Mutual Fund IRA Account Services

Complete this form to change your name, address, bank account information, dividend payments, add telephone privileges or set up an automatic investment plan for a Mutual Fund IRA Account.

If you're not sure what type of IRA you have, please check your account number. If it begins:  

  • Alphabetically, you generally own an Investment Solutions IRA.
  • Numerically, you generally own a Mutual Funds IRA.

 

Mutual Fund IRA Account Services (PDF)
[020ZT.ASF]

If you have questions or need help selecting the correct form, call us at 1 800 842-2252.

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© 2013 and prior years, Teachers Insurance and Annuity Association - College Retirement Equities Fund (TIAA-CREF), New York, NY 10017