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Transactions & forms

Manage your accounts, complete your transaction request online and get other information

Common transactions

Choose from the most common transactions

  • Move funds into your employer-sponsored plan at TIAAUse this request to move funds from your other financial company into your employer-sponsored plans at TIAA. Move funds
  • Move funds into a new or existing IRA at TIAAMake a separate request for each investment company you're transferring or rolling over from. Move funds
  • Authorize others to discuss your accounts with a TIAA representativeAuthorization allows another person or organization to discuss your accounts, receive information, view information or via download, and act on your behalf. Make authorization
  • Update a name on your accountSubmit supporting documentation of marriage, divorce, adoption, court order or other reason for name change with your request. Update name
  • Update your TIAA account beneficiariesChange, add, or remove the beneficiaries on your TIAA account(s). Update Beneficiaries
  • Brokerage Forms LibraryFind all forms for Brokerage and Managed accounts here Brokerage Forms Library