Skip to main content
SUPPORT

FAQs

Search our FAQ library or browse by topic.

Hit enter to search

Search Results

Frequently asked questions

All FAQs about forms you need to move money in

Yes. You’ll need to contact the investment company that your rollover is from. The company can determine whether or not you're eligible to roll the funds over and provide the forms you’ll need to process the transaction from their side.
Once you complete those forms, complete the TIAA Transfer, Rollover, or Exchange Authorization form. Then submit all the forms to TIAA. We'll contact your investment company to complete the transfer.

Did we answer your question?

 
Yes    no
 
Three ways to get a better answer

We're happy to hear it.

Our website is always a work in progress. Your input helps us make our site as useful as possible.

Thank you for helping us out

We won't be able to respond to your feedback directly. Here are three ways to get a better answer:
 
In some cases, federal law requires it. The Employee Retirement Income Security Act (ERISA) requires spousal consent for certain transactions. If you’re rolling over money into an ERISA plan, TIAA requires acknowledgement that you’re aware of the ERISA provisions of the plan and that any money rollover into the plan will be subject to ERISA laws.
If your spouse would like to waive his/her beneficial rights to the account, your spouse must complete a spousal waiver form. Your spouse must sign the waiver in front of a Notary or, if still employed by the sponsoring institution, the designated plan representative. Please note: Your spouse’s signature cannot be dated before your signature.
Note: If you originally submitted a Transfer, Rollover, or Exchange Authorization form, you already agreed to the ERISA terms.
If the funds were received without the Transfer, Rollover, or Exchange Authorization form, a Rollover/Transfer Acknowledgement form is required for every transaction in order for TIAA to accept the funds.

Did we answer your question?

 
Yes    no
 
Three ways to get a better answer

We're happy to hear it.

Our website is always a work in progress. Your input helps us make our site as useful as possible.

Thank you for helping us out

We won't be able to respond to your feedback directly. Here are three ways to get a better answer:
 
When you're setting up an EFT, you’ll need the following information:
- Bank routing number (or ABA number) — always 9 digits long ( ı: 123456789 ı: )
- Account number (checking or savings) — do not include the check number
- Bank address and telephone number

Did we answer your question?

 
Yes    no
 
Three ways to get a better answer

We're happy to hear it.

Our website is always a work in progress. Your input helps us make our site as useful as possible.

Thank you for helping us out

We won't be able to respond to your feedback directly. Here are three ways to get a better answer:
 
You can't use EFTs to make contributions to an employer-sponsored retirement plan. Employer-sponsored plans can only be funded via payroll deferral or through a rollover from another retirement account.
IRAs can be funded through EFTs. The minimum EFT to an IRA on an automatic basis is $100 per transfer.

Did we answer your question?

 
Yes    no
 
Three ways to get a better answer

We're happy to hear it.

Our website is always a work in progress. Your input helps us make our site as useful as possible.

Thank you for helping us out

We won't be able to respond to your feedback directly. Here are three ways to get a better answer:
 
An electronic funds transfer (EFT) is one that moves funds from one financial institution to another. For example, you can directly deposit funds into your TIAA contract from your bank account and vice versa. EFT uses the Automated Clearing House (ACH) system and not the federal wire system. Please note that it can take 24 to 48 hours for funds to reach the bank.
The Automatic Investment Plan (AIP) allows you to systematically transfer money to a particular fund (investment) from your bank account.

Did we answer your question?

 
Yes    no
 
Three ways to get a better answer

We're happy to hear it.

Our website is always a work in progress. Your input helps us make our site as useful as possible.

Thank you for helping us out

We won't be able to respond to your feedback directly. Here are three ways to get a better answer:
 
You may log into your account and request the rollover online. If you have any questions or are unsure about any of the steps, call 800-842-2252.

Did we answer your question?

 
Yes    no
 
Three ways to get a better answer

We're happy to hear it.

Our website is always a work in progress. Your input helps us make our site as useful as possible.

Thank you for helping us out

We won't be able to respond to your feedback directly. Here are three ways to get a better answer:
 
If you already have a TIAA-CREF Mutual Fund IRA with us, complete the Transfer/Rollover Form (PDF) for Mutual Fund IRAs.

Did we answer your question?

 
Yes    no
 
Three ways to get a better answer

We're happy to hear it.

Our website is always a work in progress. Your input helps us make our site as useful as possible.

Thank you for helping us out

We won't be able to respond to your feedback directly. Here are three ways to get a better answer:
 
ONLINE HELP

Other options

Give us a call

800-842-2252
Weekdays, 8 am-10 pm (ET)
Saturdays, 9 am-6 pm (ET)

Send a message

Let us know how we can help.

Schedule a call

Let us know when you want us to call.