For account holders

Stay Smart for Generations


Make your wishes clear

Naming your beneficiaries and putting essential documents in place puts you in control and can make a difference for the people and causes you care about. View the video and follow the steps below to get started and find the information you need.

Play video
Why naming your beneficiaries is so important
Your next steps

Where do you want your money to go?
You should be the one to decide

Here’s what you can do to be prepared for the unexpected

Take action

Don’t go it alone

Call for help at no additional cost
We can answer questions and help you make informed choices.


Weekdays, 8 a.m. – 10 p.m. (ET)

Why tiaa

Our mission-based approach separates us from the pack

You’re the heart of our organization

We’re a different kind of financial company, guided by our shared vision to:

  • Take care of people
  • Act with integrity
  • Deliver excellence
  • We’re with you for life

    No matter where you are in life, we’re here for you. See how we can help when you’re:

  • Starting out financially
  • Managing your money for short- and long-term
  • Transitioning to retirement
  • This material is for informational or educational purposes only and does not constitute fiduciary investment advice under ERISA, a securities recommendation under all securities laws, or an insurance product recommendation under state laws or regulations. This material does not take into account any specific objectives or circumstances of any particular investor, or suggest any specific course of action. Investment decisions should be made based on the investor’s own objectives and circumstances.