What Happens to Your TIAA Account When You Die
Quick Facts
Phone
1-800-842-2252
Focus
Education/nonprofit
IRA
9-month deadline
Step-by-Step Guide
Call TIAA: 1-800-842-2252
TIAA primarily serves employees of educational and nonprofit organizations. Report death and request beneficiary claim forms.
Submit beneficiary claim
Death cert, beneficiary ID, TIAA claim forms. IRA beneficiaries must act within 9 months for spouse rollover.
Warning: IRA spouse rollover deadline: 9 months
Document Now Checklist
- TIAA account numbers
- Named beneficiaries — override will
- Employer plan administrator contact
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Start your vault — free for 30 daysLast verified: June 2026. Platform policies may change. Verify current procedures directly with TIAA. This guide is for informational purposes only and does not constitute legal advice.
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If you hold Bitcoin in Cash App, document this separately — crypto recovery requires additional steps.
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