TIAA-CREF Mutual Fund IRA Application

TIAA-CREF Mutual Fund IRA Application (PDF)

Additional forms for transfers and rollovers

If you would like to transfer assets from your current IRA investment provider or employer-sponsored retirement plan to a TIAA-CREF Mutual Fund IRA, you will also need to complete the IRA Asset Transfer Form (PDF) [A11745].

To remit rollovers within 60 days of distribution from a qualified retirement account you will need to complete the IRA 60-Day Rollover Request Form (PDF) [F11560].

Search for a form by keyword

Forms by Form Number