Use this request to move funds from your other financial company into your employer-sponsored plans at TIAA.
Make a separate request for each investment company you're transferring or rolling over from.Authorization allows another person or organization to discuss your accounts, receive information, view information or via download, and act on your behalf.
Submit supporting documentation of marriage, divorce, adoption, court order or other reason for name change with your request.
Change, add, or remove the beneficiaries on your TIAA account(s). ONLINE ACCESS REQUIREDFor the most efficient processing, complete this transaction online. If you don’t have online account access, select “REGISTER,” otherwise “LOG IN."
Find all forms for Brokerage and Managed accounts hereInvestment, insurance and annuity products are not FDIC insured, are not bank guaranteed, are not deposits, are not insured by any federal government agency, are not a condition to any banking service or activity, and may lose value.
You should consider the investment objectives, risks, charges and expenses carefully before investing. Please call 877-518-9161 or go to www.TIAA.org/prospectuses for current product and fund prospectuses that contain this and other information. Please read the prospectuses carefully before investing.
The TIAA group of companies does not provide legal or tax advice. Please consult your tax or legal advisor to address your specific circumstances.
TIAA-CREF Individual & Institutional Services, LLC, Member FINRA and SIPC , distributes securities products. SIPC only protects customers' securities and cash held in brokerage accounts. Annuity contracts and certificates are issued by Teachers Insurance and Annuity Association of America (TIAA) and College Retirement Equities Fund (CREF), New York, NY. Each is solely responsible for its own financial condition and contractual obligations.
TIAA Brokerage, a division of TIAA-CREF Individual & Institutional Services, LLC, Member FINRA and SIPC, distributes securities. Brokerage accounts are carried by Pershing, LLC, a subsidiary of The Bank of New York Mellon Corporation, Member FINRA, NYSE, SIPC.
Teachers Insurance and Annuity Association of America is domiciled in New York, NY, with its principal place of business in New York, NY. Its California Certificate of Authority number is 3092.
TIAA-CREF Life Insurance Company is domiciled in New York, NY, with its principal place of business in New York, NY. Its California Certificate of Authority number is 6992.
Read the TIAA-CREF Individual & Institutional Services, LLC, Statement of Financial Condition.
© automatically this year and prior years, Teachers Insurance and Annuity Association of America-College Retirement Equities Fund, New York, NY 10017.