Open a TIAA-CREF Keogh Retirement Account

For Employers:

1. Ensure you are eligible.
2. Make sure you have the following information on hand:
   • Employer Federal Tax ID #
   • Name and address of the employer
   • Social Security Number
   • Beneficiary name(s), date of birth and Social Security Number
3. Read these important documents:
   • Prospectuses for the CREF Accounts (PDF) and TIAA Real Estate Account (PDF)
   • Federal Register Notice for the TIAA Real Estate Account (PDF)
   • Keogh prototype plan and IRS approval letters (PDF)
   • TIAA-CREF Privacy Policy (PDF)
   • TIAA-CREF Business Continuity Policy (PDF)

Please note: Remember to sign the Consent to Electronic Delivery document in the forms package. If you prefer to receive these documents by mail, or have any questions about your enrollment, please contact us at 888 842-7782 Monday through Friday 8 a.m. to 8 p.m. (ET). Generally, you can roll over or transfer funds from another Keogh or qualified retirement plan, 403(b) plan, government 457(b) or conduit IRA, to a Keogh with TIAA-CREF. Please consult your tax advisor or legal counsel regarding any potential tax considerations involved.

To request Keogh enrollment materials, please call 888 842-7782.

Generally, you can roll over or transfer funds from another Keogh or qualified retirement plan, 403(b) plan, government 457(b) or conduit IRA, to a Keogh with TIAA-CREF. Please consult your tax advisor or legal counsel regarding any potential tax considerations involved.

Before rolling over or transferring funds from another Keogh to one with TIAA-CREF, consider how a rollover differs from a transfer, and then decide which is more to your advantage. Also, if you are considering terminating an existing plan, you might want to think about whether you should move your Keogh assets to another Keogh or to an IRA. Finally, review the provisions of your current Keogh plan to see how they may affect the rollover or transfer.

Transfer/Rollover to TIAA-CREF Form (F11092) (PDF)

Use this coupon when you contribute to your existing Keogh using a personal check.

Keogh Remittance Voucher (A11516) (PDF)