TIAA Brokerage makes it easy for you to find and download the forms you need for your account. Please review the instructions for each form and return by:
Log into your account
P.O. Box 1280
Charlotte, NC 28201-1280
For check deposits only, please follow the instructions on the below deposit ticket. (PDF)
For downloadable forms, you must have Adobe's Acrobat Reader software installed on your computer to download and print the PDF files. If you don't already have Adobe Acrobat Reader, you can read about it and download it from Adobe's website .
This material is for informational or educational purposes only and does not constitute a recommendation or investment advice in connection with a distribution, transfer or rollover, a purchase or sale of securities or other investment property, or the management of securities or other investments, including the development of an investment strategy or retention of an investment manager or advisor. This material does not take into account any specific objectives or circumstances of any particular investor, or suggest any specific course of action. Investment decisions should be made in consultation with an investor’s personal advisor based on the investor’s own objectives and circumstances.