Manage your money
Manage your accounts and find investment information.
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Update a name on your account
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Submit supporting documentation of marriage, divorce, adoption, court order or other reason for name change with your request.
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Update your home address
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Complete this request to make a change to your residential address.
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Give spousal consent in the addendum for public plans
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Use this if your institution's plan requires your spouse’s consent before the transaction can be completed.
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Convert a Traditional IRA to Roth IRA
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The term "Traditional IRA," as used in this request and its instructions, will include Traditional IRA and SEP IRA.
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TIAA-CREF Funds Power of Attorney (POA) (Retail Class Only)
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Use this form to designate Power of Attorney for your TIAA-CREF Funds mutual fund account.
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Investment Solutions IRA Request to Add Self-Directed Brokerage Services
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Complete this form if you'd like to expand your Investment Solutions IRA to include access to stocks, bonds, ETFs, CDs and nonproprietary mutual funds through TIAA Brokerage Services.
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Re-characterization of your TIAA IRA
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Complete this form if you are re-characterizing your TIAA IRA from a Roth to a Traditional.
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Add or make changes to your TIAA mutual fund account
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Refer to the fund prospectus for detailed information on each service option.Update
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Add or make changes to your banking information on your TIAA mutual fund account
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Complete this form to add or make changes to bank information on your account.
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Redeem, transfer, or change ownership of your Non-IRA accounts with TIAA-CREF Funds
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Use this to transfer due to a re-registration (name change, divorce, etc.), inheritance or gift.
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Transfer ownership of your TIAA Life Insurance
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Please make sure that you understand all of the consquences of this transfer as outlined on the first page of this request.
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TIAA-CREF Funds Legal Entity Beneficial Ownership Certification Form
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Complete this form to provide the information for all of the entity's beneficial owners and the control role in the organization.
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TIAA-CREF Funds Registration Change Form for Custodial Accounts
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Re-register a custodial account when a listed minor reaches the legal age of maturity or when there is a change in custodian.