Transactions

Move money in

Make account transactions and find the information you need to move money into your account(s).

Actions & Information
  • 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
  • Transfer assets into your TIAA brokerage accountOnly use this request to transfer assets into your TIAA Brokerage account(s). Complete a separate request for each account you are transferring assets from. Set up transfer
  • Rollover to a TIAA retirement planMake this request within 60 days of your distribution to roll over your qualified retirement funds. Rollover
  • Deposit your tax refund into your TIAA mutual fund accountDeposit your tax refund into your TIAA mutual fund account. If you don't have an account already, go to "Open Account." Make deposit
  • View ACH Authorization Agreement (Brokerage)Set up an electronic transfer of funds between your brokerage account and your bank or credit union account. View authorization
  • Make a SIMPLE IRA Contribution (Brokerage)Make a contribution to an existing Savings Incentive Match Plan for Employees (SIMPLE) IRA. Contribute
  • Deposit money directly from your paycheck (Brokerage) Authorize your employer to deposit your paycheck into your TIAA brokerage account. Make deposit
  • Make a deposit (Brokerage) Deposit funds to your TIAA Brokerage account(s), including Portfolio Advisor Accounts. Make deposit
  • Convert your TIAA Funds Traditional IRA to a Roth IRA (Brokerage) Be sure to consult your tax advisor to learn about the tax implications in converting your Traditional IRA to a Roth IRA. Convert IRA
  • Initate an electronic funds transfer (EFT) to your Investment Solutions IRA Deposit funds electronically. Initiate EFT
  • Transfer assets to a TIAA mutual fund IRATransfer current IRA or retirement plans at another investment company to your IRA. Transfer
  • Rollover to a TIAA mutual fund IRAMake this request within 60 days of your distribution to roll over your qualified retirement funds. Rollover
  • Convert an Investment Solutions Traditional IRA to Roth IRAThis  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. Convert IRA
  • Contribute to your IRA using a personal checkDeposit funds. Contribute
  • Transfer TIAA Traditional to variable accounts and/or mutual funds via transfer payout annuity (TPA)A TPA lets you transfer in 10 payments over 9 years to one or more of your variable accounts and/or mutual funds in your TIAA and CREF contracts. Transfer
  • Contribute to your after-tax annuity using a personal checkDeposit funds. Contribute
  • Initiate an EFT to your after-tax retirement annuityDeposit funds. Initiate EFT
  • Request authorization from another investment company to transfer money to a TIAA after-tax annuityOnce your request is complete, we’ll send you a letter of acknowledgement with any other required information. Request authorization
  • Contribute to your after-tax retirement annuity (ATRA) using a personal checkDeposit funds. Contribute
  • Make a direct deposit of retirement annuity payments into a TIAA mutual fund accountInitiate automatic investment either on a one-time or recurring basis. Make deposit
  • Reinvest your dividends into your Retirement Choice ATRA or TPAA TPA lets you reinvest your dividends in 10 payments over 9 years to one or more of your CREF accounts. Reinvest
  • Reinvest your dividends into your Retirement Choice TPATransfer 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. Reinvest
  • Transfer assets to a Coverdell Education Savings Account with TIAAAuthorize TIAA Funds to initiate a direct transfer of your current Coverdell Education Savings Account (ESA) to a Coverdell ESA with TIAA Funds. Transfer
  • Contribute to your Keogh Plan using a personal check Deposit funds. Contribute
  • Authorize an electronic funds transfer (EFT) to pay life insurance premiumsMake regular automatic payments to your life insurance premiums. Authorize