You’ll need to complete a cash withdrawal form for the account from which you are rolling over the funds. You’ll also need to open an IRA that will receive the funds you are rolling over. You may log into the secure portion of the website and request the rollover online, or if you have any questions or are unsure about any of the steps, call 800 842-2252 to speak with a licensed retirement consultant.
You are an existing participant in an employer-sponsored retirement plan with TIAA-CREF, or you own an individual insurance contract through TIAA-CREF. Ownership of products issued by other TIAA-CREF companies (such as TIAA-CREF Life Insurance Company), does not apply. For further clarification please call 800 842-2888.
You are the surviving family member* of anyone eligible to open a TIAA-CREF IRA.
*An eligible family member is a spouse,domestic partner, parent, parent-in-law,step parent, sibling, step sibling, child, adopted child, or step child.
**An eligible institution is an organization that meets our criteria to offer TIAA-CREF-funded retirement plans, regardless of whether TIAA-CREF currently administers their plan. Examples include nonprofit colleges and universities, public and private elementary and secondary schools, teaching hospitals, museums, libraries, and certain other nonprofit institutions. Government entities, including political subdivisions and instrumentalities of a local, state, or federal government are also eligible.
***A retired employee is anyone with at least three years total tenure at any eligible institution, or, who worked for any eligible institution as a full-time employee while at least 55 years of age or older. (This definition of retiree is being used solely for the determination of eligibility for these contracts.)
An IRA Adoption Agreement form certifies your eligibility to open an IRA and gives your authorization for TIAA-CREF to administer the account.
By signing the form you are certifying that you have the authority and legal capacity to establish the IRA and to request the purchase of mutual funds within the IRA. You are also certifying that you are of legal age in your state and that you believe each investment is suitable for you.