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
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
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
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
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
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