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Use this request to move funds from your other financial company into your employer-sponsored plans at TIAA.
Make a separate request for each investment company you're transferring or rolling over from.
Make this request within 60 days of your distribution to roll over your qualified retirement funds.
Link your external bank accounts to your brokerage account(s) or you may request electronic transfers (ACH) online.
Make a contribution to an existing Savings Incentive Match Plan for Employees (SIMPLE) IRA.
Authorize your employer to deposit your paycheck into your TIAA brokerage account.
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.
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.
Once your request is complete, we’ll send you a letter of acknowledgement with any other required information.
A TPA lets you reinvest your dividends in 10 payments over 9 years to one or more of your CREF accounts.
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.