USAA life insurance, health insurance and annuity forms

Change the beneficiaries for your life insurance policies or annuities. You can also update your beneficiaries online.

Set up or manage required minimum distributions from your annuity.

Set up direct deposit to your bank account from an annuity.

Allow someone to handle business with us on your behalf.

Allow someone to ask about your life insurance or annuity contract.

Set up direct deposit to your bank account from an annuity.

Set up required minimum distributions from your annuity.

Set up recurring automatic payments for your life or health insurance. You can also set up automatic payments online.

Borrow against the cash value of your permanent life insurance policy while keeping your coverage active.

Set up required minimum distributions from your annuity to one or more charities.

Transfer ownership to another person, trust or organization.

Transfer ownership when there’s more than one current owner.

Transfer ownership after the original owner has passed away.

Transfer ownership after all listed owners have passed away.

Add a successor who’ll become the owner when you pass away.

Tell us who’s listed as the owner of the life insurance policy or annuity for the business or trust.

Change the beneficiaries for your life insurance policies or annuities. You can also update your beneficiaries online.

Change the name of the person receiving annuity payments.

Offer your life insurance policy or annuity as collateral for a bank loan.

Request an exception to current taxes on your annuity in all states except New York.

Request an exception to current taxes on your annuity. Use this form if you live in New York or if your annuity account summary lists USAA Life Insurance Company of New York as the issuing company.

Change how your annuity's value is divided between index and fixed accounts.

Move your IRA funds into one or multiple annuities.

Rollover funds from your tax-qualified plan into a qualified USAA annuity.

Rollover funds from your tax-qualified plan into a qualified USAA annuity. Use this form if you live in New York or if your annuity account summary lists USAA Life Insurance Company of New York as the issuing company.

Give us permission to transfer funds from your outside life insurance or non-qualified annuity contract to one or more of your USAA contracts tax-free.

Convert some or all of your Traditional IRA to a Roth IRA.

Convert some or all of your Traditional IRA to a Roth IRA. Use this form if you live in New York or if your annuity account summary lists USAA Life Insurance Company of New York as the issuing company.

Change the tax type of your annuity contribution from a Roth IRA to Traditional IRA or vice versa.

Tell us how much federal tax to withhold when you make a qualified charitable distribution from your retirement account, annuity or IRA.

Tell us how much federal tax to withhold from your regular annuity or pension payments.

Tell us how much federal tax to withhold from a one-time withdrawal or rollover from your retirement account, annuity or IRA.

Tell us how much state income tax to withhold from your annuity or life insurance payouts.

Use this form if the policyholder died within 2 years of the policy start date.

Use this form if the policyholder died 2 or more years after the policy start date.

Use this form if the policyholder died outside the U.S. within 2 years of the policy start date.

Use this form if the policyholder died outside the U.S. 2 years or more after the policy start date.

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

Request a waiver of your premium payments, or apply for income replacement benefits if you’re unable to work due to a disability.

Request a waiver of your premium payments, or apply for income replacement benefits if you’re unable to work due to a disability. Use this form if you purchased your insurance policy in New York.

Learn about a life insurance program offered by the Federal Government for military members and their families.

Learn how we use your medical information and how you can access the same information.