Maintaining Your Account
Benefits of Online Forms
- Quick and convenient: Your personal information appears automatically
- Accurate: Get to the right form fast — and submit it correctly with form review
- Faster processing: Online requests are often processed faster than paper forms
| Form Name | Complete Online | Download/Print |
|---|---|---|
|
Transfer Funds Transfer existing funds within your retirement account. |
Complete Online | N/A |
|
Change Your Allocations Change how contributions to your retirement account are divided among the available investments. |
Complete Online | N/A |
|
Change of Name Change your name of record. |
N/A | Get Form |
|
Qualified Domestic Relations Order (QDRO) Sample QDRO used to divide accounts due to a court order. |
N/A | Get Form |
|
Life Insurance Transfer of Ownership Transfer the ownership of your life insurance policy. |
N/A | Get Form |
|
Mutual Fund IRA Account Services Make changes to your TIAA-CREF Mutual Fund IRA information and features. |
N/A | Get Form |
|
Mutual Fund Account Services Make changes to your TIAA-CREF Mutual Fund Account information and features. |
N/A | Get Form |
|
Privacy Revocation To let TIAA-CREF send you new product sales information. |
N/A | Get Form |
