Advisors Working with Individuals

Resources and Education

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Forms

Following is a list of frequently used advisor forms. You can also access a complete list of all TIAA forms at the bottom of this page.

Master Agreement
Establishes terms and conditions of agreement for advisors working with TIAA Advisor Services.

Customer Authorization (PDF)
Allows Participants to authorize Financial Advisors access to their TIAA accounts.

IRA Fee Billing Agreement (PDF)
Allows Participants to authorize the deduction of advisor fees from IRA contracts only.

Payment Destination (PDF)
Updates payment information for all existing and future fee billing agreements.

Request to Change Advisor Address (PDF)
Change address form.

Other forms
All forms available on tiaa.org.

Conferences

Please join us at one of the many events TIAA Advisors and Consultants sponsor and attend:

Advisor Services Hotline:

Monday – Friday 8:00AM to 7:00 PM ET

Call us at 888 842-0318

Asset Management Capabilities

Learn more about our Asset Management capabilities.

Recognition & Ratings

Not all retirement plan providers were created equal.

See industry awards TIAA has earned.

Learn More

Visit TIAA.org for more reasons to work with us.

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