Trusted Contact Authorization Form - USAA 2025

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A trusted contact is a person you authorize your financial firm to contact in limited circumstances. How would having a trusted contact help me?
A trusted contact cannot access your account information or make transactions. If you want to authorize someone to do that, youll need to give them financial power of attorney.
What do I need to provide to verify my military service? Please provide a copy of an acceptable military document and government-issued ID. Examples of acceptable military documents include DD214(long version), Discharge Certificate, Leave Earnings Statement or military orders if youre actively serving.
Maybe there is a concern about fraud. Or maybe you are having a health issue. A trusted contact can help your firm connect with you. A trusted contact may be asked to confirm your current contact information, health status or the identity of any legal guardian, executor, trustee or holder of a power of attorney.
Step 1: Log in to the USAA app with your credentials. Step 2: Select your insurance policy from the app home page under the Insurance section. Step 3: Tap the Coverages tab at the top, and your declaration page information will be displayed right in the app.