Through our Web Center your clients can view their balances and transaction histories, transfer accumulations among accounts, make allocation changes, perform retirement illustrations, and see detailed policy and premium data for their individual life insurance policies. Both the Web Center and the ATS require that your client have established a unique user ID and password.
Clients receive a confirmation of every transaction within five business days.
Within five business days after the close of each quarter, all customers with accumulating contracts receive a comprehensive portfolio review. Once a year every retirement plan participant with accumulating contracts gets a consolidated report on current holdings. The report includes retirement income illustrations using the individual's own balance and premium information, using hypothetical income option and guaranteed period choices. In Brief is a newsletter of concise information about new products and services. Participants with secure access can also use the TIAA-CREF Web Center to create personalized projections of future income, along with graphic displays showing future accumulation growth, income asset mix and how future income's purchasing power may grow or decline over time.