Get Usaa Investment Account Transfer On

Completing the USAA Investment Account Transfer on Death (TOD) Registration and Beneficiary Designation form is a crucial step for managing your investment accounts. This guide provides a clear, step-by-step approach to ensure that the process is simple and thorough for all users.

Follow the steps to successfully fill out the form.

1. Press the ‘Get Form’ button to access the USAA Investment Account Transfer on Death (TOD) Registration and Beneficiary Designation form and open it in your document editor.
2. Begin filling in your personal information by entering your USAA number and account number in the designated fields.
3. In the Account Servicing Instructions section, select either to add a TOD designation to an existing individual or joint account or to change an existing TOD beneficiary designation.
4. Provide the necessary Beneficiary Information. For each beneficiary, fill in their name, social security number (or tax ID), relationship to you, and the percentage of distribution they will receive.
5. Ensure that the total percentage distribution for all beneficiaries equals 100%. If you are listing multiple beneficiaries, indicate specific percentages for each if necessary.
6. In the Read and Sign section, review all statements carefully. By signing, you acknowledge your understanding of the conditions and limitations regarding the TOD account registration.
7. Sign and date the form in the designated areas for the account holder(s). Make sure to include printed names beneath signatures for clarity.
8. Once the form is completed, submit it either by fax or mail to the USAA Investment Management Company, ensuring you keep a copy for your records.

Complete your USAA Investment Account Transfer on Death form online today for a streamlined account management experience.