Transfer/Rollover to TIAA-CREF

For Retirement Plans

Use this form to roll over or transfer assets from another retirement plan or IRA to your existing TIAA-CREF employer-sponsored retirement plan.

Transfer/Rollover to TIAA-CREF Form (PDF)
[F10462]

For Investment Solutions IRAs

Use this form to transfer assets from your current IRA investment provider or employer-sponsored retirement plan to a TIAA-CREF Investment Solutions IRA.

Transfer/Rollover to TIAA-CREF Form (PDF)
[F10463]

Use this form to remit rollovers within 60 days of distribution from a qualified retirement account.
60-Day Rollover to TIAA-CREF (PDF)
[F11260]

Frequently Asked Questions

  • Do I need to contact my current investment company to roll over funds to TIAA-CREF or do I simply complete the TIAA-CREF forms?
  • I have a mutual fund IRA at another financial institution and I want to rollover to a TIAA-CREF Mutual Fund IRA. How can I do this?

For Mutual Fund IRAs

Use this form to transfer assets from your current IRA investment provider or employer-sponsored retirement plan to a TIAA-CREF Mutual Fund IRA.

Transfer/Rollover to TIAA-CREF Form  (PDF)
[020ZT.XXT]

If you're not sure which type of IRA you have, please check your account number. If it begins:

  • Alphabetically, you generally own an Investment Solutions IRA.
  • Numerically, you generally own a Mutual Funds IRA.

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C43902