

N/AGet Form

- After-Tax Retirement Annuity

N/AGet Form

- After-Tax Annuity

N/AGet Form

- Life Insurance Premiums

N/AGet Form
Mail a Payment Coupon and Check

- Investment Solutions IRA Contribution Coupon

N/AGet Form

- After-Tax Retirement Annuity Contribution Coupon

N/AGet Form

- Keogh Remittance Coupon

N/AGet Form

- After-Tax Annuity Contribution Coupon

N/AGet Form
  • Transfer Annuity Payments to a TIAA-CREF Mutual Fund Account
N/AGet Form
  • Simplified Employee Pension (SEP) Contribution Agreement
N/AGet Form
  • Tax Refund Direct Deposit to Mutual Fund
N/AGet Form

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Taking Money from Your TIAA-CREF Accounts

Borrowing From Your Account
Form Name
Complete OnlineDownload/Print
  • Loans
Complete OnlineN/A

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Beginning Retirement Income
Form Name
Complete OnlineDownload/Print
  • Record Of Age
N/AGet Form
  • Minimum Distribution
N/AGet Form

Systematic Cash Withdrawals
  • Retirement Annuity, Group Retirement Annuity, Supplemental Retirement Annuity,
Complete OnlineN/A
  • Keogh
N/AGet Form
  • Mutual Fund IRA
N/AGet Form
Interest-Only Payments
Begin interest-only payments from TIAA Traditional in your Retirement Annuity (RA), Group Retirement Annuity (GRA) or Retirement Choice Annuity.
N/AGet Form
Fixed-Period Payments
To begin payments for a fixed period of time from a:
  • Retirement Annuity/Group Retirement Annuity
N/AGet Form
  • Supplemental Retirement Annuity
N/AGet Form
Payment Destination
  • EFT
Complete OnlineGet Form
  • Mail Check to New Address
N/AGet Form
Global Pay
Receive payments outside of the U.S.
N/AGet Form

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Taking Withdrawals
Form Name
Complete OnlineDownload/Print

Lump-sum Cash Withdrawals
  • Retirement Annuity, Group Retirement Annuity, Supplemental Retirement Annuity, Investment Solutions IRA, Public 457(b), Private 457(b)

- Cash withdrawal

Complete OnlineN/A

- Roll over or transfer to another financial institution - Call 1 888 556-2917

N/AN/A
  • Keogh
N/AGet Form
  • Mutual Fund IRA
N/AGet Form
  • Personal Annuity
N/AGet Form
  • Lifetime Fixed V Annuity
N/AGet Form
  • Lifetime Variable Select Annuity
N/AGet Form
Transfer Payout Annuity to Cash
Make an annual withdrawal or roll over out of TIAA Traditional.
N/AGet Form
Change Existing Transfer Payout Annuity (TPA) Reinvest to Cash
Receive cash withdrawals from the Transfer Payout Annuity installments you are currently reinvesting.
N/AGet Form
Charitable Distribution from Investment Solutions IRAN/AGet Form
Retirement Healthcare PlanN/AGet Form

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Opening an Account

Form Name
Complete OnlineDownload/Print
Investment Solutions IRA
IRA enrollment forms for the state in which you reside.
Complete Online N/A
IRA Adoption Agreement
Complete this form to certify your eligibility to open and invest in an IRA.
N/AGet Form
Self-Directed Brokerage for Investment Solutions IRA
Open a Self-Directed Brokerage feature for your Investment Solutions IRA.
Complete OnlineGet Form
TIAA-CREF Mutual Fund Application
Open a Mutual Fund Account.
Complete OnlineGet Form
TIAA-CREF Mutual Fund IRA Application
IRA enrollment form for individuals who are not eligible for an Investment Solutions IRA.
N/AGet Form
Coverdell Education Savings Account
Open a Coverdell Education Savings Account.
N/AGet Form

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Brokerage Services

Form Name
Complete OnlineDownload/Print
Brokerage Services Cash Solutions
Open a new Brokerage Services Cash Solutions account.
Complete Online Get Form  (PDF)
Brokerage Account Transfer
Transfer assets from your current brokerage firm to a TIAA-CREF Brokerage Services account.
N/AGet Form
Brokerage Services Automatic Investment Plan
Set up an electronic funds transfer (EFT) from your bank to a TIAA-CREF Brokerage Services account.
N/AGet Form
Don't see the form you're looking for? Find additional forms at TIAA-CREF Brokerage Services.

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Adding/Changing Your Beneficiary

Form Name
Complete OnlineDownload/Print
Designating Beneficiaries
  • Retirement Plans (including Investment Solutions IRA and Keoghs), Payout Contracts, Individual Life Insurance Policies, or After-Tax Annuities
Complete OnlineN/A
  • Mutual Funds
N/AGet Form
  • Mutual Fund IRAs
N/AGet Form
  • Institution-Owned Contracts
N/AGet Form
  • Non-qualified Annuities
N/A Get Form (PDF)

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General Tax Forms

Form NameComplete OnlineDownload/Print
  • IRS Form W-4
N/AGet Form
  • IRS Form W-7
N/AGet Form
  • IRS Form W-8 BEN
N/AGet Form
  • IRS Form W-9
N/AGet Form

State Income Tax Withholding
  • Lump Sum
N/AGet Form
  • Ongoing Withdrawals
Complete Online Get Form
Special Tax Notice Regarding Plan Payments
Required notification of option to roll over cash withdrawals.
N/AGet Form
Relative Value Disclosure Illustration
Before taking a withdrawal from a plan sponsored by a private employer, you should be aware of your alternative options for receiving income. The charts provide examples.
N/AGet Form
Federal Tax Withholding (W-4P Withholding Certificate)
Elect your federal tax withholding for withdrawals.
Complete OnlineGet Form
Federal Tax Withholding (W-4P Withholding Certificate) TIAA-CREF Version
Elect your federal tax withholding for withdrawals. Form includes helpful tips.
Complete OnlineGet Form

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Maintaining Your Accounts

Form NameComplete OnlineDownload/Print
Transfer Funds
Transfer existing funds within your retirement account.
Complete Online N/A
Change Your Allocations
Change how contributions to your retirement account are divided among the available investments.
Complete Online N/A
Change of Name
Change your name of record.
N/AGet Form
Qualified Domestic Relations Order (QDRO)
Sample QDRO used to divide accounts due to a court order.
N/AGet Form
Life Insurance Transfer of Ownership
Transfer the ownership of your life insurance policy.
N/AGet Form
Mutual Fund IRA Account Services
Make changes to your TIAA-CREF Mutual Fund IRA information and features.
N/AGet Form
Mutual Fund Account Services
Make changes to your TIAA-CREF Mutual Fund Account information and features.
N/AGet Form
Privacy Revocation
To let TIAA-CREF send you new product sales information.
N/AGet Form

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Retirement Planning and Advice

Form NameComplete OnlineDownload/Print
Advice Pre-Session Materials
Complete this form in advance of your counseling session.
N/AGet Form

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