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529 Investment Change Form Complete this form to make an investment change to your USAA 529 Educatio 2026

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The document is an Investment Change Form for the USAA 529 Education 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, and future allocation instructions. It emphasizes compliance with federal identification requirements and includes a certification section for the account owner.

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How to use or fill out 529 Investment Change Form Complete this form to make an investment change to your USAA 529 Educatio with our platform

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Click ‘Get Form’ to open it in the editor.
Begin by filling out the Registration and Physical Address section. Enter your Account Number, Account Owner's name, Social Security/Trust Taxpayer ID Number, and contact information.
In the Exchange Instructions section, specify the dollar amount or percentage you wish to exchange from your current investment options. Ensure that each allocation is at least 5%.
Next, move to the Future Allocation Instructions. Choose how you want future contributions allocated among the available portfolio options. Remember, total allocations must equal 100%.
Finally, sign and date the form in the Signature section to certify that all provided information is accurate and complete.

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Versions	Form popularity	Fillable & printable
2021	4.4 Satisfied (30 Votes)
2015	4 Satisfied (32 Votes)

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