F11153 TIAA-CREF Funds Traditional and Roth IRAs New Account Form/Adoption Agreement 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by filling out the 'Account Registration' section. Enter your name, Social Security number, date of birth, and contact information accurately.
3. In the 'Type of IRA' section, select whether you are opening a Traditional IRA, Roth IRA, or an inherited account. Ensure you check the appropriate boxes based on your investment type.
4. Complete the 'Investment Allocation' section by specifying fund names and amounts. Make sure that your total investment meets the minimum requirements.
5. If applicable, fill out the 'Bank Information' section for automatic investments or telephone purchase privileges. Attach a voided check for accuracy.
6. Designate your beneficiaries in Section 7. Clearly list their names, relationships, and percentage shares to ensure proper allocation.
7. Finally, review all sections for accuracy before signing in Section 9 to establish your account officially.

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