Home
Forms Library
Your Consolidated Resource for Brokerage Checking

Your Consolidated Resource for Brokerage Checking 2025

Your Consolidated Resource for Brokerage Checking Preview on Page 1

Show details

4.6 out of 5

34 votes

The document outlines the IRA Resource Checking service offered by TIAA-CREF, which allows clients aged 59½ or older to write checks against their self-directed individual retirement accounts (IRAs) for increased flexibility and accessibility. It details the terms, conditions, and fees associated with this service, including the requirement to maintain a minimum account equity of $500 and the implications for tax reporting on withdrawals. The document also provides instructions for completing the application process.

Here's how it works

01. Edit your form online

Type text, add images, blackout confidential details, add comments, highlights and more.

02. Sign it in a few clicks

Draw your signature, type it, upload its image, or use your mobile device as a signature pad.

03. Share your form with others

Send it via email, link, or fax. You can also download it, export it or print it out.

How to rapidly redact Your Consolidated Resource for Brokerage Checking online

Ease of Setup

DocHub User Ratings on G2

Ease of Use

DocHub User Ratings on G2

Dochub is a perfect editor for modifying your forms online. Follow this straightforward instruction to redact Your Consolidated Resource for Brokerage Checking in PDF format online free of charge:

Register and sign in. Create a free account, set a strong password, and proceed with email verification to start managing your templates.
Upload a document. Click on New Document and select the file importing option: upload Your Consolidated Resource for Brokerage Checking from your device, the cloud, or a protected link.
Make changes to the template. Use the top and left-side panel tools to modify Your Consolidated Resource for Brokerage Checking. Insert and customize text, images, and fillable areas, whiteout unnecessary details, highlight the important ones, and provide comments on your updates.
Get your paperwork completed. Send the sample to other individuals via email, create a link for quicker file sharing, export the template to the cloud, or save it on your device in the current version or with Audit Trail included.

Discover all the benefits of our editor right now!

be ready to get more

Complete this form in 5 minutes or less

Get form

Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

Is a brokerage account like a checking account?

How Does a Brokerage Account Differ From a Bank Account? Brokerage accounts hold securities such as stocks, bonds, and mutual funds, as well as any unused cash, and are used for investment purposes. A bank account only holds cash deposits and provides money-managing tools such as debit cards and checks.

What is a brokerage checking account?

A brokerage checking account is a checking account offered by a brokerage. Many brokerages offer these accounts and they generally sweep your funds into banks that are insured by the Federal Deposit Insurance Corp. (FDIC).

Does it make sense to consolidate brokerage accounts?

Consolidating your investment accounts can be a great way to simplify your recordkeeping, develop appropriate goals, and help reduce fees.

What is the purpose of a brokerage account?

No tax breaks for contributions or withdrawals. The biggest drawback of a brokerage account versus other types of retirement accounts (not including Roth IRAs) is that theres no initial tax advantage. You fund the account with after-tax money, then pay taxes on investment gains when you withdraw.

What is a brokerage check?

A BrokerCheck report for an investment professional who is currently registered with FINRA or a national securities exchange, or who has been registered within the last 10 years, contains: A summary section that provides a brief overview of the investment professional and credentials.