Transactions

Move money in

Make account transactions and find the information you need to move money into your account(s).

Action & information
  • Move funds into your employer-sponsored plan at TIAA

    Use this request to move funds from your other financial company into your employer-sponsored plans at TIAA.

         Move funds Move funds Opens in new window
  • Move funds into a new or existing IRA at TIAA

    Make a separate request for each investment company you're transferring or rolling over from.

         Move funds Move funds Opens in new window
  • Rollover to a TIAA retirement plan

    Make this request within 60 days of your distribution to roll over your qualified retirement funds.

         Rollover Rollover Opens in new window
  • Electronic Transfers (ACH) online account linking (Brokerage)

    Link your external bank accounts to your brokerage account(s) or you may request electronic transfers (ACH) online.

         Link accounts Link accounts Opens in new window
  • Make a SIMPLE IRA Contribution (Brokerage)

    Make a contribution to an existing Savings Incentive Match Plan for Employees (SIMPLE) IRA.

         Contribute Contribute Opens pdf
  • Deposit money directly from your paycheck (Brokerage)

    Authorize your employer to deposit your paycheck into your TIAA brokerage account.

         Make deposit Make deposit Opens in new window
  • Convert an Investment Solutions Traditional IRA to Roth IRA

    This  request can be used to convert TIAA annuities, mutual funds, and self-directed brokerage assets into your TIAA Roth IRA. Be sure to consult your tax advisor to understand tax implications.

         Convert IRA Convert IRA Opens in new window
  • Transfer TIAA Traditional to variable accounts and/or mutual funds via transfer payout annuity (TPA)

    A TPA lets you transfer in 10 payments over 9 years to one or more of your variable accounts and/or mutual funds in your TIAA and CREF contracts.

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  • Request authorization from another investment company to transfer money to a TIAA after-tax annuity

    Once your request is complete, we’ll send you a letter of acknowledgement with any other required information.

         Request authorization Request authorization Opens in new window
  • Reinvest your dividends into your Retirement Choice ATRA or TPA

    A TPA lets you reinvest your dividends in 10 payments over 9 years to one or more of your CREF accounts.

         Reinvest Reinvest Opens in new window
  • Reinvest your dividends into your Retirement Choice TPA

    Transfer some or all of your TIAA Traditional account balances over 84 months to one or more of your variable accounts and/or mutual funds in your TIAA and CREF contracts.

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