planned giving & endowment web services

TIAA-CREF TRUST COMPANYPLANNED GIVING & ENDOWMENT WEB SERVICES

ONLINE AUTHORIZATION APPLICATION

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PLANNED GIVING & ENDOWMENT WEB SERVICES

This application allows you and your authorized Planned Giving & Endowment Officers tobecome users of the TIAA-CREF Trust Company's secure Planned Giving & Endowmentwebsite, which provides your institution with the information and tools you need to efficientlymanage and administer your Planned Giving & Endowment accounts.Use this application to add or delete users from your institution's list of authorized users.

PLANNED GIVING & ENDOWMENT WEBSITEBookmark www.tiaa-cref.org and use the LOG IN TO YOUR ACCOUNT section to access thesecure Planned Giving & Endowment website. Once logged in, you will be able to access yourTrust Company Account from a link on every page of the site.

ONLINE SERVICESTIAA-CREF's Institutional Trust Website provides access to your institution's PlannedGiving & Endowment account information. Users are able to view account details for theinstitutions they are authorized to access:

o REPORTS: View, print and download reports uploaded by your TIAA-CREF Trust

o ACCOUNTS: Access general information related to your specific account types.o GIFTS: Access a summary list of gifts, or search for information about a specific gift.o PARTIES: Access information about the parties associated with specific gifts.o PAYMENTS: Access a summary list of payment registers or search for specific registers.

AUTHORIZATION LEVELSThere are two Authorization levels applicable to users of the website:

PRIMARY AUTHORIZERA Primary Authorizer is the officer at your institution who has the authority to add, editand delete other Officers' online access to the secure Planned Giving & Endowmentwebsite. The Primary Authorizer also has full access to the secure website to performinquiries and download reports.OFFICERAn Officer has full access to the secure website to perform inquiries and downloadreports. An Officer does not have the authority to add, edit and delete other officers atthe institution.

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Administrator. You can also perform searches for specific reports.

05/2008



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Return your completed application using one of these methods. Please send to theattention of your TIAA-CREF Trust Administrator. We will notify you once yourapplication has been processed. Any missing information will delay processing.

By fax to: 1 314 244-5112Fax to the attention of your TIAA-CREF Trust Administrator

By mail to:ATTN: (insert the name of your TIAA-CREF Trust Administrator here)211 North BroadwaySuite 1000St. Louis, MO 63102-2733

Please follow the Instructions for Completing the Application on page 3. If you have anyquestions, please call your assigned TIAA-CREF Trust Administrator.

TIAA-CREF will notify you once your application has been processed. Any missing informationwill delay processing.

Please read the Security Guidelines (page 4). All signatories must agree to abide by theseguidelines.

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By mail to: TIAA-CREF Trust Company



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INSTRUCTIONS FOR COMPLETING THE APPLICATIONPlease read these instructions before completing the Application. For all new requests orchanges, please be sure to complete section 1.

SECTION 1: GENERAL INFORMATIONIndicate the role of the new user and/or other changes being made. You may check more thanone box in section 1.

Primary Authorizers registering for the first time: Complete sections 1 and 2, thensign section 5 as Primary Authorizer. If you are registering for the first time, pleasealso complete Appendix A, Security Question and Answer, on page 8.

Officers registering for the first time: Complete sections 1 and 2, then sign section5 as an Officer. You must also obtain the signature of your institution's PrimaryAuthorizer. If you are registering for the first time, please also complete Appendix A,Security Question and Answer, on page 8.

Primary Authorizers and Officers updating their contact information: Provideyour contact information in section 1 and complete section 3 to update your contactinformation.Primary Authorizers deleting an authorized user: Provide your contact informationin section 1 and complete section 4 to provide the names of the authorized users tobe deleted.Updating your security question answers (all users): Complete section 1 with yourcontact information, then complete Appendix A on page 8.

SECTION 2: YOUR INSTITUTION'S TIAA-CREF TRUST ADMINISTRATORProvide the name of your TIAA-CREF Trust Administrator. This information is essential forprocessing your application. If you do not know or do not yet have an assigned TIAA-CREFTrust Administrator, leave this section blank.

SECTION 3: EXISTING USER - UPDATE CONTACT INFORMATIONUse this section to update your contact information.

SECTION 4: FOR PRIMARY AUTHORIZER USE ONLY - DELETE EXISTING USERSPrimary Authorizers can delete users from the institution's list of authorized users.

SECTION 5: SIGNATURESPrimary Authorizers registering for online access or requesting changes must sign whereindicated. Officers registering for online access or requesting changes must sign this sectionand also obtain the ignature of the Primary Authorizer.

