Life Insurance, Health Insurance and Annuity Forms
Find the forms you need to help with your accounts. Simply download and print each form before completing it. Return each completed form using the instructions on it.
Click to select your form category Click to select your product General
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Power of Attorney (PDF)
Use this form to give another person permission to conduct business with USAA on your behalf.
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Authorization for Contract Information (PDF)
This form allows another person or entity to inquire about your life insurance or annuity contract.
Distributions and Payments
Distribution Forms
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Direct Deposit Form (PDF)
Authorize direct deposits to your bank account from a life insurance policy, health insurance policy or annuity.
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RMD Form (PDF)
Use this form to set up required minimum distributions (RMD) from your annuity.
Payment Forms
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Set Up Recurring Payments (PDF)
Use this form to set up recurring automatic payments for your life, health or annuity products.
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Authorize One-time Payment Using a Credit Card (PDF)
Use this form to make a one-time initial, reinstatement or overdue premium using your credit card.
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Make a Payment to Your Fixed Annuity or Universal Life Policy (PDF)
This form is used to make an additional payment or payments to a fixed annuity or universal life policy.
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Electronic Payment Plan Form (PDF)
Use this form to authorize us to electronically withdraw your contribution to your annuity from your bank account.
Policy or Contract Changes
Ownership and Certificate of Exception Forms
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Transfer of Ownership - Single Owner (PDF)
Use this form to transfer current ownership of a life insurance policy or annuity to a new owner.
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Transfer of Ownership - Multiple Owners (PDF)
Use this form to transfer ownership of a life insurance policy or annuity that has more than one owner.
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Transfer of Ownership Upon Death Form - Single Owner (PDF)
Use this form to transfer ownership of a life insurance policy or annuity after a single owner's death.
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Transfer of Ownership Upon Death Form - Multiple Owners (PDF)
Use this form to transfers ownership of a life insurance policy or annuity after the deaths of multiple owners.
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Add Successor Owner (PDF)
Use this form to add a successor owner to a life insurance policy or annuity who will take over as owner when you die.
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Ownership Authorization Form (PDF)
Use this form to provide us with the name of the person who acts as owner of the life insurance or annuity owned by a business or trust.
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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.
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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.
Transfer and Roll Over Forms
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New York IRA Transfer Form for Annuities (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 transfer IRA funds to an annuity.
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IRA Transfer Form for Annuities (PDF)
Use this form to transfer IRA funds to an annuity for states except New York.
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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.
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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.
Conversion and Recharacterization Forms
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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.
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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.
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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.
Other Changes
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Change Beneficiary for Life Insurance Policies and Annuity Contracts (PDF)
Use this form to change beneficiaries for your life insurance policies or annuities.
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Change Contract Information for Your Life Insurance, Health Insurance or Annuity (PDF)
Use this form to change contract information for your life insurance, health insurance or annuity products. This includes changing coverages or benefits and name updates.
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Change Annuitant on your Annuity (PDF)
Use this form to change the name of the person receiving annuity payments.
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Collateral Assignment (PDF)
This form allows you to use your life insurance policy or annuity as collateral for a bank loan.
Claims
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Survivor Checklist (PDF)
What to do after the loss of a loved one.
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File a Claim for a Life Insurance Policy (PDF)
Use this form if the member has died within two years of the date the policy was issued.
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File a Claim for a Life Insurance Policy (PDF)
Use this form if the member has died two or more years of the date the policy was issued.
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File a Claim for a Life Insurance Policy: Death Outside the U.S. (PDF)
Use this form if the member has died outside the United States within two years of the date the policy was issued.
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File a Claim for a Life Insurance Policy: Death Outside the U.S. (PDF)
Use this form if the member has died outside the United States two or more years of the date the policy was issued.
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File a Claim for an Annuity (PDF)
Use this form if the annuitant has died outside the United States.
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File a Disability Claim (PDF)
Use this form for a waiver of premium benefits or for income replacement policies.
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File a Disability Claim for a Policy Purchased in New York (PDF)
Use this form for a waiver of premium benefits or for income replacement policies.
Common Forms
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RMD Form (PDF)
Use this form to set up required minimum distributions from your annuity.
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Change Beneficiary for Life Insurance Policies and Annuity Contracts (PDF)
Use this form to change beneficiaries for your life insurance policies or annuities.
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Direct Deposit Form (PDF)
Authorize direct deposits to your bank account from a life insurance policy, health insurance policy or annuity.
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Change Contract Information for Your Life Insurance, Health Insurance or Annuity (PDF)
Use this form to change contract information for your life insurance, health insurance or annuity products. This includes changing coverages or benefits and name updates.
Disclosures and Notices
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Servicemembers' Group Life Insurance (SGLI) Information (PDF)
This notice includes information on Servicemembers' Group Life Insurance (SGLI), a life insurance program available from the Federal Government.
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Health Information Privacy Practices (PDF)
This notice describes how medical information about you may be used and how you can access this information.
