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Frequently asked questions

FAQs about your TIAA accounts

  1. Go to tiaa.org.
  2. Select REGISTER located at the very top right of the page.
  3. Follow the onscreen step-by-step instructions to obtain a user ID and password.
IMPORTANT! There’s one final step to complete your registration. At the bottom of the “Welcome” page, select Log in. For security reasons, this one time only, you’ll be asked a few questions to verify your identity.
Please note that you’ll need your Social Security number to complete your registration.

Once you’ve completed the identity verification steps, you’re all set to manage your TIAA accounts online.

Going forward, just log into your account at tiaa.org.

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Your contract number is either your TIAA number, your CREF number or your TIAA Mutual Fund Account number. These can be found in two places: your enrollment or mutual fund account confirmation documents or your quarterly statements.

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Log in to your account . Look for Retirement plans & IRAs in the MY ACCOUNT menu, then select Research investments to get started.

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  1. Log into your accounts at tiaa.org.
  2. Select the MY ACCOUNT menu. Then select Manage investments.
  3. Follow the step-by-step instructions to make your changes.
  4. Learn more about how to move money from one investment to another within your plan; your current contribution allocations will not change.

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To review the choices you made for your Investments, Contributions and  Transactions, Log in to your account. Under My Accounts section,

Select the account name or View account details from the Actions dropdown menu to go to the account details pages.

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Log in to your account. Under My Account,look for the Quick Links section. Click on the Complete Documents link.

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Log in to your account. Under Portfolio Summary section, select the Investments tab to track the change since the last quarter.  To see more history, look for your Personal Rate of Return and click "View Details".  A new page with interactive charts provides eight (8) quarters of history for balances and personal rate of return.

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Log in to your account. Under My Account, click the "+" icon next to the account name to view the total vested balance. Click on "View Employer Rules" to see more details, including your employer's vesting rules.

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Log in to your account. Under My Account, look for the Retirement Plans & IRAs section. Then select Status of loans/withdrawals.

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Log in to your account. Under Support look in the right column and select Enroll in an Employer's Plan to get started.

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Log in to your account. Under My Account, look for the Other Accounts section.

Select Life Insurance to see your account information.

Please note: If your insurance is owned by a trust, you cannot view your policy online. Call 800-223-1200 for information.

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Log in to your account. Under My To-Dos, select the applicable enrollment that you would like to complete.

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Yes.  To see the change in balance for a specific account, Log in to your account, click the account name then choose the Change in Balance tab.

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Your balance includes all of your accounts except these:

- TIAA Direct® bank accounts
- Trust accounts at TIAA Trust Company, FSB
- Trusts you don't own (you might be a co-trustee or executor, for example)
- Cash value of life insurance policies

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  1. Log into your accounts at tiaa.org.
  2. Select the MY ACCOUNT menu, then select Manage investments. On that page, select Change allocation of contributions.
  3. Follow the step-by-step instructions to make your changes.
  4. Learn more about how to direct your future contributions to new investment choices; no money will move from your existing investments.

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  1. Log into your account at tiaa.org.
  2. Select the MY ACCOUNT menu, then select Manage investments. On that page, select Rebalance account.
  3. Follow the step-by-step instructions to make your changes.
  4. Learn more about how to redistribute your current balances and choose how your future contributions will be invested.

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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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