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Benefits of Online Forms

  • Quick and convenient: Your personal information appears automatically
  • Accurate: Get to the right form fast — and submit it correctly with form review
  • Faster processing: Online requests are often processed faster than paper forms
Moving Money to Your TIAA-CREF Accounts Adding/Changing Your Beneficiary
Taking Money from Your TIAA-CREF Accounts General Tax Forms
Opening an Account Maintaining Your Accounts
Brokerage Services Retirement Planning and Advice

Moving Money to Your TIAA-CREF Accounts

Transferring or Rolling Over Assets
Form Name Complete Online Download/Print
Transfer/Roll Over to TIAA-CREFRoll over or transfer assets from another retirement plan or IRA to your existing TIAA-CREF account. N/A Get 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/A Get Form
Retirement Choice – TPA for Reinvestments
Request for systematic transfers from a TIAA Traditional to a CREF Variable account and/or Mutual Fund retirement account
Complete Online Get Form
ATRA - TPA for Reinvestments
Initially request reinvestments as the option for a Transfer Payout Annuity for After-Tax Retirement Annuities
Complete Online Get Form
Reinvest Existing Transfer Payout Annuity Withdrawals
Reinvest the Transfer Payout Annuity installments you are currently receiving as cash withdrawals.
N/A Get Form
Roth IRA Conversion
Convert a TIAA-CREF Traditional IRA to a Roth IRA.
N/A Get Form
1035 Exchange
Transfer or make a 1035 exchange of non-qualified funds from another insurance company to TIAA-CREF.
N/A Get Form
Coverdell Education Savings Account (ESA) Asset Transfer
Directly transfer your current Coverdell Education Savings Account (ESA) to a TIAA-CREF Coverdell ESA.
N/A Get Form

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

- Investment Solutions IRA

Complete Online N/A
- Mutual Fund IRA N/A Get Form

- Mutual Fund Account

N/A Get Form

- After-Tax Retirement Annuity

N/A Get Form

- After-Tax Annuity

N/A Get Form

- Life Insurance Premiums

N/A Get Form
Mail a Payment Coupon and Check

- Investment Solutions IRA Contribution Coupon

N/A Get Form

- After-Tax Retirement Annuity Contribution Coupon

N/A Get Form

- Keogh Remittance Coupon

N/A Get Form

- After-Tax Annuity Contribution Coupon

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

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Taking Money from Your TIAA-CREF Accounts

Borrowing From Your Account
Form Name Complete Online Download/Print
  • Loans
Complete Online N/A

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Beginning Retirement Income
Form Name Complete Online Download/Print
  • Record Of Age
Complete Online Get Form
  • Addendum for Public Plans - Spousal Consent
Complete Online  
  • Minimum Distribution
N/A Get Form

Systematic Cash Withdrawals
  • Retirement Annuity, Group Retirement Annuity, Supplemental Retirement Annuity,
Complete Online N/A
  • Keogh
N/A Get Form
  • Mutual Fund IRA
N/A Get Form

Transfer Payout Annuity
  • ATRA - TPA for Cash Withdrawal
Complete Online Get Form
  • Retirement Choice – TPA for Cash/Rollover
N/A Get Form
  • Retirement Choice (Public Plans) – TPA for Cash/Rollover
Complete Online Get Form
Interest-Only Payments (ERISA)
Begin interest-only payments from TIAA Traditional in your Retirement Annuity (RA), Group Retirement Annuity (GRA) or Retirement Choice Annuity.
Complete Online Get Form
Interest-Only Payments (Non-ERISA)
Begin interest-only payments from TIAA Traditional in your Retirement Annuity (RA), Group Retirement Annuity (GRA) or Retirement Choice Annuity.
Complete Online  
Fixed-Period Payments
To begin payments for a fixed period of time from a:
  • Retirement Annuity/Group Retirement Annuity
N/A Get Form
  • Supplemental Retirement Annuity
N/A Get Form
Payment Destination
  • EFT
Complete Online Get Form
  • Mail Check to New Address
N/A Get Form
Global Pay
Receive payments outside of the U.S.
N/A Get Form

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Taking Withdrawals
Form Name Complete Online Download/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 Online N/A

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

N/A N/A
  • Keogh
N/A Get Form
  • Mutual Fund IRA
N/A Get Form
  • Personal Annuity
N/A Get Form
  • Lifetime Fixed V Annuity
N/A Get Form
  • Lifetime Variable Select Annuity
N/A Get Form
Mutual Fund Account Redemption and Transfer Request Form for
Non-Retirement Accounts

Use this form to redeem, transfer or change the ownership of your non-IRA accounts with TIAA-CREF Funds.
N/A Get Form
Transfer Payout Annuity to Cash
Make an annual withdrawal or roll over out of TIAA Traditional.
N/A Get Form
ATRA - TPA for Cash Withdrawal
Initially request cash as the option for a Transfer Payout Annuity for After-Tax Retirement Annuities
Complete Online Get Form
Change Existing Transfer Payout Annuity (TPA) Reinvest to Cash
Receive cash withdrawals from the Transfer Payout Annuity installments you are currently reinvesting.
N/A Get Form
Charitable Distribution from Investment Solutions IRA N/A Get Form
Retirement Healthcare Plan N/A Get Form
Retirement Choice – TPA for Cash/Rollover
Request to transfer some or all of a TIAA Traditional account balance as a rollover or as a cash withdrawal over 84 months
N/A Get Form
Retirement Choice (Public Plans) – TPA for Cash/Rollover
Request to transfer some or all of a TIAA Traditional account balance as a rollover or as a cash withdrawal over 84 months (Public Plans)
Complete Online Get Form
Direct Deposit Authorization
Authorizes TIAA-CREF to have the client's payments deposited directly to one's bank using electronic funds transfer
Complete Online Get Form
ATRA – Single Payments
Used to take cash withdrawals and/or roll-over/transfer funds "one time" for an After-Tax Retirement Annuity
Complete Online Get Form

