Forms

Moving Money to Your TIAA-CREF Accounts
Make contributions and deposits to your account by check or electronic funds transfer. Includes rollover and transfer forms to move money to TIAA-CREF from another financial company.

Taking Money From Your TIAA-CREF Accounts
Set up a variety of retirement income streams, take a loan, or make one-time withdrawals.

Opening an Account
Open a new TIAA-CREF account.

Adding/Changing Your Beneficiary
Add/Change your beneficiary on all TIAA-CREF products.

General Tax Forms
Federal and state tax withholding forms

Maintaining Your Account
Transfer funds, change your allocations or find forms for Qualified Domestic Relations Order (QDRO), and other account services.

Retirement Planning and Advice
Complete these forms to help us prepare a personalized report for your session with a TIAA-CREF consultant.

All Forms
View a list of all forms by category.

If you have questions or need help selecting the correct form, call us at 800 842-2252.
 
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Employer-Sponsored and Small Business
Including employer-sponsored and small business plans.

Individual Retirement Accounts (IRAs)
Traditional, Roth and Simplified Employee Pension (SEP) IRAs.

Education Savings
Coverdell Education Savings.

After-Tax Annuities
Flexible premium deferred variable annuities and single premium immediate annuities.

Brokerage Services
Stocks, bonds, and thousands of mutual funds.*

Mutual Funds
Retail and Institutional mutual fund accounts.

Life Insurance
Including Level Term, Annual Renewable Term, Universal Life (UL), Variable Universal Life (VUL), and Survivorship UL and VUL policies.

If you have questions or need help selecting the correct form, call us at 800 842-2252.

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