Transactions
Open an account
Download related applications and information you may need to open and fund a new account.
Action & information
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Open an IRA
Open a new Individual Retirement Account (IRA).
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View the IRA adoption agreement
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Use this to certify that you have the authority and capacity to establish an IRA based on legal requirements.
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TIAA-CREF Funds Traditional and Roth IRAs New Account Form/Adoption Agreement
Opens pdfComplete this application to open a new TIAA-CREF Funds mutual fund Traditional or Roth IRA account.
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TIAA-CREF Funds New Account Application
Opens pdf
Complete this application to open a new TIAA-CREF Funds mutual fund account.
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TIAA-CREF Funds Coverdell (CESA) Education Savings Account Application
Opens pdf
Complete this application to open a TIAA-CREF Funds Coverdell Education Savings Account.
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Regulation Best Interest and TIAA's Client Relationship Summary (Form CRS)
View our Regulation Best Interest page to help you make informed decisions about the services, products and accounts offered by TIAA-CREF.