Reviews

This profile includes reviews for TIAA-CREF's headquarters and its corporate-owned locations. To view all corporate locations, see Find Local Branches.

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  TIAA-CREF

  8500 Andrew Carnegie Blvd Charlotte, NC 28262-8500

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  TIAA-CREF

  PO Box 1265 Charlotte, NC 28201-1265

Review Details

• Review fromjohn w

  Date: 09/06/2022

  2 stars

  john w

  Date: 09/06/2022

  I am a long time customer of TIAA but am shocked at their poor customer service and lack of technology, especially compared to their competitors. I have *** accounts an a number of brokerage firms and TIAA is by far the worse. Last week I wanted to change the beneficiary of my *** accounts. At Vanguard and Fidelity this took 10 minutes on-line. Not at TIAA - they send you a form that you have to fill out and can fax it back to them. And even then, it is not clear how long you have to wait for confirmation. Huh? Why? Even the customer service agent admitted is was backwards and behind the times. I sometimes write checks out of my *** as a withdrawal. No problem at Vanguard and Fidelity. Not a TIAA. It is forbidden. Why? The customer service agent had no idea.It is clear that TIAA is technologically backwards and not very customer oriented, Recent newspaper articles confirmed some of their misleading practices. I was going to transfer a large sum of money into their high yielding money marker accounts but have dropped that and have encouraged others not to use TIAA. They may be fooling their educator customers but I will keep working on my education colleagues to quit using this firm

  TIAA-CREF

  Date: 09/13/2022

  I am writing in response to the Customer Review filed by ***************** regarding his recent customer service experience as well as his feedback regarding TIAAs technology. This communication was received by TIAA on September 6. I attempted to locate Mr. ************ using his name, email address and zip code. Unfortunately, I was unable to locate him, or any client account information in our system with the information that was provided. I would like to hear more about ************** experience so that I can appropriately address his comments. My direct contact information can be found below.We appreciate the opportunity to respond to ************** concerns. If you have additional questions regarding this matter, or additional information that *** assist with identifying the client, please dont hesitate to contact me directly at *************************** or by calling ************.

• Review fromD.R. B

  Date: 08/25/2022

  1 star

  D.R. B

  Date: 08/25/2022

  My complaint is relatively minor in the grand scheme of things, but is another annoying feature of technology that purports to protect us, but instead makes our life more aggravating. I did NOT choose the two-step verification because 1. I have to go through the aggravation of waiting for a code and then typing it in; and 2. My assumption is that the company's security measures should already be enough to protect my account. I am willing to assume the risk in the event that they are not. Yet as things stand, every time I sign in, I have to wait for the stupid code. I have been told that it's because it didn't recognize my computer -- despite it being the same device I've always used -- and that everything should be fine the next time (it wasn't); that it will simply happen randomly, since I didn't choose the verification (I have to wait every time); that it will happen every 90 days (I don't believe them); and that there is no way for them to turn it off. This gives rise to the question: If you present the option to enable two-step verification, but are going to subject the customer to an unwanted measure every time, then why include the option? Presumably if the option to decline is there, you should be able to opt out of this nonsense. Is it there for my "protection"? Well, maybe, but I am being "protected" so much that eventually I see a future in a rubber room; I guess I won't need that two-step verification once I take up residence there, will I?

  TIAA-CREF

  Date: 09/01/2022

  I am writing in response to the complaint filed by ************************************ regarding the frustration she experienced accessing her **** online account.At ****, customer data security is a top priority. As part of our commitment to protecting our clients accounts, we may require additional steps before permitting online account access. This can include implementing multi-step authentication and mandatory password resets, which align with current industry practices.We appreciate the feedback regarding the login requirements for the **** website. We apologize for any frustration ******************** experienced during her attempts to log in to her **** account(s). We are committed to balancing the need to protect information and assets with clients service expectations. As such, the feedback regarding the additional steps has been shared with management.

• Review fromMarty F

  Date: 08/22/2022

  1 star

  Marty F

  Date: 08/22/2022

  Zero stars. It is the first time I have actually felt insulted by a customer service ***** I was told they couldn't process a distribution request because a cause of death wasn't on the death certificate - which is clearly was. And this was after they had already transferred the funds based on the same death certificate. They also blamed the delay on something about a voided check, which made no sense at all. Oh, this was the fouth time I had called on the same issue, after being told 3 previous times the issue was resolved/funds would be sent/will escalate to a manager etc.

