TIAA Funding Agreement Supports Principal Plus Interest Option

The ScholarShare Investment Board maintains a Funding Agreement with TIAA to support the Principal Plus Interest Portfolio, providing capital preservation and a guaranteed minimum annual interest rate between 1% and 3% with potential additional credited interest.

Document date · June 23, 2026

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Scope & details

The full contract record, as filed.

Contract type

INSURANCE

Renewal

The Funding Agreement includes a guarantee of interest rates and allows TIAA to declare additional interest for periods up to 12 months; specific expiration or renewal dates are not disclosed.

Document type

Policy

Source document

Golden State ScholarShare College Savings Trust Statement of Investment Policy 2026-06-23

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the insurance contract by California Tax Credit Allocation Committee?

TIAA was awarded this insurance contract by California Tax Credit Allocation Committee, as recorded on June 23, 2026.

What type of contract is this?

This is a Insurance contract, documented as a policy record.

Where was this contract approved?

This contract appears in Golden State ScholarShare College Savings Trust Statement of Investment Policy 2026-06-23 (Policy), dated June 23, 2026 from California Tax Credit Allocation Committee. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does TIAA hold?

TIAA may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

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