New account:
- Open your account online, if you don't already have one. There is a transfer form included in the new account process.
- Complete and return the Incoming Account Transfer form, along with a recent account statement (dated within the previous 6 months) The name(s)/title on the account being transferred must match the name(s)/title on the receiving TIAA Brokerage account.
For questions or assistance, please contact TIAA Brokerage at 800-927-3059, Monday-Friday, 8 am - 7 pm ET.