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Get USAA Investment Account Transfer On

Iciary information for an Individual Retirement Account (IRA) or other retirement account. The only accounts eligible for TOD registration are non-retirement Individual accounts, Joint Tenants with Rights of Survivorship (JTWROS) or Joint Tenants by Entirety accounts registered in the names of two individuals. Step 1: Complete the USAA Investment Account Transfer on Death (TOD) Registration and Beneficiary Designation form to 1) add a TOD designation to your existing individual or joint account(.

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