Advisors Working with Individuals

Make an Internal Transfer

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Transfers within the TIAA retirement system can be requested using a number of resources:

Transfers between TIAA accounts

Please note the following guidelines for internal account transfers:

  • Transfers made among the CREF accounts and TIAA Real Estate account, or to the TIAA Traditional Annuity, are free.
  • CREF accounts are limited to four transfers per account, per quarter.
  • TIAA Real Estate Account is limited to one transfer per quarter.
  • At least $1,000 must be transferred from a variable account, or the available balance if less than $1,000.

Transfer values are calculated on the value of an accumulation unit in any variable account(s) as of the close of the New York Stock Exchange (NYSE), usually 4:00 p.m. ET, on the date we receive the instructions. If received after the NYSE closes, instructions will be effective as of the NYSE close the next business day.

Individuals can request that a variable account internal transfer be made on a future date. This may be an option for those who are about to begin receiving benefits who may wish to move funds into the TIAA Traditional Annuity or TIAA variable accounts. The future date must be a business day.
Individuals can also schedule "systematic transfers,” which move funds among the accounts gradually over time.

To request a transfer

As an advisor, you can make transfers within the TIAA system via one of the following methods:

  • Web Center Secure Access
  • Call us at 888-842 0318, Monday through Friday, between 8 a.m. and 7:30 p.m., ET.
  • Write to us at TIAA, 730 Third Avenue, New York, NY 10017.

Advisor Services Hotline:

Monday – Friday 8:00AM to 7:00 PM ET

Call us at 888 842-0318

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