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)

Receiving transfers

In order to receive an asset transfer, you must complete a TIAA-CREF Brokerage Services account application and have an active, open account.

TIAA-CREF Brokerage Services Online Account Application


If you have questions or need help selecting the correct form, call us at 1 800 927-3059.

Search for a form by keyword


Forms by Form Number

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