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Click ‘Get Form’ to open the USAA Life Insurance Change of Beneficiary form in our editor.
Begin by entering your account information, including your USAA number, Social Security number, marital status, and full name. Ensure all details are accurate for a smooth processing.
In the Beneficiary Information section, designate your primary beneficiaries. If naming a trust, check the appropriate box and attach the required documents as specified.
For each primary beneficiary, provide their first name, middle initial, last name, Social Security number (or Tax ID), date of birth, relationship to you, and percentage of distribution. Make sure the total equals 100%.
Repeat the process for secondary beneficiaries if applicable. Follow the same format as for primary beneficiaries.
Finally, sign and date the form at the bottom to validate your changes before submitting it via fax to 1-800-292-8177.

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