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Get Usaa W 9 Request

Information for your USAA Investment Account. Cost basis information may be provided for equities, fixed income securities, mutual funds, options, and other investment types. USAA Investment Management Company (USAA) is not responsible for the accuracy of cost basis information that a customer provides using this update form. However, USAA will be held responsible for basis related information for securities acquired after the effective date(s) of the regulation that mandates cost basis reporti.

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