Forms by Category

Moving Money to Your TIAA-CREF Accounts
Make contributions and deposits to your account by check or electronic funds transfer. Includes rollover and transfer forms to move money to TIAA-CREF from another financial company.

Taking Money From Your TIAA-CREF Accounts
Set up a variety of retirement income streams, take a loan, or make one-time withdrawals.

Opening an Account
Open a new TIAA-CREF account.

Adding/Changing Your Beneficiary
Add/Change your beneficiary on all TIAA-CREF products.

General Tax Forms
Federal and state tax withholding forms

Advice Pre-Session Material  
Complete this form in advance of your counseling session.

Maintaining Your Account
Transfer funds, change your allocations or find forms for Qualified Domestic Relations Order (QDRO), and other account services.

All Forms
View a list of all forms by category.

If you have questions or need help selecting the correct form, call us at 800 842-2252.

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