Forms to Manage Your Accounts

Redeem, transfer, or change ownership of your non-IRA accounts with TIAA-CREF Funds Download Form

Complete this investment profile questionnaire prior to your counseling session Download Form

Transfer funds Complete online

Change Your Allocations Complete Online

Change your name on your account Download Form

How to get your 1099 Form

QDRO for Employer-Sponsored Plans Download Form

QDRO for Payout Contracts Download Form

QDRO for IRAs Download Form

Transferring ownership of your TIAA Life Insurance Download Form

Get information you previously opted out of with the privacy revocation form Download Form

TIAA Brokerage: Available Fund Families Download Form

SIPC Asset Protection Reference Guide (Brokerage) Download Form

IRA Resource Checking application Download Form

Convert a Traditional IRA to a Roth IRA Download Form

Roth IRA Trust Account Agreement and Disclosure Statement Download Form

Traditional and SEP IRA Trust Account Agreement and Disclosure Statement Download Form

SIMPLE IRA Custodial Account Agreement and Disclosure Download Form

Address Update Form (Brokerage) Download Form

Authorization request to gift securities from your brokerage account Download Form

Certification of Legal Name (Brokerage) Download Form

Debt Instrument & Accrual Method Election Form (Brokerage) Download Form

Transfer Upon Death Individual Account(s) (Brokerage) Download Form

Designation of Beneficiary (Brokerage) Download Form

Irrevocable Stock/Bond Power (Brokerage) Download Form

Transfer Upon Death Joint Account(s) (Brokerage) Download Form

Managed Account Trade Confirmation Suppression Form Download Form

Margin Application & Agreement (Brokerage) Download Form

TIAA Brokerage Average Cost Authorization Form Download Form

Power of Attorney (POA) Form (Brokerage) Download Form

Request for Disposition of a Nontransferrable Security (Brokerage) Download Form

SelectLink / Combined Mail Application (Brokerage) Download Form

Trustee Certification of Investment Powers (Brokerage) Download Form

Liquid Insured Deposits Terms & Conditions (Brokerage) Download Form

TIAA Brokerage Sweep Terms & Conditions Download Form

TIAA Brokerage Interest Rate Disclosure Download Form

Federated Government Cash II Fund Download form

Federated Prime Cash Obligations II Fund Prospectus (Brokerage) Download Form

Federated Municipal Obligations Cash II Fund Prospectus (Brokerage) Download form

Federated Government Obligations Cash Series II Prospectus (Brokerage) Download Form

Federated California Municipal Cash Series Prospectus (Brokerage) Download form

Federated Connecticut Municipal Cash Series Prospectus (Brokerage) Download form

Federated Florida Municipal Cash Series Prospectus (Brokerage) Download form

Federated Massachusetts Municipal Cash Series Prospectus (Brokerage) Download form

Federated New Jersey Municipal Cash Series Prospectus (Brokerage) Download form

Federated New York Municipal Cash Series Prospectus (Brokerage) Download form

Authorize person/organization to access your TIAA accounts Complete online Download Form

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