Move money in
Make account transactions and find the information you need to move money into your account(s).
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Move funds into your employer-sponsored plan at TIAA
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Use this request to move funds from your other financial company into your employer-sponsored plans at TIAA.
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Move funds into a new or existing IRA at TIAA
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Make a separate request for each investment company you're transferring or rolling over from.
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Rollover to a TIAA retirement plan
Make this request within 60 days of your distribution to roll over your qualified retirement funds.
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Deposit your tax refund into your TIAA mutual fund account
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Deposit your tax refund into your TIAA mutual fund account. If you don't have an account already, go to "Open Account."
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Convert your TIAA-CREF Funds Traditional IRA to a Roth IRA (Brokerage)
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Be sure to consult your tax advisor to learn about the tax implications in converting your Traditional IRA to a Roth IRA.
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Transfer assets to a TIAA mutual fund IRA
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Transfer current IRA or retirement plans at another investment company to your IRA.
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Rollover to a TIAA mutual fund IRA
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Make this request within 60 days of your distribution to roll over your qualified retirement funds.
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Convert a Traditional TIAA IRA to a Roth IRA
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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.
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Contribute to your IRA using a personal check
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Deposit funds.
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Contribute to your after-tax annuity using a personal check
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Deposit funds.
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Initiate an EFT to your after-tax retirement annuity
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Deposit funds.
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Request authorization from another investment company to transfer money to a TIAA after-tax annuity
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Once your request is complete, we’ll send you a letter of acknowledgement with any other required information.
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Contribute to your after-tax retirement annuity (ATRA) using a personal check
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Deposit funds.
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Make a direct deposit of retirement annuity payments into a TIAA mutual fund account
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Initiate automatic investment either on a one-time or recurring basis.
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Transfer assets into your Managed Account
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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.
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Reinvest your dividends into your Retirement Choice ATRA or TPA
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A TPA lets you reinvest your dividends in 10 payments over 9 years to one or more of your CREF accounts.
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Reinvest your dividends into your Retirement Choice TPA
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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.
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Transfer assets to a Coverdell Education Savings Account with TIAA-CREF Funds
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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.
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Contribute to your Keogh Plan using a personal check
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Deposit funds.
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Authorize an electronic funds transfer (EFT) to pay life insurance premiums
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Make regular automatic payments to your life insurance premiums.
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TIAA-CREF Funds Mutual Fund Deposit Ticket
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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.