Brokerage Services

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
Form Name Complete Online Download/Print
TIAA-CREF Brokerage Services Account ApplicationOpen 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
Request for funds to be distributed from a Brokerage IRA account

N/A Get Form
Brokerage Power of Attorney
Designates a Power of Attorney, granting trading and limited disbursement authorities
N/A Get Form
Brokerage Individual Transfer on Death
Adds an individual as beneficiary to a taxable Brokerage Services account, while authorizing TIAA to open a transfer on death account
N/A Get Form
Brokerage Joint Transfer on Death
Authorizes TIAA-CREF to open a transfer on death account when involving with a Joint with Right of Survivorship account within Brokerage Services
N/A Get Form
Brokerage Designation of Beneficiary
Allows the client to designate a primary and contingent beneficiary for existing Brokerage Services accounts
N/A Get Form
Brokerage Certification of Legal Name
Verifies any other legal name of the account holder that is not used on the original account registration
N/A Get Form
Brokerage Outgoing Federal Funds Wire Transfer
Used to request a Domestic US currency Federal Funds wire transfer from one's taxable non-retirement Brokerage Services account
N/A Get Form
Brokerage IRA Resource Checking Application
Application for IRA Resource Checking, enabling increased flexibility to one's self-directed individual retirement account
N/A Get Form
Don't see the form you're looking for? Find additional forms at TIAA-CREF Brokerage Services.    

Search for a form by keyword

Forms by Form Number