Withdrawals From a Mutual Fund IRA
Frequently Asked Questions
Use this form to withdraw funds from your TIAA-CREF Mutual Fund IRA.
For information about tax-favored rollover options, including rollovers to another eligible retirement plan, review this IRS Notice (PDF) or call us for a copy.
If you're taking this withdrawal to satisfy the minimum distribution requirements (which generally apply to people age 70 1/2 or older), be sure to check the box in section three of the form below to request a calculation of the amount you need to receive.
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.
TIAA-CREF Mutual Fund IRA Distribution (PDF)
- Sample Form (PDF)
If you have questions or need help selecting the correct form, call us at 800 842-2776.