Transactions

Manage your money

Manage your accounts and find investment information.

Actions & information
  • Update a name on your accountSubmit supporting documentation of marriage, divorce, adoption, court order or other reason for name change with your request. Update name
  • Update your home addressComplete this request to make a change to your residential address. Update address
  • Give spousal consent in the addendum for public plansUse this if your institution's plan requires your spouse’s consent before the transaction can be completed. Give consent
  • Convert a Traditional IRA to Roth IRAThe term "Traditional IRA," as used in this request and its instructions, will include Traditional IRA and SEP IRA. Convert
  • TIAA-CREF Funds Power of Attorney (POA) (Retail Class Only)Use this form to designate Power of Attorney for your TIAA-CREF Funds mutual fund account. Download Form
  • Investment Solutions IRA Request to Add Self-Directed Brokerage ServicesComplete 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. Request
  • Re-characterization of your TIAA IRAComplete this form if you are re-characterizing your TIAA IRA from a Roth to a Traditional. Re-characterize
  • Add or make changes to your TIAA mutual fund accountRefer to the fund prospectus for detailed information on each service option. Update
  • Redeem, transfer, or change ownership of your Non-IRA accounts with TIAA-CREF FundsUse this to transfer due to a re-registration (name change, divorce, etc.), inheritance or gift. Manage account
  • Transfer ownership of your TIAA Life InsurancePlease make sure that you understand all of the consquences of this transfer as outlined on the first page of this request. Transfer
  • TIAA-CREF Funds Legal Entity Beneficial Ownership Certification FormComplete this form to provide the information for all of the entity's beneficial owners and the control role in the organization. Complete
  • TIAA-CREF Funds Registration Change Form for Custodial AccountsRe-register a custodial account when a listed minor reaches the legal age of maturity or when there is a change in custodian. Change