Brokerage Account Transfer
Use this form to transfer assets to your existing TIAA-CREF Brokerage Services account from a brokerage firm.
You can only transfer between similar accounts, such as from one Traditional IRA to another.
Brokerage Account Transfer Form (PDF)
In order to receive an asset transfer, you must complete a TIAA-CREF Brokerage Services account application and have an active, open account.
If you have questions or need help selecting the correct form, call us at 1 800 927-3059.