RMD Form (PDF)

Use this form to set up required minimum distributions (RMD) from your annuity.

Electronic Payment Plan Form (PDF)

Use this form to authorize us to electronically withdraw your contribution to your annuity from your bank account.

NY Exception from Current Taxation Form (PDF)

If you currently live in the state of New York or if the issuing company located on your annuity account summary page is USAA Life Insurance Company of New York, then use this form to request an exception to the taxing of your annuity.

Exception from Current Taxation Form (PDF)

Use this form to request an exception to the taxing of your annuity in states other than New York.

IRA Transfer Form for Annuities (PDF)

Use this form to transfer IRA funds to an annuity.

Rollover Funds Into a Tax-Qualified Retirement Plan - NY (PDF)

If you currently live in the state of New York or if the issuing company located on your annuity account summary page is USAA Life Insurance Company of New York, then use this form to rollover funds from a qualified retirement plan into an annuity.

Rollover Funds Into a Tax-Qualified Retirement Plan (PDF)

Use this form to rollover funds from a qualified retirement plan into an annuity in states other than New York.

New York Traditional IRA to Roth IRA Conversion Form (PDF)

If you currently live in the state of New York or if the issuing company located on your annuity account summary page is USAA Life Insurance Company of New York, then use this form to convert all or part of your traditional IRA to a Roth IRA.

Traditional IRA to Roth IRA Conversion Form (PDF)

Use this form to convert all or part of your traditional IRA to a Roth IRA in states other than New York.

IRA Recharacterization Form (PDF)

Use this form to change the tax type of your annuity contribution from a Roth IRA to a Traditional IRA or from a Traditional IRA to a Roth IRA.

Change Annuitant on your Annuity (PDF)

Use this form to change the name of the person receiving annuity payments.

File a Claim for an Annuity (PDF)

Use this form if the annuitant has died outside the United States.

RMD Form (PDF)

Use this form to set up required minimum distributions from your annuity.