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USAA Investment Account Transfer on 2026

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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 beneficiaries, eligibility criteria, and important legal considerations regarding community property laws. The form must be completed and submitted to USAA Investment Management Company, and it includes sections for personal information, beneficiary details, and signatures.

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

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Got questions?

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

How do I add a transfer account on USAA?

For USAA Mobile App Log on. Select Transfer icon. Select From or To account field. Select Add or manage external accounts. Finally, select Add Account.

Can I transfer money from my investment account?

Cash transfers are the most basic way to move your investments from one broker to another. If you have a brokerage account, this isnt too difficult. You sell your securities and then move the cash to the new brokerage. You may not even need help, since you can withdraw the cash.

Why is my investment account losing money?

Additionally, transaction costs, fees, and taxes eat into overall gains. Market downturns and crashes also lead to docHub losses for many. In essence, while some investors profit, others lose due to poor timing, inadequate information, or market volatility, maintaining the markets equilibrium.

Where did my USAA Investments go?

USAA sold their investment businesses so they could focus on their insurance and banking businesses. Schwab acquired USAA wealth management services, brokerage accounts and investment management solutions. Victory Capital acquired USAA Mutual Funds, USAA 529 College Savings Plan and USAA ETF businesses.

Does USAA allow instant transfers?

USAAs mobile app is integrated with Zelle to facilitate instant money transfers. The USAA Zelle transfer limits are as follows: up to 3 payments and 1,000 USD in any 24-hour period, up to 21 transactions and 2,500 USD in any 3-day period, and up to 90 transactions and 10,000 USD in any 30-day period.

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How do I get back into my USAA account?

To reset your USAA password, visit the USAA login page and click Forgot Password. Enter your ID or email to receive a reset link. Verify your identity via phone or email as prompted. If you cant remember your ID, use the Forgot ID option. For persistent issues, contact USAA customer service directly.

Who took over USAA Investments?

Jim Jackson, CFA. Jim Jackson is the Chief Investment Officer of Victory Income Investors, which was formerly known as USAA Investments, a Victory Capital Investment Franchise, and was acquired by Victory Capital in July 2019. Mr. Jackson joined USAA in 2009.

USAA Investment Account Transfer on 2026

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