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Become Authorized
Becoming a TIAA-CREF Authorized Advisor gives you the opportunity to better manage your clients' TIAA-CREF assets and broadens the list of quality low-cost* products available to you and your clients.

Becoming authorized does not authorize you or your firm, or any member of your firm, to market using the TIAA-CREF name or logo, or the term "TIAA-CREF Advisor" or other designations that imply an affiliation with TIAA-CREF which is not part of this authorization. This exclusion applies to sales calls, business cards, and any type of marketing or other written or electronic promotional materials. Please read What Advisor Authorization Means -- and Doesn't Mean before continuing.

TIAA-CREF currently offers the following product-related service to Authorized Advisors:

•  For Retirement IRA and Keogh contracts:
Trading authority, duplicate statements and online access Please complete steps 1, 2 and 4
•  For TIAA-CREF Section 529 accounts:
Trading authority and duplicate statements Please complete steps 1-4
DST downloads Please complete steps 1-5
•  For TIAA-CREF After-Tax Annuities:
Trading authority and online access Please complete steps 1, 2 & 4
DST downloads Please complete steps 1-5


For a printable pdf checklist of these steps, click here.

Please call TIAA-CREF’s Advisor Services unit at 1 888 842-0318, option 1 for more information.

* Morningstar, 2003.

1. Register Online with TIAA-CREF 2. Complete TIAA-CREF’s Advisor Agreement
Complete the registration process including selecting your user ID and password.

When deciding to register as a firm or individual, please keep in mind that all future documents need to reflect the same authorized entity name in order to assure that they are properly linked.

Once you have successfully registered, please print the screen that shows your user ID and write your password on it for your records.

Click on "Exit Secure Area". You will be able to use your web access after you have completed steps 2 & 4.		 For Retirement Annuities, After-Tax Annuities and direct-sold Mutual Funds Registered Investment Advisors: Complete the Master Agreement and return to the indicated address.

Please continue to step 3 if you previously completed the Master Agreement with TIAA-CREF.

For all TIAA-CREF 529 Programs, please contact
Advisor Services at 1 877 ADVS-529,
Monday through Friday, 8am - 5pm, EST.

We will notify you when these documents take effect.

3. E-Mail Your Firm's Information to TIAA-CREF
Contact TIAA-CREF Advisor Services to let us know that you are interested in working with TIAA-CREF on our 529s and/or our After-Tax annuities. We will then send you an Excel spreadsheet requesting specific information necessary to establish your unique Dealer/Branch/Rep IDs at DST (DBR#s). The DBR#s are required to link you as an advisor to your clients' 529 accounts or their after-tax annuity contracts.

You can contact us via e-mail at advisorservices_ny@tiaa-cref.org.

Complete and return the spreadsheet to advisorservices_ny@tiaa-cref.org.

Once processed, you will be contacted by a TIAA-CREF representative with your DBR#s.
4. Obtain Client Authorization 5. Register with DST FAN Mail for TIAA-CREF 529 Downloads
Click here for downloadable applications for all TIAA-CREF products.
Submit the application and/or authorization to the address indicated.

Have each client complete and sign the appropriate Authorization to Access TIAA-CREF Client Accounts.

There are two Authorization Forms, one for 529 accounts, and one for all other products. If you are downloading 529 and/or after-tax annuities data, be sure to enter your DBR#s in the "Firm Use Only" section. Retirement annuities, IRAs, and Keoghs do not require a DBR#.

For new accounts, write your DBR#s in the top margin of the application. Send both the application and authorization form to the address on the application.

Authorizations for existing accounts should be sent to the address noted on the form. 		Downloads through DST require a special interface that you may need to purchase from your software vendor. Please contact your software vendor for more information.

You will need the Social Security Number of an existing client account that has been linked to your DBR#s.

DST FANMail registration is done entirely online. Go to www.dstfanmail.com. Call DST FANMail at 1 800 435-4112 if you need assistance.

If you are not already registered, click on "Enroll in FAN Mail".

If you are already registered, log on and click on "Add Management Companies".

  • The TIAA-CREF 529 plans are included in the Mutual Funds category.
  • The After-Tax annuities are included in the Variable Annuity category.
DST will forward your request to TIAA-CREF's Advisor Services for approval. Once approved, it will take several business days to receive your initial download.

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