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
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Make this request within 60 days of your distribution to roll over your qualified retirement funds.
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Electronic Transfers (ACH) online account linking (Brokerage)
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Link your external bank accounts to your brokerage account(s) or you may request electronic transfers (ACH) online.
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Make a SIMPLE IRA Contribution (Brokerage)
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Make a contribution to an existing Savings Incentive Match Plan for Employees (SIMPLE) IRA.
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Deposit money directly from your paycheck (Brokerage)
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Authorize your employer to deposit your paycheck into your TIAA brokerage account.
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Convert an Investment Solutions Traditional IRA to 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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Transfer TIAA Traditional to variable accounts and/or mutual funds via transfer payout annuity (TPA)
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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.
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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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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.