Advisors Working with Individuals

Transfer Funds from TIAA


If a client's employer permits transfers from its plan, funds can be moved from TIAA directly to retirement plan providers.

A TIAA Direct Transfer Authorization form must be completed. Because plan restrictions vary regarding the amount that can be transferred — and transfer forms differ based on institutional and ERISA rules — the best way to request an external transfer is to contact TIAA at 888-842-0318. We will check employer plan rules and, in some cases, calculate the amount that’s eligible to be moved.

External transfers

Certain contracts impose restrictions on withdrawals and transfers from TIAA-CREF Traditional. Read more information on these restrictions , call the hotline at 888 842-0318.

Advisor Services Hotline:

Monday – Friday 8:00AM to 7:00 PM ET

Call us at 888 842-0318

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