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.
Complete Online Get Form
Record of Age
Confirm your age for lifetime income.
Complete Online Get Form
Addendum  for Public Plans - Spousal Consent Complete Online  
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
Complete Online Get Form
Brokerage Power of Attorney
Designates a Power of Attorney, granting trading and limited disbursement authorities
Complete Online 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
Complete Online Get Form
Brokerage IRA Resource Checking Application
Application for IRA Resource Checking, enabling increased flexibility to one's self-directed individual retirement account
Complete Online 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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