|Form Name||Complete Online||Download/Print|
| Transfer Funds |
Transfer existing funds within your retirement account.
| Change Your Allocations |
Change how contributions to your retirement account are divided among the available investments.
| Change of Name |
Change your name of record.
| Record of Age |
Confirm your age for lifetime income.
| 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
| Brokerage Power of Attorney |
Designates a Power of Attorney, granting trading and limited disbursement authorities
| Brokerage Certification of Legal Name |
Verifies any other legal name of the account holder that is not used on the original account registration
| Addendum for Public Plans – Spousal Consent |
Addendum for Non-ERISA public plans requiring spousal consent. Additional uses may be applicable.
| Brokerage IRA Resource Checking Application |
Application for IRA Resource Checking, enabling increased flexibility to one's self-directed individual retirement account
| ATRA - TPA for Reinvestments |
Initially request reinvestments as the option for a Transfer Payout Annuity for After-Tax Retirement Annuities
| Retirement Choice – TPA for Reinvestments |
Request for systematic transfers from a TIAA Traditional to a CREF Variable account and/or Mutual Fund retirement account
| Qualified Domestic Relations Order (QDRO) |
Sample QDRO used to divide accounts due to a court order.
| Life Insurance Transfer of Ownership |
Transfer the ownership of your life insurance policy
| Mutual Fund IRA Account Services |
Make changes to your TIAA-CREF Mutual Fund IRA information and features.
| Mutual Fund Account Services |
Make changes to your TIAA-CREF Mutual Fund Account information and features.
| Mutual Fund Power of Attorney |
To add or change the Power of Attorney on your account.
| Privacy Revocation |
To let TIAA-CREF send you new product sales information.
Mutual Fund Account Redemption and Transfer Request Form for Non-Retirement Accounts