INDIVIDUAL RETIREMENT ACCOUNTS (IRAs)
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| Form Name | Complete Online | Download/Print |
|---|---|---|
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Transfer/Roll Over to TIAA-CREF Roll over or transfer assets from another retirement plan or IRA to your existing TIAA-CREF account. |
N/A | Get Form |
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Roth IRA Conversion Convert a TIAA-CREF Traditional IRA to a Roth IRA. |
N/A | Get Form |
| Form Name | Complete Online | Download/Print |
|---|---|---|
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Make a contribution via Electronic Funds Transfer (EFT) |
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Investment Solutions IRA |
Complete Online | N/A |
|
Mutual Fund IRA |
N/A | Get Form |
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Mail a Payment Coupon and Check |
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Investment Solutions IRA Contribution Coupon |
N/A | Get Form |
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Simplified Employee Pension (SEP) Contribution Agreement Employers complete agreement to establish the benefits available to all eligible employees under a Simplified Employee Pension (SEP) IRA. |
N/A | Get Form |
| Form Name | Complete Online | Download/Print |
|---|---|---|
|
Record of Age Confirm your age for lifetime income. |
N/A | Get Form |
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Minimum Distribution Option Satisfy the IRS required minimum distributions. |
N/A | Get Form |
| Systematic Cash Withdrawals | ||
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Investment Solutions IRA |
Complete Online | N/A |
|
Mutual Fund IRA |
N/A | Get Form |
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Payment Destination for Investment Solutions IRA |
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EFT
|
Complete Online | Get Form |
|
Mail Check to New Address
|
N/A | Get Form |
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GlobalPay Receive payments outside of the U.S. |
N/A | Get Form |
| Form Name | Complete Online | Download/Print |
|---|---|---|
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Lump-sum Cash Withdrawals |
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Investment Solutions IRA |
N/A | N/A |
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- Cash withdrawal |
Complete Online | N/A |
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- Roll over or transfer to another financial institution - Call 1 888 556-2917 |
N/A | N/A |
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- Request a Charitable Distribution |
N/A | Get Form |
|
Mutual Fund IRA |
N/A | Get Form |
| Form Name | Complete Online | Download/Print |
|---|---|---|
|
Investment Solutions IRA IRA enrollment forms for the state in which you reside. |
Complete Online | Get Form |
|
IRA Adoption Agreement Complete this form to certify your eligibility to open and invest in an IRA. |
N/A | Get Form |
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Self-Directed Brokerage for Investment Solutions IRA Open a Self-Directed Brokerage feature for your Investment Solutions IRA. |
Complete Online | Get Form |
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TIAA-CREF Mutual Fund IRA Application IRA enrollment form for individuals who are not eligible for an Investment Solutions IRA. |
N/A | Get Form |
| Form Name | Complete Online | Download/Print |
|---|---|---|
| Designating Beneficiaries | ||
|
Investment Solutions IRA
|
Complete Online | N/A |
|
Mutual Fund IRA |
N/A | Get Form |
| Form Name | Complete Online | Download/Print |
|---|---|---|
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IRS Form W-4 For your employer to withhold tax from your pay. |
N/A | Get Form |
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IRS Form W-7 Application for IRS individual taxpayer identification number. |
N/A | Get Form |
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IRS Form W-8 BEN Tax reporting and withholding for non-U.S. citizens and residents. |
N/A | Get Form |
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IRS Form W-9 Certify that your Social Security number is correct. |
N/A | Get Form |
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State Income Tax Withholding |
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Lump Sum
|
N/A | Get Form |
|
Ongoing Withdrawals
|
Complete Online | Get Form |
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Federal Tax Withholding (W-4P Withholding Certificate) Elect your federal tax withholding for withdrawals. |
Complete Online | Get Form |
|
Federal Tax Withholding (W-4P Withholding Certificate) TIAA-CREF Version Elect your federal tax withholding for withdrawals. Form includes helpful tips. |
Complete Online | Get Form |
| Form Name | Complete Online | Download/Print |
|---|---|---|
|
Transfer Funds Transfer existing funds within your retirement account. |
Complete Online | N/A |
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Change Your Allocations Change how contributions to your retirement account are divided among the available investments. |
Complete Online | N/A |
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Change of Name Change your name of record. |
N/A | Get Form |
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Qualified Domestic Relations Order (QDRO) Sample QDRO used to divide accounts due to a court order. |
N/A | Get Form |
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Life Insurance Transfer of Ownership Transfer the ownership of your life insurance policy. |
N/A | Get Form |
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Mutual Fund IRA Account Services Make changes to your TIAA-CREF Mutual Fund IRA information and features. |
N/A | Get Form |
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Privacy Revocation To let TIAA-CREF send you new product sales information. |
N/A | Get Form |
