Forms

Find and download forms to support plan administration.

 
Form Name Complete Online Download/Print
TIAA-CREF Administrator Services Application

N/A Get Form
TIAA-CREF Online Auditor Access Application

N/A Get Form
TIAA-CREF Online Third Party Representative Access Application
N/A Get Form
Plan Sponsor Refund Request
bullet Plan Sponsor Refund Request Online Instructions N/A Get Form
bullet Plan Sponsor Refund Request Form N/A Get Form
ERISA Form 5500

ERISA Form 5500 Instruction Materials
N/A Get Form
Personal Information Verification form

N/A Get Form
Sample Salary Reduction Agreement

N/A Get Form
Plan Amendment Authorization

N/A Get Form
Minimum Distribution Amendment

 
N/A Get Form
Defined Benefit (Group Annuity)
bullet Authorization to Deduct Insurance Premiums
N/A Get Form
bullet Notification of Annuitant Death
N/A Get Form
bullet Request for Benefit Calculation
N/A Get Form
bullet Request for Initiation of Annuity Benefits — Direct Pay
N/A Get Form
bullet Request for Initiation of Annuity Benefits — Non Participating
N/A Get Form
bullet Single Sum Payment
N/A Get Form
bullet Single Sum Survivor Benefit — Non Spouse
N/A Get Form
bullet Single Sum Survivor Benefit — Spouse
N/A Get Form
bullet
Single Sum Survivor Benefit — Estate
N/A Get Form
bullet Spousal Waiver — 50% QJSA
N/A Get Form
bullet Spousal Waiver — 100% QJSA
N/A Get Form

How to Register

 

  1. Take a guided tour of secure access.
  2. Complete the Administrator Services Application (PDF). TIAA-CREF will send you your account information.
  3. Use the account information to create a User ID and Password.

 

Plan Auditor Access

 

To provide your plan auditors secure limited access to your Plan's financial reports on the TIAA-CREF Administrator Web Center, complete the TIAA-CREF Online Auditor/Access Authorization/Change Form (PDF).

 

You can use this application to add or delete online access for your auditors.

Contact Us

Call the Administrator Telephone Center at 888 842-7782, Monday through Friday from 8 a.m. to 8 p.m. (ET).

 

© 2013 and prior years, Teachers Insurance and Annuity Association - College Retirement Equities Fund (TIAA-CREF), New York, NY 10017