  TIAA-CREF

  Date: 09/08/2022

  This letter is in response to your August 22 Customer Review with the **********************. **** received your communication on August 23. You state that **** customer service department has not processed a distribution request because of an issue with the death certificate and a voided check. You also state that you had been informed on multiple occasions that the issue was resolved and would be escalated to a manager. Our records show that on Xxxxxxxx **, xxxx, **** mailed a letter to the address that we had listed for you with information that you were a named beneficiary for a survivor benefit for the **** retirement accounts held by xxxxxxx xxxxxxxxxxx, Date of Death Xxxxxxxxxx **, xxxx. The letter listed four Transfer Payout Annuity (***) contracts. Included with this letter was the Beneficiary Acceptance forms for you to complete in order to receive the entitled funds. The Transfer Payout Annuity distributes funds in ten payments over nine years and as a beneficiary you had the option to continue to receive the remaining installments, or to receive a one-time transfer. **** did not receive completed beneficiary acceptance forms in xxxx and therefore you did not receive *** distributions for xxxx.You reached out to **** on Xxxxxx **, and a **** representative from the beneficiary team discussed the beneficiary packet with you and explained the *** process. Completed beneficiary acceptance forms were received by **** on Xxxxxxxx **. On Xxxxxxx **, **** mailed you a letter requesting a copy of the death certificate noting the cause of death.On Xxxxxxx ** we acknowledged your acceptance of the contracts and sent you a confirmation statement with information stating that the *** annual payments would start on Xxxxxxxx **.On Xxxxxxx ** and on Xxxxxxxxx ** you reached out to our *********************** because you had not received the payments. On Xxxxxxx ** you spoke with a **** representative who incorrectly let you know that we were reviewing information on file related to a voided check. You let her know that the banking information she mentioned was not related to you. **** did not receive instructions with your paperwork to send the funds to a bank account. You also confirmed in the conversation that a death certificate had been located and you had been told several times that the payments were on the way.****, ********** Services Manager Xxxxxx Xxxxxxx, spoke with you on Xxxxxxx ** and let you know that he would escalate the payment issue. On Xxxxxxxxx **, he reached out to inform you that four payments had been distributed to the address on file and that you would receive a total of eight payments which would account for both xxxx and xxxx payments. As of Xxxxxxxxx **, **** has issued seven payments which account for xxxx and xxxx. **** will issue the eighth payment on Xxxxxxxxx **. Payment confirmation statements have been mailed to the address on file. Your *** payments will distribute on Xxxxxx ** for two more years, xxxx and xxxx.I am sorry that you experienced a delay with the payments and that you were provided incorrect information by our representatives. For questions related to the beneficiary process, please reach out to Xxxxxxxx Xxxxxxx at xxx-xxx-xxxx.For specific questions related to this inquiry you can contact me directly at ********************** or by calling xxx-xxx-xxxx. If you have additional questions, please contact us at ************. Consultants are available weekdays from 8 a.m. to 10 p.m. (ET). Additional **** information can also be found on our website at ****.org.

• Review fromJames B

  Date: 08/22/2022

  1 star
  One star only because I could not choose zero stars. After months of trying to setup my TIAA Annuity and receiving a letter acknowledging that everything was complete I called to see why my payment is so late. Apparently, they sent me the wrong forms again to fill out. This was the third application I filled out after they assured me this would work. I have two letters saying all was good. They will take your money. GOOD LUCK getting any of it back. I am moving my money to Fidelity.

• Review fromMary H.

  Date: 07/28/2022

  1 star
  My husband had a brain tumor. We had been urged by doctors to make sure finances were in order and that he not be handling them. I had a Power od Attorney for such things. Since February 2022 I had been trying to get the statement of finances for tax purposes. I was told I could not access as account in his name. In April the lead neurologist/oncologist at ************************* was adament that we double check all finances...my husband was no longer able to understand such matters. I kept calling **** and was told since I did not have their version of a power of attorney I could not review the account and beneficiary. At that point it was imperative for me to be able to handle funds. We had received a. 133000.00 statement from *******! Over a month later the form for their power of attorney came..I had hospital notary available. My husband could not sign or speak preference. It was too late to make changes. He died June 29..I got notice of partial beneficiary...I had to get a letter from registrar of ***** to look at who else is involved. I will have to ask the others involved to help with his situation. I will need to sell my house. The **** people now say it is too bad that happened but it is too late to change things. THIS COULD HAVE BEEN PREVENTED. ETHICAL?? I think not.