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Investment Change Form - contentusaacom

Investment Change Form - contentusaacom 2025

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The document is an Investment Change Form for the USAA 529 College Savings Plan, allowing account owners to request changes in their investment allocations. It outlines the process for making up to two investment exchanges per calendar year or upon a change of the designated beneficiary. The form requires personal information, details on current and new investment selections, future allocation instructions, and a signature for authorization.

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Versions	Form popularity	Fillable & printable
2021	4.4 Satisfied (30 Votes)
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