Forms to Manage Your Accounts

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

Apply for IRA Resource CheckingRequest checking that enables you to write checks against the cash and money market balance(s) in your IRA. Apply

Add or make changes to your TIAA mutual fund accountRefer to the fund prospectus for detailed information on each service option. Update

Set up an Automatic Investment Plan (Brokerage) Set up automatic investments into or redemptions out of existing mutual funds held in your brokerage account. Set up

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

Complete cost basis entry (Brokerage)Complete a cost basis entry for uncovered securities, including equities, mutual funds and other securities. Complete

Apply for a Cash Solutions Account (Brokerage)Add checking and/or debit card services on your TIAA Brokerage Services Account. Apply

Designate your power of attorney (POA)A POA authorizes an individual or institution to take action on your TIAA accounts. Please consult an attorney if needed. Designate POA

Transfer individual account(s) on death (Brokerage)Add beneficiaries to your taxable Brokerage account. Don't use this form to add beneficiaries to your retirement account. Transfer

Transfer joint account(s) on death (Brokerage)Request this transfer only for joint account(s) with a Right of Survivorship. Transfer

Complete Irrevocable Stock or Bond Power (Brokerage)A separate Stock or Bond Power request is required for each security and registration. Complete

Certify legal name (Brokerage)Tell us any other name(s) you are known by. This certification doesn't change your account registration. Certify

Complete the Trustee Certification of Investment Powers (Brokerage)This TCIP must be completed in its entirety and signed by all current Trustees. Complete

Authorize request to gift securities from your brokerage accountThis is for the gifting of securities from a non-retirement account, not from a retirement account. Authorize

Request disposition of a nontransferrable security (Brokerage)Request to remove a nontransferable or insignificant value security. Request

Complete margin application & agreement (Brokerage) Use this to create a margin credit in your account. Complete

Add options trading to your Brokerage Services AccountComplete this application to add options trading capacity to your TIAA Brokerage Services Account. Add

Complete Average Cost Authorization (Brokerage)Use of this form authorizes us to change the tax lot disposition method on your mutual fund holdings to the Average Cost Method. This change is typically irrevocable and only applies to mutual funds. Complete

Apply for SelectLink/Combine Mail (Brokerage)Link brokerage accounts with the same mailing address to consolidate statements and get a summary page, all in one package. Apply

Complete your Debt Instrument & Accrual Method election (Brokerage)Taxpayer rules surrounding elections are complex. Consult a tax advisor before choosing an alternative to the default. Complete

Complete Managed Account Trade Confirmation SuppressionInformation from confirmations will be reported at least quarterly in your brokerage statement. Complete

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

Designate your durable power of attorney (DPOA)A Durable Power of Attorney is similar to a Power of Attorney but does not cease to exist once you become incapacitated or unable to make your own decisions whereas a POA would cease. Please seek legal advice from a qualified attorney if you are unsure which designation you need. Designate POA

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