Prospectuses and Product Disclosures
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Fund Name | |
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Level 1 through 4/ Tier 1 through 4 | Prospectuses & Product DisclosuresOpens in a new window |
Product Name | |
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The Intelligent Variable Annuity | Prospectuses & Product DisclosuresOpens in new window |
TIAA-CREF Investment Horizon Annuity | Prospectuses & Product DisclosuresOpens in new window |
Lifetime Variable Select (No longer available for sale) | Prospectuses & Product DisclosuresOpens in new window |
Personal Annuity Select (No longer available for sale) | Prospectuses & Product DisclosuresOpens in new window |
Single Premium Immediate Annuity (No longer available for sale) | Prospectuses & Product DisclosuresOpens in new window |
Teachers Personal Annuity (No longer available for sale) | Prospectuses & Product DisclosuresOpens in new window |
Product Name | |
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Flexible Premium Variable Universal Life (No longer available for sale) | Prospectuses & Product DisclosuresOpens in new window |
Intelligent Life Variable Universal Life (No longer available for sale) | Prospectuses & Product DisclosuresOpens in new window |
Intelligent Life Survivorship Variable Universal Life Insurance (No longer available for sale) | Prospectuses & Product DisclosuresOpens in new window |
M Intelligent Life Variable Universal Life (No longer available for sale) | Prospectuses & Product DisclosuresOpens in new window |
M Intelligent Life Survivorship Variable Universal Life (No longer available for sale) | Prospectuses & Product DisclosuresOpens in new window |
Fund Name | Custodial Agreement | Disclosures | Additional Information | ||
---|---|---|---|---|---|
Retirement Plans | |||||
Individual 403(b) Custodial Agreement | - | - | - | PDFOpens pdf | - |
IRAs | |||||
Investment Solutions IRA | Custodial AgreementOpens pdf | IRA DisclosureOpens pdf | - | IRS Opinion LettersOpens pdf | Intermediary Frequent Trading PolicyOpens pdf Brokerage Account AgreementOpens pdf |
TIAA IRA | - | - | Directed Trust Agreement for Traditional and SEPOpens pdf | Directed Trust Agreement for RothOpens pdf | TIAA IRA Brokerage Customer Account AgreementOpens pdf |
Federal Register Notice for the TIAA Real Estate Account | - | - | - | PDFOpens pdf | - |
Brokerage IRA | - | IRA DisclosureOpens pdf | Directed Trust Agreement for Traditional and SEPOpens pdf | PDFOpens pdf | - |
Liquid Insured Deposits Terms and Conditions (Self-Directed) | - | - | - | PDFOpens pdf | - |
Liquid Insured Deposits Terms and Conditions (Managed) | - | - | - | PDFOpens pdf | - |
TIAA Sweep Product Terms and Conditions |
- | - | - | PDFOpens pdf | - |
Mutual Funds | |||||
IRA Account Disclosure Statement | - | - | - | PDFOpens in a new window | - |
ROTH IRA Disclosure Statement | - | - | - | PDFOpens in a new window | - |
SIMPLE IRA Disclosure Statement | - | - | - | PDFOpens in a new window | - |
Coverdell Education Savings Account - Disclosure Statement and Custodial Agreement | - | - | - | PDFOpens in a new window | - |
FDIC Insured Bank Products | |||||
Terms and Conditions – TIAA Retirement Reserves | - | - | - | PDFOpens pdf | - |
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