How do I roll over funds from my current TIAA-CREF account to a new IRA? You’ll need to complete a cash withdrawal form for the account from which you are rolling over the funds. You’ll also need to open an IRA that will receive the funds you are rolling over. Please call us at 1 800 842-2776 to request the forms.
You’re currently an employee or trustee of an institution eligible for TIAA-CREF retirement plans including all nonprofit institutions and government entities organized in the United States.
You’re over 55, retired, and have worked for an eligible institution for at least 5 years.
You have an existing TIAA-CREF Retirement, Group Retirement, or Supplemental Retirement Annuity, Keogh, Teachers Personal Annuity or a TIAA Life Insurance policy.
You’re the spouse or domestic partner of someone described in 1, 2, or 3 above. You’re also eligible if you received funds through a Qualified Domestic Order (QDRO).
If you’re rolling over an account from an eligible institution that is currently held with another investment company, you can open a new IRA to receive the funds. This can include annual contributions made to a Traditional IRA. Remember, a spouse or former spouse is not eligible to open an IRA until the participant has established an IRA with TIAA-CREF.
What is an IRA Adoption Agreement?An IRA Adoption Agreement form certifies your eligibility to open an IRA and gives your authorization for TIAA-CREF to administer the account.
By signing the form you are certifying that you have the authority and legal capacity to establish the IRA and to direct the purchase of mutual funds within the IRA. You are also certifying that you are of legal age in your state and that you believe each investment is suitable for you.
Brokerage Services are provided by TIAA-CREF Brokerage Services, a division of TIAA-CREF Individual & Institutional Services, LLC, members FINRA and SIPC. Advisory services are provided by Advice and Planning Services, a division of TIAA-CREF Individual & Institutional Services, LLC, a registered investment advisor.
