Use this form to roll over or transfer assets from another retirement plan or IRA to your existing TIAA-CREF employer-sponsored retirement plan.
Use this form to transfer assets from your current IRA investment provider or employer-sponsored retirement plan to a TIAA-CREF Investment Solutions IRA.
Use this form to remit rollovers within 60 days of distribution from a qualified retirement account.
60-Day Rollover to TIAA-CREF (PDF)
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)
If you're not sure which type of IRA you have, please check your account number. If it begins:
*Prior to rolling over, consider your other options. You may be able to leave money in your current plan, withdraw cash or rollover the assets to a new employer’s plan if one is available and rollovers are permitted. Compare the differences in investment options, services, fees and expenses, withdrawal options, required minimum distributions, other plan features, and tax treatment. Speak with a TIAA-CREF Consultant and your tax advisor regarding your situation.
Please be advised that effective January 1, 2015, you may only complete one 60-day rollover between any of your IRAs in any 365 day period. This new IRS rule does not impact direct trustee to trustee transfers between IRAs. For more information please visit, www.irs.gov/Retirement-Plans/IRA-One-Rollover-Per-Year-Rule.
If you have questions or need help selecting the correct form, call us at 1 800 842-2776
Investment, insurance and annuity products are not FDIC insured, are not bank guaranteed, are not bank deposits, are not insured by any federal government agency, are not a condition to any banking service or activity, and may lose value.
TIAA-CREF Individual & Institutional Services, LLC, Teachers Personal Investors Services, Inc., and Nuveen Securities, LLC, Members FINRA and SIPC, distribute securities products. Annuity contracts and certificates are issued by Teachers Insurance and Annuity Association of America (TIAA) and College Retirement Equities Fund (CREF), New York, NY. Each is solely responsible for its own financial condition and contractual obligations.