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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

Moving Money to Your TIAA-CREF Accounts

Transferring or Rolling Over Assets
Form Name Complete Online Download/Print
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
Transfer Payout Annuity Reinvestment
Transfer funds out of TIAA Traditional in your Retirement Annuity (RA) or Group Retirement Annuity (GRA) to other investments available under your plan.
N/A Get Form
Reinvest Existing Transfer Payout Annuity Withdrawals
Reinvest the Transfer Payout Annuity installments you are currently receiving as cash withdrawals.
N/A Get Form
Roth IRA Conversion
Convert a TIAA-CREF Traditional IRA to a Roth IRA.
N/A Get Form
1035 Exchange
Transfer or make a 1035 exchange of non-qualified funds from another insurance company to TIAA-CREF.
N/A Get Form
Coverdell Education Savings Account (ESA) Asset Transfer
Directly transfer your current Coverdell Education Savings Account (ESA) to a TIAA-CREF Coverdell ESA.
N/A Get Form

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Making Contributions
Form Name Complete Online Download/Print
Make a contribution via Electronic Funds Transfer (EFT)
      -   Investment Solutions IRA
Complete Online N/A
      -   Mutual Fund IRA
N/A Get Form
      -   Mutual Fund Account
N/A Get Form
      -   After-Tax Annuity
N/A Get Form
      -   Life Insurance Premiums
N/A Get Form
Mail a Payment Coupon and Check
      -   Investment Solutions IRA Contribution Coupon
N/A Get Form
      -   After-Tax Retirement Annuity Contribution Coupon
N/A Get Form
      -   Keogh Remittance Coupon
N/A Get Form
      -   After-Tax Annuity Contribution Coupon
N/A Get Form
bullet Salary Reduction Agreement Complete Online N/A
bullet Transfer Annuity Payments to a TIAA-CREF Mutual Fund Account N/A Get Form
bullet Simplified Employee Pension (SEP) Contribution Agreement N/A Get Form
bullet Tax Refund Direct Deposit to Mutual Fund N/A Get Form

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Taking Money from Your TIAA-CREF Accounts

Borrowing From Your Account
Form Name Complete Online Download/Print
bullet Loans Complete Online N/A

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Beginning Retirement Income
Form Name Complete Online Download/Print
bullet Record Of Age N/A Get Form
bullet Minimum Distribution Option N/A Get Form
Systematic Cash Withdrawals
bullet Retirement Annuity, Group Retirement Annuity, Supplemental Retirement Annuity, Complete Online N/A
bullet Keogh N/A Get Form
bullet Mutual Fund IRA N/A Get Form
Interest-Only Payments
Begin interest-only payments from TIAA Traditional in your Retirement Annuity (RA), Group Retirement Annuity (GRA) or Retirement Choice Annuity.
N/A Get Form
Fixed-Period Payments
To begin payments for a fixed period of time from a:
bullet Retirement Annuity/Group Retirement Annuity N/A Get Form
bullet Supplemental Retirement Annuity N/A Get Form
Payment Destination
bullet EFT Complete Online Get Form
bullet

Mail Check to New Address

N/A Get Form
Global Pay
Receive payments outside of the U.S.
N/A Get Form

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Taking Withdrawals
Form Name Complete Online Download/Print
Lump-sum Cash Withdrawals
bullet Retirement Annuity, Group Retirement Annuity, Supplemental Retirement Annuity, Investment Solutions IRA, Public 457(b), Private 457(b)
      -   Cash withdrawal
Complete Online N/A
      -   Roll over or transfer to another financial institution - Call 1 888 556-2917
N/A N/A
bullet Keogh N/A Get Form
bullet Mutual Fund IRA N/A Get Form
bullet Personal Annuity N/A Get Form
bullet Lifetime Fixed V Annuity N/A Get Form
bullet Lifetime Variable Select Annuity N/A Get Form
Transfer Payout Annuity to Cash
Make an annual withdrawal or roll over out of TIAA Traditional.
N/A Get Form
Change Existing Transfer Payout Annuity (TPA) Reinvest to Cash
Receive cash withdrawals from the Transfer Payout Annuity installments you are currently reinvesting.
N/A Get Form
Charitable Distribution from Investment Solutions IRA
N/A Get Form
Retirement Healthcare Plan
N/A Get Form

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Opening an Account


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
Self-Directed Brokerage for Investment Solutions IRA
Open a Self-Directed Brokerage feature for your Investment Solutions IRA.
Complete Online Get Form
TIAA-CREF Mutual Fund Application
Open a Mutual Fund Account.
Complete Online Get Form
TIAA-CREF Mutual Fund IRA Application
IRA enrollment form for individuals who are not eligible for an Investment Solutions IRA.
N/A Get Form
Coverdell Education Savings Account
Open a Coverdell Education Savings Account.
N/A Get Form

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Brokerage Services


Form Name Complete Online Download/Print
Brokerage Services Cash Solutions
Open a new Brokerage Services Cash Solutions account.
Complete Online Get Form
Brokerage Account Transfer
Transfer assets from your current brokerage firm to a TIAA-CREF Brokerage Services account.
N/A Get Form
Brokerage Services Automatic Investment Plan
Set up an electronic funds transfer (EFT) from your bank to a TIAA-CREF Brokerage Services account.
N/A Get Form
Don't see the form you're looking for? Find additional forms at TIAA-CREF Brokerage Services.
N/A Get Form

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Adding/Changing Your Beneficiary



Form Name Complete Online Download/Print
Designating Beneficiaries
bullet Retirement Plans (including Investment Solutions IRA and Keoghs), Payout Contracts, Individual Life Insurance Policies, or After-Tax Annuities Complete Online N/A
bullet Mutual Funds N/A Get Form
bullet Mutual Fund IRAs N/A Get Form
bullet Institution-Owned Contracts N/A Get Form

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General Tax Forms


Form Name Complete Online Download/Print
bullet IRS Form W-4 N/A Get Form
bullet IRS Form W-7 N/A Get Form
bullet IRS Form W-8 BEN N/A Get Form
bullet IRS Form W-9 N/A Get Form
State Income Tax Withholding
bullet Lump Sum N/A Get Form
bullet Ongoing Withdrawals Complete Online Get Form
Special Tax Notice Regarding Plan Payments
Required notification of option to roll over cash withdrawals.
N/A Get Form
Relative Value Disclosure Illustration
Before taking a withdrawal from a plan sponsored by a private employer, you should be aware of your alternative options for receiving income. The charts provide examples.
N/A Get Form
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

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Maintaining Your Accounts


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

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Retirement Planning and Advice


Form Name Complete Online Download/Print
Retiree Pre-Session Materials
If you are in retirement or within one year of retirement, complete these forms in advance of your counseling session.
N/A Get Form
Accumulation Pre-Session Materials
If you are more than one year from retirement, complete these forms in advance of your counseling session.
N/A Get Form

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© 2014 and prior years, Teachers Insurance and Annuity Association - College Retirement Equities Fund (TIAA-CREF), New York, NY 10017