You can set up the new mutual fund account in one of three ways:
1) You can make an exchange from one of your existing mutual funds (minimum of $2,500) to the new fund (please remember that an "exchange" does constitute a "sale" of shares and is a taxable event).
2) You can
open a mutual fund online. If you do not already have a user ID, you will be asked to create a new user ID and password as you go along.
3) You can also do it through the mail. You can send in your investment (minimum of $2,500 for a new account) with an investment coupon from one of your existing funds. If you don’t have an investment coupon, use a separate piece of paper to give us your name, address, fund account number, and the fund or funds you want to invest in and the amount to be invested in each fund.
Mailing address for mutual fund accounts
TIAA-CREF Funds
PO Box 219227
Kansas City, MO 64121-9227
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