Taking Money From Your TIAA-CREF Accounts

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

To request a direct rollover or transfer to another financial institution, please call us at 1 (888) 556-2917.

Borrowing From Your Account
Form Name Complete Online Download/Print
LoansView existing loans or see if you are eligible to apply for a loan. Complete Online N/A

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Beginning Retirement Income
Form Name Complete Online Download/Print
Record Of Age
Confirm your age for lifetime income.
Complete Online Get Form
Addendum  for Public Plans - Spousal Consent Complete Online  
Minimum Distribution
Satisfy the IRS required minimum distributions.
N/A Get Form
Systematic Cash Withdrawals
  • Retirement Annuity, Group Retirement Annuity, Supplemental Retirement Annuity
Complete Online N/A
  • Keogh
N/A Get Form
  • Mutual Fund IRA
N/A Get Form
Transfer Payout Annuity
ATRA - TPA for Cash Withdrawal
Initially request cash as the option for a Transfer Payout Annuity for After-Tax Retirement Annuities
Complete Online Get Form
Retirement Choice – TPA for Cash/Rollover
Request to transfer some or all of a TIAA Traditional account balance as a rollover or as a cash withdrawal over 84 months
N/A Get Form

Retirement Choice (Public Plans) – TPA for Cash/Rollover
Request to transfer some or all of a TIAA Traditional account balance as a rollover or as a cash withdrawal over 84 months (Public Plans)

Complete Online Get Form
Interest-Only Payments (ERISA)
Begin interest-only payments from TIAA Traditional in your Retirement Annuity (RA), Group Retirement Annuity (GRA) or Retirement Choice Annuity.
Complete Online Get Form
Interest-Only Payments (Non-ERISA)
Begin interest-only payments from TIAA Traditional in your Retirement Annuity (RA), Group Retirement Annuity (GRA) or Retirement Choice Annuity.
Complete Online  
Fixed-Period Payments
To begin payments for a fixed period of time from a:
  • Retirement Annuity/Group Retirement Annuity
N/A Get Form
  • Supplemental Retirement Annuity
N/A Get Form
Payment Destination
  • EFT
Complete Online Get Form
  • Mail Check to New Address
N/A Get Form
Global Pay
Receive payments outside of the U.S.
N/A Get Form

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Taking Withdrawals
Form Name Complete Online Download/Print
Lump-sum Cash Withdrawals
  • Retirement Annuity, Group Retirement Annuity, Supplemental Retirement Annuity, Investment Solutions IRA, Public 457(b), Private 457(b)
- Cash withdrawal Complete Online N/A
- Roll over or transfer to another financial institution - Call 1 888 556-2917 N/A N/A
  • Keogh

N/A

Get Form
  • Mutual Fund IRA
N/A Get Form
  • Personal Annuity
N/A Get Form
  • Lifetime Fixed V Annuity
N/A Get Form
  • Lifetime Variable Select Annuity
N/A Get Form
Transfer Payout Annuity to Cash
Make an annual withdrawal or roll over out of TIAA Traditional.
N/A Get Form
ATRA - TPA for Cash Withdrawal
Initially request cash as the option for a Transfer Payout Annuity for After-Tax Retirement Annuities
Complete Online Get Form
Change Existing Transfer Payout Annuity (TPA) Reinvest to Cash
Receive cash withdrawals from the Transfer Payout Annuity installments you are currently reinvesting.
N/A Get Form
Charitable Distribution from Investment Solutions IRA N/A

Get Form

Mutual Fund Account Redemption and Transfer Request Form for Non-Retirement Accounts N/A Get Form
Direct Deposit Authorization
Authorizes TIAA-CREF to have the client's payments deposited directly to one's bank using electronic funds transfer
Complete Online Get Form
Retirement Choice – TPA for Cash/Rollover
Request to transfer some or all of a TIAA Traditional account balance as a rollover or as a cash withdrawal over 84 months
Complete Online Get Form
Retirement Choice (Public Plans) – TPA for Cash/Rollover
Request to transfer some or all of a TIAA Traditional account balance as a rollover or as a cash withdrawal over 84 months(Public Plans)
Complete Online Get Form
ATRA – Single Payments
Used to take cash withdrawals and/or roll-over/transfer funds "one time" for an After-Tax Retirement Annuity
Complete Online Get Form

 

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Brokerage Services
Form Name Complete Online Download/Print
Brokerage IRA Distribution
Request for funds to be distributed from a Brokerage IRA account
Complete Online Get Form
Brokerage Outgoing Federal Funds Wire Transfer
Used to request a Domestic US currency Federal Funds wire transfer from one's taxable non-retirement Brokerage Services account
Complete Online Get Form

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When you retire, your money can keep working with TIAA-CREF. Learn more

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Forms by Form Number

C11076