Individual Retirement Accounts (IRAs)

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

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
Roth IRA Conversion
Convert a TIAA-CREF Traditional IRA to a Roth IRA.
N/A Get Form

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Making Contributions

Form NameComplete OnlineDownload/Print
Make a contribution via Electronic Funds Transfer (EFT)
  • Investment Solutions IRA
Complete OnlineN/A
  • Mutual Fund IRA
N/A Get Form
Mail a Payment Coupon and Check
  • Investment Solutions IRA Contribution Coupon
N/A Get Form
Simplified Employee Pension (SEP) Contribution Agreement

Employers complete agreement to establish the benefits available to all eligible employees under a Simplified Employee Pension (SEP) IRA.

N/A Get Form

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Beginning Retirement Income

Form NameComplete OnlineDownload/Print
Record of Age

Confirm your age for lifetime income.

N/A Get Form
Minimum Distribution
Satisfy the IRS required minimum distributions.
N/AGet Form
Systematic Cash Withdrawals
  • Investment Solutions IRA
Complete OnlineN/A
  • Mutual Fund IRA
N/A Get Form
Payment Destination for Investment Solutions IRA
  • EFT
Complete Online Get Form (PDF)
  • Mail Check to New Address
N/AGet Form 
GlobalPay
Receive payments outside of the U.S.
N/A Get Form

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Taking Withdrawals

Form NameComplete OnlineDownload/Print
Lump-sum Cash Withdrawals
  • Investment Solutions IRA
N/AN/A
- Cash withdrawal Complete OnlineN/A
- Roll over or transfer to another financial institution -
Call 1 888 556-2917
N/AN/A
- Request a Charitable DistributionN/A Get Form
  • Mutual Fund IRA
N/A Get Form

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Opening an Account

Form NameComplete 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/A Get 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 IRA Application
IRA enrollment form for individuals who are not eligible for an Investment Solutions IRA.
N/A Get Form

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Adding/Changing Your Beneficiary

Form NameComplete OnlineDownload/Print
Designating Beneficiaries
  • Investment Solutions IRA
Complete OnlineN/A
  • Mutual Fund IRA
N/A Get Form

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General Tax Forms

Form NameComplete OnlineDownload/Print

IRS Form W-4
For your employer to withhold tax from your pay.

N/A Get Form
IRS Form W-7
Application for IRS individual taxpayer identification number.
N/A Get Form
IRS Form W-8 BEN
Tax reporting and withholding for non-U.S. citizens and residents.
N/A Get Form
IRS Form W-9
Certify that your Social Security number is correct.
N/A Get Form
State Income Tax Withholding
  • Lump Sum
N/A Get Form
  • Ongoing Withdrawals
Complete Online 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 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/A 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
Privacy Revocation
To let TIAA-CREF send you new product sales information.
N/A Get Form

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Forms by Form Number

C10790