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Submit supporting documentation of marriage, divorce, adoption, court order or other reason for name change with your request.
Complete this request to make a change to your residential address.
Use this if your institution's plan requires your spouse’s consent before the transaction can be completed.
The term "Traditional IRA," as used in this request and its instructions, will include Traditional IRA and SEP IRA.
Use this form to designate Power of Attorney for your TIAA-CREF Funds mutual fund account.
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.
Complete this form if you are re-characterizing your TIAA IRA from a Roth to a Traditional.
Refer to the fund prospectus for detailed information on each service option.Update
Complete this form to add or make changes to bank information on your account.
Use this to transfer due to a re-registration (name change, divorce, etc.), inheritance or gift.
Please make sure that you understand all of the consquences of this transfer as outlined on the first page of this request.
Complete this form to provide the information for all of the entity's beneficial owners and the control role in the organization.
Re-register a custodial account when a listed minor reaches the legal age of maturity or when there is a change in custodian.