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)
[F11043]

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.

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