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Investment, insurance and annuity products are not FDIC insured, are not bank guaranteed, are not deposits, are not insured by any federal government agency, are not a condition to any banking service or activity, and may lose value.

TIAA-CREF products may be subject to market and other risk factors. See the applicable product literature, or visit www.tiaa-cref.org for details.

TIAA-CREF Individual & Institutional Services, LLC and Teachers Personal Investors Services, Inc., members FINRA, distribute securities products. Annuity contracts and certificates are issued by Teachers Insurance and Annuity Association (TIAA) and College Retirement Equities Fund (CREF), New York, NY.

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Planning and Advice Service (PDF)

Consolidate your investments with TIAA-CREF (PDF)

ORP-1 Election and Forfeiture Agreement Form (PDF)
Note: The ORP-1 Election and Forfeiture Agreement Form (PDF) is for use by all UNC system employees with the exception of UNC Healthcare employees who must complete the electronic version of the form online (see link immediately below).

ORP-1 Election Form for UNC Healthcare employees
Note: UNC Healthcare employees are to complete the electronic/online version of the ORP-1 Election Form only. Paper forms are not accepted.

ORP-2 Notice of Change in Investment Election Form (PDF)

ORP-3 Acknowledgement for Disposition of Account Contributions Form (PDF)

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