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.
Your next steps
Where do you want your money to go?
You should be the one to decide
Here’s what you can do to be prepared for the unexpected.
Who gets what?
What else can I do now?
How do I talk about this?
Who gets what?
Name or update your beneficiaries
Log in to name or update your beneficiaries.
Get answers to common questions
Think about taxes when choosing retirement beneficiaries.
Keeping current names on file helps ensure your wishes are carried out.
What else can I do now?
Get your papers in order
Watch the video on what you should know .
Get a comprehensive guide to estate planning.
An estate plan isn’t just for the wealthy. Everybody needs one.
How do I talk about this?
Talk to your family
Watch the video about why to start the conversation.
Get helpful tips on what to ask your adult children or what to ask your parents .
Watch the video to see how other families have done it.
Family meetings may help ensure your family’s financial health.
Take action
Don’t go it alone
Call for help at no additional cost
We can answer questions and help you make informed choices.
Why TIAA
Our mission-based approach separates us
from the pack
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
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 informational or educational purposes only and does not constitute fiduciary investment advice under ERISA, a securities recommendation under all securities laws, or an insurance product recommendation under state laws or regulations. 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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