Mutual Fund Beneficiary Change

Complete this form to change your beneficiary for a TIAA-CREF Mutual Fund Account.

Mutual Fund Beneficiary Designation (PDF)

Frequently Asked Questions

  • What is the difference between Primary and Contingent beneficiaries?
  • Can I name a trust or children as beneficiaries?
  • I have more than two primary beneficiaries; do I need to submit multiple forms?
  • Why is a Medallion Signature Guarantee required for certain Mutual Fund transactions?

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