APPENDIX A: SECURITY QUESTION AND ANSWERPlease provide answers to the security questions below. Upon login to the secure website, youwill be prompted to answer one of these questions for authentication purposes.

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This is a “fillable” PDF. You can complete pages 5 though 8 on-screen. Once complete,print the application and return to TIAA-CREF (see page 2 for mailing and fax instructions).



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TIAA-CREF PLANNED GIVING AND ENDOWMENT ONLINE SECURITY GUIDELINES

The Planned Giving & Endowment web services allow authorized users to access certaininformationrelating to your institution's planned giving & Endowment accounts for the purpose oftrust account administration.

Authorized users of these services agree to maintain the security of the services and theconfidentiality of the information.

Use of these services signifies your agreement to comply with these security guidelines, andTIAA-CREF reserves the right to revoke the access of anyone who violates these guidelines.

From time to time, authorized representatives of TIAA-CREF may monitor the use of theseservices by authorized users; authorized users should not expect their use of the services toremain private and agree that TIAA-CREF may monitor and/or disclose their activity.

TIAA-CREF will revoke access for any authorized user who engages in improper conduct withregard to these services or the information obtained through the services. Examples of improperconduct include:

Deliberately bypassing or probing security measuresDisclosing or failing to protect sensitive, confidential or proprietary informationFailure to maintain the confidentiality of the security question and answer or the userID and passwordSharing or distributing proprietary or copyrighted softwareUsing these services in connection with any illegal, fraudulent or unethical activities, oractivities that may be embarrassing or detrimental to TIAA-CREFIntroducing or attempting to introduce viruses into TIAA-CREF's systemsTransmitting encrypted materials in violation of export laws

TIAA-CREF will not be held liable for the misuse of these services. In the event you or anyauthorized user terminates employment with your institution, TIAA-CREF requests that you notifyus immediately and we will revoke these services.

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SECTION 1: GENERAL INFORMATION

I am applying as a Primary Authorizer.

I am applying as an Officer.

CHECK ALLTHAT APPLY:

I am a current user of the website and am updating my contact information(section 3).I am a Primary Authorizer and am deleting an authorized user (section 4).

I am updating my answers to the security questions (Appendix A).

Prefix ____ First Name ___________________ M.I. ___ Last Name ____________________________

Title ________________________________________________________________________________

Institution Name ______________________________________________________________________

Street Address _______________________________________________________________________

City ________________________________________________ State _______ ZIP Code ___________

Phone/Extension ________________________________ Fax __________________________________

Email Address ________________________________________________________________________

SECTION 2: YOUR INSTITUTION'S TIAA-CREF TRUST ADMINISTRATOR

Please provide the name of your institution's assigned TIAA-CREF Trust Administrator. If you donot know or do not yet have an assigned TIAA-CREF Trust Administrator, leave this section blank.

____________________________________________________________________________________First Name

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Last Name

This is a “fillable” PDF. You can complete pages 5 though 8 on-screen. Once complete,print the application and return to TIAA-CREF. For step-by-step instructions on how tocomplete the application, please refer to page 3.



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SECTION 3: EXISTING USER - UPDATE CONTACT INFORMATION

Provide all information in this section.

SECTION 4: FOR PRIMARY AUTHORIZER USE ONLY - DELETE EXISTING USERS

Indicate the users to be DELETED from your institution's list of authorized users:

Name Title Institution

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Prefix ____ First Name ___________________ M.I. ___ Last Name ____________________________

Title ________________________________________________________________________________

Institution Name ______________________________________________________________________

Street Address _______________________________________________________________________

City ________________________________________________ State _______ ZIP Code ___________

Phone/Extension ________________________________ Fax __________________________________

Email Address ________________________________________________________________________



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SECTION 5: SIGNATURES

I have read and will comply with the security guidelines set forth in this application (page 4).

____________________________________________________________________________________Officer Name (print) Signature Date

I have read, and will comply with, the security guidelines set forth in this application (page 4). Iapprove the Officer to have access to the online services indicated herein.

____________________________________________________________________________________Primary Authorizer Name (print) Date

Please return pages 5, 6, 7 and 8 to TIAA-CREF. See page 2 for mailing and fax instructions.

You can print the application using the button on page 8.

For Internal Use Only

TIAA-CREF Trust Administrator

____________________________________________________________________________________Name (print) Signature Date

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Signature



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APPENDIX A: SECURITY QUESTION AND ANSWER

Please provide answers to the security questions below.

What was the make of your first car?

Your answer: ____________________________________________________________________

What school did you attend for sixth grade?

Your answer: ____________________________________________________________________

What is the street number of the house you grew up in?

Your answer: ____________________________________________________________________

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