Account and Transaction Authorization Form - USAA 2026

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  1. Click 'Get Form' to open the Account and Transaction Authorization Form in the editor.
  2. Begin by entering your personal information, including your USAA number, daytime phone number, and names of account owners. Ensure all details are accurate for a smooth process.
  3. Select the type of request you wish to make regarding your withdrawal. Choose between a one-time withdrawal or authorizing future withdrawals by phone.
  4. Indicate the amount of withdrawal you desire, either selecting 'All cash' or specifying a dollar amount.
  5. Fill in the Electronic Funds Transfer (EFT) or Bank Wire instructions as required. Make sure to verify your financial institution's details to avoid delays.
  6. Complete the authorization section by signing and dating where indicated. This confirms your consent for transactions related to your account.
  7. Once completed, upload the form via 'My Tools' on our platform or return it by mail as instructed.

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