Transactions & forms
Manage your accounts, complete your transaction request online and get other information
Find transactions & forms by category
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Open an account
Apply to various accounts
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Move money in
Rollovers, contributions and transfers
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Update beneficiaries
Change, add or remove your beneficiaries
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Manage your money
Account management and investment information
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Take money out
Loans, withdrawals, payouts, retirement income and distributions
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Find tax information
Federal reporting, state reporting and withholding
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Brokerage Forms Library
Find all forms for Brokerage and Managed accounts here
Choose from the most common transactions
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Move funds into your employer-sponsored plan at TIAA
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Use this request to move funds from your other financial company into your employer-sponsored plans at TIAA.
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Move funds into a new or existing IRA at TIAA
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Make a separate request for each investment company you're transferring or rolling over from.
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Authorize others to discuss your accounts with a TIAA representative
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Authorization allows another person or organization to discuss your accounts, receive information, view information or via download, and act on your behalf.
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Update a name on your account
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Submit supporting documentation of marriage, divorce, adoption, court order or other reason for name change with your request.
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Update your TIAA account beneficiaries
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Change, add, or remove the beneficiaries on your TIAA account(s).
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Brokerage Forms Library
Find all forms for Brokerage and Managed accounts here
