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OverviewPreparing your estateWhen someone dies
OverviewPreparing your estateWhen someone dies
SimplyTrust forms
Letter of Instruction
Home→Financial Institutions→TIAA

Estate planning at TIAA

How to protect 19 TIAA accounts — manage beneficiaries online, fund a trust by mail, and file death claims

TIAA

Subsidiary of TIAA

tiaa.org→
TIAA logo

TIAA Retirement Accounts

Phone1-800-842-2252
Fax1-800-914-8922
Mailing Address

TIAA, P.O. Box 1259, Charlotte, NC 28201 (overnight: 8500 Andrew Carnegie Blvd., Charlotte, NC 28262)

IRAs
1-844-842-2472
Brokerage Services (weekdays 8am-8pm ET)
1-800-842-2252
TIAA-CREF Funds, retail class (weekdays 8am-6pm ET)
1-800-223-1200
Life insurance, existing policy (weekdays 8am-6pm ET)
1-877-694-0305
After-tax annuities, existing contracts (weekdays 8am-6pm ET)
1-800-223-1200
Nuveen investments
1-800-752-8700
Plan administrators (weekdays 8am-8pm ET)
1-888-842-7782
From outside the US (weekdays 8am-8pm ET)
+1-704-988-1000
WebsiteLearn more→

TIAA Retirement Accounts

Phone1-800-842-2252
Fax1-800-914-8922
Mailing Address

TIAA, P.O. Box 1259, Charlotte, NC 28201 (overnight: 8500 Andrew Carnegie Blvd., Charlotte, NC 28262)

IRAs
1-844-842-2472
Brokerage Services (weekdays 8am-8pm ET)
1-800-842-2252
TIAA-CREF Funds, retail class (weekdays 8am-6pm ET)
1-800-223-1200
Life insurance, existing policy (weekdays 8am-6pm ET)
1-877-694-0305
After-tax annuities, existing contracts (weekdays 8am-6pm ET)
1-800-223-1200
Nuveen investments
1-800-752-8700
Plan administrators (weekdays 8am-8pm ET)
1-888-842-7782
From outside the US (weekdays 8am-8pm ET)
+1-704-988-1000
WebsiteLearn more→

TIAA Beneficiary Services

Phone1-888-380-6428
Toll-Free1-888-380-6428
Fax1-800-914-8922
Mailing Address

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.

Life insurance claims / existing policy (TIAA-CREF Life)
1-877-694-0305
Retail TIAA-CREF Funds
1-800-223-1200
General TIAA service line
1-800-842-2252
WebsiteNotify online→
Verified Jul 2026

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 →
SimplyTrustSimplyTrust Editorial·Updated July 12, 2026

Sources

  • tiaa.org

Data sourced from TIAA primary sources (18 pages reviewed). How we research.

TIAA

Subsidiary of TIAA

tiaa.org→
TIAA logo

TIAA Retirement Accounts

Phone1-800-842-2252
Fax1-800-914-8922
Mailing Address

TIAA, P.O. Box 1259, Charlotte, NC 28201 (overnight: 8500 Andrew Carnegie Blvd., Charlotte, NC 28262)

IRAs
1-844-842-2472
Brokerage Services (weekdays 8am-8pm ET)
1-800-842-2252
TIAA-CREF Funds, retail class (weekdays 8am-6pm ET)
1-800-223-1200
Life insurance, existing policy (weekdays 8am-6pm ET)
1-877-694-0305
After-tax annuities, existing contracts (weekdays 8am-6pm ET)
1-800-223-1200
Nuveen investments
1-800-752-8700
Plan administrators (weekdays 8am-8pm ET)
1-888-842-7782
From outside the US (weekdays 8am-8pm ET)
+1-704-988-1000
WebsiteLearn more→

TIAA Retirement Accounts

Phone1-800-842-2252
Fax1-800-914-8922
Mailing Address

TIAA, P.O. Box 1259, Charlotte, NC 28201 (overnight: 8500 Andrew Carnegie Blvd., Charlotte, NC 28262)

IRAs
1-844-842-2472
Brokerage Services (weekdays 8am-8pm ET)
1-800-842-2252
TIAA-CREF Funds, retail class (weekdays 8am-6pm ET)
1-800-223-1200
Life insurance, existing policy (weekdays 8am-6pm ET)
1-877-694-0305
After-tax annuities, existing contracts (weekdays 8am-6pm ET)
1-800-223-1200
Nuveen investments
1-800-752-8700
Plan administrators (weekdays 8am-8pm ET)
1-888-842-7782
From outside the US (weekdays 8am-8pm ET)
+1-704-988-1000
WebsiteLearn more→

TIAA Beneficiary Services

Phone1-888-380-6428
Toll-Free1-888-380-6428
Fax1-800-914-8922
Mailing Address

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.

Life insurance claims / existing policy (TIAA-CREF Life)
1-877-694-0305
Retail TIAA-CREF Funds
1-800-223-1200
General TIAA service line
1-800-842-2252
WebsiteNotify online→
Verified Jul 2026

Estate planning articles

Learn how to protect your TIAA accounts and other assets with trusts, beneficiary designations, and estate planning documents.

Estate planning articles

Learn how to protect your TIAA accounts and other assets with trusts, beneficiary designations, and estate planning documents.

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Reimbursable Trustee Expenses: A Clear Overview

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Dave Ramsey on Trusts: What We Agree and Disagree On

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Robert Kiyosaki on Trusts: A Structural Necessity

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Ramit Sethi on Estate Planning: Start With a Living Trust

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