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
  • 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
  • Convert your TIAA-CREF 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
  • 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 a Traditional TIAA IRA to a 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
  • 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. Download Form
  • 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
  • Transfer assets into your Managed 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. Complete Online
  • 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. Complete Online
  • 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 TIAA-CREF FundsAuthorize TIAA-CREF Funds to initiate a direct transfer of your current Coverdell Education Savings Account (ESA) to a Coverdell ESA with TIAA-CREF 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
  • TIAA-CREF Funds Mutual Fund Deposit TicketUse 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. DOWNLOAD FORM