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Frequently asked questions
All FAQs about Retail-Class Mutual Fund Accounts
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 Mutual Funds
P.O. Box 8009
Boston, MA 02266-8009
P.O. Box 8009
Boston, MA 02266-8009
Yes. You can exchange shares online when you're logged in to your account1.
You will receive an online confirmation of your transaction. You'll also get a follow-up confirmation delivered to your inbox or mailbox depending on your delivery preferences.
If you have changed your banking information or would like to add AIP to your account, you must complete an Account Services Agreement form to update this information.
No. But it is easy to order more over the phone. Call 800-223-1200 weekdays from 8 a.m. to 10 p.m. (ET) to request additional checks.
An AIP lets you buy mutual fund shares directly, using money debited from either a checking or savings account.
You can make the purchases monthly or twice monthly.
If you use this feature, we'll waive the minimum investment of $2,500 for each mutual fund. You can set this up any time.
If you already shared your bank information with us, simply log into your account to contribute online.
If we don’t have your bank information, please fill out an account services form to add your bank information to your account.
Looking to invest regularly?
An automatic investment plan (AIP) allows you to deposit a specific amount ($100 or greater) to your mutual fund account either every month or twice a month. Look for this option on your Account Services Agreement form.
An automatic investment plan (AIP) allows you to deposit a specific amount ($100 or greater) to your mutual fund account either every month or twice a month. Look for this option on your Account Services Agreement form.
You can change the amount over the phone or in writing.
If you stopped your AIP contribution and have not changed your bank account information, call 800-223-1200, weekdays from 8 a.m. to 10 p.m. (ET), for assistance.
You cannot change the AIP online.
Yes. Log in to your account and select “Purchase Shares,” then follow the steps. You can make an electronic purchase from your bank if your bank information is on file.
If your bank information isn't on file, download and submit an Account Services Agreement form to send us your bank information.
If your funds aren't already in a retirement plan and they aren't tax deferred, you first need to redeem the shares held at the other company and send them in along with a completed mutual funds application.
You can open a tax-deferred mutual fund IRA by completing the application and mailing it in.
You cannot directly roll mutual funds over to TIAA unless they're already invested in a retirement plan (like a 403(b) or an IRA).
Yes. You can change your allocation from your online account.
Please note that you can only make one transfer or withdrawal from the "Personal Annuity Select Fixed" account once every six months.
1Please note that certain transfers may be subject to a redemption fee. Please see the prospectuses of the plan’s investment options for more information. Add the following line to the previous statement when discussing no-load funds: Other fees and expenses do apply to a continued investment in the fund and are described in the fund’s current prospectus.
This material is for informational or educational purposes only and does not constitute a recommendation or investment advice in connection with a distribution, transfer or rollover, a purchase or sale of securities or other investment property, or the management of securities or other investments, including the development of an investment strategy or retention of an investment manager or advisor. 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 in consultation with an investor’s personal advisor based on the investor’s own objectives and circumstances.
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