Move, Rollover, & Transfer Money Forms

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

Electronic Transfers (ACH) online account linking (Brokerage)Link your external bank accounts to your brokerage account(s) or you may request electronic transfers (ACH) online. Link accounts

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-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

Initate an electronic funds transfer (EFT) to your Investment Solutions IRA Deposit funds electronically. Download Form

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. 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

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. Download Form

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

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

Move money in

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