TIAA-CREF Self-Directed Brokerage Account Customer Account Agreement

Once the money is in the Federated Government Obligations Fund, you can invest this money back into any of the Investment Plan’s primary investment funds by logging in to

The following are examples that could force such a liquidation: • A qualified domestic relations order (QDRO) that requires the division of your account • Refunds of

The specific provisions of your SDA, including your investment options, can be found in your Self-directed Brokerage Account Plan Profile.. (SDA Profile), located on your

This option gives you the freedom to invest a portion of your plan assets in a self-directed brokerage account that provides access to a wider array of investment choices,

(RBI) has partnered with Charles Schwab to provide plan participants with a brokerage account called a Personal Choice Retirement Account® (PCRA) that provides access to over

2 When you complement it with a TIAA-CREF Self-Directed Brokerage Account, you also gain access to a virtually unlimited array of publicly traded investments (many with no loads

For investors with more specialized needs, a self-directed brokerage account lets you allocate your assets to a wide range of investment options beyond those in the University

At that point, you can call TIAA-CREF Brokerage Services at 800 927-3059 and ask the brokerage consultant to transfer the brokerage money market funds over to your