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
  • 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