YourRFBenefits
Basic Retirement - Transfer Funds

You may transfer CREF annuity accumulations and TIAA-CREF mutual fund accumulations in amounts of at least $1,000 to any other TIAA-CREF account at any time. Accumulation in the TIAA Real Estate Account may be transferred once a month.

 

Funds in a TIAA Traditional Annuity may be transferred to the TIAA Real Estate Account and to CREF accounts in annual installments over a 10-year period using the Transfer Payout Annuity (TPA) Option.

 

The minimum transfer amount is $10,000 (or the entire accumulation if less than $10,000).

 

Contact TIAA-CREF at 1-800-842-2252 for information and to process your request.

 

Contact your campus benefits office for more information.

 
Copyright 2013 Research Foundation of SUNY