TIAA Trust forms library

Add external banks for money transfers.

Give a gift of stock to a charity.

Provide new direct deposit instructions for an Individual Account.

Provide new direct deposit instructions for a Joint Account.

Transfer on Death (TOD) beneficiary form for Individual Accounts.

Update the beneficiaries of your IRA.

Transfer on Death (TOD) beneficiary form for Joint Accounts.

Qualified Charitable Distribution Form - 1 Charity

Qualified Charitable Distribution Form - 4 Charities

Qualified Charitable Distribution Form - 10 Charities

Roth IRA Conversion Form

Form necessary to authorize TIAA to make disbursement(s) from a referenced account and credit the account designated.

Indicate your Federal withholding.

Domestic wire form

International wire form

Add a limited or full trading authority on your account.

Grant an outside party read-only access to Trust accounts.

Capture beneficial ownership and control information for TIAA Trust, N.A. (“TIAA Trust”) to comply with the FinCEN Customer Due Diligence Final Rule.

Transfer on Death (TOD) beneficiary form for Individual Accounts.

Update the beneficiaries of your IRA.

Transfer on Death (TOD) beneficiary form for Joint Accounts.

Establish who has access to the accounts via mail or email.

Request any changes to be made to the account via written request.

Inform us of any other name(s) by which you are known. If the other name(s) are materially different from your account registration (different last name, etc.), we may require you to provide your unexpired government-issued identification.

Form is used to authorize TIAA to delegate its investment management authority to one or more external registered investment advisers, including banks.

Requests Cost Basis Research.

Transfer or deliver property owned by a deceased individual to a purchaser or legal heirs in the state of their domicile.

Settle a decedent’s Private Asset Management (PAM) Investment Management Account at TIAA Trust, N.A. if you are the beneficiary, executor or trustee.

Provides TIAA with authorization to secure the services of an outside service provider to value the assets held in an account at the time of the owner's death.

Provide TIAA with authorization to secure the services of an outside service provider to value the assets held in an account at the time of the owner's death.

Add external banks for money transfers.

This form provides client with TIAA Trust destination information for wire transfers, ACH Transfers, Electronic Payments, and Checks.

Give a gift of stock to a charity.

Provide new direct deposit instructions for an Individual Account.

Provide new direct deposit instructions for a Joint Account.

Request cash and/or asset gifts from taxable accounts.

Stock power is a legal power of attorney form that transfers the ownership of certain shares of a stock to a new owner. This form should be used to submit paper stock certificates and bonds.

Qualified Charitable Distribution Form - 1 Charity

Qualified Charitable Distribution Form - 4 Charities

Qualified Charitable Distribution Form - 10 Charities

Form necessary to authorize TIAA to make disbursement(s) from a referenced account and credit the account designated.

Transfer account assets to a new custodian / trustee.

Money-in transfer instructions (including wire instructions).

Transfer from one Trust account / title to another Trust account / title.

Verifies the identity all of the persons currently serving as Trustee of the Trust, as well as certain powers granted to the Trustees under the Trust agreement.

Indicate your Federal withholding.

Domestic wire form

International wire form

Request a direct transfer from your Investment Solutions IRA contract.

Rollover from your TIAA Retirement Plan (ERISA)

Rollover from your TIAA Retirement Plan (NON-ERISA)

Roth IRA Conversion Form

Request return of any original documents submitted.