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Opening an Account

Form Name Complete Online Download/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/A Get Form
Self-Directed Brokerage for Investment Solutions IRA
Open a Self-Directed Brokerage feature for your Investment Solutions IRA.
Complete Online Get Form
TIAA-CREF Mutual Fund Application
Open a Mutual Fund Account.
Complete Online Get Form
TIAA-CREF Mutual Fund IRA Application
IRA enrollment form for individuals who are not eligible for an Investment Solutions IRA.
N/A Get Form
Coverdell Education Savings Account
Open a Coverdell Education Savings Account.
N/A Get Form

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Brokerage Services

Form Name Complete Online Download/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/A Get Form
Brokerage Services Automatic Investment Plan
Set up an electronic funds transfer (EFT) from your bank to a TIAA-CREF Brokerage Services account.
N/A Get Form
Brokerage IRA Distribution
Use this form to request for funds to be distributed from a Brokerage IRA account.  Submission of this  form will result in a reportable distribution to the Internal Revenue Service and State tax authorities, as required.
Complete Online Get Form
Brokerage Power of Attorney
Use this form to designate a Power of Attorney, granting trading and potentially limited disbursement authorities
Complete Online Get Form
Brokerage Individual Transfer on Death
Use this form to add or change a beneficiary for a taxable Brokerage Services Individual account.
Complete Online Get Form
Brokerage Joint Transfer on Death
Use this form to add or change a beneficiary for a taxable Brokerage Services Joint With Right of Survivorship  account.  This form cannot be used for other Joint account registrations, such as Tenants in Common or Community Property.
Complete Online Get Form
Brokerage Designation of Beneficiary
Use this form to add or change a beneficiary for a  Brokerage Services  IRA account.
Complete Online Get Form
Brokerage Certification of Legal Name
Use this form to inform  TIAA-CREF Brokerage Services of any other names that you are known by.
Complete Online Get Form
Brokerage Outgoing Federal Funds Wire Transfer
Use this form to request a Domestic US currency Federal Funds wire transfer from your taxable non-retirement Brokerage Services account
Complete Online Get Form
Brokerage IRA Resource Checking Application
Use this form to add a check writing feature to your Traditional IRA account.  You must be at least 59 ½ to utilize this feature which will  result in a tax reportable event.
Complete Online Get 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 Online Download/Print
Designating Beneficiaries
  • Retirement Plans (including Investment Solutions IRA and Keoghs), Payout Contracts, Individual Life Insurance Policies, or After-Tax Annuities
Complete Online Get Form (PDF)
  • Mutual Funds
N/A Get Form
  • Mutual Fund IRAs
N/A Get Form
  • Institution-Owned Contracts
N/A Get Form
  • Non-qualified Annuities
N/A Get Form (PDF)
  • Brokerage Individual Transfer on Death
Complete Online Get Form
  • Brokerage Joint Transfer on Death
Complete Online Get Form
  • Brokerage Designation of Beneficiary
Complete Online Get Form

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General Tax Forms

Form Name Complete Online Download/Print
  • IRS Form W-4
N/A Get Form
  • IRS Form W-7
N/A Get Form
  • IRS Form W-8 BEN
N/A Get Form
  • IRS Form W-8 BEN-E
N/A Get Form
  • IRS Form W-9
N/A Get Form

State Income Tax Withholding
  • Lump Sum
N/A Get Form
  • Tax Withholding Preferences
Complete Online Get Form
Special Tax Notice Regarding Plan Payments
Required notification of option to roll over cash withdrawals.
N/A Get 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/A Get Form
Federal Tax Withholding (W-4P Withholding Certificate)
Elect your federal tax withholding for withdrawals.
Complete Online Get Form
Federal Tax Withholding (W-4P Withholding Certificate) TIAA-CREF Version
Elect your federal tax withholding for withdrawals. Form includes helpful tips.
Complete Online Get Form

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Maintaining Your Accounts

Form Name Complete Online Download/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.
Complete Online Get Form
Authorization to Access TIAA-CREF Accounts
Request to authorize a person or an organization to discuss your accounts (Pension/IRA/Non-Qualified/Insurance) with a TIAA-CREF representative, receive information or view information via online or download, and act on a client's behalf
Complete Online Get Form
Qualified Domestic Relations Order (QDRO)
Sample QDRO used to divide accounts due to a court order.
N/A Get Form
Life Insurance Transfer of Ownership
Transfer the ownership of your life insurance policy.
N/A Get Form
Mutual Fund IRA Account Services
Make changes to your TIAA-CREF Mutual Fund IRA information and features.
N/A Get Form
Mutual Fund Account Redemption and Transfer Request Form for
Non-Retirement Accounts

Use this form to redeem, transfer or change the ownership of your non-IRA accounts with TIAA-CREF Funds.
N/A Get Form
Mutual Fund Account Services
Make changes to your TIAA-CREF Mutual Fund Account information and features.
N/A Get Form
Privacy Revocation
To let TIAA-CREF send you new product sales information.
N/A Get Form
Retirement Choice – TPA for Reinvestments
Request for systematic transfers from a TIAA Traditional to a CREF Variable account and/or Mutual Fund retirement account
Complete Online Get Form
ATRA - TPA for Reinvestments
Initially request reinvestments as the option for a Transfer Payout Annuity for After-Tax Retirement Annuities
Complete Online Get Form

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Retirement Planning and Advice

Form Name Complete Online Download/Print
Advice Pre-Session Materials
Complete this form in advance of your counseling session.
N/A Get Form

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