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Get Download PDF - TIAA-Cref - Tiaa-cref

A transfer or rollover from an existing Traditional or Roth IRA. To transfer assets to open a new account, you must also complete an IRA Asset Transfer Form. You can open only one IRA per New Account Form/Adoption Agreement. Please note the following: nn Do not use this form to transfer assets to an existing TIAA-CREF Funds Traditional or Roth IRA. Complete only the IRA Asset Transfer Form. nn Do not use this form if you are converting a Traditional IRA to a Roth IRA. Complete the Roth IRA C.

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