Moving Money to Your TIAA-CREF Accounts

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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
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/AGet Form
Reinvest Existing Transfer Payout Annuity Withdrawals
Reinvest the Transfer Payout Annuity installments you are currently receiving as cash withdrawals.
N/AGet Form
Roth IRA Conversion
Convert a TIAA-CREF Traditional IRA to a Roth IRA.
N/AGet Form
1035 Exchange
Transfer or make a 1035 exchange of non-qualified funds from another insurance company to TIAA-CREF.
N/AGet Form
Coverdell Education Savings Account (ESA) Asset Transfer
Directly transfer your current Coverdell Education Savings Account (ESA) to a TIAA-CREF Coverdell ESA.
N/AGet Form
Brokerage Account Transfer
Transfer assets from your current brokerage firm to a TIAA-CREF Brokerage Services account.
N/AGet Form

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Making Contributions

Form NameComplete OnlineDownload/Print
Make a contribution via Electronic Funds Transfer (EFT)
  • Investment Solutions IRA

Complete Online

N/A

  • Mutual Fund IRA
N/AGet Form
  • Mutual Fund Account
N/AGet Form
  • After-Tax Annuity
N/AGet Form
  •  Life Insurance Premiums
N/AGet Form
Mail a Payment Coupon and Check
  • Investment Solutions IRA Contribution Coupon

N/A

Get Form
  • After-Tax Retirement Annuity Contribution Coupon
N/AGet Form
  • Keogh Contribution Coupon
N/AGet Form
Transfer Annuity Payments to a TIAA-CREF Mutual Fund Account
Transfer your annuity payments to a TIAA-CREF Mutual Fund account.
N/AGet Form
Simplified Employee Pension (SEP) Contribution Agreement
Employers' agreement to establish the contribution amounts for employees under a Simplified Employee Pension (SEP) IRA.
N/AGet Form
Tax Refund Direct Deposit to Mutual Fund
Directly deposit a tax refund to a TIAA-CREF Mutual Fund.
N/AGet Form
Brokerage Services Automatic Investment Plan
Set up automatic investments into existing mutual fund positions held in your brokerage account.
N/AGet Form

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