Brokerage Services

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Form Name Complete Online Download/Print
TIAA-CREF Brokerage Services Account Application
Open a new Brokerage Services account.
Complete Online N/A
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 automatic investments into existing mutual fund positions held in your brokerage 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.

N/A 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
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Forms by Form Number

C41060