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
  • Complete this investment profile questionnaire prior to your counseling sessionComplete this questionnaire to prepare for your individual counseling meeting. Complete questionnaire
  • Complete risk tolerance questionnaire
    Complete this questionnaire to help us make recommendations that reflect your personal investment profile.     Complete questionnaire
  • 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
  • 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 Funds Use this to transfer due to a re-registration (name change, divorce, etc.), inheritance or gift. Manage account
  • Distribute funds from your TIAA brokerage IRA Take a Required Minimum Distribution (RMD) or an early withdrawal from your TIAA Brokerage IRA. Make distribution
  • 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
  • Update your address (Brokerage)Changes only apply to TIAA Brokerage accounts. This doesn't change your account registration or your eDelivery preferences. Update
  • 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
  • Complete TIAA brokerage average cost authorization Use this request as authorization and instruction to change your Tax Lot Disposition Method to Average Cost for Mutual Fund Holdings. 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