Account and Transaction Authorization Form - USAA: Fill out & sign online

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Click 'Get Form' to open the Account and Transaction Authorization Form in the editor.
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.
Select the type of request you wish to make regarding your withdrawal. Choose between a one-time withdrawal or authorizing future withdrawals by phone.
Indicate the amount of withdrawal you desire, either selecting 'All cash' or specifying a dollar amount.
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.
Complete the authorization section by signing and dating where indicated. This confirms your consent for transactions related to your account.
Once completed, upload the form via 'My Tools' on our platform or return it by mail as instructed.

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We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

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What qualifies you for a USAA account?

Knowing The Qualifications for USAA Insurance Military members, veterans, spouses, and children are all eligible for USAA insurance. USAA eligibility for grandchildren and other family members requires proof of military status when signing up.

What documents do I need for USAA?

Deposit slips and postage-paid envelopes are free and can be ordered from Harland Clarke.

How do I get a deposit slip from USAA?

USAA offers customers the option to request a voided check through their online banking portal, making it convenient for direct deposit and other financial transactions.

What documents do I need to open a USAA account?

Whos eligible for USAA membership? Active Duty military. National Guard and Reservists. Veterans who have honorably served. Contracted ROTC Cadets and Midshipmen. Officer and Warrant Officer Candidates. Military spouses. Children of USAA members. Service Academy appointees.

What proof do you need to join USAA?

Opening an account is fast and easy. If youre not a USAA member, check to see if you can join. Youll give us your full name, address, date of birth and other identifying information. Make a deposit of at least $25 using a checking, savings, Visa or Mastercard debit card or credit card.