Forms & Applications

 DocumentAudience
Account Services Form - Class A Only - F11665 Investor
IRA 60-Day Rollover Request - Class A Only - F11560 Investor
Redemption and Transfer Form for Non-IRA Accounts - F11416 Investor
Account Application - F11154 Investor
Traditional and Roth IRAs New Account Form - Adoption Agreement - F11153 Investor
CESA Account Application - Adoption Agreement - A11751 Investor
Roth IRA Conversion - Adoption Agreement - Class A Only - A11748 Investor
IRA Asset Transfer Form - Class A Only - A11745 Investor
CESA Direct Asset Transfer Form - A11744 Investor
IRA Beneficiary Inheritance Request form - F41263 Investor
Bank Form - F41080 Investor
Legal Entity Beneficial Owner form - F40214 Investor
Mutual Funds Deposit Ticket - F40384 Investor
Registration Change - Custodial form - F40166 Investor
Beneficiary Designation Form - Class A Only - F11664 Investor
Power of Attorney - POA - Class A Only - F11582 Investor
Investment of TIAA Payments to Mutual Funds - Class A Only - A11761 Investor
Government Payments Form - A11757 Investor
IRA Distribution Form - Class A Only - A11752 Investor
Nuveen Traditional IRA Disclosure - A11563
FOR EXISTING IRA ACCOUNTS ONLY. NOT AVAILABLE TO NEW IRA ACCOUNTS.
Investor
New Dealer Authorization Form - F40048
Use this to change dealer authorization on your mutual fund account.
Investor
Nuveen Roth IRA Disclosure - A41495
FOR EXISTING IRA ACCOUNTS ONLY. NOT AVAILABLE TO NEW IRA ACCOUNTS.
Investor
Coverdell Education Savings Account Disclosure - A15668
FOR EXISTING COVERDELL ACCOUNTS ONLY. NOT AVAILABLE TO NEW COVERDELL ACCOUNTS.
Investor
SIMPLE IRA Disclosure - A40578
FOR EXISTING IRA ACCOUNTS ONLY. NOT AVAILABLE TO NEW IRA ACCOUNTS.
Investor