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USAA Investment Account Transfer on 2026
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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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