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  • Usaa Beneficiary Designation Form

Get Usaa Beneficiary Designation Form

Ciary information for your mutual fund or brokerage retirement account. STEP 2: Fax completed and signed form to 1-800-292-8177. Account Information USAA Number Social Security Number Marital Status First Name MI Last Name USAA Mutual Fund Account Number(s) USAA Brokerage Account Number(s) I revoke all prior designations made on the applicable IRA application and prior Designation of Bene ciary form(s) regarding the above accounts. I understand this Designation of Bene ciary will.

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Once the parent's USAA membership is established, membership eligibility can be passed on to the member's children. USAA membership cannot be established posthumously for deceased parents.

How do I add someone to my USAA account? To add a USAA authorized user, log in to your USAA account online and click the Account Services tab, or call customer service at 1 ( 800) 531-8722.

Our products and services are open to current and former military and their spouses. Children of USAA members can join, too.

In the event membership in USAA is terminated for any reason for a period of six months, the amount accumulated in the Subscriber's Account will be paid to the member. If membership is terminated by the death of a member, payment will be made to the widow(er) or, if there is no surviving spouse, to the estate.

If my parents served in the military, can I get USAA Insurance? Yes, you can sign up with USAA insurance if your parents were military members or veterans and are USAA members.

Eligible Family Current spouses, widows, widowers and un-remarried former spouses of USAA members who joined USAA prior to or during the marriage and children whose parents joined USAA.

If you get married or divorced, or have children or other life changes, standard sequence will follow those life changes. If you never file a beneficiary designation, your benefit will be paid ing to standard sequence at the time of your death.

Write only one beneficiary on each line. Make sure that you write the full names of all beneficiaries. For example, if you name you children as beneficiaries, DO NOT merely write “children” on one of the lines; instead write the full names of each of your children on separate lines.

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© Copyright 1997-2025
airSlate Legal Forms, Inc.
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Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
DMCA Policy
About Us
Blog
Affiliates
Contact Us
Privacy Notice
Delete My Account
Site Map
Industries
Forms in Spanish
Localized Forms
State-specific Forms
Forms Kit
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate workflows
DocHub
Instapage
Social Media
Call us now toll free:
1-877-389-0141
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232