Get Usaa Beneficiary Designation Form
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How to fill out the Usaa Beneficiary Designation Form online
The Usaa Beneficiary Designation Form is an essential document that allows users to designate beneficiaries for their retirement accounts. This guide will provide clear and comprehensive steps for completing the form online, ensuring that your beneficiary choices are accurately recorded.
Follow the steps to successfully complete your Usaa Beneficiary Designation Form
- Press the ‘Get Form’ button to access the Usaa Beneficiary Designation Form in your preferred editor.
- Fill in your account information, including your USAA number and Social Security number, to identify your accounts clearly.
- Indicate your marital status and complete your name as it appears on official documents, including your first name, middle initial, and last name.
- List your USAA mutual fund and brokerage account numbers to specify which accounts the beneficiary designations apply to.
- Review the statement about revoking prior beneficiary designations, ensuring you acknowledge the changes made to your designations.
- Provide the primary beneficiary information, including their full name, Social Security number or Tax ID number, date of birth, relationship to you, and distribution percentage.
- In addition to the primary beneficiary, fill out the secondary beneficiary section with similar required details, ensuring that you verify the percentages total 100% or note any equal distributions among beneficiaries.
- Sign and date the form as the account holder to validate your beneficiary designations.
- Once completed, save the form, and fax it to 1-800-292-8177 as per the submission instructions.
Complete your Usaa Beneficiary Designation Form online today to secure your account's future.
Yes, filling out a beneficiary form can be crucial for your financial planning. The Usaa Beneficiary Designation Form ensures that your assets are distributed according to your wishes after your passing. If you do not complete this form, your assets may go through probate, which can complicate the process for your loved ones. Therefore, it is wise to complete the form to provide clarity and ease.
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