Maintaining Your Account

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
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
Record of Age
Confirm your age for lifetime income.
N/A Get Form
Authorization to Access TIAA-CREF Accounts
Request to authorize a person or an organization to discuss your accounts (Pension/IRA/Non-Qualified/Insurance) with a TIAA-CREF representative, receive information or view information via online or download, and act on a client's behalf
N/A Get Form
Brokerage Power of Attorney
Designates a Power of Attorney, granting trading and limited disbursement authorities
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
Addendum for Public Plans – Spousal Consent
Addendum for Non-ERISA public plans requiring spousal consent. Additional uses may be applicable.
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
ATRA - TPA for Reinvestments
Initially request reinvestments as the option for a Transfer Payout Annuity for After-Tax Retirement Annuities
N/A Get Form
Retirement Choice – TPA for Reinvestments
Request for systematic transfers from a TIAA Traditional to a CREF Variable account and/or Mutual Fund retirement account
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
Mutual Fund Account Services
Make changes to your TIAA-CREF Mutual Fund Account information and features.
N/A Get Form
Mutual Fund Power of Attorney
To add or change the Power of Attorney on your account.
N/A Get Form
Privacy Revocation
To let TIAA-CREF send you new product sales information.
N/A Get Form

Mutual Fund Account Redemption and Transfer Request Form for Non-Retirement Accounts
Use this form to redeem, transfer or change the ownership of your non-IRA accounts with TIAA-CREF Funds

N/A Get Form

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