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 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/AGet Form
Qualified Domestic Relations Order (QDRO)
Sample QDRO used to divide accounts due to a court order.
N/AGet Form
Life Insurance Transfer of Ownership
Transfer the ownership of your life insurance policy.
N/AGet Form
Mutual Fund IRA Account Services
Make changes to your TIAA-CREF Mutual Fund IRA information and features.
N/AGet Form
Mutual Fund Account Services
Make changes to your TIAA-CREF Mutual Fund Account information and features.
N/AGet Form
Privacy Revocation
To let TIAA-CREF send you new product sales information.
N/AGet 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/AGet Form

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