TIAA-CREF Brokerage Services* lets you easily allocate and manage your Indiana University Tax Deferred Annuity Plan and/or Retirement Savings Plan,
enabling you to mix and match among a wide array of investments. This "self-directed" brokerage account offers numerous important features and benefits, including:
- Greater flexibility in selecting your asset allocations
- A wide range of mutual fund choices
- A single point of contact for all your retirement plan needs
- Dedicated customer service through contact with a TIAA-CREF consultant
The self-directed brokerage feature can only be added to existing retirement accounts in the Indiana University Tax Deferred Annuity Plan and/or the Indiana
University Retirement Savings Plan. To add the feature, simply log-in to your retirement account online via
Secure Access and transfer a minimum of $5,000 to
Self-Directed Brokerage in Step 2 of the Transfer Funds screen. You will then be prompted to accept the terms and conditions of the
TIAA-CREF Self-Directed Brokerage Account Customer Agreement. Subsequent transfers to the self-directed brokerage account must be a
minimum of $1,000. For more information regarding fees associated with a Self-Directed Brokerage account please review the
Fee Schedule.
NOTE: TIAA-CREF Brokerage Services is not available in the Indiana University Retirement Plan or the Indiana University Supplemental Early Retirement Plan.
*A division of TIAA-CREF Individual & Institutional Services, LLC., member NASD, SIPC
