Brokerage Services Automatic Investment Plan

Most Requested Forms and Transactions

• Transfer/Roll Over to TIAA-CREF
• SEP IRA Contribution Agreement
• EFT to Mutual Fund Account
• Retirement Plan Beneficiary Change
• Mutual Fund Account Services
• Transfer Payout Annuity Reinvestment
• Direct Deposit Instructions
• Minimum Distribution Option
• Federal Tax Withholding

Forms by Form Number

Select Form 0401M-GPF 2000M-DDF A10595 A10634 A11073 A11382 A11590 A11744 A11745 A11746 A11746 A11748 A11749 A11750 A11751 A11752 A11753 A16651 A9164 AF30018 F10090 F10102 F10110 F10462 F10463 F10684 F10794 F10840 F10866 F10871 F10923 F10952 F10974 F10984 F10989 F10990 F11034 F11035-CSA F11038 F11043 F11143 F11154 F11182 F11185 F11186 F11197 F2789 F5519 F6776 F7321 F7323 F7381 F7730 F8031 F82 F8298 F8604 F8604-LVS F8689 F9368 F9796 F9797 F9799 F9800 F9803 F9941 F9943 IRS-5305-SEP IRS-W-4 IRS-W-7 IRS-W-8BEN IRS-W-9

Need Help?

• Forms Glossary
• Read Frequently Asked Questions
• Contact a TIAA-CREF Specialist (Español disponible)
• Schedule a meeting or locate a seminar in your area.