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.
Make this request within 60 days of your distribution to roll over your qualified retirement funds.
Deposit your tax refund into your TIAA mutual fund account. If you don't have an account already, go to "Open Account."
Be sure to consult your tax advisor to learn about the tax implications in converting your Traditional IRA to a Roth IRA.
Transfer current IRA or retirement plans at another investment company to your IRA.
This request can be used to convert TIAA annuities, mutual funds, and self-directed brokerage assets into your TIAA Roth IRA. Be sure to consult your tax advisor to understand tax implications.
Once your request is complete, we’ll send you a letter of acknowledgement with any other required information.
Initiate automatic investment either on a one-time or recurring basis.
Only use this request to transfer assets into your TIAA Brokerage account(s). Complete a separate request for each account you are transferring assets from.
A TPA lets you reinvest your dividends in 10 payments over 9 years to one or more of your CREF accounts.
Transfer some or all of your TIAA Traditional account balances over 84 months to one or more of your variable accounts and/or mutual funds in your TIAA and CREF contracts.
Authorize TIAA-CREF Funds to initiate a direct transfer of your current Coverdell Education Savings Account (ESA) to a Coverdell ESA with TIAA-CREF Funds.
Make regular automatic payments to your life insurance premiums.
Use this deposit ticket to apply funds to your TIAA-CREF Funds Mutual Fund account(s) by mail or drop off at one our TIAA offices near you.