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The document is a USAA Investment Account Transfer on Death (TOD) Registration and Beneficiary Designation Form, which allows account holders to designate beneficiaries for their non-retirement individual or joint accounts. It outlines the process for adding or changing TOD designations, eligibility criteria, and important legal considerations regarding beneficiary designations, including community property laws. The form must be completed and submitted to USAA Investment Management Company.

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Versions	Form popularity	Fillable & printable
2016	4.5 Satisfied (30 Votes)
2009	4.9 Satisfied (34 Votes)

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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.

Can I transfer funds from USAA to another bank?

You can transfer money to and from your external checking and savings accounts at no charge from us. External accounts are subject to verification.

Does USAA charge to transfer funds to another bank?

Outgoing Wire Transfer Fee: $20 The receiving financial institution or institutions may also charge a fee to receive a wire transfer. Cutoff time: 4:00 p.m. CT Monday through Friday Wire transfer requests received by the cutoff time are generally processed the same day.

How much does it cost to transfer money from USAA to another bank?

USAA typically charges a $20 fee per transaction for outgoing wire transfers. For international transfers, there is an additional $25 wire service fee due to correspondent banks.