Visit the redesigned Investment Finder to browse pre-defined categories and compare with advanced filtering.
Apply to various accounts
Rollovers, contributions and transfers
Change, add or remove your beneficiaries
Account management and investment information
Loans, withdrawals, payouts, retirement income and distributions
Federal reporting, state reporting and withholding
Find all forms for Brokerage and Managed accounts here
Use this request to move funds from your other financial company into your employer-sponsored plans at TIAA.
Make a separate request for each investment company you're transferring or rolling over from.
Authorization allows another person or organization to discuss your accounts, receive information, view information or via download, and act on your behalf.
Submit supporting documentation of marriage, divorce, adoption, court order or other reason for name change with your request.
Change, add, or remove the beneficiaries on your TIAA account(s).
For the most efficient processing, complete this transaction online.
If you don’t have online account access, select “REGISTER,” otherwise “LOG IN."