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 hereBrokerage Forms Library