For account holders

Stay Smart for Generations

Make your wishes clear

 
Naming your beneficiaries and putting essential documents in place puts you in control and can make a difference for the people and causes you care about. View the video and follow the steps below to get started and find the information you need. 
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Why naming your beneficiaries is so important

Take action

Don’t go it alone

Call for help at no additional cost

We can answer questions and help you make informed choices.

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Why TIAA

Our mission-based approach separates us
from the pack

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You’re the heart of our organization

We’re a different kind of financial company, guided by our shared vision to:
  • Take care of people
  • Act with integrity
  • Deliver excellence
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We’re with you for life

No matter where you are in life, we’re here for you. See how we can help when you’re:
  • Starting out financially
  • Managing your money for short- and long-term
  • Transitioning to retirement
This material is for information or educational purposes only and does not constitute investment advice under ERISA. 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 based on the investor's own objectives and circumstances.
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