Withdrawals From a Mutual Fund IRA

Use this form to withdraw funds from your TIAA-CREF Mutual Fund IRA.

For information about tax-favored rollover options, including rollovers to another eligible retirement plan, review this IRS Notice (PDF) or call us for a copy.

If you're taking this withdrawal to satisfy the minimum distribution requirements (which generally apply to people age 70 1/2 or older), be sure to check the box in section three of the form below to request a calculation of the amount you need to receive.

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.

TIAA-CREF Mutual Fund IRA Distribution (PDF)

Frequently Asked Questions

Why is a Medallion Signature Guarantee required for certain Mutual Fund transactions?

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