Manage your money

Submit supporting documentation of marriage, divorce, adoption, court order or other reason for name change with your request.

Complete this request to make a change to your residential address.

Use this if your institution's plan requires your spouse's consent before the transaction can be completed.

The term "Traditional IRA," as used in this request and its instructions, will include Traditional IRA and SEP IRA.

Use this form to designate Power of Attorney for your TIAA-CREF Funds mutual fund account.

Complete this form if you'd like to expand your Investment Solutions IRA to include access to stocks, bonds, ETFs, CDs and nonproprietary mutual funds through TIAA Brokerage Services.

Complete this form if you are re-characterizing your TIAA IRA from a Roth to a Traditional.

Request checking that enables you to write checks against the cash and money market balance(s) in your IRA.

Set up automatic investments into or redemptions out of existing mutual funds held in your brokerage account.

Use this to transfer due to a re-registration (name change, divorce, etc.), inheritance or gift.

Complete a cost basis entry for uncovered securities, including equities, mutual funds and other securities.

Add checking and/or debit card services on your TIAA Brokerage Services Account.

Add beneficiaries to your taxable Brokerage account. Don't use this form to add beneficiaries to your retirement account.

Request this transfer only for joint account(s) with a Right of Survivorship.

A separate Stock or Bond Power request is required for each security and registration.

Tell us any other name(s) you are known by. This certification doesn't change your account registration.

This TCIP must be completed in its entirety and signed by all current Trustees.

This is for the gifting of securities from a non-retirement account, not from a retirement account.

Request to remove a nontransferable or insignificant value security.

Use this to create a margin credit in your account.

Complete this application to add options trading capacity to your TIAA Brokerage Services Account.

Use this request as authorization and instruction to change your Tax Lot Disposition Method to Average Cost for Mutual Fund Holdings.

Link brokerage accounts with the same mailing address to consolidate statements and get a summary page, all in one package.

Taxpayer rules surrounding elections are complex. Consult a tax advisor before choosing an alternative to the default.

Information from confirmations will be reported at least quarterly in your brokerage statement.

Please make sure that you understand all of the consquences of this transfer as outlined on the first page of this request.

Complete this form to provide the information for all of the entity's beneficial owners and the control role in the organization.

Re-register a custodial account when a listed minor reaches the legal age of maturity or when there is a change in custodian.

A Durable Power of Attorney is similar to a Power of Attorney but does not cease to exist once you become incapacitated or unable to make your own decisions whereas a POA would cease. Please seek legal advice from a qualified attorney if you are unsure which designation you need.

Refer to the fund prospectus for detailed information on each service option.