You can either request a withdrawal or rollover using this paper form or go online to www.tiaa-cref.org. If you want to go online to request a withdrawal, you’ll need to log into your accounts with your user ID and password.

How do I roll over funds from my current TIAA employer-sponsored retirement plan account to a new Investment Solutions IRA? You may log into your account and request the rollover online. If you have any questions or are unsure about any of the steps, call 800-842-2252.

Under the basic rollover rule, you don’t have to include in your gross income any amount distributed to you from an IRA if you deposit the amount into another eligible plan (including an IRA) within 60 days (Internal Revenue Code Section 408(d)(3)); also see FAQs: Waivers of the 60-Day Rollover Requirement).

If you need help with allocating your funds, call your representative or TIAA-CREF customer service at 800 842-2252. I authorize the current financial institution or fund provider to transfer/rollover the assets from my account(s) as stated on this form for immediate deposit into my TIAA-CREF account.

Plans funded with TIAA-CREF annuities and 401(k) plans are both based on the fundamental principle of defined contribution financing. There are other forms of DC plans, such as 403(b)’s and ESOP’s, but in the for-profit sector, the 401(k) model is the dominant DC plan.

one rollover
Rollovers must be completed within 60 days of receiving funds out of the old account, and only one rollover can occur per year. Direct transfers of retirement account funds to a new qualified account can be a more efficient method and can avoid breaking many of these rules by mistake.

If you are mailing a check to TIAA-CREF and intend to send it via overnight mail, please use the following address: TIAA-CREF, ATTN: Transfer/Rollover Department, 8500 Andrew Carnegie Boulevard, Charlotte, NC 28262.

The short answer is yes, you are allowed to use funds from your 401(k) plan to buy a home. It is not the best move, however, because there is an opportunity cost in doing so; the funds you take from your retirement account cannot be made up easily.

If you roll over your old 401(k) account to a traditional IRA, no taxes will be due when you move the money, and any new earnings will accumulate tax deferred. You’ll only pay taxes only when you take withdrawals.

You will need your account information from TIAA-Cref, and depending upon your new financial institution; they may also require that you submit a recent statement that you have received from TIAA-Cref. Complete the forms, attach the statement, and then mail it in to your new financial institution.

And if you have a new employer and want a different plan, find out if the employer’s plan accepts rollovers. TIAA does offer online forms that allow you to transfer your IRA to another financial institution directly. However, the document does not allow for transfers from a TIAA traditional account.

On the other hand, if you want to roll over TIAA CERF to IRAs, you would consider transferring your IRA to the top companies with these types of accounts, such as Betterment, E*TRADE and SoFi. When doing your research, pay close attention to:

Watch a video on the rollover process. Start your online IRA application and choose between a Roth or Traditional IRA. Start your IRA with money from your previous retirement accounts, either by direct transfer or check. Review investment choices and choose the ones that are right for you. If you need help choosing, call us at 844-842-2472 .