Transfer/Roll Over to TIAA-CREF

If you're not sure which 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.

For retirement plans
Use this form to roll over or transfer assets from another retirement plan or IRA to your existing TIAA-CREF employer-sponsored retirement plan.

Transfer/Rollover to TIAA-CREF Form (PDF)
[F10462]

For Investment Solutions IRAs
Use this form to transfer assets from your current IRA investment provider or employer-sponsored retirement plan to a TIAA-CREF Investment Solutions IRA.

Transfer/Rollover to TIAA-CREF Form (PDF)
[F10463]

Use this form to remit rollovers within 60 days of distribution from a qualified retirement account.
60-Day Rollover to TIAA-CREF (PDF)
[F11260]

For Mutual Fund IRAs
Use this form to transfer assets from your current IRA investment provider or employer-sponsored retirement plan to a TIAA-CREF Mutual Fund IRA.

Transfer/Rollover to TIAA-CREF Form (PDF)
[020ZT.XXT]

Before transferring assets or replacing an existing annuity, be sure to carefully consider the benefits of both the existing and new product. There will likely be differences in features, costs, surrender charges, services, company strength and other important aspects. There may also be tax consequences associated with the transfer of assets. Indirect transfers may be subject to taxation and penalties.

Consult with your own advisors regarding your particular situation.

If you have questions or need help selecting the correct form, call us at 1 800 842-2776

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