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Click ‘Get Form’ to open the USAA Investment Account Transfer on Death (TOD) Registration and Beneficiary Designation form in the editor.
Begin by entering your USAA Number and Account Number in the Personal Information section. This ensures that your request is linked to the correct account.
Select one of the options under Account Servicing Instructions: either 'Add a TOD designation' or 'Change existing TOD beneficiary designation'.
In the Beneficiary Information section, list each beneficiary's name, Social Security Number (or Tax ID), relationship to you, and percentage distribution. Ensure that the total percentages equal 100%.
Review the Read and Sign section carefully. By signing, you acknowledge understanding of all terms related to your TOD account.
Finally, sign and date the form before faxing or mailing it to USAA Investment Management Company as instructed.

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