# EDGAR Filing Document

**Accession Number:** 0000882928
**File Stem:** 0000882928-26-000003
**Filing Date:** 2026-2
**Character Count:** 2960
**Document Hash:** ed761725750cf43a01d5191ae06e0027
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0000882928-26-000003.hdr.sgml**: 20260227

**ACCESSION NUMBER**: 0000882928-26-000003

**CONFORMED SUBMISSION TYPE**: X-17A-5

**PUBLIC DOCUMENT COUNT**: 3

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260227

**DATE AS OF CHANGE**: 20260227

**EFFECTIVENESS DATE**: 20260227

**PERIOD START**: 20250101

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
- **CENTRAL INDEX KEY:** 0000882928

**ORGANIZATION NAME:**
- **EIN:** 133586143
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** X-17A-5
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 008-44454
- **FILM NUMBER:** 26702926

**BUSINESS ADDRESS:**
- **STREET 1:** 730 THIRD AVENUE
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10017-3206
- **BUSINESS PHONE:** 704-988-3565

**MAIL ADDRESS:**
- **STREET 1:** 8500 ANDREW CARNEGIE BOULEVARD
- **STREET 2:** MAIL STOP SSC/C2/08
- **CITY:** CHARLOTTE
- **STATE:** NC
- **ZIP:** 28262-8500

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, INC.
- **DATE OF NAME CHANGE:** 20040503

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
- **DATE OF NAME CHANGE:** 20040503

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, INC.
- **DATE OF NAME CHANGE:** 20040318

### Attached PDF Documents

**Attachment 1:** `TCSSOFC2025.pdf`

_No text found in this document._

**Attachment 2:** `TCSIT2025.pdf`

_No text found in this document._

### UNITED STATES SECURITIES AND EXCHANGE COMMISSION
**Washington, D.C. 20549**

## FORM X-17A-5

### ANNUAL AUDITED REPORT

### Filer Information

**Filer CIK:** 0000882928

**Filer CCC:** XXXXXXXX

**Is this a LIVE or TEST filing?:** LIVE

**Would you like a Return Copy?:** Yes

### Submission Information

**Report Period Begin Date:** 01-01-2025

**Report Period End Date:** 12-31-2025

**Type of Registrant:** Broker-dealer

**Any material weaknesses identified?:** No

### Registrant Identification

**Name of Broker-Dealer:** TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

**Business Address:** 730 THIRD AVENUE, NEW YORK, NY, 10017-3206

**Contact Person:** David Barber

**Contact Phone:** 704-988-6038

### Independent Public Accountant Identification

**Accountant Name:** PricewaterhouseCoopers, LLP

**Accountant Address:** 76 Laura Street, Jacksonville, FL, 32202

**Accountant Type:** Certified Public Accountant

### OATH OR AFFIRMATION

I, **Jennifer Mangano**, swear (or affirm) that, to the best of my knowledge and belief, the accompanying financial statements and supporting schedules pertaining to the firm of **TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC**, as of **02-27-2026**, are true and correct.

**Signature:** Jennifer Mangano

**Title:** Chief Financial Officer

**Notarized:** Yes