Estate planning at TIAA
How to protect 19 TIAA accounts — manage beneficiaries online, fund a trust by mail, and file death claims
TIAA Retirement Accounts
TIAA, P.O. Box 1259, Charlotte, NC 28201 (overnight: 8500 Andrew Carnegie Blvd., Charlotte, NC 28262)
TIAA Retirement Accounts
TIAA, P.O. Box 1259, Charlotte, NC 28201 (overnight: 8500 Andrew Carnegie Blvd., Charlotte, NC 28262)
TIAA Beneficiary Services
TIAA, P.O. Box 1267, Charlotte, NC 28201-1267 (overnight: 8500 Andrew Carnegie Blvd., Charlotte, NC 28262). TIAA-CREF Life insurance and non-qualified annuity claims: Insurance Service Center, P.O. Box 724508, Atlanta, GA 31139-1508. Retail TIAA-CREF Funds: PO Box 219227, Kansas City, MO 64121-9227.
TIAA is a retirement provider managing 19 retirement retirement accounts. These tax-advantaged accounts transfer by beneficiary designation—not by will—making it critical to keep designations current and aligned with broader estate planning goals.
Beneficiary designations at TIAA can be managed online, by mail, and by phone, typically taking a few minutes online; 15-20 minutes by mail. Trust funding is also available, allowing families to name a trust as the beneficiary of retirement accounts.
TIAA provides specific procedures for both proactive estate planning and filing claims after a death.
Preparing your estate
Beneficiaries and trust funding
How to manage beneficiaries online, fund a trust by mail, and review 19 account types at TIAA.
View details →When someone dies
Death claim process
3-step process, 6 required documents, and contact information for survivors.
View details →
Sources
Data sourced from TIAA primary sources (18 pages reviewed). How we research.
TIAA Retirement Accounts
TIAA, P.O. Box 1259, Charlotte, NC 28201 (overnight: 8500 Andrew Carnegie Blvd., Charlotte, NC 28262)
TIAA Retirement Accounts
TIAA, P.O. Box 1259, Charlotte, NC 28201 (overnight: 8500 Andrew Carnegie Blvd., Charlotte, NC 28262)
TIAA Beneficiary Services
TIAA, P.O. Box 1267, Charlotte, NC 28201-1267 (overnight: 8500 Andrew Carnegie Blvd., Charlotte, NC 28262). TIAA-CREF Life insurance and non-qualified annuity claims: Insurance Service Center, P.O. Box 724508, Atlanta, GA 31139-1508. Retail TIAA-CREF Funds: PO Box 219227, Kansas City, MO 64121-9227.
Estate planning articles
Learn how to protect your TIAA accounts and other assets with trusts, beneficiary designations, and estate planning documents.
