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Before You Open an IRA

Make sure you have the following information on hand:
  • Social Security number
  • Names and dates of birth of beneficiaries
  • Tax ID number (if Trusts are to be designated as beneficiaries)
  • Employer's name and address (for Rollovers)
  • Account statement(s) from current provider(for rollovers and transfers)
  • Bank account information (to establish EFT)
  • TIAA-CREF Contract/account numbers (where can I find this?)
Continue to Open an IRA


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