Document submission
Toll-freeDocuments accepted by TIAA’s general submission service.
Find TIAA fax numbers for document submission, with department-specific instructions and official sources.
Documents accepted by TIAA’s general submission service.
Use the document fax only when TIAA accepts that document type by fax. Several identity, beneficiary and rollover documents require another submission method.
Check the current submission instructions before sending. Do not fax beneficiary designations, name changes, authorized rollover forms, voided checks or bank letters.
Identify the receiving department, document type, sender, callback number and page count. Put account or patient identifiers only where the receiving form requires them.
Open the official source above and check the current instructions. A reviewed source confirms a published number, not live availability. Toll-free numbers can still incur sending-service or international charges.
Keep the transmission result and a copy of the documents. Confirm with the receiving department that the packet is complete and can be processed; a delivery receipt does not establish acceptance or a decision. These are fax destinations, not voice support lines. Check with TIAA before sending a duplicate.
Prepare a legible PDF, confirm the department and number, and review all pages before authorizing the fax. With DearFax, you can send online or prepare a workflow through ChatGPT, Codex and MCP. Save the transmission result with your records.
Frequently asked questions