Get Usaa 47551 2021-2025

Filling out the USAA 529 Education Savings Plan Investment Change Form (USAA 47551) online can be a straightforward process. This guide will provide comprehensive instructions to help users understand each section of the form and successfully complete it.

Follow the steps to fill out your USAA 47551 form with ease.

1. Click ‘Get Form’ button to obtain the form and open it in your preferred online editor.
2. Begin with the registration and physical address section. Fill in your account number, the account owner's first name, middle initial, and last name. If applicable, include the name of the trust. Don't forget to provide the account owner's Social Security or trust taxpayer ID number, and daytime and evening phone numbers.
3. Move to the exchange instructions. Indicate the current investment options you wish to exchange by entering the dollar amount or percentage for each selected option. Be sure to note that a minimum of 5% allocation per option is required.
4. Proceed to the future allocation instructions. Here, allocate your future investments using the provided portfolio options. You can choose from various options, ensuring the total equals 100%. Remember, you can change future allocations at any time.
5. Complete the form by signing and dating the signature section. Ensure that all information is truthful and complete. If applicable, a co-trustee should also sign.
6. After filling out the form, you can save your changes, download, print, or share the completed form as needed.

Complete your USAA 47551 form online today for a seamless experience.